update pay function

创建常量配置文件
 创建自定义 Hook

 创建组件目录
创建 HeroHeader 组件
创建 FeaturedFeatureCard 组件
创建 FeatureCard 组件
创建新的 HomePage.tsx

.env.development

@@ -19,9 +19,7 @@ REACT_APP_ENABLE_MOCK=false
 # 开发环境标识
 REACT_APP_ENV=development
 
-# PostHog 配置（开发环境）
-# 留空 = 仅控制台 debug
-# 填入 Key = 控制台 + PostHog Cloud 双模式
-REACT_APP_POSTHOG_KEY=
-REACT_APP_POSTHOG_HOST=https://app.posthog.com
-REACT_APP_ENABLE_SESSION_RECORDING=false
+# 性能监控配置
+REACT_APP_ENABLE_PERFORMANCE_MONITOR=true
+REACT_APP_ENABLE_PERFORMANCE_PANEL=true
+REACT_APP_REPORT_TO_POSTHOG=false

.env.mock

@@ -29,20 +29,13 @@ NODE_OPTIONS=--max_old_space_size=4096
 # MSW 会在浏览器层拦截这些请求，不需要真实的后端地址
 REACT_APP_API_URL=
 
+# Socket.IO 连接地址（Mock 模式下连接生产环境）
+# 注意：WebSocket 不被 MSW 拦截，可以独立配置
+REACT_APP_SOCKET_URL=https://valuefrontier.cn
+
 # 启用 Mock 数据（核心配置）
 # 此配置会触发 src/index.js 中的 MSW 初始化
 REACT_APP_ENABLE_MOCK=true
 
 # Mock 环境标识
 REACT_APP_ENV=mock
-
-# PostHog 配置（Mock 环境）
-# 留空 = 仅控制台 debug
-# 填入 Key = 控制台 + PostHog Cloud 双模式
-REACT_APP_POSTHOG_KEY=phc_xKlRyG69Bx7hgOdFeCeLUvQWvSjw18ZKFgCwCeYezWF
-REACT_APP_POSTHOG_HOST=https://app.posthog.com
-REACT_APP_ENABLE_SESSION_RECORDING=false
-
-# PostHog Debug 模式（Mock 环境永久启用）
-# 在浏览器 Console 中打印详细的事件追踪日志
-REACT_APP_POSTHOG_DEBUG=true

.env.production

@@ -1,13 +1,6 @@
 # ========================================
 # 生产环境配置
 # ========================================
-# 使用方式: npm run build
-#
-# 工作原理：
-# 1. 此文件专门用于生产环境构建
-# 2. 构建时会将环境变量嵌入到打包文件中
-# 3. 确保 PostHog 等服务使用正确的生产配置
-# ========================================
 
 # 环境标识
 REACT_APP_ENV=production
@@ -16,6 +9,10 @@ NODE_ENV=production
 # Mock 配置（生产环境禁用 Mock）
 REACT_APP_ENABLE_MOCK=false
 
+# 🔧 调试模式（生产环境临时调试用）
+# 开启后会在全局暴露 window.__DEBUG__
+REACT_APP_ENABLE_DEBUG=false
+
 # 后端 API 地址（生产环境）
 REACT_APP_API_URL=http://49.232.185.254:5001
 
@@ -40,3 +37,11 @@ TSC_COMPILE_ON_ERROR=true
 IMAGE_INLINE_SIZE_LIMIT=10000
 # Node.js 内存限制（适用于大型项目）
 NODE_OPTIONS=--max_old_space_size=4096
+
+# 性能监控配置（生产环境）
+# 启用性能监控
+REACT_APP_ENABLE_PERFORMANCE_MONITOR=true
+# 禁用性能面板（仅开发环境）
+REACT_APP_ENABLE_PERFORMANCE_PANEL=false
+# 启用 PostHog 性能数据上报
+REACT_APP_REPORT_TO_POSTHOG=true

.eslintrc.js

@@ -0,0 +1,92 @@
+module.exports = {
+  root: true,
+
+  /* 环境配置 */
+  env: {
+    browser: true,
+    es2021: true,
+    node: true,
+  },
+
+  /* 扩展配置 */
+  extends: [
+    'react-app',                        // Create React App 默认规则
+    'react-app/jest',                   // Jest 测试规则
+    'eslint:recommended',               // ESLint 推荐规则
+    'plugin:react/recommended',         // React 推荐规则
+    'plugin:react-hooks/recommended',   // React Hooks 规则
+    'plugin:prettier/recommended',      // Prettier 集成
+  ],
+
+  /* 解析器选项 */
+  parserOptions: {
+    ecmaVersion: 'latest',
+    sourceType: 'module',
+    ecmaFeatures: {
+      jsx: true,
+    },
+  },
+
+  /* 插件 */
+  plugins: ['react', 'react-hooks', 'prettier'],
+
+  /* 规则配置 */
+  rules: {
+    // React
+    'react/react-in-jsx-scope': 'off',              // React 17+ 不需要导入 React
+    'react/prop-types': 'off',                      // 使用 TypeScript 类型检查，不需要 PropTypes
+    'react/display-name': 'off',                    // 允许匿名组件
+
+    // 通用
+    'no-console': ['warn', { allow: ['warn', 'error'] }], // 仅警告 console.log
+    'no-unused-vars': ['warn', {
+      argsIgnorePattern: '^_',                      // 忽略以 _ 开头的未使用参数
+      varsIgnorePattern: '^_',                      // 忽略以 _ 开头的未使用变量
+    }],
+    'prettier/prettier': ['warn', {}, { usePrettierrc: true }], // 使用项目的 Prettier 配置
+  },
+
+  /* 设置 */
+  settings: {
+    react: {
+      version: 'detect',                            // 自动检测 React 版本
+    },
+  },
+
+  /* TypeScript 文件特殊配置 */
+  overrides: [
+    {
+      files: ['**/*.ts', '**/*.tsx'],               // 仅对 TS 文件应用以下配置
+      parser: '@typescript-eslint/parser',          // 使用 TypeScript 解析器
+      parserOptions: {
+        project: './tsconfig.json',                 // 关联 tsconfig.json
+      },
+      extends: [
+        'plugin:@typescript-eslint/recommended',    // TypeScript 推荐规则
+      ],
+      plugins: ['@typescript-eslint'],
+      rules: {
+        // TypeScript 特定规则
+        '@typescript-eslint/no-explicit-any': 'warn',           // 警告使用 any（允许但提示）
+        '@typescript-eslint/explicit-module-boundary-types': 'off', // 不强制导出函数类型
+        '@typescript-eslint/no-unused-vars': ['warn', {
+          argsIgnorePattern: '^_',
+          varsIgnorePattern: '^_',
+        }],
+        '@typescript-eslint/no-non-null-assertion': 'warn',     // 警告使用 !（非空断言）
+
+        // 覆盖基础规则（避免与 TS 规则冲突）
+        'no-unused-vars': 'off',                                // 使用 TS 版本的规则
+      },
+    },
+  ],
+
+  /* 忽略文件（与 .eslintignore 等效）*/
+  ignorePatterns: [
+    'node_modules/',
+    'build/',
+    'dist/',
+    '*.config.js',
+    'public/mockServiceWorker.js',
+  ],
+};

.gitignore

@@ -48,6 +48,8 @@ Thumbs.db
 *.md
 !README.md
 !CLAUDE.md
-!docs/**/*.md
+
+# 忽略 docs 目录（开发文档不提交到 Git）
+docs/
 
 src/assets/img/original-backup/

ISSUE_TEMPLATE.md

@@ -1,13 +0,0 @@
-<!--
- IMPORTANT: Please use the following link to create a new issue:
-
-  https://www.creative-tim.com/new-issue/argon-dashboard-chakra-pro
-
-**If your issue was not created using the app above, it will be closed immediately.**
--->
-
-<!--
-Love Creative Tim? Do you need Angular, React, Vuejs or HTML? You can visit:
-👉  https://www.creative-tim.com/bundles
-👉  https://www.creative-tim.com
--->

README.md

@@ -1,198 +0,0 @@
-# vf_react
-
-前端
-
----
-
-## 📚 重构记录
-
-### 2025-10-30: EventList.js 组件化重构
-
-#### 🎯 重构目标
-将 Community 社区页面的 `EventList.js` 组件（1095行）拆分为多个可复用的子组件，提高代码可维护性和复用性。
-
-#### 📊 重构成果
-- **重构前**: 1095 行
-- **重构后**: 497 行
-- **减少**: 598 行 (-54.6%)
-
----
-
-### 📁 新增目录结构
-
-```
-src/views/Community/components/EventCard/
-├── index.js                      (60行)  - EventCard 统一入口，智能路由紧凑/详细模式
-│
-├── ──────────────────────────────────────────────────────────
-│   原子组件 (Atoms) - 7个基础UI组件
-├── ──────────────────────────────────────────────────────────
-│
-├── EventTimeline.js              (60行)  - 时间轴显示组件
-│   └── Props: createdAt, timelineStyle, borderColor, minHeight
-│
-├── EventImportanceBadge.js       (100行) - 重要性等级标签 (S/A/B/C/D)
-│   └── Props: importance, showTooltip, showIcon, size
-│
-├── EventStats.js                 (60行)  - 统计信息 (浏览/帖子/关注)
-│   └── Props: viewCount, postCount, followerCount, size, spacing
-│
-├── EventFollowButton.js          (40行)  - 关注按钮
-│   └── Props: isFollowing, followerCount, onToggle, size, showCount
-│
-├── EventPriceDisplay.js          (130行) - 价格变动显示 (平均/最大/周)
-│   └── Props: avgChange, maxChange, weekChange, compact, inline
-│
-├── EventDescription.js           (60行)  - 描述文本 (支持展开/收起)
-│   └── Props: description, textColor, minLength, noOfLines
-│
-├── EventHeader.js                (100行) - 事件标题头部
-│   └── Props: title, importance, onTitleClick, linkColor, compact
-│
-├── ──────────────────────────────────────────────────────────
-│   组合组件 (Molecules) - 2个卡片组件
-├── ──────────────────────────────────────────────────────────
-│
-├── CompactEventCard.js           (160行) - 紧凑模式事件卡片
-│   ├── 使用: EventTimeline, EventHeader, EventStats, EventFollowButton
-│   └── Props: event, index, isFollowing, followerCount, callbacks...
-│
-└── DetailedEventCard.js          (170行) - 详细模式事件卡片
-    ├── 使用: EventTimeline, EventHeader, EventStats, EventFollowButton,
-    │        EventPriceDisplay, EventDescription
-    └── Props: event, isFollowing, followerCount, callbacks...
-```
-
-**总计**: 10个文件，940行代码
-
----
-
-### 🔧 重构的文件
-
-#### `src/views/Community/components/EventList.js`
-
-**移除的内容**:
-- ❌ `renderPriceChange` 函数 (~60行)
-- ❌ `renderCompactEvent` 函数 (~200行)
-- ❌ `renderDetailedEvent` 函数 (~300行)
-- ❌ `expandedDescriptions` state（展开状态管理移至子组件）
-- ❌ 冗余的 Chakra UI 导入
-
-**保留的功能**:
-- ✅ WebSocket 实时推送
-- ✅ 浏览器原生通知
-- ✅ 关注状态管理 (followingMap, followCountMap)
-- ✅ 分页控制
-- ✅ 视图模式切换（紧凑/详细）
-- ✅ 推送权限管理
-
-**新增引入**:
-```javascript
-import EventCard from './EventCard';
-```
-
----
-
-### 🏗️ 架构改进
-
-#### 重构前（单体架构）
-```
-EventList.js (1095行)
-├── 业务逻辑 (WebSocket, 关注, 通知)
-├── renderCompactEvent (200行)
-│   └── 所有UI代码内联
-├── renderDetailedEvent (300行)
-│   └── 所有UI代码内联
-└── renderPriceChange (60行)
-```
-
-#### 重构后（组件化架构）
-```
-EventList.js (497行) - 容器组件
-├── 业务逻辑 (WebSocket, 关注, 通知)
-└── 渲染逻辑
-    └── EventCard (智能路由)
-        ├── CompactEventCard (紧凑模式)
-        │   ├── EventTimeline
-        │   ├── EventHeader (compact)
-        │   ├── EventStats
-        │   └── EventFollowButton
-        └── DetailedEventCard (详细模式)
-            ├── EventTimeline
-            ├── EventHeader (detailed)
-            ├── EventStats
-            ├── EventFollowButton
-            ├── EventPriceDisplay
-            └── EventDescription
-```
-
----
-
-### ✨ 优势
-
-1. **可维护性** ⬆️
-   - 每个组件职责单一（单一职责原则）
-   - 代码行数减少 54.6%
-   - 组件边界清晰，易于理解
-
-2. **可复用性** ⬆️
-   - 原子组件可在其他页面复用
-   - 例如：EventImportanceBadge 可用于任何需要显示事件等级的地方
-
-3. **可测试性** ⬆️
-   - 小组件更容易编写单元测试
-   - 可独立测试每个组件的渲染和交互
-
-4. **性能优化** ⬆️
-   - React 可以更精确地追踪变化
-   - 减少不必要的重渲染
-   - 每个子组件可独立优化（useMemo, React.memo）
-
-5. **开发效率** ⬆️
-   - 新增功能时只需修改对应的子组件
-   - 代码审查更高效
-   - 降低了代码冲突的概率
-
----
-
-### 📦 依赖工具函数
-
-本次重构使用了之前提取的工具函数：
-
-```
-src/utils/priceFormatters.js          (105行)
-├── getPriceChangeColor(value)        - 获取价格变化文字颜色
-├── getPriceChangeBg(value)           - 获取价格变化背景颜色
-├── getPriceChangeBorderColor(value)  - 获取价格变化边框颜色
-├── formatPriceChange(value)          - 格式化价格为字符串
-└── PriceArrow({ value })             - 价格涨跌箭头组件
-
-src/constants/animations.js           (72行)
-├── pulseAnimation                    - 脉冲动画（S/A级标签）
-├── fadeIn                            - 渐入动画
-├── slideInUp                         - 从下往上滑入
-├── scaleIn                           - 缩放进入
-└── spin                              - 旋转动画（Loading）
-```
-
----
-
-### 🚀 下一步优化计划
-
-Phase 1 已完成，后续可继续优化：
-
-- **Phase 2**: 拆分 StockDetailPanel.js (1067行 → ~250行)
-- **Phase 3**: 拆分 InvestmentCalendar.js (827行 → ~200行)
-- **Phase 4**: 拆分 MidjourneyHeroSection.js (813行 → ~200行)
-- **Phase 5**: 拆分 UnifiedSearchBox.js (679行 → ~180行)
-
----
-
-### 🔗 相关提交
-
-- `feat: 拆分 EventList.js/提取价格相关工具函数到 utils/priceFormatters.js`
-- `feat(EventList): 创建事件卡片原子组件`
-- `feat(EventList): 创建事件卡片组合组件`
-- `refactor(EventList): 使用组件化架构替换内联渲染函数`
-
----

concept_api.py

@@ -22,15 +22,15 @@ openai_client = None
 mysql_pool = None
 
 # 配置
-ES_HOST = 'http://192.168.1.58:9200'
-OPENAI_BASE_URL = "http://192.168.1.58:8000/v1"
+ES_HOST = 'http://127.0.0.1:9200'
+OPENAI_BASE_URL = "http://127.0.0.1:8000/v1"
 OPENAI_API_KEY = "dummy"
 EMBEDDING_MODEL = "qwen3-embedding-8b"
 INDEX_NAME = 'concept_library'
 
 # MySQL配置
 MYSQL_CONFIG = {
-    'host': '192.168.1.14',
+    'host': '192.168.1.8',
     'user': 'root',
     'password': 'Zzl5588161!',
     'db': 'stock',
@@ -110,7 +110,7 @@ class SearchRequest(BaseModel):
     semantic_weight: Optional[float] = Field(None, ge=0.0, le=1.0, description="语义搜索权重(0-1)，None表示自动计算")
     filter_stocks: Optional[List[str]] = Field(None, description="过滤特定股票代码或名称")
     trade_date: Optional[date] = Field(None, description="交易日期，格式：YYYY-MM-DD，默认返回最新日期数据")
-    sort_by: str = Field("change_pct", description="排序方式: change_pct, _score, stock_count, concept_name")
+    sort_by: str = Field("change_pct", description="排序方式: change_pct, _score, stock_count, concept_name, added_date")
     use_knn: bool = Field(True, description="是否使用KNN搜索优化语义搜索")
 
 
@@ -490,7 +490,7 @@ def build_hybrid_knn_query(
             "field": "description_embedding",
             "query_vector": embedding,
             "k": k,
-            "num_candidates": min(k * 2, 500),
+            "num_candidates": max(k + 50, min(k * 2, 10000)),  # 确保 num_candidates > k，最大 10000
             "boost": semantic_weight
         }
     }
@@ -548,12 +548,12 @@ async def search_concepts(request: SearchRequest):
                 # 已经在generate_embedding中记录了详细日志，这里只调整语义权重
                 semantic_weight = 0
 
-        # 【关键修改】：如果按涨跌幅排序，需要获取更多结果
+        # 【关键修改】：如果按涨跌幅或添加日期排序，需要获取更多结果
         effective_search_size = request.search_size
-        if request.sort_by == "change_pct":
-            # 按涨跌幅排序时，获取更多结果以确保排序准确性
+        if request.sort_by in ["change_pct", "added_date"]:
+            # 按涨跌幅或添加日期排序时，获取更多结果以确保排序准确性
             effective_search_size = min(1000, request.search_size * 10)  # 最多获取1000个
-            logger.info(f"Using expanded search size {effective_search_size} for change_pct sorting")
+            logger.info(f"Using expanded search size {effective_search_size} for {request.sort_by} sorting")
 
         # 构建查询体
         search_body = {}
@@ -591,7 +591,7 @@ async def search_concepts(request: SearchRequest):
                     "field": "description_embedding",
                     "query_vector": embedding,
                     "k": effective_search_size,  # 使用有效搜索大小
-                    "num_candidates": min(effective_search_size * 2, 1000)
+                    "num_candidates": max(effective_search_size + 50, min(effective_search_size * 2, 10000))  # 确保 num_candidates > k
                 },
                 "size": effective_search_size
             }
@@ -721,6 +721,14 @@ async def search_concepts(request: SearchRequest):
             all_results.sort(key=lambda x: x.stock_count, reverse=True)
         elif request.sort_by == "concept_name":
             all_results.sort(key=lambda x: x.concept)
+        elif request.sort_by == "added_date":
+            # 按添加日期排序（降序 - 最新的在前）
+            all_results.sort(
+                key=lambda x: (
+                    x.happened_times[0] if x.happened_times and len(x.happened_times) > 0 else '1900-01-01'
+                ),
+                reverse=True
+            )
         # _score排序已经由ES处理
 
         # 计算分页
@@ -1045,7 +1053,16 @@ async def get_concept_price_timeseries(
 ):
     """获取概念在指定日期范围内的涨跌幅时间序列数据"""
     if not mysql_pool:
-        raise HTTPException(status_code=503, detail="数据库连接不可用")
+        logger.warning(f"[PriceTimeseries] MySQL 连接不可用，返回空时间序列数据")
+        # 返回空时间序列而不是 503 错误
+        return PriceTimeSeriesResponse(
+            concept_id=concept_id,
+            concept_name=concept_id,  # 无法查询名称，使用 ID
+            start_date=start_date,
+            end_date=end_date,
+            data_points=0,
+            timeseries=[]
+        )
 
     if start_date > end_date:
         raise HTTPException(status_code=400, detail="开始日期不能晚于结束日期")
@@ -1150,11 +1167,93 @@ async def get_concept_statistics(
         min_stock_count: int = Query(3, ge=1, description="最少股票数量过滤")
 ):
     """获取概念板块统计数据 - 涨幅榜、跌幅榜、活跃榜、波动榜、连涨榜"""
+
+    from datetime import datetime, timedelta
+
+    # 如果 MySQL 不可用，直接返回示例数据（而不是返回 503）
     if not mysql_pool:
-        raise HTTPException(status_code=503, detail="数据库连接不可用")
+        logger.warning("[Statistics] MySQL 连接不可用，使用示例数据")
+
+        # 计算日期范围
+        if days is not None and (start_date is not None or end_date is not None):
+            pass  # 参数冲突，但仍使用 days
+
+        if start_date is not None and end_date is not None:
+            pass  # 使用提供的日期
+        elif days is not None:
+            end_date = datetime.now().date()
+            start_date = end_date - timedelta(days=days)
+        elif start_date is not None:
+            end_date = datetime.now().date()
+        elif end_date is not None:
+            start_date = end_date - timedelta(days=7)
+        else:
+            end_date = datetime.now().date()
+            start_date = end_date - timedelta(days=7)
+
+        # 返回示例数据（与 except 块中相同）
+        fallback_statistics = ConceptStatistics(
+            hot_concepts=[
+                ConceptStatItem(name="小米大模型", change_pct=12.45, stock_count=24, news_count=18),
+                ConceptStatItem(name="人工智能", change_pct=8.76, stock_count=45, news_count=12),
+                ConceptStatItem(name="新能源汽车", change_pct=6.54, stock_count=38, news_count=8),
+                ConceptStatItem(name="芯片概念", change_pct=5.43, stock_count=52, news_count=15),
+                ConceptStatItem(name="生物医药", change_pct=4.21, stock_count=28, news_count=6),
+            ],
+            cold_concepts=[
+                ConceptStatItem(name="房地产", change_pct=-5.76, stock_count=33, news_count=5),
+                ConceptStatItem(name="煤炭开采", change_pct=-4.32, stock_count=25, news_count=3),
+                ConceptStatItem(name="钢铁冶炼", change_pct=-3.21, stock_count=28, news_count=4),
+                ConceptStatItem(name="传统零售", change_pct=-2.98, stock_count=19, news_count=2),
+                ConceptStatItem(name="纺织服装", change_pct=-2.45, stock_count=15, news_count=2),
+            ],
+            active_concepts=[
+                ConceptStatItem(name="人工智能", news_count=45, report_count=15, total_mentions=60),
+                ConceptStatItem(name="芯片概念", news_count=42, report_count=12, total_mentions=54),
+                ConceptStatItem(name="新能源汽车", news_count=38, report_count=8, total_mentions=46),
+                ConceptStatItem(name="生物医药", news_count=28, report_count=6, total_mentions=34),
+                ConceptStatItem(name="量子科技", news_count=25, report_count=5, total_mentions=30),
+            ],
+            volatile_concepts=[
+                ConceptStatItem(name="区块链", volatility=25.6, avg_change=2.1, max_change=15.2),
+                ConceptStatItem(name="元宇宙", volatility=23.8, avg_change=1.8, max_change=13.9),
+                ConceptStatItem(name="虚拟现实", volatility=21.2, avg_change=-0.5, max_change=10.1),
+                ConceptStatItem(name="游戏概念", volatility=19.7, avg_change=3.2, max_change=12.8),
+                ConceptStatItem(name="在线教育", volatility=18.3, avg_change=-1.1, max_change=8.1),
+            ],
+            momentum_concepts=[
+                ConceptStatItem(name="数字经济", consecutive_days=6, total_change=19.2, avg_daily=3.2),
+                ConceptStatItem(name="云计算", consecutive_days=5, total_change=16.8, avg_daily=3.36),
+                ConceptStatItem(name="物联网", consecutive_days=4, total_change=13.1, avg_daily=3.28),
+                ConceptStatItem(name="大数据", consecutive_days=4, total_change=12.4, avg_daily=3.1),
+                ConceptStatItem(name="工业互联网", consecutive_days=3, total_change=9.6, avg_daily=3.2),
+            ],
+            summary={
+                'total_concepts': 500,
+                'positive_count': 320,
+                'negative_count': 180,
+                'avg_change': 1.8,
+                'update_time': datetime.now().strftime('%Y-%m-%d %H:%M:%S'),
+                'date_range': f"{start_date} 至 {end_date}",
+                'days': (end_date - start_date).days + 1,
+                'start_date': str(start_date),
+                'end_date': str(end_date)
+            }
+        )
+
+        return ConceptStatisticsResponse(
+            success=True,
+            data=fallback_statistics,
+            params={
+                'days': (end_date - start_date).days + 1,
+                'min_stock_count': min_stock_count,
+                'start_date': str(start_date),
+                'end_date': str(end_date)
+            },
+            note="MySQL 连接不可用，使用示例数据"
+        )
 
     try:
-        from datetime import datetime, timedelta
         import random
 
         # 参数验证和日期范围计算

craco.config.js

@@ -2,6 +2,9 @@ const path = require('path');
 const webpack = require('webpack');
 const { BundleAnalyzerPlugin } = process.env.ANALYZE ? require('webpack-bundle-analyzer') : { BundleAnalyzerPlugin: null };
 
+// 检查是否为 Mock 模式（与 src/utils/apiConfig.js 保持一致）
+const isMockMode = () => process.env.REACT_APP_ENABLE_MOCK === 'true';
+
 module.exports = {
   webpack: {
     configure: (webpackConfig, { env, paths }) => {
@@ -27,7 +30,7 @@ module.exports = {
             chunks: 'all',
             maxInitialRequests: 30,
             minSize: 20000,
-            maxSize: 244000, // 限制单个 chunk 最大大小（约 244KB）
+            maxSize: 512000, // 限制单个 chunk 最大大小（512KB，与 performance.maxAssetSize 一致）
             cacheGroups: {
               // React 核心库单独分离
               react: {
@@ -36,6 +39,13 @@ module.exports = {
                 priority: 30,
                 reuseExistingChunk: true,
               },
+              // TradingView Lightweight Charts 单独分离（避免被压缩破坏）
+              lightweightCharts: {
+                test: /[\\/]node_modules[\\/]lightweight-charts[\\/]/,
+                name: 'lightweight-charts',
+                priority: 26,
+                reuseExistingChunk: true,
+              },
               // 大型图表库分离（echarts, d3, apexcharts 等）
               charts: {
                 test: /[\\/]node_modules[\\/](echarts|echarts-for-react|apexcharts|react-apexcharts|recharts|d3|d3-.*)[\\/]/,
@@ -47,7 +57,7 @@ module.exports = {
               chakraUI: {
                 test: /[\\/]node_modules[\\/](@chakra-ui|@emotion)[\\/]/,
                 name: 'chakra-ui',
-                priority: 22,
+                priority: 23, // 从 22 改为 23，避免与 antd 优先级冲突
                 reuseExistingChunk: true,
               },
               // Ant Design
@@ -66,7 +76,7 @@ module.exports = {
               },
               // 日期/日历库
               calendar: {
-                test: /[\\/]node_modules[\\/](moment|date-fns|@fullcalendar|react-big-calendar)[\\/]/,
+                test: /[\\/]node_modules[\\/](dayjs|date-fns|@fullcalendar)[\\/]/,
                 name: 'calendar-lib',
                 priority: 18,
                 reuseExistingChunk: true,
@@ -93,8 +103,43 @@ module.exports = {
           moduleIds: 'deterministic',
           // 最小化配置
           minimize: true,
+          minimizer: [
+            ...webpackConfig.optimization.minimizer,
+          ],
         };
 
+        // 配置 Terser 插件，保留 lightweight-charts 的方法名
+        const TerserPlugin = require('terser-webpack-plugin');
+        webpackConfig.optimization.minimizer = webpackConfig.optimization.minimizer.map(plugin => {
+          if (plugin.constructor.name === 'TerserPlugin') {
+            const originalOptions = plugin.options || {};
+            const originalTerserOptions = originalOptions.terserOptions || {};
+            const originalMangle = originalTerserOptions.mangle || {};
+
+            // 只保留 TerserPlugin 有效的配置项
+            const validOptions = {
+              test: originalOptions.test,
+              include: originalOptions.include,
+              exclude: originalOptions.exclude,
+              extractComments: originalOptions.extractComments,
+              parallel: originalOptions.parallel,
+              minify: originalOptions.minify,
+              terserOptions: {
+                ...originalTerserOptions,
+                keep_classnames: /^(IChartApi|ISeriesApi|Re)$/, // 保留 lightweight-charts 的类名
+                keep_fnames: /^(createChart|addLineSeries|addSeries)$/, // 保留关键方法名
+                mangle: {
+                  ...originalMangle,
+                  reserved: ['createChart', 'addLineSeries', 'addSeries', 'IChartApi', 'ISeriesApi'],
+                },
+              },
+            };
+
+            return new TerserPlugin(validOptions);
+          }
+          return plugin;
+        });
+
         // 生产环境禁用 source map 以加快构建（可节省 40-60% 时间）
         webpackConfig.devtool = false;
       } else {
@@ -130,8 +175,8 @@ module.exports = {
           '@variables': path.resolve(__dirname, 'src/variables'),
           '@views': path.resolve(__dirname, 'src/views'),
         },
-        // 减少文件扩展名搜索
-        extensions: ['.js', '.jsx', '.json'],
+        // 减少文件扩展名搜索（优先 TypeScript）
+        extensions: ['.ts', '.tsx', '.js', '.jsx', '.json'],
         // 优化模块查找路径
         modules: [
           path.resolve(__dirname, 'src'),
@@ -158,13 +203,8 @@ module.exports = {
         );
       }
 
-      // 忽略 moment 的语言包（如果项目使用了 moment）
-      webpackConfig.plugins.push(
-        new webpack.IgnorePlugin({
-          resourceRegExp: /^\.\/locale$/,
-          contextRegExp: /moment$/,
-        })
-      );
+      // Day.js 的语言包非常小（每个约 0.5KB），所以不需要特别忽略
+      // 如果需要优化，可以只导入需要的语言包
 
       // ============== Loader 优化 ==============
       const babelLoaderRule = webpackConfig.module.rules.find(
@@ -236,21 +276,41 @@ module.exports = {
     devMiddleware: {
       writeToDisk: false,
     },
+
+    // 调试日志
+    onListening: (devServer) => {
+      console.log(`[CRACO] Mock Mode: ${isMockMode() ? 'Enabled ✅' : 'Disabled ❌'}`);
+      console.log(`[CRACO] Proxy: ${isMockMode() ? 'Disabled (MSW intercepts)' : 'Enabled (forwarding to backend)'}`);
+    },
+
     // 代理配置：将 /api 请求代理到后端服务器
+    // 注意：Mock 模式下禁用 /api 和 /concept-api，让 MSW 拦截请求
+    // 但 /bytedesk 始终启用（客服系统不走 Mock）
     proxy: {
-      '/api': {
-        target: 'http://49.232.185.254:5001',
+      '/bytedesk': {
+        target: 'https://valuefrontier.cn',  // 统一使用生产环境 Nginx 代理
         changeOrigin: true,
-        secure: false,
+        secure: false,  // 开发环境禁用 HTTPS 严格验证
         logLevel: 'debug',
+        ws: true,  // 支持 WebSocket
+        // 不使用 pathRewrite，保留 /bytedesk 前缀，让生产 Nginx 处理
       },
-      '/concept-api': {
-        target: 'http://49.232.185.254:6801',
-        changeOrigin: true,
-        secure: false,
-        logLevel: 'debug',
-        pathRewrite: { '^/concept-api': '' },
-      },
+      // Mock 模式下禁用其他代理
+      ...(isMockMode() ? {} : {
+        '/api': {
+          target: 'http://49.232.185.254:5001',
+          changeOrigin: true,
+          secure: false,
+          logLevel: 'debug',
+        },
+        '/concept-api': {
+          target: 'http://49.232.185.254:6801',
+          changeOrigin: true,
+          secure: false,
+          logLevel: 'debug',
+          pathRewrite: { '^/concept-api': '' },
+        },
+      }),
     },
   },
 };

docs/AGENT_DEPLOYMENT.md

@@ -0,0 +1,381 @@
+# AI Agent 系统部署指南
+
+## 🎯 系统架构
+
+### 三阶段流程
+
+```
+用户输入
+    ↓
+[阶段1: 计划制定 Planning]
+    - LLM 分析用户需求
+    - 确定需要哪些工具
+    - 制定执行计划（steps）
+    ↓
+[阶段2: 工具执行 Execution]
+    - 按计划顺序调用 MCP 工具
+    - 收集数据
+    - 异常处理和重试
+    ↓
+[阶段3: 结果总结 Summarization]
+    - LLM 综合分析所有数据
+    - 生成自然语言报告
+    ↓
+输出给用户
+```
+
+## 📦 文件清单
+
+### 后端文件
+
+```
+mcp_server.py              # MCP 工具服务器（已有）
+mcp_agent_system.py        # Agent 系统核心逻辑（新增）
+mcp_config.py              # 配置文件（已有）
+mcp_database.py            # 数据库操作（已有）
+```
+
+### 前端文件
+
+```
+src/components/ChatBot/
+├── ChatInterfaceV2.js     # 新版聊天界面（漂亮）
+├── PlanCard.js            # 执行计划卡片
+├── StepResultCard.js      # 步骤结果卡片（可折叠）
+├── ChatInterface.js       # 旧版聊天界面（保留）
+├── MessageBubble.js       # 消息气泡组件（保留）
+└── index.js               # 统一导出
+
+src/views/AgentChat/
+└── index.js               # Agent 聊天页面
+```
+
+## 🚀 部署步骤
+
+### 1. 安装依赖
+
+```bash
+# 进入项目目录
+cd /home/ubuntu/vf_react
+
+# 安装 OpenAI SDK（支持多个LLM提供商）
+pip install openai
+```
+
+### 2. 获取 LLM API Key
+
+**推荐：通义千问（便宜且中文能力强）**
+
+1. 访问 https://dashscope.console.aliyun.com/
+2. 注册/登录阿里云账号
+3. 开通 DashScope 服务
+4. 创建 API Key
+5. 复制 API Key（格式：`sk-xxx...`）
+
+**其他选择**：
+- DeepSeek: https://platform.deepseek.com/ （最便宜）
+- OpenAI: https://platform.openai.com/ （需要翻墙）
+
+### 3. 配置环境变量
+
+```bash
+# 编辑环境变量
+sudo nano /etc/environment
+
+# 添加以下内容（选择一个）
+# 方式1: 通义千问（推荐）
+DASHSCOPE_API_KEY="sk-your-key-here"
+
+# 方式2: DeepSeek（更便宜）
+DEEPSEEK_API_KEY="sk-your-key-here"
+
+# 方式3: OpenAI
+OPENAI_API_KEY="sk-your-key-here"
+
+# 保存并退出，然后重新加载
+source /etc/environment
+
+# 验证环境变量
+echo $DASHSCOPE_API_KEY
+```
+
+### 4. 修改 mcp_server.py
+
+在文件末尾（`if __name__ == "__main__":` 之前）添加：
+
+```python
+# ==================== Agent 端点 ====================
+
+from mcp_agent_system import MCPAgent, ChatRequest, AgentResponse
+
+# 创建 Agent 实例
+agent = MCPAgent(provider="qwen")  # 或 "deepseek", "openai"
+
+@app.post("/agent/chat", response_model=AgentResponse)
+async def agent_chat(request: ChatRequest):
+    """智能代理对话端点"""
+    logger.info(f"Agent chat: {request.message}")
+
+    # 获取工具列表和处理器
+    tools = [tool.dict() for tool in TOOLS]
+
+    # 处理查询
+    response = await agent.process_query(
+        user_query=request.message,
+        tools=tools,
+        tool_handlers=TOOL_HANDLERS,
+    )
+
+    return response
+```
+
+### 5. 重启 MCP 服务
+
+```bash
+# 如果使用 systemd
+sudo systemctl restart mcp-server
+
+# 或者手动重启
+pkill -f mcp_server
+nohup uvicorn mcp_server:app --host 0.0.0.0 --port 8900 > mcp_server.log 2>&1 &
+
+# 查看日志
+tail -f mcp_server.log
+```
+
+### 6. 测试 Agent API
+
+```bash
+# 测试 Agent 端点
+curl -X POST http://localhost:8900/agent/chat \
+  -H "Content-Type: application/json" \
+  -d '{
+    "message": "全面分析贵州茅台这只股票",
+    "conversation_history": []
+  }'
+
+# 应该返回类似这样的JSON：
+# {
+#   "success": true,
+#   "message": "根据分析，贵州茅台...",
+#   "plan": {
+#     "goal": "全面分析贵州茅台",
+#     "steps": [...]
+#   },
+#   "step_results": [...],
+#   "metadata": {...}
+# }
+```
+
+### 7. 部署前端
+
+```bash
+# 在本地构建
+npm run build
+
+# 上传到服务器
+scp -r build/* ubuntu@your-server:/var/www/valuefrontier.cn/
+
+# 或者在服务器上构建
+cd /home/ubuntu/vf_react
+npm run build
+sudo cp -r build/* /var/www/valuefrontier.cn/
+```
+
+### 8. 重启 Nginx
+
+```bash
+sudo systemctl reload nginx
+```
+
+## ✅ 验证部署
+
+### 1. 测试后端 API
+
+```bash
+# 测试工具列表
+curl https://valuefrontier.cn/mcp/tools
+
+# 测试 Agent
+curl -X POST https://valuefrontier.cn/mcp/agent/chat \
+  -H "Content-Type: application/json" \
+  -d '{
+    "message": "今日涨停股票有哪些",
+    "conversation_history": []
+  }'
+```
+
+### 2. 测试前端
+
+1. 访问 https://valuefrontier.cn/agent-chat
+2. 输入问题："全面分析贵州茅台这只股票"
+3. 观察：
+   - ✓ 是否显示执行计划卡片
+   - ✓ 是否显示步骤执行过程
+   - ✓ 是否显示最终总结
+   - ✓ 步骤结果卡片是否可折叠
+
+### 3. 测试用例
+
+```
+测试1: 简单查询
+输入：查询贵州茅台的股票信息
+预期：调用 get_stock_basic_info，返回基本信息
+
+测试2: 深度分析（推荐）
+输入：全面分析贵州茅台这只股票
+预期：
+  - 步骤1: get_stock_basic_info
+  - 步骤2: get_stock_financial_index
+  - 步骤3: get_stock_trade_data
+  - 步骤4: search_china_news
+  - 步骤5: summarize_with_llm
+
+测试3: 市场热点
+输入：今日涨停股票有哪些亮点
+预期：
+  - 步骤1: search_limit_up_stocks
+  - 步骤2: get_concept_statistics
+  - 步骤3: summarize_with_llm
+
+测试4: 概念分析
+输入：新能源概念板块的投资机会
+预期：
+  - 步骤1: search_concepts（新能源）
+  - 步骤2: search_china_news（新能源）
+  - 步骤3: summarize_with_llm
+```
+
+## 🐛 故障排查
+
+### 问题1: Agent 返回 "Provider not configured"
+
+**原因**: 环境变量未设置
+
+**解决**:
+```bash
+# 检查环境变量
+echo $DASHSCOPE_API_KEY
+
+# 如果为空，重新设置
+export DASHSCOPE_API_KEY="sk-xxx..."
+
+# 重启服务
+sudo systemctl restart mcp-server
+```
+
+### 问题2: Agent 返回 JSON 解析错误
+
+**原因**: LLM 没有返回正确的 JSON 格式
+
+**解决**: 在 `mcp_agent_system.py` 中已经处理了代码块标记清理，如果还有问题：
+1. 检查 LLM 的 temperature 参数（建议 0.3）
+2. 检查 prompt 是否清晰
+3. 尝试不同的 LLM 提供商
+
+### 问题3: 前端显示 "查询失败"
+
+**原因**: 后端 API 未正确配置或 Nginx 代理问题
+
+**解决**:
+```bash
+# 1. 检查 MCP 服务是否运行
+ps aux | grep mcp_server
+
+# 2. 检查 Nginx 配置
+sudo nginx -t
+
+# 3. 查看错误日志
+sudo tail -f /var/log/nginx/error.log
+tail -f /home/ubuntu/vf_react/mcp_server.log
+```
+
+### 问题4: 执行步骤失败
+
+**原因**: 某个 MCP 工具调用失败
+
+**解决**: 查看步骤结果卡片中的错误信息，通常是：
+- API 超时：增加 timeout
+- 参数错误：检查工具定义
+- 数据库连接失败：检查数据库连接
+
+## 💰 成本估算
+
+### 使用通义千问（qwen-plus）
+
+**价格**: ¥0.004/1000 tokens
+
+**典型对话消耗**:
+- 简单查询（1步）: ~500 tokens = ¥0.002
+- 深度分析（5步）: ~3000 tokens = ¥0.012
+- 平均每次对话: ¥0.005
+
+**月度成本**（1000次深度分析）:
+- 1000次 × ¥0.012 = ¥12
+
+**结论**: 非常便宜！1000次深度分析只需要12元。
+
+### 使用 DeepSeek（更便宜）
+
+**价格**: ¥0.001/1000 tokens（比通义千问便宜4倍）
+
+**月度成本**（1000次深度分析）:
+- 1000次 × ¥0.003 = ¥3
+
+## 📊 监控和优化
+
+### 1. 添加日志监控
+
+```bash
+# 实时查看 Agent 日志
+tail -f mcp_server.log | grep -E "\[Agent\]|\[Planning\]|\[Execution\]|\[Summary\]"
+```
+
+### 2. 性能优化建议
+
+1. **缓存计划**: 相似的问题可以复用执行计划
+2. **并行执行**: 独立的工具调用可以并行执行
+3. **流式输出**: 使用 Server-Sent Events 实时返回进度
+4. **结果缓存**: 相同的工具调用结果可以缓存
+
+### 3. 添加统计分析
+
+在 `mcp_server.py` 中添加：
+
+```python
+from datetime import datetime
+import json
+
+# 记录每次 Agent 调用
+@app.post("/agent/chat")
+async def agent_chat(request: ChatRequest):
+    start_time = datetime.now()
+
+    response = await agent.process_query(...)
+
+    duration = (datetime.now() - start_time).total_seconds()
+
+    # 记录到日志
+    logger.info(f"Agent query completed in {duration:.2f}s", extra={
+        "query": request.message,
+        "steps": len(response.plan.steps) if response.plan else 0,
+        "success": response.success,
+        "duration": duration,
+    })
+
+    return response
+```
+
+## 🎉 完成！
+
+现在你的 AI Agent 系统已经部署完成！
+
+访问 https://valuefrontier.cn/agent-chat 开始使用。
+
+**特点**:
+- ✅ 三阶段智能分析（计划-执行-总结）
+- ✅ 漂亮的UI界面（卡片式展示）
+- ✅ 步骤结果可折叠查看
+- ✅ 实时进度反馈
+- ✅ 异常处理和重试
+- ✅ 成本低廉（¥3-12/月）

docs/BYTEDESK_INTEGRATION_GUIDE.md

@@ -0,0 +1,918 @@
+# Bytedesk客服系统 - 前端工程师集成手册
+
+**版本**: v1.0
+**最后更新**: 2025-01-07
+**适用项目**: vf_react
+**后端服务器**: http://43.143.189.195
+
+---
+
+## 📋 目录
+
+- [1. 集成概述](#1-集成概述)
+- [2. 快速开始（5分钟集成）](#2-快速开始5分钟集成)
+- [3. 详细集成步骤](#3-详细集成步骤)
+- [4. 配置说明](#4-配置说明)
+- [5. 高级功能](#5-高级功能)
+- [6. 样式定制](#6-样式定制)
+- [7. 故障排查](#7-故障排查)
+- [8. 常见问题FAQ](#8-常见问题faq)
+- [9. 性能优化](#9-性能优化)
+- [10. 安全注意事项](#10-安全注意事项)
+
+---
+
+## 1. 集成概述
+
+### 1.1 什么是Bytedesk客服系统？
+
+Bytedesk是一个开源的在线客服系统，为您的网站提供实时客户服务功能。本手册将指导您将Bytedesk客服Widget集成到vf_react项目中。
+
+### 1.2 集成架构
+
+```
+┌────────────────────────────────────────────────────────────┐
+│                      vf_react前端项目                        │
+│  ┌────────────────────────────────────────────────────┐   │
+│  │                    App.jsx                          │   │
+│  │  ┌──────────────────────────────────────────────┐  │   │
+│  │  │       BytedeskWidget组件                      │  │   │
+│  │  │  - 动态加载客服脚本                          │  │   │
+│  │  │  - 显示悬浮客服图标                          │  │   │
+│  │  │  - 处理用户交互                              │  │   │
+│  │  └──────────────────────────────────────────────┘  │   │
+│  └────────────────────────────────────────────────────┘   │
+└────────────────────────────────────────────────────────────┘
+                            │
+                            │ HTTP/WebSocket
+                            ↓
+┌────────────────────────────────────────────────────────────┐
+│           Bytedesk后端服务 (43.143.189.195)                 │
+│  - API接口: :9003                                          │
+│  - WebSocket: :9885                                        │
+│  - Nginx反向代理: :80                                       │
+└────────────────────────────────────────────────────────────┘
+```
+
+### 1.3 集成特点
+
+- ✅ **零侵入**: 不修改vf_react原有代码逻辑
+- ✅ **即插即用**: 复制文件 + 修改配置即可使用
+- ✅ **样式隔离**: 使用Shadow DOM，不影响全局样式
+- ✅ **异步加载**: 不阻塞页面渲染
+- ✅ **跨页面**: 在所有页面显示客服图标
+- ✅ **响应式**: 自动适配移动端和PC端
+
+---
+
+## 2. 快速开始（5分钟集成）
+
+### 步骤1: 复制集成文件
+
+将`bytedesk-integration`文件夹复制到vf_react项目的`src/`目录下：
+
+```bash
+# 在vf_react项目根目录执行
+cd D:\【Git】\vf_react
+cp -r bytedesk-integration src/
+```
+
+文件结构：
+```
+vf_react/
+├── src/
+│   ├── bytedesk-integration/         # 客服集成文件夹
+│   │   ├── components/
+│   │   │   └── BytedeskWidget.jsx   # 客服Widget组件
+│   │   ├── config/
+│   │   │   └── bytedesk.config.js   # 配置文件
+│   │   ├── App.jsx.example          # 集成示例代码
+│   │   ├── .env.bytedesk.example    # 环境变量示例
+│   │   └── 前端工程师集成手册.md     # 本手册
+│   ├── App.jsx                       # 您的主App文件
+│   └── ...
+└── package.json
+```
+
+### 步骤2: 配置环境变量
+
+复制环境变量模板到项目根目录并配置：
+
+```bash
+# 复制模板
+cp src/bytedesk-integration/.env.bytedesk.example .env.local
+
+# 编辑配置文件
+vim .env.local
+```
+
+**必需配置项**（在.env.local中）:
+```bash
+# Bytedesk服务器地址
+REACT_APP_BYTEDESK_API_URL=http://43.143.189.195
+
+# 组织ID（由管理员提供）
+REACT_APP_BYTEDESK_ORG=df_org_uid
+
+# 工作组ID（由管理员提供）
+REACT_APP_BYTEDESK_SID=df_wg_aftersales
+```
+
+> **注意**: ORG和SID需要从管理员处获取，或登录后台http://43.143.189.195/admin/查看。
+
+### 步骤3: 集成到App.jsx
+
+打开`src/App.jsx`，参考`App.jsx.example`添加以下代码：
+
+```jsx
+// 1. 导入组件和配置（在文件顶部添加）
+import BytedeskWidget from './bytedesk-integration/components/BytedeskWidget';
+import { getBytedeskConfig } from './bytedesk-integration/config/bytedesk.config';
+
+function App() {
+  // 2. 获取配置
+  const bytedeskConfig = getBytedeskConfig();
+
+  return (
+    <div className="App">
+      {/* 您的原有代码保持不变 */}
+
+      {/* 3. 添加客服Widget（在return的JSX最后添加） */}
+      <BytedeskWidget
+        config={bytedeskConfig}
+        autoLoad={true}
+      />
+    </div>
+  );
+}
+
+export default App;
+```
+
+### 步骤4: 启动项目测试
+
+```bash
+# 安装依赖（如果需要）
+npm install
+
+# 启动开发服务器
+npm start
+```
+
+打开浏览器，您应该在页面右下角看到客服图标（💬）。
+
+---
+
+## 3. 详细集成步骤
+
+### 3.1 文件说明
+
+#### BytedeskWidget.jsx
+React组件，负责加载和管理Bytedesk客服Widget。
+
+**主要功能**:
+- 动态加载客服脚本（https://www.weiyuai.cn/embed/bytedesk-web.js）
+- 初始化客服Widget
+- 生命周期管理（加载、卸载、清理）
+- 错误处理
+
+**Props**:
+```typescript
+interface BytedeskWidgetProps {
+  config: Object;          // 配置对象（必需）
+  autoLoad?: boolean;      // 是否自动加载（默认true）
+  onLoad?: (bytedesk) => void;    // 加载成功回调
+  onError?: (error) => void;      // 加载失败回调
+}
+```
+
+#### bytedesk.config.js
+配置文件，包含客服系统的所有配置项。
+
+**主要函数**:
+- `getBytedeskConfig()`: 获取基础配置
+- `getBytedeskConfigWithUser(user)`: 获取带用户信息的配置
+- `shouldShowCustomerService(pathname)`: 判断是否在当前页面显示客服
+
+### 3.2 集成方式选择
+
+根据您的需求，选择合适的集成方式：
+
+#### 方式一: 全局集成（推荐）
+
+**适用场景**: 所有页面都需要客服功能
+
+```jsx
+import BytedeskWidget from './bytedesk-integration/components/BytedeskWidget';
+import { getBytedeskConfig } from './bytedesk-integration/config/bytedesk.config';
+
+function App() {
+  const bytedeskConfig = getBytedeskConfig();
+
+  return (
+    <div className="App">
+      {/* 您的页面内容 */}
+
+      <BytedeskWidget config={bytedeskConfig} autoLoad={true} />
+    </div>
+  );
+}
+```
+
+#### 方式二: 按页面显示
+
+**适用场景**: 只在特定页面显示客服（如排除登录页、支付页）
+
+```jsx
+import { useLocation } from 'react-router-dom';
+import BytedeskWidget from './bytedesk-integration/components/BytedeskWidget';
+import { getBytedeskConfig, shouldShowCustomerService } from './bytedesk-integration/config/bytedesk.config';
+
+function App() {
+  const location = useLocation();
+  const bytedeskConfig = getBytedeskConfig();
+  const showBytedesk = shouldShowCustomerService(location.pathname);
+
+  return (
+    <div className="App">
+      {/* 您的页面内容 */}
+
+      {showBytedesk && (
+        <BytedeskWidget config={bytedeskConfig} autoLoad={true} />
+      )}
+    </div>
+  );
+}
+```
+
+自定义页面规则（修改`bytedesk.config.js`）:
+
+```javascript
+export const shouldShowCustomerService = (pathname) => {
+  // 在以下页面显示客服
+  const allowedPages = [
+    '/',
+    '/home',
+    '/products',
+    '/pricing',
+  ];
+
+  // 在以下页面隐藏客服
+  const blockedPages = [
+    '/login',
+    '/register',
+    '/payment',
+  ];
+
+  if (blockedPages.some(page => pathname.startsWith(page))) {
+    return false;
+  }
+
+  return allowedPages.some(page => pathname.startsWith(page));
+};
+```
+
+#### 方式三: 带用户信息集成
+
+**适用场景**: 需要将登录用户信息传递给客服端
+
+```jsx
+import { useContext } from 'react';
+import BytedeskWidget from './bytedesk-integration/components/BytedeskWidget';
+import { getBytedeskConfigWithUser } from './bytedesk-integration/config/bytedesk.config';
+import { AuthContext } from './contexts/AuthContext';
+
+function App() {
+  const { user } = useContext(AuthContext);
+  const bytedeskConfig = getBytedeskConfigWithUser(user);
+
+  return (
+    <div className="App">
+      {/* 您的页面内容 */}
+
+      <BytedeskWidget config={bytedeskConfig} autoLoad={true} />
+    </div>
+  );
+}
+```
+
+用户信息格式:
+```javascript
+const user = {
+  id: '12345',              // 用户ID（必需）
+  name: '张三',             // 用户名
+  email: 'user@example.com', // 邮箱
+  mobile: '13800138000',     // 手机号
+};
+```
+
+---
+
+## 4. 配置说明
+
+### 4.1 环境变量配置
+
+在`.env.local`文件中配置（项目根目录）:
+
+```bash
+# ========== 必需配置 ==========
+
+# 后端服务地址
+REACT_APP_BYTEDESK_API_URL=http://43.143.189.195
+
+# 组织ID
+REACT_APP_BYTEDESK_ORG=df_org_uid
+
+# 工作组ID
+REACT_APP_BYTEDESK_SID=df_wg_aftersales
+
+# ========== 可选配置 ==========
+
+# 客服类型 (2=人工客服, 1=机器人)
+REACT_APP_BYTEDESK_TYPE=2
+
+# 语言 (zh-cn, en, ja, ko)
+REACT_APP_BYTEDESK_LOCALE=zh-cn
+
+# 图标位置 (bottom-right, bottom-left, top-right, top-left)
+REACT_APP_BYTEDESK_PLACEMENT=bottom-right
+
+# 图标边距（像素）
+REACT_APP_BYTEDESK_MARGIN_BOTTOM=20
+REACT_APP_BYTEDESK_MARGIN_SIDE=20
+
+# 主题模式 (system, light, dark)
+REACT_APP_BYTEDESK_THEME_MODE=system
+
+# 主题色
+REACT_APP_BYTEDESK_THEME_COLOR=#0066FF
+
+# 自动弹出（不推荐）
+REACT_APP_BYTEDESK_AUTO_POPUP=false
+```
+
+### 4.2 代码配置
+
+在`bytedesk.config.js`中直接修改:
+
+```javascript
+export const bytedeskConfig = {
+  // API服务地址
+  apiUrl: 'http://43.143.189.195',
+  htmlUrl: 'http://43.143.189.195/chat/',
+
+  // 客服图标位置
+  placement: 'bottom-right',
+
+  // 边距设置
+  marginBottom: 20,
+  marginSide: 20,
+
+  // 自动弹出
+  autoPopup: false,
+
+  // 语言设置
+  locale: 'zh-cn',
+
+  // 客服图标配置
+  bubbleConfig: {
+    show: true,
+    icon: '💬',           // 可以使用emoji或图片URL
+    title: '在线客服',
+    subtitle: '点击咨询',
+  },
+
+  // 主题配置
+  theme: {
+    mode: 'system',       // light | dark | system
+    backgroundColor: '#0066FF',
+    textColor: '#ffffff',
+  },
+
+  // 聊天配置
+  chatConfig: {
+    org: 'df_org_uid',
+    t: '2',               // 2=人工客服, 1=机器人
+    sid: 'df_wg_aftersales',
+  },
+};
+```
+
+---
+
+## 5. 高级功能
+
+### 5.1 多工作组支持
+
+根据页面显示不同工作组的客服：
+
+```javascript
+// bytedesk.config.js
+export const getBytedeskConfigByPath = (pathname) => {
+  const config = getBytedeskConfig();
+
+  // 根据路径选择工作组
+  if (pathname.startsWith('/sales')) {
+    return {
+      ...config,
+      chatConfig: {
+        ...config.chatConfig,
+        sid: 'df_wg_sales',  // 销售组
+      },
+    };
+  } else if (pathname.startsWith('/support')) {
+    return {
+      ...config,
+      chatConfig: {
+        ...config.chatConfig,
+        sid: 'df_wg_support',  // 技术支持组
+      },
+    };
+  }
+
+  return config;  // 默认售后组
+};
+```
+
+使用示例:
+```jsx
+import { useLocation } from 'react-router-dom';
+import { getBytedeskConfigByPath } from './bytedesk-integration/config/bytedesk.config';
+
+function App() {
+  const location = useLocation();
+  const bytedeskConfig = getBytedeskConfigByPath(location.pathname);
+
+  return (
+    <div className="App">
+      <BytedeskWidget config={bytedeskConfig} autoLoad={true} />
+    </div>
+  );
+}
+```
+
+### 5.2 条件性显示
+
+根据用户登录状态或角色显示客服：
+
+```jsx
+function App() {
+  const { user } = useContext(AuthContext);
+  const bytedeskConfig = getBytedeskConfig();
+
+  // 只为普通用户显示客服（管理员不显示）
+  const showBytedesk = user && user.role === 'customer';
+
+  return (
+    <div className="App">
+      {showBytedesk && (
+        <BytedeskWidget config={bytedeskConfig} autoLoad={true} />
+      )}
+    </div>
+  );
+}
+```
+
+### 5.3 事件回调
+
+监听客服系统的加载状态：
+
+```jsx
+function App() {
+  const bytedeskConfig = getBytedeskConfig();
+
+  const handleLoad = (bytedesk) => {
+    console.log('客服系统加载成功', bytedesk);
+    // 可以在这里执行自定义逻辑
+    // 例如: 发送统计事件
+  };
+
+  const handleError = (error) => {
+    console.error('客服系统加载失败', error);
+    // 可以在这里显示降级方案
+    // 例如: 显示备用联系方式
+  };
+
+  return (
+    <div className="App">
+      <BytedeskWidget
+        config={bytedeskConfig}
+        autoLoad={true}
+        onLoad={handleLoad}
+        onError={handleError}
+      />
+    </div>
+  );
+}
+```
+
+### 5.4 自定义触发按钮
+
+隐藏默认图标，使用自定义按钮：
+
+```jsx
+import { useState } from 'react';
+
+function App() {
+  const [showBytedesk, setShowBytedesk] = useState(false);
+
+  // 隐藏默认图标
+  const bytedeskConfig = {
+    ...getBytedeskConfig(),
+    bubbleConfig: {
+      show: false,  // 隐藏默认图标
+    },
+  };
+
+  return (
+    <div className="App">
+      {/* 自定义按钮 */}
+      <button
+        onClick={() => setShowBytedesk(true)}
+        className="custom-service-btn"
+      >
+        联系客服
+      </button>
+
+      {showBytedesk && (
+        <BytedeskWidget config={bytedeskConfig} autoLoad={true} />
+      )}
+    </div>
+  );
+}
+```
+
+---
+
+## 6. 样式定制
+
+### 6.1 修改主题色
+
+在配置中修改主题色：
+
+```javascript
+// bytedesk.config.js
+theme: {
+  mode: 'light',
+  backgroundColor: '#FF6600',  // 您的品牌色
+  textColor: '#ffffff',
+},
+```
+
+### 6.2 修改图标位置
+
+```javascript
+// bytedesk.config.js
+placement: 'bottom-left',  // 左下角
+marginBottom: 30,           // 距底部30px
+marginSide: 30,             // 距左侧30px
+```
+
+### 6.3 使用自定义图标
+
+使用图片URL替换emoji:
+
+```javascript
+// bytedesk.config.js
+bubbleConfig: {
+  show: true,
+  icon: 'https://yourdomain.com/images/service-icon.png',
+  title: '在线客服',
+  subtitle: '点击咨询',
+},
+```
+
+### 6.4 样式不冲突
+
+Bytedesk Widget使用Shadow DOM技术，样式完全隔离，不会影响您的全局CSS。
+
+---
+
+## 7. 故障排查
+
+### 7.1 客服图标不显示
+
+**可能原因**:
+1. 环境变量未配置
+2. 配置文件路径错误
+3. 后端服务未启动
+4. 脚本加载失败
+
+**解决方案**:
+```bash
+# 1. 检查.env.local文件是否存在
+ls -la .env.local
+
+# 2. 检查环境变量是否加载
+console.log(process.env.REACT_APP_BYTEDESK_API_URL);
+
+# 3. 检查后端服务状态
+curl http://43.143.189.195/api/health
+
+# 4. 查看浏览器控制台错误
+# 打开浏览器开发者工具 -> Console标签页
+```
+
+### 7.2 连接不上后端
+
+**检查清单**:
+```bash
+# 1. 后端服务是否运行
+# 联系后端工程师确认docker容器状态
+
+# 2. 防火墙是否开放
+# 确认80端口可访问
+
+# 3. CORS配置
+# 后端需要在.env.production中添加您的前端地址:
+# BYTEDESK_CORS_ALLOWED_ORIGINS=http://your-frontend-domain.com
+```
+
+### 7.3 ORG或SID错误
+
+**获取正确配置**:
+1. 登录管理后台: http://43.143.189.195/admin/
+2. 导航到"设置" -> "组织信息"，复制`组织UID`
+3. 导航到"客服管理" -> "工作组"，复制`工作组ID`
+4. 更新`.env.local`文件
+5. 重启开发服务器: `npm start`
+
+### 7.4 开发环境正常，生产环境异常
+
+**检查清单**:
+```bash
+# 1. 确认生产环境的环境变量
+# 查看构建时的配置
+
+# 2. 检查CORS配置
+# 后端需要添加生产域名到CORS白名单
+
+# 3. 检查HTTPS/HTTP
+# 如果前端使用HTTPS，后端也应使用HTTPS
+
+# 4. 查看生产环境日志
+npm run build
+# 检查构建产物中的配置
+```
+
+---
+
+## 8. 常见问题FAQ
+
+### Q1: 客服系统会影响页面性能吗？
+
+**A**: 不会。客服脚本采用异步加载，不会阻塞页面渲染。Widget总大小约50KB（gzip后），首次加载后会被浏览器缓存。
+
+### Q2: 可以在移动端使用吗？
+
+**A**: 可以。Bytedesk Widget完全响应式，自动适配移动端和PC端。
+
+### Q3: 是否支持离线消息？
+
+**A**: 支持。用户在客服离线时发送的消息会被保存，客服上线后可以查看。
+
+### Q4: 可以集成到React Native吗？
+
+**A**: BytedeskWidget是为Web设计的。React Native需要使用Bytedesk的原生SDK（另外提供）。
+
+### Q5: 如何隐藏特定页面的客服？
+
+**A**: 使用`shouldShowCustomerService`函数（见3.2节"方式二"）。
+
+### Q6: 可以同时配置多个工作组吗？
+
+**A**: 可以。参考5.1节"多工作组支持"。
+
+### Q7: 用户信息是否安全？
+
+**A**: 是的。所有通信使用WebSocket加密传输，用户信息不会被第三方获取。建议生产环境使用HTTPS。
+
+### Q8: 是否需要付费？
+
+**A**: Bytedesk社区版（当前使用）完全免费，License有效期至2040年12月31日。
+
+---
+
+## 9. 性能优化
+
+### 9.1 按需加载
+
+只在需要时加载客服系统：
+
+```jsx
+import { useState, useEffect } from 'react';
+
+function App() {
+  const [loadBytedesk, setLoadBytedesk] = useState(false);
+
+  // 延迟5秒加载（页面渲染完成后）
+  useEffect(() => {
+    const timer = setTimeout(() => {
+      setLoadBytedesk(true);
+    }, 5000);
+
+    return () => clearTimeout(timer);
+  }, []);
+
+  return (
+    <div className="App">
+      {/* 您的页面内容 */}
+
+      {loadBytedesk && (
+        <BytedeskWidget config={getBytedeskConfig()} autoLoad={true} />
+      )}
+    </div>
+  );
+}
+```
+
+### 9.2 Lazy Import
+
+使用React.lazy延迟导入组件：
+
+```jsx
+import { lazy, Suspense } from 'react';
+
+const BytedeskWidget = lazy(() => import('./bytedesk-integration/components/BytedeskWidget'));
+
+function App() {
+  return (
+    <div className="App">
+      {/* 您的页面内容 */}
+
+      <Suspense fallback={null}>
+        <BytedeskWidget config={getBytedeskConfig()} autoLoad={true} />
+      </Suspense>
+    </div>
+  );
+}
+```
+
+### 9.3 缓存优化
+
+客服脚本会自动被浏览器缓存，无需额外配置。
+
+---
+
+## 10. 安全注意事项
+
+### 10.1 环境变量安全
+
+```bash
+# ❌ 错误: 不要在代码中硬编码配置
+const config = {
+  apiUrl: 'http://43.143.189.195',
+  org: 'df_org_uid',
+};
+
+# ✅ 正确: 使用环境变量
+const config = {
+  apiUrl: process.env.REACT_APP_BYTEDESK_API_URL,
+  org: process.env.REACT_APP_BYTEDESK_ORG,
+};
+```
+
+### 10.2 敏感信息保护
+
+```javascript
+// ❌ 不要传递敏感信息
+const user = {
+  id: '12345',
+  password: 'user-password',  // 不要传递密码
+  creditCard: '1234-5678',    // 不要传递信用卡
+};
+
+// ✅ 只传递必要信息
+const user = {
+  id: '12345',
+  name: '张三',
+  email: 'user@example.com',
+};
+```
+
+### 10.3 HTTPS使用
+
+生产环境强烈建议使用HTTPS:
+
+```bash
+# 开发环境
+REACT_APP_BYTEDESK_API_URL=http://43.143.189.195
+
+# 生产环境
+REACT_APP_BYTEDESK_API_URL=https://kefu.yourdomain.com
+```
+
+### 10.4 内容安全策略（CSP）
+
+如果您的项目使用CSP，需要允许以下域名：
+
+```html
+<meta http-equiv="Content-Security-Policy" content="
+  default-src 'self';
+  script-src 'self' https://www.weiyuai.cn;
+  connect-src 'self' http://43.143.189.195;
+  img-src 'self' data: http://43.143.189.195;
+"/>
+```
+
+---
+
+## 11. 获取帮助
+
+### 11.1 联系方式
+
+- **技术支持**: 访问 http://43.143.189.195/chat/ 在线咨询
+- **管理员**: 联系您的项目管理员获取ORG和SID
+- **后端工程师**: 联系后端团队确认服务器状态
+
+### 11.2 日志查看
+
+```javascript
+// 在浏览器控制台查看Bytedesk日志
+// 日志前缀为 [Bytedesk]
+
+// 示例:
+[Bytedesk] 开始加载客服Widget...
+[Bytedesk] Widget脚本加载成功
+[Bytedesk] 初始化Widget
+[Bytedesk] Widget初始化成功
+```
+
+### 11.3 调试技巧
+
+```javascript
+// 1. 检查配置是否正确
+console.log('Bytedesk配置:', getBytedeskConfig());
+
+// 2. 检查环境变量
+console.log('API URL:', process.env.REACT_APP_BYTEDESK_API_URL);
+console.log('ORG:', process.env.REACT_APP_BYTEDESK_ORG);
+console.log('SID:', process.env.REACT_APP_BYTEDESK_SID);
+
+// 3. 检查Widget是否加载
+console.log('BytedeskWeb对象:', window.BytedeskWeb);
+```
+
+---
+
+## 12. 版本历史
+
+| 版本 | 日期 | 更新内容 |
+|------|------|---------|
+| v1.0 | 2025-01-07 | 初始版本，支持基础集成功能 |
+
+---
+
+## 13. 附录
+
+### 13.1 完整配置示例
+
+```javascript
+// bytedesk.config.js - 完整配置
+export const bytedeskConfig = {
+  apiUrl: 'http://43.143.189.195',
+  htmlUrl: 'http://43.143.189.195/chat/',
+  placement: 'bottom-right',
+  marginBottom: 20,
+  marginSide: 20,
+  autoPopup: false,
+  locale: 'zh-cn',
+  bubbleConfig: {
+    show: true,
+    icon: '💬',
+    title: '在线客服',
+    subtitle: '点击咨询',
+  },
+  theme: {
+    mode: 'system',
+    backgroundColor: '#0066FF',
+    textColor: '#ffffff',
+  },
+  chatConfig: {
+    org: 'df_org_uid',
+    t: '2',
+    sid: 'df_wg_aftersales',
+  },
+};
+```
+
+### 13.2 文件清单
+
+集成所需的所有文件：
+
+```
+bytedesk-integration/
+├── components/
+│   └── BytedeskWidget.jsx          # React组件（必需）
+├── config/
+│   └── bytedesk.config.js          # 配置文件（必需）
+├── App.jsx.example                 # 集成示例（参考）
+├── .env.bytedesk.example           # 环境变量示例（参考）
+└── 前端工程师集成手册.md            # 本手册（参考）
+```
+
+---
+
+**祝您集成顺利！**
+
+如有任何问题，请随时联系技术支持。

docs/DARK_MODE_TEST.md

@@ -48,16 +48,18 @@ npm start
 
 ### 3. 触发通知
 
-**Mock 模式**（默认）：
-- 等待 60 秒，会自动推送 1-2 条通知
-- 或在控制台执行：
+**测试通知**：
+- 使用调试 API 发送测试通知：
   ```javascript
-  import { mockSocketService } from './services/mockSocketService.js';
-  mockSocketService.sendTestNotification();
-  ```
+  // 方式1: 使用调试工具（推荐）
+  window.__DEBUG__.notification.forceNotification({
+    title: '测试通知',
+    body: '验证暗色模式下的通知样式'
+  });
 
-**Real 模式**：
-- 创建测试事件（运行后端测试脚本）
+  // 方式2: 等待后端真实推送
+  // 确保已连接后端，等待真实事件推送
+  ```
 
 ### 4. 验证效果
 
@@ -139,61 +141,46 @@ npm start
 
 ### 手动触发各类型通知
 
-```javascript
-// 引入服务
-import { mockSocketService } from './services/mockSocketService.js';
-import { NOTIFICATION_TYPES, PRIORITY_LEVELS } from './constants/notificationTypes.js';
+> **注意**: Mock Socket 已移除，请使用调试工具或真实后端测试。
 
-// 测试公告通知（蓝色）
-mockSocketService.sendTestNotification({
-  type: NOTIFICATION_TYPES.ANNOUNCEMENT,
-  priority: PRIORITY_LEVELS.IMPORTANT,
+```javascript
+// 使用调试工具测试不同类型的通知
+// 确保已开启调试模式：REACT_APP_ENABLE_DEBUG=true
+
+// 测试公告通知
+window.__DEBUG__.notification.forceNotification({
   title: '测试公告通知',
-  content: '这是暗色模式下的蓝色通知',
-  timestamp: Date.now(),
+  body: '这是暗色模式下的蓝色通知',
+  tag: 'test_announcement',
   autoClose: 0,
 });
 
 // 测试股票上涨（红色）
-mockSocketService.sendTestNotification({
-  type: NOTIFICATION_TYPES.STOCK_ALERT,
-  priority: PRIORITY_LEVELS.URGENT,
-  title: '测试股票上涨',
-  content: '宁德时代 +5.2%',
-  extra: { priceChange: '+5.2%' },
-  timestamp: Date.now(),
-  autoClose: 0,
+window.__DEBUG__.notification.forceNotification({
+  title: '🔴 测试股票上涨',
+  body: '宁德时代 +5.2%',
+  tag: 'test_stock_up',
 });
 
 // 测试股票下跌（绿色）
-mockSocketService.sendTestNotification({
-  type: NOTIFICATION_TYPES.STOCK_ALERT,
-  priority: PRIORITY_LEVELS.IMPORTANT,
-  title: '测试股票下跌',
-  content: '比亚迪 -3.8%',
-  extra: { priceChange: '-3.8%' },
-  timestamp: Date.now(),
-  autoClose: 0,
+window.__DEBUG__.notification.forceNotification({
+  title: '🟢 测试股票下跌',
+  body: '比亚迪 -3.8%',
+  tag: 'test_stock_down',
 });
 
 // 测试事件动向（橙色）
-mockSocketService.sendTestNotification({
-  type: NOTIFICATION_TYPES.EVENT_ALERT,
-  priority: PRIORITY_LEVELS.IMPORTANT,
-  title: '测试事件动向',
-  content: '央行宣布降准',
-  timestamp: Date.now(),
-  autoClose: 0,
+window.__DEBUG__.notification.forceNotification({
+  title: '🟠 测试事件动向',
+  body: '央行宣布降准',
+  tag: 'test_event',
 });
 
 // 测试分析报告（紫色）
-mockSocketService.sendTestNotification({
-  type: NOTIFICATION_TYPES.ANALYSIS_REPORT,
-  priority: PRIORITY_LEVELS.NORMAL,
-  title: '测试分析报告',
-  content: '医药行业深度报告',
-  timestamp: Date.now(),
-  autoClose: 0,
+window.__DEBUG__.notification.forceNotification({
+  title: '🟣 测试分析报告',
+  body: '医药行业深度报告',
+  tag: 'test_report',
 });
 ```
 

docs/ENHANCED_FEATURES_GUIDE.md

@@ -1,626 +0,0 @@
-# 通知系统增强功能 - 使用指南
-
-## 📋 概述
-
-本指南介绍通知系统的三大增强功能：
-1. **智能桌面通知** - 自动请求权限，系统级通知
-2. **性能监控** - 追踪推送效果，数据驱动优化
-3. **历史记录** - 持久化存储，随时查询
-
----
-
-## 🎯 功能 1：智能桌面通知
-
-### 功能说明
-
-首次收到重要/紧急通知时，自动请求浏览器通知权限，确保用户不错过关键信息。
-
-### 工作原理
-
-```javascript
-// 在 NotificationContext 中的逻辑
-if (priority === URGENT || priority === IMPORTANT) {
-  if (browserPermission === 'default' && !hasRequestedPermission) {
-    // 首次遇到重要通知，自动请求权限
-    await requestBrowserPermission();
-    setHasRequestedPermission(true); // 避免重复请求
-  }
-}
-```
-
-### 权限状态
-
-- **granted**: 已授权，可以发送桌面通知
-- **denied**: 已拒绝，无法发送桌面通知
-- **default**: 未请求，首次重要通知时会自动请求
-
-### 使用示例
-
-**自动触发**（推荐）
-```javascript
-// 无需任何代码，系统自动处理
-// 首次收到重要/紧急通知时会自动弹出权限请求
-```
-
-**手动请求**
-```javascript
-import { useNotification } from 'contexts/NotificationContext';
-
-function SettingsPage() {
-  const { requestBrowserPermission, browserPermission } = useNotification();
-
-  return (
-    <div>
-      <p>当前状态: {browserPermission}</p>
-      <button onClick={requestBrowserPermission}>
-        开启桌面通知
-      </button>
-    </div>
-  );
-}
-```
-
-### 通知分发策略
-
-| 优先级 | 页面在前台 | 页面在后台 |
-|-------|----------|----------|
-| 紧急 | 桌面通知 + 网页通知 | 桌面通知 + 网页通知 |
-| 重要 | 网页通知 | 桌面通知 |
-| 普通 | 网页通知 | 网页通知 |
-
-### 测试步骤
-
-1. **清除已保存的权限状态**
-   ```javascript
-   localStorage.removeItem('browser_notification_requested');
-   ```
-
-2. **刷新页面**
-
-3. **触发一个重要/紧急通知**
-   - Mock 模式：等待自动推送
-   - Real 模式：创建测试事件
-
-4. **观察权限请求弹窗**
-   - 浏览器会弹出通知权限请求
-   - 点击"允许"授权
-
-5. **验证桌面通知**
-   - 切换到其他标签页
-   - 收到重要通知时应该看到桌面通知
-
----
-
-## 📊 功能 2：性能监控
-
-### 功能说明
-
-追踪通知推送的各项指标，包括：
-- **到达率**: 发送 vs 接收
-- **点击率**: 点击 vs 接收
-- **响应时间**: 收到通知到点击的平均时间
-- **类型分布**: 各类型通知的数量和效果
-- **时段分布**: 每小时推送量
-
-### API 参考
-
-#### 获取汇总统计
-
-```javascript
-import { notificationMetricsService } from 'services/notificationMetricsService';
-
-const summary = notificationMetricsService.getSummary();
-console.log(summary);
-/* 输出:
-{
-  totalSent: 100,
-  totalReceived: 98,
-  totalClicked: 45,
-  totalDismissed: 53,
-  avgResponseTime: 5200, // 毫秒
-  clickRate: '45.92',    // 百分比
-  deliveryRate: '98.00'  // 百分比
-}
-*/
-```
-
-#### 获取按类型统计
-
-```javascript
-const byType = notificationMetricsService.getByType();
-console.log(byType);
-/* 输出:
-{
-  announcement: { sent: 20, received: 20, clicked: 15, dismissed: 5, clickRate: '75.00' },
-  stock_alert: { sent: 30, received: 30, clicked: 20, dismissed: 10, clickRate: '66.67' },
-  event_alert: { sent: 40, received: 38, clicked: 10, dismissed: 28, clickRate: '26.32' },
-  analysis_report: { sent: 10, received: 10, clicked: 0, dismissed: 10, clickRate: '0.00' }
-}
-*/
-```
-
-#### 获取按优先级统计
-
-```javascript
-const byPriority = notificationMetricsService.getByPriority();
-console.log(byPriority);
-/* 输出:
-{
-  urgent: { sent: 10, received: 10, clicked: 9, dismissed: 1, clickRate: '90.00' },
-  important: { sent: 40, received: 39, clicked: 25, dismissed: 14, clickRate: '64.10' },
-  normal: { sent: 50, received: 49, clicked: 11, dismissed: 38, clickRate: '22.45' }
-}
-*/
-```
-
-#### 获取每日数据
-
-```javascript
-const dailyData = notificationMetricsService.getDailyData(7); // 最近 7 天
-console.log(dailyData);
-/* 输出:
-[
-  { date: '2025-01-15', sent: 15, received: 14, clicked: 6, dismissed: 8, clickRate: '42.86' },
-  { date: '2025-01-16', sent: 20, received: 20, clicked: 10, dismissed: 10, clickRate: '50.00' },
-  ...
-]
-*/
-```
-
-#### 获取完整指标
-
-```javascript
-const allMetrics = notificationMetricsService.getAllMetrics();
-console.log(allMetrics);
-```
-
-#### 导出数据
-
-```javascript
-// 导出为 JSON
-const json = notificationMetricsService.exportToJSON();
-console.log(json);
-
-// 导出为 CSV
-const csv = notificationMetricsService.exportToCSV();
-console.log(csv);
-```
-
-#### 重置指标
-
-```javascript
-notificationMetricsService.reset();
-```
-
-### 在控制台查看实时指标
-
-打开浏览器控制台，执行：
-
-```javascript
-// 引入服务
-import { notificationMetricsService } from './services/notificationMetricsService.js';
-
-// 查看汇总
-console.table(notificationMetricsService.getSummary());
-
-// 查看按类型分布
-console.table(notificationMetricsService.getByType());
-
-// 查看最近 7 天数据
-console.table(notificationMetricsService.getDailyData(7));
-```
-
-### 监控埋点（自动）
-
-监控服务已自动集成到 `NotificationContext`，无需手动调用：
-
-- **trackReceived**: 收到通知时自动调用
-- **trackClicked**: 点击通知时自动调用
-- **trackDismissed**: 关闭通知时自动调用
-
-### 可视化展示（可选）
-
-你可以基于监控数据创建仪表板：
-
-```javascript
-import { notificationMetricsService } from 'services/notificationMetricsService';
-import { PieChart, LineChart } from 'recharts';
-
-function MetricsDashboard() {
-  const summary = notificationMetricsService.getSummary();
-  const dailyData = notificationMetricsService.getDailyData(7);
-  const byType = notificationMetricsService.getByType();
-
-  return (
-    <div>
-      {/* 汇总卡片 */}
-      <StatsCard title="总推送数" value={summary.totalSent} />
-      <StatsCard title="点击率" value={`${summary.clickRate}%`} />
-      <StatsCard title="平均响应时间" value={`${summary.avgResponseTime}ms`} />
-
-      {/* 类型分布饼图 */}
-      <PieChart data={Object.entries(byType).map(([type, data]) => ({
-        name: type,
-        value: data.received
-      }))} />
-
-      {/* 每日趋势折线图 */}
-      <LineChart data={dailyData} />
-    </div>
-  );
-}
-```
-
----
-
-## 📜 功能 3：历史记录
-
-### 功能说明
-
-持久化存储所有接收到的通知，支持：
-- 查询和筛选
-- 搜索关键词
-- 标记已读/已点击
-- 批量删除
-- 导出（JSON/CSV）
-
-### API 参考
-
-#### 获取历史记录（支持筛选和分页）
-
-```javascript
-import { notificationHistoryService } from 'services/notificationHistoryService';
-
-const result = notificationHistoryService.getHistory({
-  type: 'event_alert',      // 可选：筛选类型
-  priority: 'urgent',       // 可选：筛选优先级
-  readStatus: 'unread',     // 可选：'read' | 'unread' | 'all'
-  startDate: Date.now() - 7 * 24 * 60 * 60 * 1000, // 可选：开始日期
-  endDate: Date.now(),      // 可选：结束日期
-  page: 1,                  // 页码
-  pageSize: 20,             // 每页数量
-});
-
-console.log(result);
-/* 输出:
-{
-  records: [...],   // 当前页的记录
-  total: 150,       // 总记录数
-  page: 1,          // 当前页
-  pageSize: 20,     // 每页数量
-  totalPages: 8     // 总页数
-}
-*/
-```
-
-#### 搜索历史记录
-
-```javascript
-const results = notificationHistoryService.searchHistory('降准');
-console.log(results); // 返回标题/内容中包含"降准"的所有记录
-```
-
-#### 标记已读/已点击
-
-```javascript
-// 标记已读
-notificationHistoryService.markAsRead('notification_id');
-
-// 标记已点击
-notificationHistoryService.markAsClicked('notification_id');
-```
-
-#### 删除记录
-
-```javascript
-// 删除单条
-notificationHistoryService.deleteRecord('notification_id');
-
-// 批量删除
-notificationHistoryService.deleteRecords(['id1', 'id2', 'id3']);
-
-// 清空所有
-notificationHistoryService.clearHistory();
-```
-
-#### 获取统计数据
-
-```javascript
-const stats = notificationHistoryService.getStats();
-console.log(stats);
-/* 输出:
-{
-  total: 500,           // 总记录数
-  read: 320,            // 已读数
-  unread: 180,          // 未读数
-  clicked: 150,         // 已点击数
-  clickRate: '30.00',   // 点击率
-  byType: {             // 按类型统计
-    announcement: 100,
-    stock_alert: 150,
-    event_alert: 200,
-    analysis_report: 50
-  },
-  byPriority: {         // 按优先级统计
-    urgent: 50,
-    important: 200,
-    normal: 250
-  }
-}
-*/
-```
-
-#### 导出历史记录
-
-```javascript
-// 导出为 JSON 字符串
-const json = notificationHistoryService.exportToJSON({
-  type: 'event_alert'  // 可选：只导出特定类型
-});
-
-// 导出为 CSV 字符串
-const csv = notificationHistoryService.exportToCSV();
-
-// 直接下载 JSON 文件
-notificationHistoryService.downloadJSON();
-
-// 直接下载 CSV 文件
-notificationHistoryService.downloadCSV();
-```
-
-### 在控制台使用
-
-打开浏览器控制台，执行：
-
-```javascript
-// 引入服务
-import { notificationHistoryService } from './services/notificationHistoryService.js';
-
-// 查看所有历史
-console.table(notificationHistoryService.getHistory().records);
-
-// 搜索
-const results = notificationHistoryService.searchHistory('央行');
-console.table(results);
-
-// 查看统计
-console.table(notificationHistoryService.getStats());
-
-// 导出并下载
-notificationHistoryService.downloadJSON();
-```
-
-### 数据结构
-
-每条历史记录包含：
-
-```javascript
-{
-  id: 'notif_123',           // 通知 ID
-  notification: {            // 完整通知对象
-    type: 'event_alert',
-    priority: 'urgent',
-    title: '...',
-    content: '...',
-    ...
-  },
-  receivedAt: 1737459600000, // 接收时间戳
-  readAt: 1737459650000,     // 已读时间戳（null 表示未读）
-  clickedAt: null,           // 已点击时间戳（null 表示未点击）
-}
-```
-
-### 存储限制
-
-- **最大数量**: 500 条（超过后自动删除最旧的）
-- **存储位置**: localStorage
-- **容量估算**: 约 2-5MB（取决于通知内容长度）
-
----
-
-## 🔧 技术细节
-
-### 文件结构
-
-```
-src/
-├── services/
-│   ├── browserNotificationService.js   [已存在] 浏览器通知服务
-│   ├── notificationMetricsService.js   [新建] 性能监控服务
-│   └── notificationHistoryService.js   [新建] 历史记录服务
-├── contexts/
-│   └── NotificationContext.js           [修改] 集成所有功能
-└── components/
-    └── NotificationContainer/
-        └── index.js                      [修改] 添加点击追踪
-```
-
-### 修改清单
-
-| 文件 | 修改内容 | 状态 |
-|------|---------|------|
-| `NotificationContext.js` | 添加智能权限请求、监控埋点、历史保存 | ✅ 已完成 |
-| `NotificationContainer/index.js` | 添加点击追踪 | ✅ 已完成 |
-| `notificationMetricsService.js` | 性能监控服务 | ✅ 已创建 |
-| `notificationHistoryService.js` | 历史记录服务 | ✅ 已创建 |
-
-### 数据流
-
-```
-用户收到通知
-    ↓
-NotificationContext.addWebNotification()
-    ├─ notificationMetricsService.trackReceived()      [监控埋点]
-    ├─ notificationHistoryService.saveNotification()   [历史保存]
-    ├─ 首次重要通知 → requestBrowserPermission()       [智能权限]
-    └─ 显示网页通知或桌面通知
-
-用户点击通知
-    ↓
-NotificationContainer.handleClick()
-    ├─ notificationMetricsService.trackClicked()       [监控埋点]
-    ├─ notificationHistoryService.markAsClicked()      [历史标记]
-    └─ 跳转到目标页面
-
-用户关闭通知
-    ↓
-NotificationContext.removeNotification()
-    └─ notificationMetricsService.trackDismissed()     [监控埋点]
-```
-
----
-
-## 🧪 测试步骤
-
-### 1. 测试智能桌面通知
-
-```bash
-# 1. 清除已保存的权限状态
-localStorage.removeItem('browser_notification_requested');
-
-# 2. 刷新页面
-
-# 3. 等待或触发一个重要/紧急通知
-
-# 4. 观察浏览器弹出权限请求
-
-# 5. 授权后验证桌面通知功能
-```
-
-### 2. 测试性能监控
-
-```javascript
-// 在控制台执行
-import { notificationMetricsService } from './services/notificationMetricsService.js';
-
-// 查看实时统计
-console.table(notificationMetricsService.getSummary());
-
-// 模拟推送几条通知，再次查看
-console.table(notificationMetricsService.getAllMetrics());
-
-// 导出数据
-console.log(notificationMetricsService.exportToJSON());
-```
-
-### 3. 测试历史记录
-
-```javascript
-// 在控制台执行
-import { notificationHistoryService } from './services/notificationHistoryService.js';
-
-// 查看历史
-console.table(notificationHistoryService.getHistory().records);
-
-// 搜索
-console.table(notificationHistoryService.searchHistory('降准'));
-
-// 查看统计
-console.table(notificationHistoryService.getStats());
-
-// 导出
-notificationHistoryService.downloadJSON();
-```
-
----
-
-## 📈 数据导出示例
-
-### 导出性能监控数据
-
-```javascript
-import { notificationMetricsService } from 'services/notificationMetricsService';
-
-// 导出 JSON
-const json = notificationMetricsService.exportToJSON();
-// 复制到剪贴板或保存
-
-// 导出 CSV
-const csv = notificationMetricsService.exportToCSV();
-// 可以在 Excel 中打开
-```
-
-### 导出历史记录
-
-```javascript
-import { notificationHistoryService } from 'services/notificationHistoryService';
-
-// 导出最近 7 天的事件动向通知
-const json = notificationHistoryService.exportToJSON({
-  type: 'event_alert',
-  startDate: Date.now() - 7 * 24 * 60 * 60 * 1000
-});
-
-// 直接下载为文件
-notificationHistoryService.downloadJSON({
-  type: 'event_alert'
-});
-```
-
----
-
-## ⚠️ 注意事项
-
-### 1. localStorage 容量限制
-
-- 大多数浏览器限制为 5-10MB
-- 建议定期清理历史记录和监控数据
-- 使用导出功能备份数据
-
-### 2. 浏览器兼容性
-
-- **桌面通知**: 需要 HTTPS 或 localhost
-- **localStorage**: 所有现代浏览器支持
-- **权限请求**: 需要用户交互（不能自动授权）
-
-### 3. 隐私和数据安全
-
-- 所有数据存储在本地（localStorage）
-- 不会上传到服务器
-- 用户可以随时清空数据
-
-### 4. 性能影响
-
-- 监控埋点非常轻量，几乎无性能影响
-- 历史记录保存异步进行，不阻塞 UI
-- 数据查询在客户端完成，不增加服务器负担
-
----
-
-## 🎉 总结
-
-### 已实现的功能
-
-✅ **智能桌面通知**
-- 首次重要通知时自动请求权限
-- 智能分发策略（前台/后台）
-- localStorage 持久化权限状态
-
-✅ **性能监控**
-- 到达率、点击率、响应时间追踪
-- 按类型、优先级、时段统计
-- 数据导出（JSON/CSV）
-
-✅ **历史记录**
-- 持久化存储（最多 500 条）
-- 筛选、搜索、分页
-- 已读/已点击标记
-- 数据导出（JSON/CSV）
-
-### 未实现的功能（备份，待上线）
-
-⏸️ 历史记录页面 UI（代码已备份，随时可上线）
-⏸️ 监控仪表板 UI（可选，暂未实现）
-
-### 下一步建议
-
-1. **用户设置页面**: 允许用户自定义通知偏好
-2. **声音提示**: 为紧急通知添加音效
-3. **数据同步**: 将历史和监控数据同步到服务器
-4. **高级筛选**: 添加更多筛选维度（如关键词、股票代码等）
-
----
-
-**文档版本**: v1.0
-**最后更新**: 2025-01-21
-**维护者**: Claude Code

docs/MCP_ARCHITECTURE.md

@@ -0,0 +1,309 @@
+# MCP 架构说明
+
+## 🎯 MCP 是什么？
+
+**MCP (Model Context Protocol)** 是一个**工具调用协议**，它的核心职责是：
+
+1. ✅ **定义工具接口**：告诉 LLM 有哪些工具可用，每个工具需要什么参数
+2. ✅ **执行工具调用**：根据请求调用对应的后端 API
+3. ✅ **返回结构化数据**：将 API 结果返回给调用方
+
+**MCP 不负责**：
+- ❌ 自然语言理解（NLU）
+- ❌ 意图识别
+- ❌ 结果总结
+- ❌ 对话管理
+
+## 📊 当前架构
+
+### 方案 1：简单关键词匹配（已实现）
+
+```
+用户输入："查询贵州茅台的股票信息"
+    ↓
+前端 ChatInterface (关键词匹配)
+    ↓
+MCP 工具层 (search_china_news)
+    ↓
+返回 JSON 数据
+    ↓
+前端显示原始数据
+```
+
+**问题**：
+- ✗ 只能识别简单关键词
+- ✗ 无法理解复杂意图
+- ✗ 返回的是原始 JSON，用户体验差
+
+### 方案 2：集成 LLM（推荐）
+
+```
+用户输入："查询贵州茅台的股票信息"
+    ↓
+LLM (Claude/GPT-4/通义千问)
+    ↓ 理解意图：需要查询股票代码 600519 的基本信息
+    ↓ 选择工具：get_stock_basic_info
+    ↓ 提取参数：{"seccode": "600519"}
+MCP 工具层
+    ↓ 调用 API，获取数据
+返回结构化数据
+    ↓
+LLM 总结结果
+    ↓ "贵州茅台（600519）是中国知名的白酒生产企业，
+       当前股价 1650.00 元，市值 2.07 万亿..."
+前端显示自然语言回复
+```
+
+**优势**：
+- ✓ 理解复杂意图
+- ✓ 自动选择合适的工具
+- ✓ 自然语言总结，用户体验好
+- ✓ 支持多轮对话
+
+## 🔧 实现方案
+
+### 选项 A：前端集成 LLM（快速实现）
+
+**适用场景**：快速原型、小规模应用
+
+**优点**：
+- 实现简单
+- 无需修改后端
+
+**缺点**：
+- API Key 暴露在前端（安全风险）
+- 每个用户都消耗 API 额度
+- 无法统一管理和监控
+
+**实现步骤**：
+
+1. 修改 `src/components/ChatBot/ChatInterface.js`：
+
+```javascript
+import { llmService } from '../../services/llmService';
+
+const handleSendMessage = async () => {
+  // ...
+
+  // 使用 LLM 服务替代简单的 mcpService.chat
+  const response = await llmService.chat(inputValue, messages);
+
+  // ...
+};
+```
+
+2. 配置 API Key（在 `.env.local`）：
+
+```bash
+REACT_APP_OPENAI_API_KEY=sk-xxx...
+# 或者使用通义千问（更便宜）
+REACT_APP_DASHSCOPE_API_KEY=sk-xxx...
+```
+
+### 选项 B：后端集成 LLM（生产推荐）⭐
+
+**适用场景**：生产环境、需要安全和性能
+
+**优点**：
+- ✓ API Key 安全（不暴露给前端）
+- ✓ 统一管理和监控
+- ✓ 可以做缓存优化
+- ✓ 可以做速率限制
+
+**缺点**：
+- 需要修改后端
+- 增加服务器成本
+
+**实现步骤**：
+
+#### 1. 安装依赖
+
+```bash
+pip install openai
+```
+
+#### 2. 修改 `mcp_server.py`，添加聊天端点
+
+在文件末尾添加：
+
+```python
+from mcp_chat_endpoint import MCPChatAssistant, ChatRequest, ChatResponse
+
+# 创建聊天助手实例
+chat_assistant = MCPChatAssistant(provider="qwen")  # 推荐使用通义千问
+
+@app.post("/chat", response_model=ChatResponse)
+async def chat_endpoint(request: ChatRequest):
+    """智能对话端点 - 使用LLM理解意图并调用工具"""
+    logger.info(f"Chat request: {request.message}")
+
+    # 获取可用工具列表
+    tools = [tool.dict() for tool in TOOLS]
+
+    # 调用聊天助手
+    response = await chat_assistant.chat(
+        user_message=request.message,
+        conversation_history=request.conversation_history,
+        tools=tools,
+    )
+
+    return response
+```
+
+#### 3. 配置环境变量
+
+在服务器上设置：
+
+```bash
+# 方式1：使用通义千问（推荐，价格便宜）
+export DASHSCOPE_API_KEY="sk-xxx..."
+
+# 方式2：使用 OpenAI
+export OPENAI_API_KEY="sk-xxx..."
+
+# 方式3：使用 DeepSeek（最便宜）
+export DEEPSEEK_API_KEY="sk-xxx..."
+```
+
+#### 4. 修改前端 `mcpService.js`
+
+```javascript
+/**
+ * 智能对话 - 使用后端LLM处理
+ */
+async chat(userMessage, conversationHistory = []) {
+  try {
+    const response = await this.client.post('/chat', {
+      message: userMessage,
+      conversation_history: conversationHistory,
+    });
+
+    return {
+      success: true,
+      data: response,
+    };
+  } catch (error) {
+    return {
+      success: false,
+      error: error.message || '对话处理失败',
+    };
+  }
+}
+```
+
+#### 5. 修改前端 `ChatInterface.js`
+
+```javascript
+const handleSendMessage = async () => {
+  // ...
+
+  try {
+    // 调用后端聊天API
+    const response = await mcpService.chat(inputValue, messages);
+
+    if (response.success) {
+      const botMessage = {
+        id: Date.now() + 1,
+        content: response.data.message,  // LLM总结的自然语言
+        isUser: false,
+        type: 'text',
+        timestamp: new Date().toISOString(),
+        toolUsed: response.data.tool_used,  // 可选：显示使用了哪个工具
+        rawData: response.data.raw_data,    // 可选：原始数据（折叠显示）
+      };
+      setMessages((prev) => [...prev, botMessage]);
+    }
+  } catch (error) {
+    // ...
+  }
+};
+```
+
+## 💰 LLM 选择和成本
+
+### 推荐：通义千问（阿里云）
+
+**优点**：
+- 价格便宜（1000次对话约 ¥1-2）
+- 中文理解能力强
+- 国内访问稳定
+
+**价格**：
+- qwen-plus: ¥0.004/1000 tokens（约 ¥0.001/次对话）
+- qwen-turbo: ¥0.002/1000 tokens（更便宜）
+
+**获取 API Key**：
+1. 访问 https://dashscope.console.aliyun.com/
+2. 创建 API Key
+3. 设置环境变量 `DASHSCOPE_API_KEY`
+
+### 其他选择
+
+| 提供商 | 模型 | 价格 | 优点 | 缺点 |
+|--------|------|------|------|------|
+| **通义千问** | qwen-plus | ¥0.001/次 | 便宜、中文好 | - |
+| **DeepSeek** | deepseek-chat | ¥0.0005/次 | 最便宜 | 新公司 |
+| **OpenAI** | gpt-4o-mini | $0.15/1M tokens | 能力强 | 贵、需翻墙 |
+| **Claude** | claude-3-haiku | $0.25/1M tokens | 理解力强 | 贵、需翻墙 |
+
+## 🚀 部署步骤
+
+### 1. 后端部署
+
+```bash
+# 安装依赖
+pip install openai
+
+# 设置 API Key
+export DASHSCOPE_API_KEY="sk-xxx..."
+
+# 重启服务
+sudo systemctl restart mcp-server
+
+# 测试聊天端点
+curl -X POST https://valuefrontier.cn/mcp/chat \
+  -H "Content-Type: application/json" \
+  -d '{"message": "查询贵州茅台的股票信息"}'
+```
+
+### 2. 前端部署
+
+```bash
+# 构建
+npm run build
+
+# 部署
+scp -r build/* user@server:/var/www/valuefrontier.cn/
+```
+
+### 3. 验证
+
+访问 https://valuefrontier.cn/agent-chat，测试对话：
+
+**测试用例**：
+1. "查询贵州茅台的股票信息" → 应返回自然语言总结
+2. "今日涨停的股票有哪些" → 应返回涨停股票列表并总结
+3. "新能源概念板块表现如何" → 应搜索概念并分析
+
+## 📊 对比总结
+
+| 特性 | 简单匹配 | 前端LLM | 后端LLM ⭐ |
+|------|---------|---------|-----------|
+| 实现难度 | 简单 | 中等 | 中等 |
+| 用户体验 | 差 | 好 | 好 |
+| 安全性 | 高 | 低 | 高 |
+| 成本 | 无 | 用户承担 | 服务器承担 |
+| 可维护性 | 差 | 中 | 好 |
+| **推荐指数** | ⭐ | ⭐⭐ | ⭐⭐⭐⭐⭐ |
+
+## 🎯 最终推荐
+
+**生产环境：后端集成 LLM (方案 B)**
+- 使用通义千问（qwen-plus）
+- 成本低（约 ¥50/月，10000次对话）
+- 安全可靠
+
+**快速原型：前端集成 LLM (方案 A)**
+- 适合演示
+- 快速验证可行性
+- 后续再迁移到后端

docs/MESSAGE_PUSH_INTEGRATION_TEST.md

@@ -1,370 +0,0 @@
-# 消息推送系统整合 - 测试指南
-
-## 📋 整合完成清单
-
-✅ **统一事件名称**
-- Mock 和真实 Socket.IO 都使用 `new_event` 事件名
-- 移除了 `trade_notification` 事件名
-
-✅ **数据适配器**
-- 创建了 `adaptEventToNotification` 函数
-- 自动识别后端事件格式并转换为前端通知格式
-- 重要性映射：S → urgent, A → important, B/C → normal
-
-✅ **NotificationContext 升级**
-- 监听 `new_event` 事件
-- 自动使用适配器转换事件数据
-- 支持 Mock 和 Real 模式无缝切换
-
-✅ **EventList 实时推送**
-- 集成 `useEventNotifications` Hook
-- 实时更新事件列表
-- Toast 通知提示
-- WebSocket 连接状态指示器
-
----
-
-## 🧪 测试步骤
-
-### 1. 测试 Mock 模式（开发环境）
-
-#### 1.1 配置环境变量
-确保 `.env` 文件包含以下配置：
-```bash
-REACT_APP_USE_MOCK_SOCKET=true
-# 或者
-REACT_APP_ENABLE_MOCK=true
-```
-
-#### 1.2 启动应用
-```bash
-npm start
-```
-
-#### 1.3 验证功能
-
-**a) 右下角通知卡片**
-- 启动后等待 3 秒，应该看到 "连接成功" 系统通知
-- 每隔 60 秒会自动推送 1-2 条模拟消息
-- 通知类型包括：
-  - 📢 公告通知（蓝色）
-  - 📈 股票动向（红/绿色，根据涨跌）
-  - 📰 事件动向（橙色）
-  - 📊 分析报告（紫色）
-
-**b) 事件列表页面**
-- 访问事件列表页面（Community/Events）
-- 顶部应显示 "🟢 实时推送已开启"
-- 收到新事件时：
-  - 右上角显示 Toast 通知
-  - 事件自动添加到列表顶部
-  - 无重复添加
-
-**c) 控制台日志**
-打开浏览器控制台，应该看到：
-```
-[Socket Service] Using MOCK Socket Service
-NotificationContext: Socket connected
-EventList: 收到新事件推送
-```
-
----
-
-### 2. 测试 Real 模式（生产环境）
-
-#### 2.1 配置环境变量
-修改 `.env` 文件：
-```bash
-REACT_APP_USE_MOCK_SOCKET=false
-# 或删除该配置项
-```
-
-#### 2.2 启动后端 Flask 服务
-```bash
-python app_2.py
-```
-
-确保后端已启动 Socket.IO 服务并监听事件推送。
-
-#### 2.3 启动前端应用
-```bash
-npm start
-```
-
-#### 2.4 创建测试事件（后端）
-使用后端提供的测试脚本：
-```bash
-python test_create_event.py
-```
-
-#### 2.5 验证功能
-
-**a) WebSocket 连接**
-- 检查控制台：`[Socket Service] Using REAL Socket Service`
-- 事件列表顶部显示 "🟢 实时推送已开启"
-
-**b) 事件推送流程**
-1. 运行 `test_create_event.py` 创建新事件
-2. 后端轮询检测到新事件（最多等待 30 秒）
-3. 后端通过 Socket.IO 推送 `new_event`
-4. 前端接收事件并转换格式
-5. 同时显示：
-   - 右下角通知卡片
-   - 事件列表 Toast 提示
-   - 事件添加到列表顶部
-
-**c) 数据格式验证**
-在控制台查看事件对象，应包含：
-```javascript
-{
-  id: 123,
-  type: "event_alert",           // 适配器转换后
-  priority: "urgent",            // importance: S → urgent
-  title: "事件标题",
-  content: "事件描述",
-  clickable: true,
-  link: "/event-detail/123",
-  extra: {
-    eventType: "tech",
-    importance: "S",
-    // ... 更多后端字段
-  }
-}
-```
-
----
-
-## 🔍 验证清单
-
-### 功能验证
-
-- [ ] Mock 模式下收到模拟通知
-- [ ] Real 模式下收到真实后端推送
-- [ ] 通知卡片正确显示（类型、颜色、内容）
-- [ ] 事件列表实时更新
-- [ ] Toast 通知正常弹出
-- [ ] 连接状态指示器正确显示
-- [ ] 点击通知可跳转到详情页
-- [ ] 无重复事件添加
-
-### 数据验证
-
-- [ ] 后端事件格式正确转换
-- [ ] 重要性映射正确（S/A/B/C → urgent/important/normal）
-- [ ] 时间戳正确显示
-- [ ] 链接路径正确生成
-- [ ] 所有字段完整保留在 extra 中
-
-### 性能验证
-
-- [ ] 事件列表最多保留 100 条
-- [ ] 通知自动关闭（紧急=不关闭，重要=30s，普通=15s）
-- [ ] WebSocket 自动重连
-- [ ] 无内存泄漏
-
----
-
-## 🐛 常见问题排查
-
-### Q1: Mock 模式下没有收到通知？
-**A:** 检查：
-1. 环境变量 `REACT_APP_USE_MOCK_SOCKET=true` 是否设置
-2. 控制台是否显示 "Using MOCK Socket Service"
-3. 是否等待了 3 秒（首次通知延迟）
-
-### Q2: Real 模式下无法连接？
-**A:** 检查：
-1. Flask 后端是否启动：`python app_2.py`
-2. API_BASE_URL 是否正确配置
-3. CORS 设置是否包含前端域名
-4. 控制台是否有连接错误
-
-### Q3: 收到重复通知？
-**A:** 检查：
-1. 是否多次渲染了 EventList 组件
-2. 是否在多个地方调用了 `useEventNotifications`
-3. 控制台日志中是否有 "事件已存在，跳过添加"
-
-### Q4: 通知卡片样式异常？
-**A:** 检查：
-1. 事件的 `type` 字段是否正确
-2. 是否缺少必要的字段（title, content）
-3. `NOTIFICATION_TYPE_CONFIGS` 是否定义了该类型
-
-### Q5: 事件列表不更新？
-**A:** 检查：
-1. WebSocket 连接状态（顶部 Badge）
-2. `onNewEvent` 回调是否触发（控制台日志）
-3. `setLocalEvents` 是否正确执行
-
----
-
-## 📊 测试数据示例
-
-### Mock 模拟数据类型
-
-**公告通知**
-```javascript
-{
-  type: "announcement",
-  priority: "urgent",
-  title: "贵州茅台发布2024年度财报公告",
-  content: "2024年度营收同比增长15.2%..."
-}
-```
-
-**股票动向**
-```javascript
-{
-  type: "stock_alert",
-  priority: "urgent",
-  title: "您关注的股票触发预警",
-  extra: {
-    stockCode: "300750",
-    priceChange: "+5.2%"
-  }
-}
-```
-
-**事件动向**
-```javascript
-{
-  type: "event_alert",
-  priority: "important",
-  title: "央行宣布降准0.5个百分点",
-  extra: {
-    eventId: "evt001",
-    sectors: ["银行", "地产", "基建"]
-  }
-}
-```
-
-**分析报告**
-```javascript
-{
-  type: "analysis_report",
-  priority: "important",
-  title: "医药行业深度报告：创新药迎来政策拐点",
-  author: {
-    name: "李明",
-    organization: "中信证券"
-  }
-}
-```
-
-### 真实后端事件格式
-
-```javascript
-{
-  id: 123,
-  title: "新能源汽车补贴政策延期",
-  description: "财政部宣布新能源汽车购置补贴政策延长至2024年底",
-  event_type: "policy",
-  importance: "S",
-  status: "active",
-  created_at: "2025-01-21T14:30:00",
-  hot_score: 95.5,
-  view_count: 1234,
-  related_avg_chg: 5.2,
-  related_max_chg: 15.8,
-  keywords: ["新能源", "补贴", "政策"]
-}
-```
-
----
-
-## 🎯 下一步建议
-
-### 1. 用户设置
-允许用户控制通知偏好：
-```jsx
-<Switch
-  isChecked={enableNotifications}
-  onChange={handleToggle}
->
-  启用实时通知
-</Switch>
-```
-
-### 2. 通知过滤
-按重要性、类型过滤通知：
-```javascript
-useEventNotifications({
-  eventType: 'tech',      // 只订阅科技类
-  importance: 'S',        // 只订阅 S 级
-  enabled: true
-})
-```
-
-### 3. 声音提示
-添加音效提醒：
-```javascript
-onNewEvent: (event) => {
-  if (event.priority === 'urgent') {
-    new Audio('/alert.mp3').play();
-  }
-}
-```
-
-### 4. 桌面通知
-利用浏览器通知 API：
-```javascript
-if (Notification.permission === 'granted') {
-  new Notification(event.title, {
-    body: event.content,
-    icon: '/logo.png'
-  });
-}
-```
-
----
-
-## 📝 技术说明
-
-### 架构优势
-
-1. **统一接口**：Mock 和 Real 完全相同的 API
-2. **自动适配**：智能识别数据格式并转换
-3. **解耦设计**：通知系统和事件列表独立工作
-4. **向后兼容**：不影响现有功能
-
-### 关键文件
-
-- `src/services/mockSocketService.js` - Mock Socket 服务
-- `src/services/socketService.js` - 真实 Socket.IO 服务
-- `src/services/socket/index.js` - 统一导出
-- `src/contexts/NotificationContext.js` - 通知上下文（含适配器）
-- `src/hooks/useEventNotifications.js` - React Hook
-- `src/views/Community/components/EventList.js` - 事件列表集成
-
-### 数据流
-
-```
-后端创建事件
-    ↓
-后端轮询检测（30秒）
-    ↓
-Socket.IO 推送 new_event
-    ↓
-前端 socketService 接收
-    ↓
-NotificationContext 监听并适配
-    ↓
-同时触发：
-    ├─ NotificationContainer（右下角卡片）
-    └─ EventList onNewEvent（Toast + 列表更新）
-```
-
----
-
-## ✅ 整合完成
-
-所有代码和功能已经就绪！你现在可以：
-
-1. ✅ 在 Mock 模式下测试实时推送
-2. ✅ 在 Real 模式下连接后端
-3. ✅ 查看右下角通知卡片
-4. ✅ 体验事件列表实时更新
-5. ✅ 随时切换 Mock/Real 模式
-
-**祝测试顺利！🎉**

docs/NEW_PAYMENT_SYSTEM_DESIGN.md

@@ -0,0 +1,576 @@
+# 订阅支付系统重新设计方案
+
+## 📊 问题分析
+
+### 现有系统的问题
+
+1. **价格配置混乱**
+   - 季付和月付价格相同（配置错误）
+   - `monthly_price` 和 `yearly_price` 字段命名不清晰
+   - 缺少季付、半年付等周期的价格配置
+
+2. **升级逻辑复杂且不合理**
+   - 计算剩余价值折算（按天计算 `remaining_value`）
+   - 用户难以理解升级价格
+   - 续费用户和新用户价格不一致
+   - 逻辑复杂,容易出错
+
+3. **按钮文案不清晰**
+   - 已订阅用户应显示"续费 Pro"/"续费 Max"
+   - 而不是"升级至 Pro"/"切换至 Pro"
+
+4. **数据库表设计问题**
+   - `SubscriptionUpgrade` 表记录升级,但逻辑过于复杂
+   - `PaymentOrder` 表缺少必要字段
+   - 价格配置分散在多个字段
+
+---
+
+## ✨ 新设计方案
+
+### 核心原则
+
+1. **简化续费逻辑**: **续费用户与新用户价格完全一致**,不做任何折算
+2. **清晰的价格体系**: 每个套餐每个周期都有明确的价格
+3. **统一的用户体验**: 无论是新购还是续费,价格透明一致
+4. **独立的订阅记录**: 每次支付都创建新的订阅记录(历史可追溯)
+
+---
+
+## 📐 数据库表设计
+
+### 1. `subscription_plans` - 订阅套餐表（重构）
+
+```sql
+CREATE TABLE subscription_plans (
+    id INT PRIMARY KEY AUTO_INCREMENT,
+    plan_code VARCHAR(20) NOT NULL UNIQUE COMMENT '套餐代码: pro, max',
+    plan_name VARCHAR(50) NOT NULL COMMENT '套餐名称: Pro专业版, Max旗舰版',
+    description TEXT COMMENT '套餐描述',
+    features JSON COMMENT '功能列表',
+
+    -- 价格配置（所有周期价格）
+    price_monthly DECIMAL(10,2) NOT NULL DEFAULT 0 COMMENT '月付价格',
+    price_quarterly DECIMAL(10,2) NOT NULL DEFAULT 0 COMMENT '季付价格(3个月)',
+    price_semiannual DECIMAL(10,2) NOT NULL DEFAULT 0 COMMENT '半年付价格(6个月)',
+    price_yearly DECIMAL(10,2) NOT NULL DEFAULT 0 COMMENT '年付价格(12个月)',
+
+    -- 状态字段
+    is_active BOOLEAN DEFAULT TRUE COMMENT '是否启用',
+    display_order INT DEFAULT 0 COMMENT '展示顺序',
+
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
+
+    INDEX idx_plan_code (plan_code),
+    INDEX idx_active_order (is_active, display_order)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='订阅套餐配置表';
+```
+
+**示例数据**:
+```sql
+INSERT INTO subscription_plans (plan_code, plan_name, description, price_monthly, price_quarterly, price_semiannual, price_yearly) VALUES
+('pro', 'Pro 专业版', '为专业投资者打造', 299.00, 799.00, 1499.00, 2699.00),
+('max', 'Max 旗舰版', '旗舰级体验', 599.00, 1599.00, 2999.00, 5399.00);
+```
+
+---
+
+### 2. `user_subscriptions` - 用户订阅记录表（重构）
+
+```sql
+CREATE TABLE user_subscriptions (
+    id INT PRIMARY KEY AUTO_INCREMENT,
+    user_id INT NOT NULL COMMENT '用户ID',
+    subscription_id VARCHAR(32) UNIQUE NOT NULL COMMENT '订阅ID(唯一标识)',
+
+    -- 订阅基本信息
+    plan_code VARCHAR(20) NOT NULL COMMENT '套餐代码: pro, max',
+    billing_cycle VARCHAR(20) NOT NULL COMMENT '计费周期: monthly, quarterly, semiannual, yearly',
+
+    -- 订阅时间
+    start_date DATETIME NOT NULL COMMENT '订阅开始时间',
+    end_date DATETIME NOT NULL COMMENT '订阅结束时间',
+
+    -- 订阅状态
+    status VARCHAR(20) NOT NULL DEFAULT 'active' COMMENT '状态: active(有效), expired(已过期), cancelled(已取消)',
+    is_current BOOLEAN DEFAULT FALSE COMMENT '是否为当前生效的订阅',
+
+    -- 支付信息
+    payment_order_id INT COMMENT '关联的支付订单ID',
+    paid_amount DECIMAL(10,2) NOT NULL COMMENT '实际支付金额',
+    original_price DECIMAL(10,2) NOT NULL COMMENT '原价',
+    discount_amount DECIMAL(10,2) DEFAULT 0 COMMENT '优惠金额',
+
+    -- 订阅类型
+    subscription_type VARCHAR(20) DEFAULT 'new' COMMENT '订阅类型: new(新购), renew(续费)',
+    previous_subscription_id VARCHAR(32) COMMENT '上一个订阅ID(续费时记录)',
+
+    -- 自动续费
+    auto_renew BOOLEAN DEFAULT FALSE COMMENT '是否自动续费',
+
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
+
+    INDEX idx_user_id (user_id),
+    INDEX idx_subscription_id (subscription_id),
+    INDEX idx_user_current (user_id, is_current),
+    INDEX idx_status (status),
+    INDEX idx_end_date (end_date),
+
+    FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='用户订阅记录表';
+```
+
+**设计说明**:
+- 每次支付都创建新的订阅记录
+- 通过 `is_current` 标识当前生效的订阅
+- 支持订阅历史追溯
+- 续费时记录 `previous_subscription_id` 形成订阅链
+
+---
+
+### 3. `payment_orders` - 支付订单表（重构）
+
+```sql
+CREATE TABLE payment_orders (
+    id INT PRIMARY KEY AUTO_INCREMENT,
+    order_no VARCHAR(32) UNIQUE NOT NULL COMMENT '订单号',
+    user_id INT NOT NULL COMMENT '用户ID',
+
+    -- 订阅信息
+    plan_code VARCHAR(20) NOT NULL COMMENT '套餐代码',
+    billing_cycle VARCHAR(20) NOT NULL COMMENT '计费周期',
+    subscription_type VARCHAR(20) DEFAULT 'new' COMMENT '订阅类型: new(新购), renew(续费)',
+
+    -- 价格信息
+    original_price DECIMAL(10,2) NOT NULL COMMENT '原价',
+    discount_amount DECIMAL(10,2) DEFAULT 0 COMMENT '优惠金额',
+    final_amount DECIMAL(10,2) NOT NULL COMMENT '实付金额',
+
+    -- 优惠码
+    promo_code_id INT COMMENT '优惠码ID',
+    promo_code VARCHAR(50) COMMENT '优惠码',
+
+    -- 支付信息
+    payment_method VARCHAR(20) DEFAULT 'wechat' COMMENT '支付方式: wechat, alipay',
+    payment_channel VARCHAR(50) COMMENT '支付渠道详情',
+    transaction_id VARCHAR(64) COMMENT '第三方交易号',
+    qr_code_url TEXT COMMENT '支付二维码URL',
+
+    -- 订单状态
+    status VARCHAR(20) DEFAULT 'pending' COMMENT '状态: pending(待支付), paid(已支付), expired(已过期), cancelled(已取消)',
+
+    -- 时间信息
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+    paid_at TIMESTAMP NULL COMMENT '支付时间',
+    expired_at TIMESTAMP NULL COMMENT '过期时间',
+
+    -- 备注
+    remark TEXT COMMENT '备注信息',
+
+    INDEX idx_order_no (order_no),
+    INDEX idx_user_id (user_id),
+    INDEX idx_status (status),
+    INDEX idx_created_at (created_at),
+
+    FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE,
+    FOREIGN KEY (promo_code_id) REFERENCES promo_codes(id) ON DELETE SET NULL
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='支付订单表';
+```
+
+---
+
+### 4. `promo_codes` - 优惠码表（保持不变,微调）
+
+```sql
+CREATE TABLE promo_codes (
+    id INT PRIMARY KEY AUTO_INCREMENT,
+    code VARCHAR(50) UNIQUE NOT NULL COMMENT '优惠码',
+    description VARCHAR(200) COMMENT '描述',
+
+    -- 折扣类型
+    discount_type VARCHAR(20) NOT NULL COMMENT '折扣类型: percentage(百分比), fixed_amount(固定金额)',
+    discount_value DECIMAL(10,2) NOT NULL COMMENT '折扣值',
+
+    -- 适用范围
+    applicable_plans JSON COMMENT '适用套餐: ["pro", "max"] 或 null(全部)',
+    applicable_cycles JSON COMMENT '适用周期: ["monthly", "yearly"] 或 null(全部)',
+    min_amount DECIMAL(10,2) COMMENT '最低消费金额',
+
+    -- 使用限制
+    max_total_uses INT COMMENT '最大使用次数(总)',
+    max_uses_per_user INT DEFAULT 1 COMMENT '每用户最大使用次数',
+    current_uses INT DEFAULT 0 COMMENT '当前使用次数',
+
+    -- 有效期
+    valid_from TIMESTAMP DEFAULT CURRENT_TIMESTAMP COMMENT '生效时间',
+    valid_until TIMESTAMP NULL COMMENT '过期时间',
+
+    -- 状态
+    is_active BOOLEAN DEFAULT TRUE COMMENT '是否启用',
+
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
+
+    INDEX idx_code (code),
+    INDEX idx_active (is_active),
+    INDEX idx_valid_period (valid_from, valid_until)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='优惠码表';
+```
+
+---
+
+### 5. `promo_code_usage` - 优惠码使用记录表（保持不变）
+
+```sql
+CREATE TABLE promo_code_usage (
+    id INT PRIMARY KEY AUTO_INCREMENT,
+    promo_code_id INT NOT NULL,
+    user_id INT NOT NULL,
+    order_id INT NOT NULL,
+    discount_amount DECIMAL(10,2) NOT NULL COMMENT '实际优惠金额',
+    used_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+
+    INDEX idx_promo_code (promo_code_id),
+    INDEX idx_user_id (user_id),
+    INDEX idx_order_id (order_id),
+
+    FOREIGN KEY (promo_code_id) REFERENCES promo_codes(id) ON DELETE CASCADE,
+    FOREIGN KEY (user_id) REFERENCES users(id) ON DELETE CASCADE,
+    FOREIGN KEY (order_id) REFERENCES payment_orders(id) ON DELETE CASCADE
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='优惠码使用记录表';
+```
+
+---
+
+### 6. 删除不必要的表
+
+**删除 `subscription_upgrades` 表** - 不再需要复杂的升级逻辑
+
+---
+
+## 💡 业务逻辑设计
+
+### 1. 价格计算逻辑（简化版）
+
+```python
+def calculate_subscription_price(plan_code, billing_cycle, promo_code=None):
+    """
+    计算订阅价格（新购和续费价格完全一致）
+
+    Args:
+        plan_code: 套餐代码 (pro/max)
+        billing_cycle: 计费周期 (monthly/quarterly/semiannual/yearly)
+        promo_code: 优惠码（可选）
+
+    Returns:
+        dict: {
+            'plan_code': 'pro',
+            'billing_cycle': 'yearly',
+            'original_price': 2699.00,
+            'discount_amount': 0,
+            'final_amount': 2699.00,
+            'promo_code': None,
+            'promo_error': None
+        }
+    """
+    # 1. 查询套餐价格
+    plan = SubscriptionPlan.query.filter_by(plan_code=plan_code, is_active=True).first()
+    if not plan:
+        return {'error': '套餐不存在'}
+
+    # 2. 获取对应周期的价格
+    price_field = f'price_{billing_cycle}'
+    original_price = getattr(plan, price_field, 0)
+
+    if original_price <= 0:
+        return {'error': '价格配置错误'}
+
+    result = {
+        'plan_code': plan_code,
+        'plan_name': plan.plan_name,
+        'billing_cycle': billing_cycle,
+        'original_price': float(original_price),
+        'discount_amount': 0,
+        'final_amount': float(original_price),
+        'promo_code': None,
+        'promo_error': None
+    }
+
+    # 3. 应用优惠码（如果有）
+    if promo_code:
+        promo, error = validate_promo_code(promo_code, plan_code, billing_cycle, original_price, user_id)
+        if promo:
+            discount = calculate_discount(promo, original_price)
+            result['discount_amount'] = float(discount)
+            result['final_amount'] = float(original_price - discount)
+            result['promo_code'] = promo.code
+        elif error:
+            result['promo_error'] = error
+
+    return result
+```
+
+**关键点**:
+- ✅ 不再计算 `remaining_value`（剩余价值）
+- ✅ 不再区分新购/续费价格
+- ✅ 逻辑简单,易于维护
+- ✅ 用户体验清晰透明
+
+---
+
+### 2. 创建订单逻辑
+
+```python
+def create_subscription_order(user_id, plan_code, billing_cycle, promo_code=None):
+    """
+    创建订阅支付订单
+    """
+    # 1. 计算价格
+    price_result = calculate_subscription_price(plan_code, billing_cycle, promo_code)
+    if 'error' in price_result:
+        return {'success': False, 'error': price_result['error']}
+
+    # 2. 判断是新购还是续费
+    current_sub = get_current_subscription(user_id)
+
+    subscription_type = 'new'
+    if current_sub and current_sub.plan_code in ['pro', 'max']:
+        subscription_type = 'renew'
+
+    # 3. 创建支付订单
+    order = PaymentOrder(
+        order_no=generate_order_no(user_id),
+        user_id=user_id,
+        plan_code=plan_code,
+        billing_cycle=billing_cycle,
+        subscription_type=subscription_type,
+        original_price=price_result['original_price'],
+        discount_amount=price_result['discount_amount'],
+        final_amount=price_result['final_amount'],
+        promo_code=promo_code,
+        status='pending',
+        expired_at=datetime.now() + timedelta(minutes=30)
+    )
+
+    db.session.add(order)
+    db.session.commit()
+
+    # 4. 生成支付二维码（微信支付）
+    qr_code_url = generate_wechat_qr_code(order)
+    order.qr_code_url = qr_code_url
+    db.session.commit()
+
+    return {'success': True, 'order': order.to_dict()}
+```
+
+---
+
+### 3. 支付成功后的订阅激活逻辑
+
+```python
+def activate_subscription_after_payment(order_id):
+    """
+    支付成功后激活订阅
+    """
+    order = PaymentOrder.query.get(order_id)
+    if not order or order.status != 'paid':
+        return {'success': False, 'error': '订单状态错误'}
+
+    user_id = order.user_id
+    plan_code = order.plan_code
+    billing_cycle = order.billing_cycle
+
+    # 1. 计算订阅周期
+    cycle_days = {
+        'monthly': 30,
+        'quarterly': 90,
+        'semiannual': 180,
+        'yearly': 365
+    }
+    days = cycle_days.get(billing_cycle, 30)
+
+    # 2. 获取当前订阅
+    current_sub = UserSubscription.query.filter_by(
+        user_id=user_id,
+        is_current=True
+    ).first()
+
+    # 3. 计算开始和结束时间
+    now = datetime.now()
+
+    if current_sub and current_sub.end_date > now:
+        # 续费：从当前订阅结束时间开始
+        start_date = current_sub.end_date
+    else:
+        # 新购：从当前时间开始
+        start_date = now
+
+    end_date = start_date + timedelta(days=days)
+
+    # 4. 创建新订阅记录
+    new_subscription = UserSubscription(
+        user_id=user_id,
+        subscription_id=generate_subscription_id(),
+        plan_code=plan_code,
+        billing_cycle=billing_cycle,
+        start_date=start_date,
+        end_date=end_date,
+        status='active',
+        is_current=True,
+        payment_order_id=order.id,
+        paid_amount=order.final_amount,
+        original_price=order.original_price,
+        discount_amount=order.discount_amount,
+        subscription_type=order.subscription_type,
+        previous_subscription_id=current_sub.subscription_id if current_sub else None
+    )
+
+    # 5. 将旧订阅标记为非当前
+    if current_sub:
+        current_sub.is_current = False
+
+    db.session.add(new_subscription)
+    db.session.commit()
+
+    return {'success': True, 'subscription': new_subscription.to_dict()}
+```
+
+**关键特性**:
+- ✅ 续费时从**当前订阅结束时间**开始,避免浪费
+- ✅ 每次支付都创建新的订阅记录
+- ✅ 保留历史订阅记录（通过 `previous_subscription_id` 形成链）
+- ✅ 逻辑清晰,易于理解
+
+---
+
+### 4. 按钮文案逻辑
+
+```python
+def get_subscription_button_text(user, plan_code, billing_cycle):
+    """
+    获取订阅按钮文字
+
+    Args:
+        user: 用户对象
+        plan_code: 套餐代码 (pro/max)
+        billing_cycle: 计费周期
+
+    Returns:
+        str: 按钮文字
+    """
+    current_sub = get_current_subscription(user.id)
+
+    # 1. 如果没有订阅或订阅已过期
+    if not current_sub or current_sub.plan_code == 'free' or current_sub.status != 'active':
+        return f"选择 {get_plan_display_name(plan_code)}"
+
+    # 2. 如果是当前套餐且周期相同
+    if current_sub.plan_code == plan_code and current_sub.billing_cycle == billing_cycle:
+        return f"续费 {get_plan_display_name(plan_code)}"
+
+    # 3. 如果是当前套餐但周期不同
+    if current_sub.plan_code == plan_code:
+        return f"切换至{get_cycle_display_name(billing_cycle)}"
+
+    # 4. 如果是不同套餐
+    return f"选择 {get_plan_display_name(plan_code)}"
+
+def get_plan_display_name(plan_code):
+    names = {'pro': 'Pro 专业版', 'max': 'Max 旗舰版'}
+    return names.get(plan_code, plan_code)
+
+def get_cycle_display_name(billing_cycle):
+    names = {
+        'monthly': '月付',
+        'quarterly': '季付',
+        'semiannual': '半年付',
+        'yearly': '年付'
+    }
+    return names.get(billing_cycle, billing_cycle)
+```
+
+**示例**:
+- 免费用户看 Pro 年付: "选择 Pro 专业版"
+- Pro 月付用户看 Pro 年付: "切换至年付"
+- Pro 年付用户看 Pro 年付: "续费 Pro 专业版"
+- Pro 用户看 Max 年付: "选择 Max 旗舰版"
+
+---
+
+## 📊 价格配置示例
+
+### Pro 专业版价格设定
+
+| 计费周期 | 价格 | 原价 | 折扣 | 月均价格 |
+|---------|------|------|------|---------|
+| 月付 | ¥299 | - | - | ¥299 |
+| 季付(3个月) | ¥799 | ¥897 | 11% | ¥266 |
+| 半年付(6个月) | ¥1499 | ¥1794 | 16% | ¥250 |
+| 年付(12个月) | ¥2699 | ¥3588 | 25% | ¥225 |
+
+### Max 旗舰版价格设定
+
+| 计费周期 | 价格 | 原价 | 折扣 | 月均价格 |
+|---------|------|------|------|---------|
+| 月付 | ¥599 | - | - | ¥599 |
+| 季付(3个月) | ¥1599 | ¥1797 | 11% | ¥533 |
+| 半年付(6个月) | ¥2999 | ¥3594 | 17% | ¥500 |
+| 年付(12个月) | ¥5399 | ¥7188 | 25% | ¥450 |
+
+---
+
+## 🔄 迁移方案
+
+### 数据迁移 SQL
+
+参见 `database_migration.sql`
+
+### 代码迁移步骤
+
+1. **备份现有数据库**
+2. **执行数据库迁移 SQL**
+3. **更新数据库模型** (`models.py`)
+4. **更新价格计算逻辑** (`calculate_price.py`)
+5. **更新 API 路由** (`routes.py`)
+6. **更新前端组件** (`SubscriptionContentNew.tsx`)
+7. **测试完整流程**
+8. **灰度发布**
+
+---
+
+## ✅ 优势总结
+
+### 相比旧系统的改进
+
+1. **价格透明** - 续费用户和新用户价格完全一致
+2. **逻辑简化** - 不再计算剩余价值,代码减少 50%+
+3. **易于理解** - 用户体验更清晰
+4. **灵活扩展** - 轻松添加新的计费周期
+5. **历史追溯** - 完整的订阅历史记录
+6. **数据完整** - 每次支付都有完整的记录
+
+### 用户体验改进
+
+1. **按钮文案清晰** - "续费 Pro"/"选择 Pro"明确表达意图
+2. **价格一致性** - 所有用户看到的价格都一样
+3. **无隐藏费用** - 不会因为"升级折算"产生困惑
+4. **透明计费** - 支付金额 = 显示价格 - 优惠码折扣
+
+---
+
+## 📝 后续优化建议
+
+1. **自动续费** - 到期前自动扣款续费
+2. **订阅提醒** - 到期前 7 天、3 天、1 天发送通知
+3. **订阅暂停** - 允许用户暂停订阅
+4. **订阅降级** - 从 Max 降级到 Pro（当前周期结束后生效）
+5. **发票管理** - 支持开具电子发票
+6. **支付方式扩展** - 支持支付宝、银行卡等
+
+---
+
+**设计时间**: 2025-11-19
+**设计者**: Claude Code
+**版本**: v2.0.0

docs/NOTIFICATION_OPTIMIZATION_SUMMARY.md

@@ -1,280 +0,0 @@
-# 消息推送系统优化总结
-
-## 优化目标
-1. 简化通知信息密度，通过视觉层次（边框+背景色）表达优先级
-2. 增强紧急通知的视觉冲击力（红色脉冲边框动画）
-3. 采用智能显示策略，降低普通通知的视觉干扰
-
-## 实施内容
-
-### 1. 优先级配置更新 (src/constants/notificationTypes.js)
-
-#### 新增配置项
-- `borderWidth`: 边框宽度
-  - 紧急 (urgent): 6px
-  - 重要 (important): 4px
-  - 普通 (normal): 2px
-
-- `bgOpacity`: 背景色透明度（亮色模式）
-  - 紧急: 0.25 (深色背景)
-  - 重要: 0.15 (中色背景)
-  - 普通: 0.08 (浅色背景)
-
-- `darkBgOpacity`: 背景色透明度（暗色模式）
-  - 紧急: 0.30
-  - 重要: 0.20
-  - 普通: 0.12
-
-#### 新增辅助函数
-- `getPriorityBgOpacity(priority, isDark)`: 获取优先级对应的背景色透明度
-- `getPriorityBorderWidth(priority)`: 获取优先级对应的边框宽度
-
-### 2. 紧急通知脉冲动画 (src/components/NotificationContainer/index.js)
-
-#### 动画效果
-- 使用 `@emotion/react` 的 `keyframes` 创建脉冲动画
-- 仅紧急通知 (urgent) 应用动画效果
-- 动画特性：
-  - 边框颜色脉冲效果
-  - 阴影扩散效果（0 → 12px）
-  - 持续时间：2秒
-  - 缓动函数：ease-in-out
-  - 无限循环
-
-```javascript
-const pulseAnimation = keyframes`
-    0%, 100% {
-        border-left-color: currentColor;
-        box-shadow: 0 0 0 0 currentColor;
-    }
-    50% {
-        border-left-color: currentColor;
-        box-shadow: -4px 0 12px 0 currentColor;
-    }
-`;
-```
-
-### 3. 背景色优先级优化
-
-#### 亮色模式
-- **紧急通知**：`${colorScheme}.200` - 深色背景 + 脉冲动画
-- **重要通知**：`${colorScheme}.100` - 中色背景
-- **普通通知**：`white` - 极淡背景（降低视觉干扰）
-
-#### 暗色模式
-- **紧急通知**：`${colorScheme}.800` 或 typeConfig.darkBg
-- **重要通知**：`${colorScheme}.800` 或 typeConfig.darkBg
-- **普通通知**：`gray.800` - 暗灰背景（降低视觉干扰）
-
-### 4. 可点击性视觉提示
-
-#### 问题
-- 用户需要 hover 才能知道通知是否可点击
-- cursor: pointer 不够直观
-
-#### 解决方案
-- **可点击的通知**：
-  - 添加完整边框（四周 1px solid）
-  - 保持左侧优先级边框宽度
-  - 使用更明显的阴影（md 级别）
-  - 产生微妙的悬浮感
-
-- **不可点击的通知**：
-  - 仅左侧边框
-  - 使用较淡的阴影（sm 级别）
-
-```javascript
-// 可点击的通知添加完整边框
-{...(isActuallyClickable && {
-    border: '1px solid',
-    borderLeftWidth: priorityBorderWidth, // 保持优先级
-})}
-
-// 可点击的通知使用更明显的阴影
-boxShadow={isActuallyClickable
-    ? (isNewest ? '2xl' : 'md')
-    : (isNewest ? 'xl' : 'sm')}
-```
-
-### 5. 通知组件简化 (src/components/NotificationContainer/index.js)
-
-#### 显示元素分级
-
-**LV1 - 必需元素（始终显示）**
-- ✅ 标题 (title)
-- ✅ 内容 (content, 最多3行)
-- ✅ 时间 (publishTime/pushTime)
-- ✅ 查看详情 (仅当 clickable=true 时)
-- ✅ 关闭按钮
-
-**LV2 - 可选元素（数据存在时显示）**
-- ✅ 图标：仅在紧急/重要通知时显示
-- ❌ 优先级标签：已移除，改用边框+背景色表示
-- ✅ 状态提示：仅当 `extra?.statusHint` 存在时显示
-
-**LV3 - 可选元素（数据存在时显示）**
-- ✅ AI 标识：仅当 `isAIGenerated = true` 时显示
-- ✅ 预测标识：仅当 `isPrediction = true` 时显示
-
-**其他**
-- ✅ 作者信息：移除屏幕尺寸限制，仅当 `author` 存在时显示
-
-#### 优先级视觉样式
-- ✅ 边框宽度：根据优先级动态调整 (2px/4px/6px)
-- ✅ 背景色深度：根据优先级使用不同深度的颜色
-  - 亮色模式: .50 (普通) / .100 (重要) / .200 (紧急)
-  - 暗色模式: 使用 typeConfig 的 darkBg 配置
-
-#### 布局优化
-- ✅ 内容和元数据区域的左侧填充根据图标显示状态自适应
-- ✅ 无图标时不添加额外的左侧间距
-
-## 预期效果
-
-### 视觉改进
-- **清晰度提升**：移除冗余的优先级标签，视觉更整洁
-- **优先级强化**：
-  - 紧急通知：6px 粗边框 + 深色背景 + **红色脉冲动画** → 视觉冲击力极强
-  - 重要通知：4px 中等边框 + 中色背景 + 图标 → 醒目但不打扰
-  - 普通通知：2px 细边框 + 白色/极淡背景 → 低视觉干扰
-- **可点击性一目了然**：
-  - 可点击：完整边框 + 明显阴影 → 卡片悬浮感
-  - 不可点击：仅左侧边框 + 淡阴影 → 平面感
-- **信息密度降低**：减少不必要的视觉元素，关键信息更突出
-
-### 用户体验
-- **紧急通知引起注意**：脉冲动画确保用户不会错过紧急信息
-- **快速识别优先级**：
-  - 动画 = 紧急（需要立即关注）
-  - 图标 + 粗边框 = 重要（需要关注）
-  - 细边框 + 淡背景 = 普通（可稍后查看）
-- **可点击性无需 hover**：
-  - 完整边框 + 悬浮感 = 可以点击查看详情
-  - 仅左侧边框 = 信息已完整，无需跳转
-- **智能显示**：可选信息只在数据存在时显示，避免空白占位
-- **响应式优化**：所有设备上保持一致的显示逻辑
-
-### 向后兼容
-- ✅ 完全兼容现有通知数据结构
-- ✅ 可选字段不存在时自动隐藏
-- ✅ 不影响现有功能（点击、关闭、自动消失等）
-
-## 测试建议
-
-### 1. 功能测试
-```bash
-# 启动开发服务器
-npm start
-
-# 观察不同优先级通知的显示效果
-# - 紧急通知：粗边框 (6px) + 深色背景 + 红色脉冲动画 + 图标 + 不自动关闭
-# - 重要通知：中等边框 (4px) + 中色背景 + 图标 + 30秒后关闭
-# - 普通通知：细边框 (2px) + 白色背景 + 无图标 + 15秒后关闭
-```
-
-### 1.1 动画测试
-- [ ] 紧急通知的脉冲动画流畅无卡顿
-- [ ] 动画周期为 2 秒
-- [ ] 动画在紧急通知显示期间持续循环
-- [ ] 阴影扩散效果清晰可见
-
-### 2. 边界测试
-- [ ] 仅必需字段的通知（无作者、无 AI 标识、无预测标识）
-- [ ] 包含所有可选字段的通知
-- [ ] 不同类型的通知（公告、股票、事件、分析报告）
-- [ ] 不同优先级的通知（紧急、重要、普通）
-
-### 3. 响应式测试
-- [ ] 移动设备 (< 480px)
-- [ ] 平板设备 (480px - 768px)
-- [ ] 桌面设备 (> 768px)
-
-### 4. 暗色模式测试
-- [ ] 切换到暗色模式，确认背景色对比度合适
-
-## 技术细节
-
-### 关键代码变更
-
-#### 1. 脉冲动画实现
-```javascript
-// 导入 keyframes
-import { keyframes } from '@emotion/react';
-
-// 定义脉冲动画
-const pulseAnimation = keyframes`
-    0%, 100% {
-        border-left-color: currentColor;
-        box-shadow: 0 0 0 0 currentColor;
-    }
-    50% {
-        border-left-color: currentColor;
-        box-shadow: -4px 0 12px 0 currentColor;
-    }
-`;
-
-// 应用到紧急通知
-<Box
-    animation={priority === PRIORITY_LEVELS.URGENT
-        ? `${pulseAnimation} 2s ease-in-out infinite`
-        : undefined}
-    ...
-/>
-```
-
-#### 2. 优先级标签自动隐藏
-```javascript
-// PRIORITY_CONFIGS 中所有 show 属性设置为 false
-show: false, // 不再显示标签，改用边框+背景色表示
-```
-
-#### 3. 背景色优先级优化
-```javascript
-const getPriorityBgColor = () => {
-    const colorScheme = typeConfig.colorScheme;
-    if (!isDark) {
-        if (priority === PRIORITY_LEVELS.URGENT) {
-            return `${colorScheme}.200`; // 深色背景 + 脉冲动画
-        } else if (priority === PRIORITY_LEVELS.IMPORTANT) {
-            return `${colorScheme}.100`; // 中色背景
-        } else {
-            return 'white'; // 极淡背景（降低视觉干扰）
-        }
-    } else {
-        if (priority === PRIORITY_LEVELS.URGENT) {
-            return typeConfig.darkBg || `${colorScheme}.800`;
-        } else if (priority === PRIORITY_LEVELS.IMPORTANT) {
-            return typeConfig.darkBg || `${colorScheme}.800`;
-        } else {
-            return 'gray.800'; // 暗灰背景（降低视觉干扰）
-        }
-    }
-};
-```
-
-#### 4. 图标条件显示
-```javascript
-const shouldShowIcon = priority === PRIORITY_LEVELS.URGENT ||
-                       priority === PRIORITY_LEVELS.IMPORTANT;
-
-{shouldShowIcon && (
-    <Icon as={typeConfig.icon} ... />
-)}
-};
-```
-
-## 后续改进建议
-
-### 短期
-- [ ] 添加通知优先级过渡动画（边框和背景色渐变）
-- [ ] 提供配置选项让用户自定义显示元素
-
-### 长期
-- [ ] 支持通知分组（按类型或优先级）
-- [ ] 添加通知搜索和筛选功能
-- [ ] 通知历史记录可视化统计
-
-## 构建状态
-✅ 构建成功 (npm run build)
-✅ 无语法错误
-✅ 无 TypeScript 错误

docs/POSTHOG_DASHBOARD_GUIDE.md

@@ -1,614 +0,0 @@
-# PostHog Dashboard 配置指南
-
-## 📊 目的
-
-本指南帮助你在PostHog中配置关键的分析Dashboard和Insights，快速获得有价值的用户行为洞察。
-
----
-
-## 🎯 推荐Dashboard列表
-
-### 1. 📈 核心指标Dashboard
-**用途**: 监控产品整体健康度
-
-### 2. 🔄 用户留存Dashboard
-**用途**: 分析用户留存和流失
-
-### 3. 💰 收入转化Dashboard
-**用途**: 监控付费转化漏斗
-
-### 4. 🎨 功能使用Dashboard
-**用途**: 了解功能受欢迎程度
-
-### 5. 🔍 搜索行为Dashboard
-**用途**: 优化搜索体验
-
----
-
-## 📈 Dashboard 1: 核心指标
-
-### Insight 1.1: 每日活跃用户（DAU）
-**类型**: Trends
-**事件**: `$pageview`
-**时间范围**: 过去30天
-**分组**: 按日
-**配置**:
-```
-Event: $pageview
-Unique users
-Date range: Last 30 days
-Interval: Day
-```
-
-### Insight 1.2: 新用户注册趋势
-**类型**: Trends
-**事件**: `USER_SIGNED_UP`
-**时间范围**: 过去30天
-**配置**:
-```
-Event: USER_SIGNED_UP
-Count of events
-Date range: Last 30 days
-Interval: Day
-Breakdown: signup_method
-```
-
-### Insight 1.3: 用户登录方式分布
-**类型**: Pie Chart
-**事件**: `USER_LOGGED_IN`
-**时间范围**: 过去7天
-**配置**:
-```
-Event: USER_LOGGED_IN
-Count of events
-Date range: Last 7 days
-Breakdown: login_method
-Visualization: Pie
-```
-
-### Insight 1.4: 最受欢迎的页面
-**类型**: Table
-**事件**: `$pageview`
-**时间范围**: 过去7天
-**配置**:
-```
-Event: $pageview
-Count of events
-Date range: Last 7 days
-Breakdown: $current_url
-Order: Descending
-Limit: Top 10
-```
-
-### Insight 1.5: 平台分布
-**类型**: Bar Chart
-**事件**: `$pageview`
-**时间范围**: 过去30天
-**配置**:
-```
-Event: $pageview
-Unique users
-Date range: Last 30 days
-Breakdown: $os
-Visualization: Bar
-```
-
----
-
-## 🔄 Dashboard 2: 用户留存
-
-### Insight 2.1: 用户留存曲线
-**类型**: Retention
-**初始事件**: `USER_SIGNED_UP`
-**返回事件**: `$pageview`
-**配置**:
-```
-Cohort defining event: USER_SIGNED_UP
-Returning event: $pageview
-Period: Daily
-Date range: Last 8 weeks
-```
-
-### Insight 2.2: 功能留存率
-**类型**: Retention
-**初始事件**: 各功能首次使用事件
-**返回事件**: 各功能再次使用
-**配置**:
-```
-Cohort defining event: TRADING_SIMULATION_ENTERED
-Returning event: TRADING_SIMULATION_ENTERED
-Period: Weekly
-Date range: Last 12 weeks
-```
-
-### Insight 2.3: 社区互动留存
-**类型**: Retention
-**初始事件**: `Community Page Viewed`
-**返回事件**: `NEWS_ARTICLE_CLICKED`
-**配置**:
-```
-Cohort defining event: Community Page Viewed
-Returning event: NEWS_ARTICLE_CLICKED
-Period: Daily
-Date range: Last 30 days
-```
-
-### Insight 2.4: 活跃用户分层
-**类型**: Trends
-**多个事件**: 按活跃度分类
-**配置**:
-```
-Event 1: $pageview (filter: >= 20 events in last 7 days)
-Event 2: $pageview (filter: 10-19 events in last 7 days)
-Event 3: $pageview (filter: 3-9 events in last 7 days)
-Event 4: $pageview (filter: 1-2 events in last 7 days)
-Date range: Last 30 days
-Unique users
-```
-
----
-
-## 💰 Dashboard 3: 收入转化
-
-### Insight 3.1: 付费转化漏斗
-**类型**: Funnel
-**步骤**:
-1. SUBSCRIPTION_PAGE_VIEWED
-2. Pricing Plan Selected
-3. PAYMENT_INITIATED
-4. PAYMENT_SUCCESSFUL
-5. SUBSCRIPTION_CREATED
-
-**配置**:
-```
-Funnel step 1: SUBSCRIPTION_PAGE_VIEWED
-Funnel step 2: Pricing Plan Selected
-Funnel step 3: PAYMENT_INITIATED
-Funnel step 4: PAYMENT_SUCCESSFUL
-Funnel step 5: SUBSCRIPTION_CREATED
-Conversion window: 1 hour
-Date range: Last 30 days
-```
-
-### Insight 3.2: 付费墙转化率
-**类型**: Funnel
-**步骤**:
-1. PAYWALL_SHOWN
-2. PAYWALL_UPGRADE_CLICKED
-3. SUBSCRIPTION_PAGE_VIEWED
-4. PAYMENT_SUCCESSFUL
-
-**配置**:
-```
-Funnel step 1: PAYWALL_SHOWN
-Funnel step 2: PAYWALL_UPGRADE_CLICKED
-Funnel step 3: SUBSCRIPTION_PAGE_VIEWED
-Funnel step 4: PAYMENT_SUCCESSFUL
-Breakdown: feature (付费墙触发功能)
-Date range: Last 30 days
-```
-
-### Insight 3.3: 定价方案选择分布
-**类型**: Pie Chart
-**事件**: `Pricing Plan Selected`
-**配置**:
-```
-Event: Pricing Plan Selected
-Count of events
-Breakdown: plan_name
-Date range: Last 30 days
-Visualization: Pie
-```
-
-### Insight 3.4: 计费周期偏好
-**类型**: Bar Chart
-**事件**: `Pricing Plan Selected`
-**配置**:
-```
-Event: Pricing Plan Selected
-Count of events
-Breakdown: billing_cycle
-Date range: Last 30 days
-Visualization: Bar
-```
-
-### Insight 3.5: 支付成功率
-**类型**: Trends (Formula)
-**计算**: (PAYMENT_SUCCESSFUL / PAYMENT_INITIATED) * 100
-**配置**:
-```
-Series A: PAYMENT_SUCCESSFUL (Count)
-Series B: PAYMENT_INITIATED (Count)
-Formula: (A / B) * 100
-Date range: Last 30 days
-Interval: Day
-```
-
-### Insight 3.6: 订阅收入趋势
-**类型**: Trends
-**事件**: `SUBSCRIPTION_CREATED`
-**配置**:
-```
-Event: SUBSCRIPTION_CREATED
-Sum of property: amount
-Date range: Last 90 days
-Interval: Week
-```
-
-### Insight 3.7: 支付失败原因分析
-**类型**: Table
-**事件**: `PAYMENT_FAILED`
-**配置**:
-```
-Event: PAYMENT_FAILED
-Count of events
-Breakdown: error_reason
-Date range: Last 30 days
-Order: Descending
-```
-
----
-
-## 🎨 Dashboard 4: 功能使用
-
-### Insight 4.1: 功能使用频率排名
-**类型**: Table
-**多个事件**: 各功能的关键事件
-**配置**:
-```
-Events:
-  - Community Page Viewed
-  - EVENT_DETAIL_VIEWED
-  - DASHBOARD_CENTER_VIEWED
-  - TRADING_SIMULATION_ENTERED
-  - STOCK_OVERVIEW_VIEWED
-Count of events
-Date range: Last 7 days
-Order: Descending
-```
-
-### Insight 4.2: 新闻浏览趋势
-**类型**: Trends
-**事件**: `NEWS_ARTICLE_CLICKED`
-**配置**:
-```
-Event: NEWS_ARTICLE_CLICKED
-Count of events
-Date range: Last 30 days
-Interval: Day
-Breakdown: importance (按重要性分组)
-```
-
-### Insight 4.3: 搜索使用趋势
-**类型**: Trends
-**事件**: `SEARCH_QUERY_SUBMITTED`
-**配置**:
-```
-Event: SEARCH_QUERY_SUBMITTED
-Count of events
-Date range: Last 30 days
-Interval: Day
-Breakdown: context
-```
-
-### Insight 4.4: 模拟盘交易活跃度
-**类型**: Trends
-**事件**: `Simulation Order Placed`
-**配置**:
-```
-Event: Simulation Order Placed
-Count of events
-Date range: Last 30 days
-Interval: Day
-Breakdown: order_type (买入/卖出)
-```
-
-### Insight 4.5: 社交互动参与度
-**类型**: Trends (Stacked)
-**多个事件**:
-- Comment Added
-- Comment Liked
-- CONTENT_SHARED
-
-**配置**:
-```
-Event 1: Comment Added
-Event 2: Comment Liked
-Event 3: CONTENT_SHARED
-Count of events
-Date range: Last 30 days
-Interval: Day
-Visualization: Area (Stacked)
-```
-
-### Insight 4.6: 个人资料完善度
-**类型**: Funnel
-**步骤**:
-1. USER_SIGNED_UP
-2. PROFILE_UPDATED
-3. Avatar Uploaded
-4. Account Bound
-
-**配置**:
-```
-Funnel step 1: USER_SIGNED_UP
-Funnel step 2: PROFILE_UPDATED
-Funnel step 3: Avatar Uploaded
-Funnel step 4: Account Bound
-Date range: Last 30 days
-```
-
----
-
-## 🔍 Dashboard 5: 搜索行为
-
-### Insight 5.1: 搜索量趋势
-**类型**: Trends
-**事件**: `SEARCH_QUERY_SUBMITTED`
-**配置**:
-```
-Event: SEARCH_QUERY_SUBMITTED
-Count of events
-Date range: Last 30 days
-Interval: Day
-```
-
-### Insight 5.2: 搜索无结果率
-**类型**: Trends (Formula)
-**计算**: (SEARCH_NO_RESULTS / SEARCH_QUERY_SUBMITTED) * 100
-**配置**:
-```
-Series A: SEARCH_NO_RESULTS (Count)
-Series B: SEARCH_QUERY_SUBMITTED (Count)
-Formula: (A / B) * 100
-Date range: Last 30 days
-Interval: Day
-```
-
-### Insight 5.3: 热门搜索词
-**类型**: Table
-**事件**: `SEARCH_QUERY_SUBMITTED`
-**配置**:
-```
-Event: SEARCH_QUERY_SUBMITTED
-Count of events
-Breakdown: query
-Date range: Last 7 days
-Order: Descending
-Limit: Top 20
-```
-
-### Insight 5.4: 搜索结果点击率
-**类型**: Funnel
-**步骤**:
-1. SEARCH_QUERY_SUBMITTED
-2. SEARCH_RESULT_CLICKED
-
-**配置**:
-```
-Funnel step 1: SEARCH_QUERY_SUBMITTED
-Funnel step 2: SEARCH_RESULT_CLICKED
-Breakdown: context
-Date range: Last 30 days
-```
-
-### Insight 5.5: 搜索筛选使用
-**类型**: Table
-**事件**: `SEARCH_FILTER_APPLIED`
-**配置**:
-```
-Event: SEARCH_FILTER_APPLIED
-Count of events
-Breakdown: filter_type
-Date range: Last 30 days
-Order: Descending
-```
-
----
-
-## 👥 推荐Cohorts（用户分组）
-
-### Cohort 1: 活跃用户
-**条件**:
-```
-用户在过去7天内执行了：
-  $pageview (至少5次)
-```
-
-### Cohort 2: 付费用户
-**条件**:
-```
-用户执行过：
-  SUBSCRIPTION_CREATED
-并且
-  subscription_tier 不等于 'free'
-```
-
-### Cohort 3: 社区活跃用户
-**条件**:
-```
-用户在过去30天内执行了：
-  Comment Added (至少1次)
-或
-  Comment Liked (至少3次)
-```
-
-### Cohort 4: 流失风险用户
-**条件**:
-```
-用户满足：
-  上次访问时间 > 7天前
-并且
-  历史访问次数 >= 5次
-```
-
-### Cohort 5: 高价值潜在用户
-**条件**:
-```
-用户在过去30天内：
-  PAYWALL_SHOWN (至少2次)
-并且
-  未执行过 SUBSCRIPTION_CREATED
-并且
-  $pageview (至少10次)
-```
-
-### Cohort 6: 新用户（激活中）
-**条件**:
-```
-用户执行过：
-  USER_SIGNED_UP (在过去7天内)
-```
-
----
-
-## 🎯 推荐Actions（动作定义）
-
-### Action 1: 深度参与
-**定义**: 用户在单次会话中执行了多个关键操作
-**包含事件**:
-- NEWS_ARTICLE_CLICKED (至少2次)
-- EVENT_DETAIL_VIEWED (至少1次)
-- Comment Added 或 Comment Liked (至少1次)
-
-### Action 2: 付费意向
-**定义**: 用户展现付费兴趣
-**包含事件**:
-- PAYWALL_SHOWN
-- PAYWALL_UPGRADE_CLICKED
-- SUBSCRIPTION_PAGE_VIEWED
-
-### Action 3: 模拟盘活跃
-**定义**: 用户积极使用模拟盘
-**包含事件**:
-- TRADING_SIMULATION_ENTERED
-- Simulation Order Placed (至少1次)
-- Simulation Holdings Viewed
-
----
-
-## 📱 配置步骤
-
-### 创建Dashboard
-1. 登录PostHog
-2. 左侧菜单选择 "Dashboards"
-3. 点击 "New dashboard"
-4. 输入Dashboard名称（如"核心指标Dashboard"）
-5. 点击 "Create"
-
-### 添加Insight
-1. 在Dashboard页面，点击 "Add insight"
-2. 选择Insight类型（Trends/Funnel/Retention等）
-3. 配置事件和参数
-4. 点击 "Save & add to dashboard"
-
-### 配置Cohort
-1. 左侧菜单选择 "Cohorts"
-2. 点击 "New cohort"
-3. 设置Cohort名称
-4. 添加筛选条件
-5. 点击 "Save"
-
-### 配置Action
-1. 左侧菜单选择 "Data management" -> "Actions"
-2. 点击 "New action"
-3. 选择 "From event or pageview"
-4. 添加匹配条件
-5. 点击 "Save"
-
----
-
-## 🔔 推荐Alerts（告警配置）
-
-### Alert 1: 支付成功率下降
-**条件**: 支付成功率 < 80%
-**检查频率**: 每小时
-**通知方式**: Email + Slack
-
-### Alert 2: 搜索无结果率过高
-**条件**: 搜索无结果率 > 30%
-**检查频率**: 每天
-**通知方式**: Email
-
-### Alert 3: 新用户注册激增
-**条件**: 新注册用户数 > 正常值的2倍
-**检查频率**: 每小时
-**通知方式**: Slack
-
-### Alert 4: 系统异常
-**条件**: 错误事件数 > 100/小时
-**检查频率**: 每15分钟
-**通知方式**: Email + Slack + PagerDuty
-
----
-
-## 💡 使用建议
-
-### 日常监控
-**建议查看频率**: 每天
-**关注Dashboard**:
-- 核心指标Dashboard
-- 收入转化Dashboard
-
-### 周度回顾
-**建议查看频率**: 每周一
-**关注Dashboard**:
-- 用户留存Dashboard
-- 功能使用Dashboard
-
-### 月度分析
-**建议查看频率**: 每月初
-**关注Dashboard**:
-- 所有Dashboard
-- Cohorts分析
-- Retention详细报告
-
-### 决策支持
-**使用场景**:
-- 功能优先级排序 → 查看功能使用Dashboard
-- 转化率优化 → 查看收入转化Dashboard
-- 用户流失分析 → 查看用户留存Dashboard
-- 搜索体验优化 → 查看搜索行为Dashboard
-
----
-
-## 📊 高级分析技巧
-
-### 1. Funnel分解分析
-在漏斗的每一步添加Breakdown，分析不同用户群的转化差异：
-- 按 subscription_tier 分解
-- 按 signup_method 分解
-- 按 $os 分解
-
-### 2. Cohort对比
-创建多个Cohort，在Insights中对比不同群体的行为：
-- 付费用户 vs 免费用户
-- 新用户 vs 老用户
-- 活跃用户 vs 流失用户
-
-### 3. Path Analysis
-使用Paths功能分析用户旅程：
-- 从注册到首次付费的路径
-- 从首页到核心功能的路径
-- 流失用户的最后操作路径
-
-### 4. 时间对比
-使用 "Compare to previous period" 功能：
-- 本周 vs 上周
-- 本月 vs 上月
-- 节假日 vs 平常
-
----
-
-## 🔗 相关资源
-
-- [PostHog Dashboard文档](https://posthog.com/docs/user-guides/dashboards)
-- [PostHog Insights文档](https://posthog.com/docs/user-guides/insights)
-- [PostHog Cohorts文档](https://posthog.com/docs/user-guides/cohorts)
-- [TRACKING_VALIDATION_CHECKLIST.md](./TRACKING_VALIDATION_CHECKLIST.md) - 验证清单
-
----
-
-**文档版本**: v1.0
-**最后更新**: 2025-10-29
-**维护者**: 数据分析团队

docs/POSTHOG_EVENT_TRACKING.md

@@ -1,841 +0,0 @@
-# PostHog 事件追踪实施总结
-
-## ✅ 已完成的追踪
-
-### 1. Home 页面（首页/落地页）
-
-**已实施的追踪事件**:
-
-#### 📄 页面浏览
-- **事件**: `LANDING_PAGE_VIEWED`
-- **触发时机**: 页面加载
-- **属性**:
-  - `timestamp` - 访问时间
-  - `is_authenticated` - 是否已登录
-  - `user_id` - 用户ID（如果已登录）
-
-#### 🎯 功能卡片点击
-- **事件**: `FEATURE_CARD_CLICKED`
-- **触发时机**: 用户点击任何功能卡片
-- **属性**:
-  - `feature_id` - 功能ID（news-catalyst, concepts, stocks, etc.）
-  - `feature_title` - 功能标题
-  - `feature_url` - 目标URL
-  - `is_featured` - 是否为推荐功能（新闻中心为 true）
-  - `link_type` - 链接类型（internal/external）
-
-**追踪的6个核心功能**:
-1. **新闻中心** (`news-catalyst`) - 推荐功能，黄色边框
-2. **概念中心** (`concepts`)
-3. **个股信息汇总** (`stocks`)
-4. **涨停板块分析** (`limit-analyse`)
-5. **个股罗盘** (`company`)
-6. **模拟盘交易** (`trading-simulation`)
-
----
-
-### 2. StockOverview 页面（个股中心）✅ 已完成
-
-**注意**：个股中心页面已完全实现 PostHog 追踪，通过 `src/views/StockOverview/hooks/useStockOverviewEvents.js` Hook。
-
-**已实施的追踪事件**:
-
-#### 📄 页面浏览
-- **事件**: `STOCK_OVERVIEW_VIEWED`
-- **触发时机**: 页面加载
-- **属性**:
-  - `timestamp` - 访问时间
-
-#### 📊 市场统计数据查看
-- **事件**: `STOCK_LIST_VIEWED`
-- **触发时机**: 加载市场统计数据
-- **属性**:
-  - `total_market_cap` - 总市值
-  - `total_volume` - 总成交量
-  - `rising_stocks` - 上涨股票数
-  - `falling_stocks` - 下跌股票数
-  - `data_date` - 数据日期
-
-#### 🔍 搜索追踪
-- **事件**: `SEARCH_INITIATED` / `STOCK_SEARCHED`
-- **触发时机**: 用户输入搜索、完成搜索
-- **属性**:
-  - `query` - 搜索关键词
-  - `result_count` - 搜索结果数量
-  - `has_results` - 是否有结果
-  - `context` - 固定为 'stock_overview'
-
-#### 🎯 搜索结果点击
-- **事件**: `SEARCH_RESULT_CLICKED`
-- **触发时机**: 用户点击搜索结果
-- **属性**:
-  - `stock_code` - 股票代码
-  - `stock_name` - 股票名称
-  - `exchange` - 交易所
-  - `position` - 在搜索结果中的位置
-  - `context` - 固定为 'stock_overview'
-
-#### 🔥 概念卡片点击
-- **事件**: `CONCEPT_CLICKED`
-- **触发时机**: 用户点击热门概念卡片
-- **属性**:
-  - `concept_name` - 概念名称
-  - `concept_code` - 概念代码
-  - `change_percent` - 涨跌幅
-  - `stock_count` - 股票数量
-  - `rank` - 排名
-  - `source` - 固定为 'daily_hot_concepts'
-
-#### 🏷️ 概念股票标签点击
-- **事件**: `CONCEPT_STOCK_CLICKED`
-- **触发时机**: 点击概念下的股票标签
-- **属性**:
-  - `stock_code` - 股票代码
-  - `stock_name` - 股票名称
-  - `concept_name` - 所属概念
-  - `source` - 固定为 'daily_hot_concepts_tag'
-
-#### 📊 热力图股票点击
-- **事件**: `STOCK_CLICKED`
-- **触发时机**: 点击热力图中的股票
-- **属性**:
-  - `stock_code` - 股票代码
-  - `stock_name` - 股票名称
-  - `change_percent` - 涨跌幅
-  - `market_cap_range` - 市值区间
-  - `source` - 固定为 'market_heatmap'
-
-#### 📅 日期选择变化
-- **事件**: `SEARCH_FILTER_APPLIED`
-- **触发时机**: 用户选择不同的交易日期
-- **属性**:
-  - `filter_type` - 固定为 'date'
-  - `filter_value` - 新选择的日期
-  - `previous_value` - 之前的日期
-  - `context` - 固定为 'stock_overview'
-
-**实施方式**: Custom Hook (`useStockOverviewEvents.js`) 已集成
-
----
-
-### 3. Concept 页面（概念中心）
-
-**已实施的追踪事件**:
-
-#### 📄 页面浏览
-- **事件**: `CONCEPT_CENTER_VIEWED`
-- **触发时机**: 页面加载
-- **属性**:
-  - `timestamp` - 访问时间
-
-#### 🔍 搜索查询
-- **事件**: `SEARCH_QUERY_SUBMITTED`
-- **触发时机**: 用户搜索概念
-- **属性**:
-  - `query` - 搜索关键词
-  - `category` - 固定为 'concept'
-  - `result_count` - 搜索结果数量
-  - `has_results` - 是否有结果
-
-#### 🎚️ 筛选追踪
-- **事件**: `SEARCH_FILTER_APPLIED`
-- **触发时机**: 用户更改筛选条件
-- **属性**:
-  - `filter_type` - 筛选类型（sort/date）
-  - `filter_value` - 筛选值
-  - `previous_value` - 之前的值
-  - `context` - 固定为 'concept_center'
-
-**支持的筛选类型**:
-1. **排序** (`sort`): 涨跌幅/相关度/股票数量/概念名称
-2. **日期范围** (`date`): 选择交易日期
-
-#### 🎯 概念卡片点击
-- **事件**: `CONCEPT_CLICKED`
-- **触发时机**: 用户点击概念卡片
-- **属性**:
-  - `concept_id` - 概念ID
-  - `concept_name` - 概念名称
-  - `change_percent` - 涨跌幅
-  - `stock_count` - 股票数量
-  - `position` - 在列表中的位置
-  - `source` - 固定为 'concept_center_list'
-
-#### 👀 查看个股
-- **事件**: `CONCEPT_STOCKS_VIEWED`
-- **触发时机**: 用户点击"查看个股"按钮
-- **属性**:
-  - `concept_name` - 概念名称
-  - `stock_count` - 股票数量
-  - `source` - 固定为 'concept_center'
-
-#### 🏷️ 概念股票点击
-- **事件**: `CONCEPT_STOCK_CLICKED`
-- **触发时机**: 点击概念股票表格中的股票
-- **属性**:
-  - `stock_code` - 股票代码
-  - `stock_name` - 股票名称
-  - `concept_name` - 所属概念
-  - `source` - 固定为 'concept_center_stock_table'
-
-#### 📊 历史时间轴查看
-- **事件**: `CONCEPT_TIMELINE_VIEWED`
-- **触发时机**: 用户点击"历史时间轴"按钮
-- **属性**:
-  - `concept_id` - 概念ID
-  - `concept_name` - 概念名称
-  - `source` - 固定为 'concept_center'
-
-#### 📄 翻页追踪
-- **事件**: `NEWS_LIST_VIEWED`
-- **触发时机**: 用户翻页
-- **属性**:
-  - `page` - 页码
-  - `filters` - 当前筛选条件
-    - `sort` - 排序方式
-    - `has_query` - 是否有搜索词
-    - `date` - 日期
-  - `context` - 固定为 'concept_center'
-
-#### 🔄 视图模式切换
-- **事件**: `VIEW_MODE_CHANGED`
-- **触发时机**: 用户切换网格/列表视图
-- **属性**:
-  - `view_mode` - 新视图模式（grid/list）
-  - `previous_mode` - 之前的模式
-  - `context` - 固定为 'concept_center'
-
----
-
-### 4. Company 页面（公司详情/个股罗盘）
-
-**已实施的追踪事件**:
-
-#### 📄 页面浏览
-- **事件**: `COMPANY_PAGE_VIEWED`
-- **触发时机**: 页面加载
-- **属性**:
-  - `timestamp` - 访问时间
-  - `stock_code` - 当前查看的股票代码
-
-#### 🔍 股票搜索
-- **事件**: `STOCK_SEARCHED`
-- **触发时机**: 用户输入股票代码并查询
-- **属性**:
-  - `query` - 搜索的股票代码
-  - `stock_code` - 股票代码
-  - `previous_stock_code` - 之前查看的股票代码
-  - `context` - 固定为 'company_page'
-
-#### 🔄 Tab 切换
-- **事件**: `TAB_CHANGED`
-- **触发时机**: 用户切换不同的 Tab
-- **属性**:
-  - `tab_index` - Tab 索引（0-3）
-  - `tab_name` - Tab 名称（公司概览/股票行情/财务全景/盈利预测）
-  - `previous_tab_index` - 之前的 Tab 索引
-  - `stock_code` - 当前股票代码
-  - `context` - 固定为 'company_page'
-
-**支持的 Tab**:
-1. **公司概览** (index 0): 公司基本信息
-2. **股票行情** (index 1): 实时行情数据
-3. **财务全景** (index 2): 财务报表分析
-4. **盈利预测** (index 3): 盈利预测数据
-
-#### ⭐ 自选股管理
-- **事件**: `WATCHLIST_ADDED` / `WATCHLIST_REMOVED`
-- **触发时机**: 用户添加/移除自选股
-- **属性**:
-  - `stock_code` - 股票代码
-  - `source` - 固定为 'company_page'
-
----
-
-### 5. Community 页面（新闻催化分析）
-
-**已实施的追踪事件**:
-
-#### 📄 页面浏览
-- **事件**: `COMMUNITY_PAGE_VIEWED`
-- **触发时机**: 页面加载
-- **属性**:
-  - `timestamp` - 访问时间
-  - `has_hot_events` - 是否有热点事件
-  - `has_keywords` - 是否有热门关键词
-
-#### 🔍 搜索追踪
-- **事件**: `SEARCH_QUERY_SUBMITTED`
-- **触发时机**: 用户输入搜索关键词
-- **属性**:
-  - `query` - 搜索关键词
-  - `category` - 分类（固定为 'news'）
-  - `previous_query` - 上一次搜索词
-
-#### 🎚️ 筛选追踪
-- **事件**: `SEARCH_FILTER_APPLIED`
-- **触发时机**: 用户更改筛选条件
-- **属性**:
-  - `filter_type` - 筛选类型（sort/importance/date_range/industry）
-  - `filter_value` - 筛选值
-  - `previous_value` - 上一次的值
-
-**支持的筛选类型**:
-1. **排序** (`sort`): 最新/最热/重要性
-2. **重要性** (`importance`): 全部/高/中/低
-3. **时间范围** (`date_range`): 今天/近7天/近30天
-4. **行业** (`industry`): 各行业代码
-
-#### 🗞️ 新闻点击追踪
-- **事件**: `NEWS_ARTICLE_CLICKED`
-- **触发时机**: 用户点击新闻事件
-- **属性**:
-  - `event_id` - 事件ID
-  - `event_title` - 事件标题
-  - `importance` - 重要性等级
-  - `source` - 来源（固定为 'community_page'）
-  - `has_stocks` - 是否包含相关股票
-  - `has_concepts` - 是否包含相关概念
-
-#### 📖 详情查看追踪
-- **事件**: `NEWS_DETAIL_OPENED`
-- **触发时机**: 用户点击"查看详情"
-- **属性**:
-  - `event_id` - 事件ID
-  - `source` - 来源（固定为 'community_page'）
-
-#### 📄 翻页追踪
-- **事件**: `NEWS_LIST_VIEWED`
-- **触发时机**: 用户翻页
-- **属性**:
-  - `page` - 页码
-  - `filters` - 当前筛选条件
-    - `sort` - 排序方式
-    - `importance` - 重要性
-    - `has_query` - 是否有搜索词
-
----
-
-## 🛠️ 实施方式
-
-### 方案：Custom Hook 集成（推荐）
-
-**优势**:
-- ✅ 集中管理，易于维护
-- ✅ 自动追踪，无需修改组件
-- ✅ 符合关注点分离原则
-- ✅ 便于测试和调试
-
-### 修改的文件
-
-#### 0. `src/views/StockOverview/hooks/useStockOverviewEvents.js` ✅
-
-**文件已存在**，无需修改。已完整实现个股中心的所有追踪事件。
-
-#### 1. `src/views/Concept/hooks/useConceptEvents.js`
-
-**新建 Hook 文件**:
-```javascript
-import { usePostHogTrack } from '../../../hooks/usePostHogRedux';
-import { RETENTION_EVENTS } from '../../../lib/constants';
-```
-
-**提供的追踪函数**:
-- `trackConceptSearched()` - 搜索概念
-- `trackFilterApplied()` - 筛选变化
-- `trackConceptClicked()` - 概念点击
-- `trackConceptStocksViewed()` - 查看个股
-- `trackConceptStockClicked()` - 点击概念股票
-- `trackConceptTimelineViewed()` - 历史时间轴
-- `trackPageChange()` - 翻页
-- `trackViewModeChanged()` - 视图切换
-
-#### 2. `src/views/Company/hooks/useCompanyEvents.js`
-
-**新建 Hook 文件**:
-```javascript
-import { usePostHogTrack } from '../../../hooks/usePostHogRedux';
-import { RETENTION_EVENTS } from '../../../lib/constants';
-```
-
-**提供的追踪函数**:
-- `trackStockSearched()` - 股票搜索
-- `trackTabChanged()` - Tab 切换
-- `trackWatchlistAdded()` - 加入自选
-- `trackWatchlistRemoved()` - 移除自选
-
-#### 3. `src/views/Company/index.js`
-
-**添加的导入**:
-```javascript
-import { useCompanyEvents } from './hooks/useCompanyEvents';
-```
-
-**添加的 Hook**:
-```javascript
-const {
-  trackStockSearched,
-  trackTabChanged,
-  trackWatchlistAdded,
-  trackWatchlistRemoved,
-} = useCompanyEvents({ stockCode });
-```
-
-**添加的 State**:
-```javascript
-const [currentTabIndex, setCurrentTabIndex] = useState(0);
-```
-
-**修改的函数**:
-1. **`handleSearch`**: 追踪股票搜索
-2. **`handleWatchlistToggle`**: 追踪自选股添加/移除
-3. **Tabs `onChange`**: 追踪 Tab 切换
-
-#### 4. `src/views/Concept/index.js`
-
-**添加的导入**:
-```javascript
-import { useConceptEvents } from './hooks/useConceptEvents';
-```
-
-**添加的 Hook**:
-```javascript
-const {
-  trackConceptSearched,
-  trackFilterApplied,
-  trackConceptClicked,
-  trackConceptStocksViewed,
-  trackConceptStockClicked,
-  trackConceptTimelineViewed,
-  trackPageChange,
-  trackViewModeChanged,
-} = useConceptEvents({ navigate });
-```
-
-**修改的函数**:
-1. **`handleSearch`**: 追踪搜索查询
-2. **`handleSortChange`**: 追踪排序变化
-3. **`handleDateChange`**: 追踪日期变化
-4. **`handlePageChange`**: 追踪翻页
-5. **`handleConceptClick`**: 追踪概念点击
-6. **`handleViewStocks`**: 追踪查看个股
-7. **`handleViewContent`**: 追踪历史时间轴
-8. **视图切换按钮**: 追踪网格/列表切换
-
-#### 3. `src/views/Home/HomePage.js`
-
-**添加的导入**:
-```javascript
-import { usePostHogTrack } from '../../hooks/usePostHogRedux';
-import { ACQUISITION_EVENTS } from '../../lib/constants';
-```
-
-**添加的 Hook**:
-```javascript
-const { track } = usePostHogTrack();
-```
-
-**添加的 useEffect**（页面浏览追踪）:
-```javascript
-useEffect(() => {
-  track(ACQUISITION_EVENTS.LANDING_PAGE_VIEWED, {
-    timestamp: new Date().toISOString(),
-    is_authenticated: isAuthenticated,
-    user_id: user?.id || null,
-  });
-}, [track, isAuthenticated, user?.id]);
-```
-
-**修改的函数**:
-- **`handleProductClick`**: 从接收 URL 改为接收完整 feature 对象，添加追踪逻辑
-
-**修改后的代码**:
-```javascript
-const handleProductClick = useCallback((feature) => {
-  // 🎯 PostHog 追踪：功能卡片点击
-  track(ACQUISITION_EVENTS.FEATURE_CARD_CLICKED, {
-    feature_id: feature.id,
-    feature_title: feature.title,
-    feature_url: feature.url,
-    is_featured: feature.featured || false,
-    link_type: feature.url.startsWith('http') ? 'external' : 'internal',
-  });
-
-  // 原有导航逻辑
-  if (feature.url.startsWith('http')) {
-    window.open(feature.url, '_blank');
-  } else {
-    navigate(feature.url);
-  }
-}, [track, navigate]);
-```
-
-**更新的 onClick 事件**:
-```javascript
-// 从
-onClick={() => handleProductClick(coreFeatures[0].url)}
-
-// 改为
-onClick={() => handleProductClick(coreFeatures[0])}
-```
-
-#### 1. `src/views/Community/hooks/useEventFilters.js`
-
-**添加的导入**:
-```javascript
-import { usePostHogTrack } from '../../../hooks/usePostHogRedux';
-import { RETENTION_EVENTS } from '../../../lib/constants';
-```
-
-**添加的Hook**:
-```javascript
-const { track } = usePostHogTrack();
-```
-
-**修改的函数**:
-1. **`updateFilters`**: 追踪搜索和筛选
-2. **`handlePageChange`**: 追踪翻页
-3. **`handleEventClick`**: 追踪新闻点击
-4. **`handleViewDetail`**: 追踪详情查看
-
-#### 2. `src/views/Community/index.js`
-
-**添加的导入**:
-```javascript
-import { usePostHogTrack } from '../../hooks/usePostHogRedux';
-import { RETENTION_EVENTS } from '../../lib/constants';
-```
-
-**添加的Hook**:
-```javascript
-const { track } = usePostHogTrack();
-```
-
-**添加的useEffect**:
-```javascript
-useEffect(() => {
-  track(RETENTION_EVENTS.COMMUNITY_PAGE_VIEWED, {
-    timestamp: new Date().toISOString(),
-    has_hot_events: hotEvents && hotEvents.length > 0,
-    has_keywords: popularKeywords && popularKeywords.length > 0,
-  });
-}, [track]);
-```
-
----
-
-## 📊 追踪效果示例
-
-### 用户行为路径示例
-
-**首页转化路径**:
-```
-1. 游客访问首页
-   → 触发: LANDING_PAGE_VIEWED
-   → 属性: { is_authenticated: false, user_id: null }
-
-2. 点击"新闻中心"功能卡片
-   → 触发: FEATURE_CARD_CLICKED
-   → 属性: { feature_id: "news-catalyst", feature_title: "新闻中心", is_featured: true, link_type: "internal" }
-
-3. 进入 Community 页面
-   → 触发: COMMUNITY_PAGE_VIEWED
-```
-
-**Community 页面行为路径**:
-```
-1. 用户进入 Community 页面
-   → 触发: COMMUNITY_PAGE_VIEWED
-
-2. 用户搜索 "人工智能"
-   → 触发: SEARCH_QUERY_SUBMITTED
-   → 属性: { query: "人工智能", category: "news" }
-
-3. 用户筛选 "重要性：高"
-   → 触发: SEARCH_FILTER_APPLIED
-   → 属性: { filter_type: "importance", filter_value: "high" }
-
-4. 用户点击第一条新闻
-   → 触发: NEWS_ARTICLE_CLICKED
-   → 属性: { event_id: "123", event_title: "...", importance: "high", source: "community_page" }
-
-5. 用户翻到第2页
-   → 触发: NEWS_LIST_VIEWED
-   → 属性: { page: 2, filters: { sort: "new", importance: "high", has_query: true } }
-
-6. 用户点击"查看详情"
-   → 触发: NEWS_DETAIL_OPENED
-   → 属性: { event_id: "456", source: "community_page" }
-```
-
----
-
-## 🧪 测试方法
-
-### 1. 使用 Redux DevTools
-
-1. 打开应用：`npm start`
-2. 打开浏览器 Redux DevTools
-3. 筛选 `posthog/trackEvent` actions
-4. 执行各种操作
-5. 查看追踪的事件和属性
-
-### 2. 控制台日志
-
-开发环境下，PostHog 会自动输出日志：
-
-```
-📍 Event tracked: Community Page Viewed { timestamp: "...", has_hot_events: true }
-📍 Event tracked: Search Query Submitted { query: "人工智能", category: "news" }
-📍 Event tracked: Search Filter Applied { filter_type: "importance", filter_value: "high" }
-```
-
-### 3. PostHog Dashboard
-
-1. 登录 PostHog 后台
-2. 查看 "Events" 页面
-3. 筛选 Community 相关事件：
-   - `Community Page Viewed`
-   - `Search Query Submitted`
-   - `Search Filter Applied`
-   - `News Article Clicked`
-   - `News List Viewed`
-
----
-
-## 📈 数据分析建议
-
-### 1. 搜索行为分析
-
-**问题**: 用户最常搜索什么？
-
-**方法**:
-- 筛选 `SEARCH_QUERY_SUBMITTED` 事件
-- 按 `query` 属性分组
-- 查看 Top 关键词
-
-### 2. 筛选偏好分析
-
-**问题**: 用户更喜欢什么排序方式？
-
-**方法**:
-- 筛选 `SEARCH_FILTER_APPLIED` 事件
-- 按 `filter_type: "sort"` 筛选
-- 按 `filter_value` 分组统计
-
-### 3. 新闻热度分析
-
-**问题**: 哪些新闻最受欢迎？
-
-**方法**:
-- 筛选 `NEWS_ARTICLE_CLICKED` 事件
-- 按 `event_id` 分组
-- 统计点击次数
-
-### 4. 用户旅程分析
-
-**问题**: 用户从搜索到点击的转化率？
-
-**方法**:
-- 创建漏斗：
-  1. `COMMUNITY_PAGE_VIEWED`
-  2. `SEARCH_QUERY_SUBMITTED`
-  3. `NEWS_ARTICLE_CLICKED`
-- 分析每一步的流失率
-
----
-
-## 🔧 扩展计划
-
-### 下一步：其他页面追踪
-
-按优先级排序：
-
-1. **Concept（概念中心）** ⭐⭐⭐
-   - 搜索概念
-   - 点击概念卡片
-   - 查看概念详情
-   - 点击概念内股票
-
-2. **StockOverview（个股中心）** ⭐⭐⭐
-   - 搜索股票
-   - 点击股票卡片
-   - 查看股票详情
-   - 切换 Tab
-
-3. **LimitAnalyse（涨停分析）** ⭐⭐
-   - 进入页面
-   - 点击涨停板块
-   - 展开板块详情
-   - 点击涨停个股
-
-4. **TradingSimulation（模拟盘）** ⭐⭐
-   - 进入模拟盘
-   - 下单操作
-   - 查看持仓
-   - 查看历史
-
-5. **Company（公司详情）** ⭐
-   - 查看公司概览
-   - 查看财务全景
-   - 查看盈利预测
-   - Tab 切换
-
----
-
-## 💡 最佳实践
-
-### 1. 属性命名规范
-
-- 使用 **snake_case** 命名（与 PostHog 推荐一致）
-- 属性名要 **描述性强**，易于理解
-- 使用 **布尔值** 表示是/否（has_xxx, is_xxx）
-- 使用 **枚举值** 表示类别（filter_type: "sort"）
-
-### 2. 事件追踪原则
-
-- **追踪用户意图**，而不仅仅是点击
-- **添加上下文**，帮助分析（previous_value, source）
-- **保持一致性**，相似事件使用相似属性
-- **避免敏感信息**，不追踪用户隐私数据
-
-### 3. 性能优化
-
-- 使用 **`usePostHogTrack`** 而不是 `usePostHogRedux`
-  - 更轻量，只订阅追踪功能
-  - 避免不必要的重渲染
-- 在 **Custom Hooks** 中集成，而不是每个组件
-  - 集中管理，易于维护
-  - 减少重复代码
-
----
-
-## ⚠️ 注意事项
-
-### 1. 依赖管理
-
-确保 `useCallback` 的依赖数组包含 `track`：
-
-```javascript
-// ✅ 正确
-const handleClick = useCallback(() => {
-  track(EVENT_NAME, { ... });
-}, [track]);
-
-// ❌ 错误（缺少 track）
-const handleClick = useCallback(() => {
-  track(EVENT_NAME, { ... });
-}, []);
-```
-
-### 2. 事件去重
-
-避免重复追踪相同事件：
-
-```javascript
-// ✅ 正确（只在值变化时追踪）
-if (newFilters.sort !== filters.sort) {
-  track(SEARCH_FILTER_APPLIED, { ... });
-}
-
-// ❌ 错误（每次都追踪）
-track(SEARCH_FILTER_APPLIED, { ... });
-```
-
-### 3. 空值处理
-
-使用安全的属性访问：
-
-```javascript
-// ✅ 正确
-has_stocks: !!(event.related_stocks && event.related_stocks.length > 0)
-
-// ❌ 错误（可能报错）
-has_stocks: event.related_stocks.length > 0
-```
-
----
-
-## 📚 参考资料
-
-- **PostHog Events 文档**: https://posthog.com/docs/data/events
-- **PostHog Properties 文档**: https://posthog.com/docs/data/properties
-- **Redux PostHog 集成**: `POSTHOG_REDUX_INTEGRATION.md`
-- **事件常量定义**: `src/lib/constants.js`
-
----
-
-## 🎉 总结
-
-### 已实现的功能
-
-- ✅ Home 页面追踪（2个事件）
-- ✅ StockOverview 页面完整追踪（10个事件）✨ 已完成
-- ✅ Concept 页面完整追踪（9个事件）
-- ✅ Company 页面完整追踪（5个事件）
-- ✅ Community 页面完整追踪（7个事件）
-- ✅ Custom Hook 集成方案
-- ✅ Redux DevTools 调试支持
-- ✅ 详细的事件属性
-
-### 追踪的用户行为
-
-**Home 页面**:
-1. **页面访问** - 了解流量来源、登录转化率
-2. **功能卡片点击** - 识别最受欢迎的功能
-3. **推荐功能效果** - 分析特色功能（新闻中心）的点击率
-
-**StockOverview 页面** ✨:
-1. **页面访问** - 了解个股中心流量
-2. **搜索行为** - 股票搜索、搜索结果点击
-3. **概念交互** - 热门概念点击、概念股票标签点击
-4. **热力图交互** - 热力图中股票点击
-5. **数据筛选** - 日期选择变化
-6. **市场统计** - 市场数据查看
-
-**Concept 页面**:
-1. **页面访问** - 了解概念中心流量
-2. **搜索行为** - 概念搜索、搜索结果数量
-3. **筛选偏好** - 排序方式、日期选择
-4. **概念交互** - 概念点击、位置追踪
-5. **个股查看** - 查看个股、股票点击
-6. **时间轴查看** - 历史时间轴
-7. **翻页行为** - 优化分页逻辑
-8. **视图切换** - 网格/列表偏好
-
-**Company 页面**:
-1. **页面访问** - 了解公司详情页流量
-2. **股票搜索** - 用户查询哪些股票
-3. **Tab 切换** - 用户最关注哪个 Tab（概览/行情/财务/预测）
-4. **自选股管理** - 自选股添加/移除行为
-5. **股票切换** - 分析用户查看股票的路径
-
-**Community 页面**:
-1. **页面访问** - 了解流量来源
-2. **搜索行为** - 了解用户需求
-3. **筛选偏好** - 优化默认设置
-4. **内容点击** - 识别热门内容
-5. **详情查看** - 分析用户兴趣
-6. **翻页行为** - 优化分页逻辑
-
-### 下一步计划
-
-1. ~~在关键页面实施追踪（Home, StockOverview, Concept, Company, Community）~~ ✅ 已完成
-2. **下一步**：其他页面追踪
-   - LimitAnalyse（涨停分析）⭐⭐
-   - TradingSimulation（模拟盘）⭐⭐
-3. 创建 PostHog Dashboard 和 Insights
-4. 设置用户行为漏斗分析
-5. 配置 Feature Flags 进行 A/B 测试
-
----
-
-**Home, StockOverview, Concept, Company, Community 页面追踪全部完成！** 🚀
-
-现在你可以在 PostHog 后台看到完整的用户行为数据：
-- **首页** → **个股中心/概念中心/公司详情/新闻中心** 的完整转化路径
-- **搜索行为**、**筛选偏好**、**内容点击** 的详细数据
-- **Tab 切换**、**视图切换**、**翻页行为** 的用户习惯分析
-- **自选股管理** 的用户行为追踪
-
-共追踪 **33个事件**，覆盖 **5个核心页面**。

docs/TEST_GUIDE.md

@@ -1,338 +0,0 @@
-# 崩溃修复测试指南
-
-> 测试时间：2025-10-14
-> 测试范围：SignInIllustration.js + SignUpIllustration.js
-> 服务器地址：http://localhost:3000
-
----
-
-## 🎯 测试目标
-
-验证以下修复是否有效：
-- ✅ 响应对象崩溃（6处）
-- ✅ 组件卸载后 setState（6处）
-- ✅ 定时器内存泄漏（2处）
-
----
-
-## 📋 测试清单
-
-### ✅ 关键测试（必做）
-
-#### 1. **网络异常测试** - 验证响应对象修复
-
-**登录页面 - 发送验证码**
-```
-测试步骤：
-1. 打开 http://localhost:3000/auth/sign-in
-2. 切换到"验证码登录"模式
-3. 输入手机号：13800138000
-4. 打开浏览器开发者工具 (F12) → Network 标签
-5. 点击 Offline 模拟断网
-6. 点击"发送验证码"按钮
-
-预期结果：
-✅ 显示错误提示："发送验证码失败 - 网络请求失败，请检查网络连接"
-✅ 页面不崩溃
-✅ 无 JavaScript 错误
-
-修复前：
-❌ 页面白屏崩溃
-❌ Console 报错：Cannot read property 'json' of null
-```
-
-**登录页面 - 微信登录**
-```
-测试步骤：
-1. 在登录页面，保持断网状态
-2. 点击"扫码登录"按钮
-
-预期结果：
-✅ 显示错误提示："获取微信授权失败 - 网络请求失败，请检查网络连接"
-✅ 页面不崩溃
-✅ 无 JavaScript 错误
-```
-
-**注册页面 - 发送验证码**
-```
-测试步骤：
-1. 打开 http://localhost:3000/auth/sign-up
-2. 切换到"验证码注册"模式
-3. 输入手机号：13800138000
-4. 保持断网状态
-5. 点击"发送验证码"按钮
-
-预期结果：
-✅ 显示错误提示："发送失败 - 网络请求失败..."
-✅ 页面不崩溃
-```
-
----
-
-#### 2. **组件卸载测试** - 验证内存泄漏修复
-
-**倒计时中离开页面**
-```
-测试步骤：
-1. 恢复网络连接
-2. 在登录页面输入手机号并发送验证码
-3. 等待倒计时开始（60秒倒计时）
-4. 立即点击浏览器后退按钮或切换到其他页面
-5. 打开 Console 查看是否有警告
-
-预期结果：
-✅ 无警告："Can't perform a React state update on an unmounted component"
-✅ 倒计时定时器正确清理
-✅ 无内存泄漏
-
-修复前：
-❌ Console 警告：Memory leak warning
-❌ setState 在组件卸载后仍被调用
-```
-
-**请求进行中离开页面**
-```
-测试步骤：
-1. 在注册页面填写完整信息
-2. 点击"注册"按钮
-3. 在请求响应前（loading 状态）快速刷新页面或关闭标签页
-4. 打开新标签页查看 Console
-
-预期结果：
-✅ 无崩溃
-✅ 无警告信息
-✅ 请求被正确取消或忽略
-```
-
-**注册成功跳转前离开**
-```
-测试步骤：
-1. 完成注册提交
-2. 在显示"注册成功"提示后
-3. 立即关闭标签页（不等待2秒自动跳转）
-
-预期结果：
-✅ 无警告
-✅ navigate 不会在组件卸载后执行
-```
-
----
-
-#### 3. **边界情况测试** - 验证数据完整性检查
-
-**后端返回空响应**
-```
-测试步骤（需要模拟后端）：
-1. 使用 Chrome DevTools → Network → 右键请求 → Edit and Resend
-2. 修改响应为空对象 {}
-3. 观察页面反应
-
-预期结果：
-✅ 显示错误："服务器响应为空"
-✅ 不会尝试访问 undefined 属性
-✅ 页面不崩溃
-```
-
-**后端返回 500 错误**
-```
-测试步骤：
-1. 在登录页面点击"扫码登录"
-2. 如果后端返回 500 错误
-
-预期结果：
-✅ 显示错误："获取二维码失败：HTTP 500"
-✅ 页面不崩溃
-```
-
----
-
-### 🧪 进阶测试（推荐）
-
-#### 4. **弱网环境测试**
-
-**慢速网络模拟**
-```
-测试步骤：
-1. Chrome DevTools → Network → Throttling → Slow 3G
-2. 尝试发送验证码
-3. 等待 10 秒（超时时间）
-
-预期结果：
-✅ 10秒后显示超时错误
-✅ 不会无限等待
-✅ 用户可以重试
-```
-
-**丢包模拟**
-```
-测试步骤：
-1. 使用 Chrome DevTools 模拟丢包
-2. 连续点击"发送验证码"多次
-
-预期结果：
-✅ 每次请求都有适当的错误提示
-✅ 不会因为并发请求而崩溃
-✅ 按钮在请求期间正确禁用
-```
-
----
-
-#### 5. **定时器清理测试**
-
-**倒计时清理验证**
-```
-测试步骤：
-1. 在登录页面发送验证码
-2. 等待倒计时到 50 秒
-3. 快速切换到注册页面
-4. 再切换回登录页面
-5. 观察倒计时是否重置
-
-预期结果：
-✅ 定时器在页面切换时正确清理
-✅ 返回登录页面时倒计时重新开始（如果再次发送）
-✅ 没有多个定时器同时运行
-```
-
----
-
-#### 6. **并发请求测试**
-
-**快速连续点击**
-```
-测试步骤：
-1. 在登录页面输入手机号
-2. 快速连续点击"发送验证码"按钮 5 次
-
-预期结果：
-✅ 只发送一次请求（按钮在请求期间禁用）
-✅ 不会因为并发而崩溃
-✅ 正确显示 loading 状态
-```
-
----
-
-## 🔍 监控指标
-
-### Console 检查清单
-
-在测试过程中，打开 Console (F12) 监控以下内容：
-
-```
-✅ 无红色错误（Error）
-✅ 无内存泄漏警告（Memory leak warning）
-✅ 无 setState 警告（Can't perform a React state update...）
-✅ 无 undefined 访问错误（Cannot read property of undefined）
-```
-
-### Network 检查清单
-
-打开 Network 标签监控：
-
-```
-✅ 请求超时时间：10秒
-✅ 失败请求有正确的错误处理
-✅ 没有重复的请求
-✅ 请求被正确取消（如果页面卸载）
-```
-
-### Performance 检查清单
-
-打开 Performance 标签（可选）：
-
-```
-✅ 无内存泄漏（Memory 不会持续增长）
-✅ 定时器正确清理（Timer count 正确）
-✅ EventListener 正确清理
-```
-
----
-
-## 📊 测试记录表
-
-请在测试时填写以下表格：
-
-| 测试项 | 状态 | 问题描述 | 截图 |
-|--------|------|---------|------|
-| 登录页 - 断网发送验证码 | ⬜ 通过 / ⬜ 失败 | | |
-| 登录页 - 断网微信登录 | ⬜ 通过 / ⬜ 失败 | | |
-| 注册页 - 断网发送验证码 | ⬜ 通过 / ⬜ 失败 | | |
-| 倒计时中离开页面 | ⬜ 通过 / ⬜ 失败 | | |
-| 请求进行中离开页面 | ⬜ 通过 / ⬜ 失败 | | |
-| 注册成功跳转前离开 | ⬜ 通过 / ⬜ 失败 | | |
-| 后端返回空响应 | ⬜ 通过 / ⬜ 失败 | | |
-| 慢速网络超时 | ⬜ 通过 / ⬜ 失败 | | |
-| 定时器清理 | ⬜ 通过 / ⬜ 失败 | | |
-| 并发请求 | ⬜ 通过 / ⬜ 失败 | | |
-
----
-
-## 🐛 如何报告问题
-
-如果发现问题，请提供：
-
-1. **测试场景**：具体的测试步骤
-2. **预期结果**：应该发生什么
-3. **实际结果**：实际发生了什么
-4. **Console 错误**：完整的错误信息
-5. **截图/录屏**：问题的视觉证明
-6. **环境信息**：
-   - 浏览器版本
-   - 操作系统
-   - 网络状态
-
----
-
-## ✅ 测试完成检查
-
-测试完成后，确认以下内容：
-
-```
-□ 所有关键测试通过
-□ Console 无错误
-□ Network 请求正常
-□ 无内存泄漏警告
-□ 用户体验流畅
-```
-
----
-
-## 🎯 快速测试命令
-
-```bash
-# 1. 确认服务器运行
-curl http://localhost:3000
-
-# 2. 打开浏览器测试
-open http://localhost:3000/auth/sign-in
-
-# 3. 查看编译日志
-tail -f /tmp/react-build.log
-```
-
----
-
-## 📱 测试页面链接
-
-- **登录页面**: http://localhost:3000/auth/sign-in
-- **注册页面**: http://localhost:3000/auth/sign-up
-- **首页**: http://localhost:3000/home
-
----
-
-## 🔧 开发者工具快捷键
-
-```
-F12          - 打开开发者工具
-Ctrl/Cmd+R   - 刷新页面
-Ctrl/Cmd+Shift+R - 强制刷新（清除缓存）
-Ctrl/Cmd+Shift+C - 元素选择器
-```
-
----
-
-**测试时间**：2025-10-14
-**预计测试时长**：15-30 分钟
-**建议测试人员**：开发者 + QA
-
-祝测试顺利！如发现问题请及时反馈。

init-forum-es.js

@@ -0,0 +1,145 @@
+/**
+ * 初始化价值论坛 Elasticsearch 索引
+ * 运行方式：node init-forum-es.js
+ */
+
+const axios = require('axios');
+
+// Elasticsearch 配置
+const ES_BASE_URL = 'http://222.128.1.157:19200';
+
+// 创建 axios 实例
+const esClient = axios.create({
+  baseURL: ES_BASE_URL,
+  timeout: 10000,
+  headers: {
+    'Content-Type': 'application/json',
+  },
+});
+
+// 索引名称
+const INDICES = {
+  POSTS: 'forum_posts',
+  COMMENTS: 'forum_comments',
+  EVENTS: 'forum_events',
+};
+
+async function initializeIndices() {
+  try {
+    console.log('开始初始化 Elasticsearch 索引...\n');
+
+    // 1. 创建帖子索引
+    console.log('创建帖子索引 (forum_posts)...');
+    try {
+      await esClient.put(`/${INDICES.POSTS}`, {
+        mappings: {
+          properties: {
+            id: { type: 'keyword' },
+            author_id: { type: 'keyword' },
+            author_name: { type: 'text' },
+            author_avatar: { type: 'keyword' },
+            title: { type: 'text' },
+            content: { type: 'text' },
+            images: { type: 'keyword' },
+            tags: { type: 'keyword' },
+            category: { type: 'keyword' },
+            likes_count: { type: 'integer' },
+            comments_count: { type: 'integer' },
+            views_count: { type: 'integer' },
+            created_at: { type: 'date' },
+            updated_at: { type: 'date' },
+            is_pinned: { type: 'boolean' },
+            status: { type: 'keyword' },
+          },
+        },
+      });
+      console.log('✅ 帖子索引创建成功\n');
+    } catch (error) {
+      if (error.response?.status === 400 && error.response?.data?.error?.type === 'resource_already_exists_exception') {
+        console.log('⚠️  帖子索引已存在，跳过创建\n');
+      } else {
+        throw error;
+      }
+    }
+
+    // 2. 创建评论索引
+    console.log('创建评论索引 (forum_comments)...');
+    try {
+      await esClient.put(`/${INDICES.COMMENTS}`, {
+        mappings: {
+          properties: {
+            id: { type: 'keyword' },
+            post_id: { type: 'keyword' },
+            author_id: { type: 'keyword' },
+            author_name: { type: 'text' },
+            author_avatar: { type: 'keyword' },
+            content: { type: 'text' },
+            parent_id: { type: 'keyword' },
+            likes_count: { type: 'integer' },
+            created_at: { type: 'date' },
+            status: { type: 'keyword' },
+          },
+        },
+      });
+      console.log('✅ 评论索引创建成功\n');
+    } catch (error) {
+      if (error.response?.status === 400 && error.response?.data?.error?.type === 'resource_already_exists_exception') {
+        console.log('⚠️  评论索引已存在，跳过创建\n');
+      } else {
+        throw error;
+      }
+    }
+
+    // 3. 创建事件时间轴索引
+    console.log('创建事件时间轴索引 (forum_events)...');
+    try {
+      await esClient.put(`/${INDICES.EVENTS}`, {
+        mappings: {
+          properties: {
+            id: { type: 'keyword' },
+            post_id: { type: 'keyword' },
+            event_type: { type: 'keyword' },
+            title: { type: 'text' },
+            description: { type: 'text' },
+            source: { type: 'keyword' },
+            source_url: { type: 'keyword' },
+            related_stocks: { type: 'keyword' },
+            occurred_at: { type: 'date' },
+            created_at: { type: 'date' },
+            importance: { type: 'keyword' },
+          },
+        },
+      });
+      console.log('✅ 事件时间轴索引创建成功\n');
+    } catch (error) {
+      if (error.response?.status === 400 && error.response?.data?.error?.type === 'resource_already_exists_exception') {
+        console.log('⚠️  事件时间轴索引已存在，跳过创建\n');
+      } else {
+        throw error;
+      }
+    }
+
+    // 4. 验证索引
+    console.log('验证索引...');
+    const indices = await esClient.get('/_cat/indices/forum_*?v&format=json');
+    console.log('已创建的论坛索引：');
+    indices.data.forEach(index => {
+      console.log(`  - ${index.index} (docs: ${index['docs.count']}, size: ${index['store.size']})`);
+    });
+
+    console.log('\n🎉 所有索引初始化完成！');
+    console.log('\n下一步：');
+    console.log('1. 访问 https://valuefrontier.cn/value-forum');
+    console.log('2. 点击"发布帖子"按钮创建第一篇帖子');
+
+  } catch (error) {
+    console.error('❌ 初始化失败:', error.message);
+    if (error.response) {
+      console.error('响应数据:', JSON.stringify(error.response.data, null, 2));
+    }
+    process.exit(1);
+  }
+}
+
+// 执行初始化
+initializeIndices();

jsconfig.json

@@ -1,27 +0,0 @@
-{
-  "compilerOptions": {
-    "baseUrl": "src",
-    "paths": {
-      "@/*": ["./*"],
-      "@assets/*": ["assets/*"],
-      "@components/*": ["components/*"],
-      "@constants/*": ["constants/*"],
-      "@contexts/*": ["contexts/*"],
-      "@data/*": ["data/*"],
-      "@hooks/*": ["hooks/*"],
-      "@layouts/*": ["layouts/*"],
-      "@lib/*": ["lib/*"],
-      "@mocks/*": ["mocks/*"],
-      "@providers/*": ["providers/*"],
-      "@routes/*": ["routes/*"],
-      "@services/*": ["services/*"],
-      "@store/*": ["store/*"],
-      "@styles/*": ["styles/*"],
-      "@theme/*": ["theme/*"],
-      "@utils/*": ["utils/*"],
-      "@variables/*": ["variables/*"],
-      "@views/*": ["views/*"]
-    }
-  },
-  "exclude": ["node_modules", "build", "dist"]
-}

mcp_config.py

@@ -0,0 +1,108 @@
+"""
+MCP服务器配置文件
+集中管理所有配置项
+"""
+
+from typing import Dict
+from pydantic import BaseSettings
+
+class Settings(BaseSettings):
+    """应用配置"""
+
+    # 服务器配置
+    SERVER_HOST: str = "0.0.0.0"
+    SERVER_PORT: int = 8900
+    DEBUG: bool = True
+
+    # 后端API服务端点
+    NEWS_API_URL: str = "http://222.128.1.157:21891"
+    ROADSHOW_API_URL: str = "http://222.128.1.157:19800"
+    CONCEPT_API_URL: str = "http://222.128.1.157:16801"
+    STOCK_ANALYSIS_API_URL: str = "http://222.128.1.157:8811"
+
+    # HTTP客户端配置
+    HTTP_TIMEOUT: float = 60.0
+    HTTP_MAX_RETRIES: int = 3
+
+    # 日志配置
+    LOG_LEVEL: str = "INFO"
+    LOG_FORMAT: str = "%(asctime)s - %(name)s - %(levelname)s - %(message)s"
+
+    # CORS配置
+    CORS_ORIGINS: list = ["*"]
+    CORS_CREDENTIALS: bool = True
+    CORS_METHODS: list = ["*"]
+    CORS_HEADERS: list = ["*"]
+
+    # LLM配置（如果需要集成）
+    LLM_PROVIDER: str = "openai"  # openai, anthropic, etc.
+    LLM_API_KEY: str = ""
+    LLM_MODEL: str = "gpt-4"
+    LLM_BASE_URL: str = ""
+
+    # 速率限制
+    RATE_LIMIT_ENABLED: bool = False
+    RATE_LIMIT_PER_MINUTE: int = 60
+
+    # 缓存配置
+    CACHE_ENABLED: bool = True
+    CACHE_TTL: int = 300  # 秒
+
+    class Config:
+        env_file = ".env"
+        case_sensitive = True
+
+
+# 全局设置实例
+settings = Settings()
+
+
+# 工具类别映射（用于组织和展示）
+TOOL_CATEGORIES: Dict[str, list] = {
+    "新闻搜索": [
+        "search_news",
+        "search_china_news",
+        "search_medical_news"
+    ],
+    "公司研究": [
+        "search_roadshows",
+        "search_research_reports"
+    ],
+    "概念板块": [
+        "search_concepts",
+        "get_concept_details",
+        "get_stock_concepts",
+        "get_concept_statistics"
+    ],
+    "股票分析": [
+        "search_limit_up_stocks",
+        "get_daily_stock_analysis"
+    ]
+}
+
+
+# 工具优先级（用于LLM选择工具时的提示）
+TOOL_PRIORITIES: Dict[str, int] = {
+    "search_china_news": 10,  # 最常用
+    "search_concepts": 9,
+    "search_limit_up_stocks": 8,
+    "search_research_reports": 8,
+    "get_stock_concepts": 7,
+    "search_news": 6,
+    "get_daily_stock_analysis": 5,
+    "get_concept_statistics": 5,
+    "search_medical_news": 4,
+    "search_roadshows": 4,
+    "get_concept_details": 3,
+}
+
+
+# 默认参数配置
+DEFAULT_PARAMS = {
+    "top_k": 20,
+    "page_size": 20,
+    "size": 10,
+    "sort_by": "change_pct",
+    "mode": "hybrid",
+    "exact_match": False,
+}

mcp_database.py

@@ -0,0 +1,783 @@
+"""
+MySQL数据库查询模块
+提供股票财务数据查询功能
+"""
+
+import aiomysql
+import logging
+from typing import Dict, List, Any, Optional
+from datetime import datetime, date
+from decimal import Decimal
+import json
+
+logger = logging.getLogger(__name__)
+
+# MySQL连接配置
+MYSQL_CONFIG = {
+    'host': '222.128.1.157',
+    'port': 33060,
+    'user': 'root',
+    'password': 'Zzl5588161!',
+    'db': 'stock',
+    'charset': 'utf8mb4',
+    'autocommit': True
+}
+
+# 全局连接池
+_pool = None
+
+
+class DateTimeEncoder(json.JSONEncoder):
+    """JSON编码器，处理datetime和Decimal类型"""
+    def default(self, obj):
+        if isinstance(obj, (datetime, date)):
+            return obj.isoformat()
+        if isinstance(obj, Decimal):
+            return float(obj)
+        return super().default(obj)
+
+
+async def get_pool():
+    """获取MySQL连接池"""
+    global _pool
+    if _pool is None:
+        _pool = await aiomysql.create_pool(
+            host=MYSQL_CONFIG['host'],
+            port=MYSQL_CONFIG['port'],
+            user=MYSQL_CONFIG['user'],
+            password=MYSQL_CONFIG['password'],
+            db=MYSQL_CONFIG['db'],
+            charset=MYSQL_CONFIG['charset'],
+            autocommit=MYSQL_CONFIG['autocommit'],
+            minsize=1,
+            maxsize=10
+        )
+        logger.info("MySQL connection pool created")
+    return _pool
+
+
+async def close_pool():
+    """关闭MySQL连接池"""
+    global _pool
+    if _pool:
+        _pool.close()
+        await _pool.wait_closed()
+        _pool = None
+        logger.info("MySQL connection pool closed")
+
+
+def convert_row(row: Dict) -> Dict:
+    """转换数据库行，处理特殊类型"""
+    if not row:
+        return {}
+
+    result = {}
+    for key, value in row.items():
+        if isinstance(value, Decimal):
+            result[key] = float(value)
+        elif isinstance(value, (datetime, date)):
+            result[key] = value.isoformat()
+        else:
+            result[key] = value
+    return result
+
+
+async def get_stock_basic_info(seccode: str) -> Optional[Dict[str, Any]]:
+    """
+    获取股票基本信息
+
+    Args:
+        seccode: 股票代码
+
+    Returns:
+        股票基本信息字典
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            query = """
+                SELECT
+                    SECCODE, SECNAME, ORGNAME,
+                    F001V as english_name,
+                    F003V as legal_representative,
+                    F004V as registered_address,
+                    F005V as office_address,
+                    F010D as establishment_date,
+                    F011V as website,
+                    F012V as email,
+                    F013V as phone,
+                    F015V as main_business,
+                    F016V as business_scope,
+                    F017V as company_profile,
+                    F030V as industry_level1,
+                    F032V as industry_level2,
+                    F034V as sw_industry_level1,
+                    F036V as sw_industry_level2,
+                    F026V as province,
+                    F028V as city,
+                    F041V as chairman,
+                    F042V as general_manager,
+                    UPDATE_DATE as update_date
+                FROM ea_baseinfo
+                WHERE SECCODE = %s
+                LIMIT 1
+            """
+
+            await cursor.execute(query, (seccode,))
+            result = await cursor.fetchone()
+
+            if result:
+                return convert_row(result)
+            return None
+
+
+async def get_stock_financial_index(
+    seccode: str,
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    limit: int = 10
+) -> List[Dict[str, Any]]:
+    """
+    获取股票财务指标
+
+    Args:
+        seccode: 股票代码
+        start_date: 开始日期 YYYY-MM-DD
+        end_date: 结束日期 YYYY-MM-DD
+        limit: 返回条数
+
+    Returns:
+        财务指标列表
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            # 构建查询
+            query = """
+                SELECT
+                    SECCODE, SECNAME, ENDDATE, STARTDATE,
+                    F069D as report_year,
+                    F003N as eps,  -- 每股收益
+                    F004N as basic_eps,
+                    F008N as bps,  -- 每股净资产
+                    F014N as roe,  -- 净资产收益率
+                    F016N as roa,  -- 总资产报酬率
+                    F017N as net_profit_margin,  -- 净利润率
+                    F022N as receivable_turnover,  -- 应收账款周转率
+                    F023N as inventory_turnover,  -- 存货周转率
+                    F025N as total_asset_turnover,  -- 总资产周转率
+                    F041N as debt_ratio,  -- 资产负债率
+                    F042N as current_ratio,  -- 流动比率
+                    F043N as quick_ratio,  -- 速动比率
+                    F052N as revenue_growth,  -- 营业收入增长率
+                    F053N as profit_growth,  -- 净利润增长率
+                    F089N as revenue,  -- 营业收入
+                    F090N as operating_cost,  -- 营业成本
+                    F101N as net_profit,  -- 净利润
+                    F102N as net_profit_parent  -- 归母净利润
+                FROM ea_financialindex
+                WHERE SECCODE = %s
+            """
+
+            params = [seccode]
+
+            if start_date:
+                query += " AND ENDDATE >= %s"
+                params.append(start_date)
+
+            if end_date:
+                query += " AND ENDDATE <= %s"
+                params.append(end_date)
+
+            query += " ORDER BY ENDDATE DESC LIMIT %s"
+            params.append(limit)
+
+            await cursor.execute(query, params)
+            results = await cursor.fetchall()
+
+            return [convert_row(row) for row in results]
+
+
+async def get_stock_trade_data(
+    seccode: str,
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    limit: int = 30
+) -> List[Dict[str, Any]]:
+    """
+    获取股票交易数据
+
+    Args:
+        seccode: 股票代码
+        start_date: 开始日期 YYYY-MM-DD
+        end_date: 结束日期 YYYY-MM-DD
+        limit: 返回条数
+
+    Returns:
+        交易数据列表
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            query = """
+                SELECT
+                    SECCODE, SECNAME, TRADEDATE,
+                    F002N as prev_close,  -- 昨日收盘价
+                    F003N as open_price,  -- 开盘价
+                    F005N as high_price,  -- 最高价
+                    F006N as low_price,  -- 最低价
+                    F007N as close_price,  -- 收盘价
+                    F004N as volume,  -- 成交量
+                    F011N as turnover,  -- 成交金额
+                    F009N as change_amount,  -- 涨跌额
+                    F010N as change_pct,  -- 涨跌幅
+                    F012N as turnover_rate,  -- 换手率
+                    F013N as amplitude,  -- 振幅
+                    F026N as pe_ratio,  -- 市盈率
+                    F020N as total_shares,  -- 总股本
+                    F021N as circulating_shares  -- 流通股本
+                FROM ea_trade
+                WHERE SECCODE = %s
+            """
+
+            params = [seccode]
+
+            if start_date:
+                query += " AND TRADEDATE >= %s"
+                params.append(start_date)
+
+            if end_date:
+                query += " AND TRADEDATE <= %s"
+                params.append(end_date)
+
+            query += " ORDER BY TRADEDATE DESC LIMIT %s"
+            params.append(limit)
+
+            await cursor.execute(query, params)
+            results = await cursor.fetchall()
+
+            return [convert_row(row) for row in results]
+
+
+async def get_stock_balance_sheet(
+    seccode: str,
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    limit: int = 8
+) -> List[Dict[str, Any]]:
+    """
+    获取资产负债表数据
+
+    Args:
+        seccode: 股票代码
+        start_date: 开始日期
+        end_date: 结束日期
+        limit: 返回条数
+
+    Returns:
+        资产负债表数据列表
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            query = """
+                SELECT
+                    SECCODE, SECNAME, ENDDATE,
+                    F001D as report_year,
+                    F006N as cash,  -- 货币资金
+                    F009N as receivables,  -- 应收账款
+                    F015N as inventory,  -- 存货
+                    F019N as current_assets,  -- 流动资产合计
+                    F023N as long_term_investment,  -- 长期股权投资
+                    F025N as fixed_assets,  -- 固定资产
+                    F037N as noncurrent_assets,  -- 非流动资产合计
+                    F038N as total_assets,  -- 资产总计
+                    F039N as short_term_loan,  -- 短期借款
+                    F042N as payables,  -- 应付账款
+                    F052N as current_liabilities,  -- 流动负债合计
+                    F053N as long_term_loan,  -- 长期借款
+                    F060N as noncurrent_liabilities,  -- 非流动负债合计
+                    F061N as total_liabilities,  -- 负债合计
+                    F062N as share_capital,  -- 股本
+                    F063N as capital_reserve,  -- 资本公积
+                    F065N as retained_earnings,  -- 未分配利润
+                    F070N as total_equity  -- 所有者权益合计
+                FROM ea_asset
+                WHERE SECCODE = %s
+            """
+
+            params = [seccode]
+
+            if start_date:
+                query += " AND ENDDATE >= %s"
+                params.append(start_date)
+
+            if end_date:
+                query += " AND ENDDATE <= %s"
+                params.append(end_date)
+
+            query += " ORDER BY ENDDATE DESC LIMIT %s"
+            params.append(limit)
+
+            await cursor.execute(query, params)
+            results = await cursor.fetchall()
+
+            return [convert_row(row) for row in results]
+
+
+async def get_stock_cashflow(
+    seccode: str,
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    limit: int = 8
+) -> List[Dict[str, Any]]:
+    """
+    获取现金流量表数据
+
+    Args:
+        seccode: 股票代码
+        start_date: 开始日期
+        end_date: 结束日期
+        limit: 返回条数
+
+    Returns:
+        现金流量表数据列表
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            query = """
+                SELECT
+                    SECCODE, SECNAME, ENDDATE, STARTDATE,
+                    F001D as report_year,
+                    F009N as operating_cash_inflow,  -- 经营活动现金流入
+                    F014N as operating_cash_outflow,  -- 经营活动现金流出
+                    F015N as net_operating_cashflow,  -- 经营活动现金流量净额
+                    F021N as investing_cash_inflow,  -- 投资活动现金流入
+                    F026N as investing_cash_outflow,  -- 投资活动现金流出
+                    F027N as net_investing_cashflow,  -- 投资活动现金流量净额
+                    F031N as financing_cash_inflow,  -- 筹资活动现金流入
+                    F035N as financing_cash_outflow,  -- 筹资活动现金流出
+                    F036N as net_financing_cashflow,  -- 筹资活动现金流量净额
+                    F039N as net_cash_increase,  -- 现金及现金等价物净增加额
+                    F044N as net_profit,  -- 净利润
+                    F046N as depreciation,  -- 固定资产折旧
+                    F060N as net_operating_cashflow_adjusted  -- 经营活动现金流量净额(补充)
+                FROM ea_cashflow
+                WHERE SECCODE = %s
+            """
+
+            params = [seccode]
+
+            if start_date:
+                query += " AND ENDDATE >= %s"
+                params.append(start_date)
+
+            if end_date:
+                query += " AND ENDDATE <= %s"
+                params.append(end_date)
+
+            query += " ORDER BY ENDDATE DESC LIMIT %s"
+            params.append(limit)
+
+            await cursor.execute(query, params)
+            results = await cursor.fetchall()
+
+            return [convert_row(row) for row in results]
+
+
+async def search_stocks_by_criteria(
+    industry: Optional[str] = None,
+    province: Optional[str] = None,
+    min_market_cap: Optional[float] = None,
+    max_market_cap: Optional[float] = None,
+    limit: int = 50
+) -> List[Dict[str, Any]]:
+    """
+    按条件搜索股票
+
+    Args:
+        industry: 行业名称
+        province: 省份
+        min_market_cap: 最小市值（亿元）
+        max_market_cap: 最大市值（亿元）
+        limit: 返回条数
+
+    Returns:
+        股票列表
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            query = """
+                SELECT DISTINCT
+                    b.SECCODE,
+                    b.SECNAME,
+                    b.F030V as industry_level1,
+                    b.F032V as industry_level2,
+                    b.F034V as sw_industry_level1,
+                    b.F026V as province,
+                    b.F028V as city,
+                    b.F015V as main_business,
+                    t.F007N as latest_price,
+                    t.F010N as change_pct,
+                    t.F026N as pe_ratio,
+                    t.TRADEDATE as latest_trade_date
+                FROM ea_baseinfo b
+                LEFT JOIN (
+                    SELECT SECCODE, MAX(TRADEDATE) as max_date
+                    FROM ea_trade
+                    GROUP BY SECCODE
+                ) latest ON b.SECCODE = latest.SECCODE
+                LEFT JOIN ea_trade t ON b.SECCODE = t.SECCODE
+                    AND t.TRADEDATE = latest.max_date
+                WHERE 1=1
+            """
+
+            params = []
+
+            if industry:
+                query += " AND (b.F030V LIKE %s OR b.F032V LIKE %s OR b.F034V LIKE %s)"
+                pattern = f"%{industry}%"
+                params.extend([pattern, pattern, pattern])
+
+            if province:
+                query += " AND b.F026V = %s"
+                params.append(province)
+
+            if min_market_cap or max_market_cap:
+                # 市值 = 最新价 * 总股本 / 100000000（转换为亿元）
+                if min_market_cap:
+                    query += " AND (t.F007N * t.F020N / 100000000) >= %s"
+                    params.append(min_market_cap)
+
+                if max_market_cap:
+                    query += " AND (t.F007N * t.F020N / 100000000) <= %s"
+                    params.append(max_market_cap)
+
+            query += " ORDER BY t.TRADEDATE DESC LIMIT %s"
+            params.append(limit)
+
+            await cursor.execute(query, params)
+            results = await cursor.fetchall()
+
+            return [convert_row(row) for row in results]
+
+
+async def get_stock_comparison(
+    seccodes: List[str],
+    metric: str = "financial"
+) -> Dict[str, Any]:
+    """
+    股票对比分析
+
+    Args:
+        seccodes: 股票代码列表
+        metric: 对比指标类型 (financial/trade)
+
+    Returns:
+        对比数据
+    """
+    pool = await get_pool()
+
+    if not seccodes or len(seccodes) < 2:
+        return {"error": "至少需要2个股票代码进行对比"}
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            placeholders = ','.join(['%s'] * len(seccodes))
+
+            if metric == "financial":
+                # 对比最新财务指标
+                query = f"""
+                    SELECT
+                        f.SECCODE, f.SECNAME, f.ENDDATE,
+                        f.F003N as eps,
+                        f.F008N as bps,
+                        f.F014N as roe,
+                        f.F017N as net_profit_margin,
+                        f.F041N as debt_ratio,
+                        f.F052N as revenue_growth,
+                        f.F053N as profit_growth,
+                        f.F089N as revenue,
+                        f.F101N as net_profit
+                    FROM ea_financialindex f
+                    INNER JOIN (
+                        SELECT SECCODE, MAX(ENDDATE) as max_date
+                        FROM ea_financialindex
+                        WHERE SECCODE IN ({placeholders})
+                        GROUP BY SECCODE
+                    ) latest ON f.SECCODE = latest.SECCODE
+                        AND f.ENDDATE = latest.max_date
+                """
+            else:  # trade
+                # 对比最新交易数据
+                query = f"""
+                    SELECT
+                        t.SECCODE, t.SECNAME, t.TRADEDATE,
+                        t.F007N as close_price,
+                        t.F010N as change_pct,
+                        t.F012N as turnover_rate,
+                        t.F026N as pe_ratio,
+                        t.F020N as total_shares,
+                        t.F021N as circulating_shares
+                    FROM ea_trade t
+                    INNER JOIN (
+                        SELECT SECCODE, MAX(TRADEDATE) as max_date
+                        FROM ea_trade
+                        WHERE SECCODE IN ({placeholders})
+                        GROUP BY SECCODE
+                    ) latest ON t.SECCODE = latest.SECCODE
+                        AND t.TRADEDATE = latest.max_date
+                """
+
+            await cursor.execute(query, seccodes)
+            results = await cursor.fetchall()
+
+            return {
+                "comparison_type": metric,
+                "stocks": [convert_row(row) for row in results]
+            }
+
+
+async def get_user_favorite_stocks(user_id: str, limit: int = 100) -> List[Dict[str, Any]]:
+    """
+    获取用户自选股列表
+
+    Args:
+        user_id: 用户ID
+        limit: 返回条数
+
+    Returns:
+        自选股列表（包含最新行情数据）
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            # 查询用户自选股（假设有 user_favorites 表）
+            # 如果没有此表，可以根据实际情况调整
+            query = """
+                SELECT
+                    f.user_id,
+                    f.stock_code,
+                    b.SECNAME as stock_name,
+                    b.F030V as industry,
+                    t.F007N as current_price,
+                    t.F010N as change_pct,
+                    t.F012N as turnover_rate,
+                    t.F026N as pe_ratio,
+                    t.TRADEDATE as latest_trade_date,
+                    f.created_at as favorite_time
+                FROM user_favorites f
+                INNER JOIN ea_baseinfo b ON f.stock_code = b.SECCODE
+                LEFT JOIN (
+                    SELECT SECCODE, MAX(TRADEDATE) as max_date
+                    FROM ea_trade
+                    GROUP BY SECCODE
+                ) latest ON b.SECCODE = latest.SECCODE
+                LEFT JOIN ea_trade t ON b.SECCODE = t.SECCODE
+                    AND t.TRADEDATE = latest.max_date
+                WHERE f.user_id = %s AND f.is_deleted = 0
+                ORDER BY f.created_at DESC
+                LIMIT %s
+            """
+
+            await cursor.execute(query, [user_id, limit])
+            results = await cursor.fetchall()
+
+            return [convert_row(row) for row in results]
+
+
+async def get_user_favorite_events(user_id: str, limit: int = 100) -> List[Dict[str, Any]]:
+    """
+    获取用户自选事件列表
+
+    Args:
+        user_id: 用户ID
+        limit: 返回条数
+
+    Returns:
+        自选事件列表
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            # 查询用户自选事件（假设有 user_event_favorites 表）
+            query = """
+                SELECT
+                    f.user_id,
+                    f.event_id,
+                    e.title,
+                    e.description,
+                    e.event_date,
+                    e.importance,
+                    e.related_stocks,
+                    e.category,
+                    f.created_at as favorite_time
+                FROM user_event_favorites f
+                INNER JOIN events e ON f.event_id = e.id
+                WHERE f.user_id = %s AND f.is_deleted = 0
+                ORDER BY e.event_date DESC
+                LIMIT %s
+            """
+
+            await cursor.execute(query, [user_id, limit])
+            results = await cursor.fetchall()
+
+            return [convert_row(row) for row in results]
+
+
+async def add_favorite_stock(user_id: str, stock_code: str) -> Dict[str, Any]:
+    """
+    添加自选股
+
+    Args:
+        user_id: 用户ID
+        stock_code: 股票代码
+
+    Returns:
+        操作结果
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            # 检查是否已存在
+            check_query = """
+                SELECT id, is_deleted
+                FROM user_favorites
+                WHERE user_id = %s AND stock_code = %s
+            """
+            await cursor.execute(check_query, [user_id, stock_code])
+            existing = await cursor.fetchone()
+
+            if existing:
+                if existing['is_deleted'] == 1:
+                    # 恢复已删除的记录
+                    update_query = """
+                        UPDATE user_favorites
+                        SET is_deleted = 0, updated_at = NOW()
+                        WHERE id = %s
+                    """
+                    await cursor.execute(update_query, [existing['id']])
+                    return {"success": True, "message": "已恢复自选股"}
+                else:
+                    return {"success": False, "message": "该股票已在自选中"}
+
+            # 插入新记录
+            insert_query = """
+                INSERT INTO user_favorites (user_id, stock_code, created_at, updated_at, is_deleted)
+                VALUES (%s, %s, NOW(), NOW(), 0)
+            """
+            await cursor.execute(insert_query, [user_id, stock_code])
+            return {"success": True, "message": "添加自选股成功"}
+
+
+async def remove_favorite_stock(user_id: str, stock_code: str) -> Dict[str, Any]:
+    """
+    删除自选股
+
+    Args:
+        user_id: 用户ID
+        stock_code: 股票代码
+
+    Returns:
+        操作结果
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            query = """
+                UPDATE user_favorites
+                SET is_deleted = 1, updated_at = NOW()
+                WHERE user_id = %s AND stock_code = %s AND is_deleted = 0
+            """
+            result = await cursor.execute(query, [user_id, stock_code])
+
+            if result > 0:
+                return {"success": True, "message": "删除自选股成功"}
+            else:
+                return {"success": False, "message": "未找到该自选股"}
+
+
+async def add_favorite_event(user_id: str, event_id: int) -> Dict[str, Any]:
+    """
+    添加自选事件
+
+    Args:
+        user_id: 用户ID
+        event_id: 事件ID
+
+    Returns:
+        操作结果
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            # 检查是否已存在
+            check_query = """
+                SELECT id, is_deleted
+                FROM user_event_favorites
+                WHERE user_id = %s AND event_id = %s
+            """
+            await cursor.execute(check_query, [user_id, event_id])
+            existing = await cursor.fetchone()
+
+            if existing:
+                if existing['is_deleted'] == 1:
+                    # 恢复已删除的记录
+                    update_query = """
+                        UPDATE user_event_favorites
+                        SET is_deleted = 0, updated_at = NOW()
+                        WHERE id = %s
+                    """
+                    await cursor.execute(update_query, [existing['id']])
+                    return {"success": True, "message": "已恢复自选事件"}
+                else:
+                    return {"success": False, "message": "该事件已在自选中"}
+
+            # 插入新记录
+            insert_query = """
+                INSERT INTO user_event_favorites (user_id, event_id, created_at, updated_at, is_deleted)
+                VALUES (%s, %s, NOW(), NOW(), 0)
+            """
+            await cursor.execute(insert_query, [user_id, event_id])
+            return {"success": True, "message": "添加自选事件成功"}
+
+
+async def remove_favorite_event(user_id: str, event_id: int) -> Dict[str, Any]:
+    """
+    删除自选事件
+
+    Args:
+        user_id: 用户ID
+        event_id: 事件ID
+
+    Returns:
+        操作结果
+    """
+    pool = await get_pool()
+
+    async with pool.acquire() as conn:
+        async with conn.cursor(aiomysql.DictCursor) as cursor:
+            query = """
+                UPDATE user_event_favorites
+                SET is_deleted = 1, updated_at = NOW()
+                WHERE user_id = %s AND event_id = %s AND is_deleted = 0
+            """
+            result = await cursor.execute(query, [user_id, event_id])
+
+            if result > 0:
+                return {"success": True, "message": "删除自选事件成功"}
+            else:
+                return {"success": False, "message": "未找到该自选事件"}

mcp_elasticsearch.py

@@ -0,0 +1,320 @@
+"""
+Elasticsearch 连接和工具模块
+用于聊天记录存储和向量搜索
+"""
+
+from elasticsearch import Elasticsearch, helpers
+from datetime import datetime
+from typing import List, Dict, Any, Optional
+import logging
+import json
+import openai
+
+logger = logging.getLogger(__name__)
+
+# ==================== 配置 ====================
+
+# ES 配置
+ES_CONFIG = {
+    "host": "http://222.128.1.157:19200",
+    "index_chat_history": "agent_chat_history",  # 聊天记录索引
+}
+
+# Embedding 配置
+EMBEDDING_CONFIG = {
+    "api_key": "dummy",
+    "base_url": "http://222.128.1.157:18008/v1",
+    "model": "qwen3-embedding-8b",
+    "dims": 4096,  # 向量维度
+}
+
+# ==================== ES 客户端 ====================
+
+class ESClient:
+    """Elasticsearch 客户端封装"""
+
+    def __init__(self):
+        self.es = Elasticsearch([ES_CONFIG["host"]], request_timeout=60)
+        self.chat_index = ES_CONFIG["index_chat_history"]
+
+        # 初始化 OpenAI 客户端用于 embedding
+        self.embedding_client = openai.OpenAI(
+            api_key=EMBEDDING_CONFIG["api_key"],
+            base_url=EMBEDDING_CONFIG["base_url"],
+        )
+        self.embedding_model = EMBEDDING_CONFIG["model"]
+
+        # 初始化索引
+        self.create_chat_history_index()
+
+    def create_chat_history_index(self):
+        """创建聊天记录索引"""
+        if self.es.indices.exists(index=self.chat_index):
+            logger.info(f"索引 {self.chat_index} 已存在")
+            return
+
+        mappings = {
+            "properties": {
+                "session_id": {"type": "keyword"},  # 会话ID
+                "user_id": {"type": "keyword"},  # 用户ID
+                "user_nickname": {"type": "text"},  # 用户昵称
+                "user_avatar": {"type": "keyword"},  # 用户头像URL
+                "message_type": {"type": "keyword"},  # user / assistant
+                "message": {"type": "text"},  # 消息内容
+                "message_embedding": {  # 消息向量
+                    "type": "dense_vector",
+                    "dims": EMBEDDING_CONFIG["dims"],
+                    "index": True,
+                    "similarity": "cosine"
+                },
+                "plan": {"type": "text"},  # 执行计划（仅 assistant）
+                "steps": {"type": "text"},  # 执行步骤（仅 assistant）
+                "timestamp": {"type": "date"},  # 时间戳
+                "created_at": {"type": "date"},  # 创建时间
+            }
+        }
+
+        self.es.indices.create(index=self.chat_index, body={"mappings": mappings})
+        logger.info(f"创建索引: {self.chat_index}")
+
+    def generate_embedding(self, text: str) -> List[float]:
+        """生成文本向量"""
+        try:
+            if not text or len(text.strip()) == 0:
+                return []
+
+            # 截断过长文本
+            text = text[:16000] if len(text) > 16000 else text
+
+            response = self.embedding_client.embeddings.create(
+                model=self.embedding_model,
+                input=[text]
+            )
+            return response.data[0].embedding
+        except Exception as e:
+            logger.error(f"Embedding 生成失败: {e}")
+            return []
+
+    def save_chat_message(
+        self,
+        session_id: str,
+        user_id: str,
+        user_nickname: str,
+        user_avatar: str,
+        message_type: str,  # "user" or "assistant"
+        message: str,
+        plan: Optional[str] = None,
+        steps: Optional[str] = None,
+    ) -> str:
+        """
+        保存聊天消息
+
+        Args:
+            session_id: 会话ID
+            user_id: 用户ID
+            user_nickname: 用户昵称
+            user_avatar: 用户头像URL
+            message_type: 消息类型 (user/assistant)
+            message: 消息内容
+            plan: 执行计划（可选）
+            steps: 执行步骤（可选）
+
+        Returns:
+            文档ID
+        """
+        try:
+            # 生成向量
+            embedding = self.generate_embedding(message)
+
+            doc = {
+                "session_id": session_id,
+                "user_id": user_id,
+                "user_nickname": user_nickname,
+                "user_avatar": user_avatar,
+                "message_type": message_type,
+                "message": message,
+                "message_embedding": embedding if embedding else None,
+                "plan": plan,
+                "steps": steps,
+                "timestamp": datetime.now(),
+                "created_at": datetime.now(),
+            }
+
+            result = self.es.index(index=self.chat_index, body=doc)
+            logger.info(f"保存聊天记录: {result['_id']}")
+            return result["_id"]
+
+        except Exception as e:
+            logger.error(f"保存聊天记录失败: {e}")
+            raise
+
+    def get_chat_sessions(self, user_id: str, limit: int = 50) -> List[Dict[str, Any]]:
+        """
+        获取用户的聊天会话列表
+
+        Args:
+            user_id: 用户ID
+            limit: 返回数量
+
+        Returns:
+            会话列表，每个会话包含：session_id, last_message, last_timestamp
+        """
+        try:
+            # 聚合查询：按 session_id 分组，获取每个会话的最后一条消息
+            query = {
+                "query": {
+                    "term": {"user_id": user_id}
+                },
+                "aggs": {
+                    "sessions": {
+                        "terms": {
+                            "field": "session_id",
+                            "size": limit,
+                            "order": {"last_message": "desc"}
+                        },
+                        "aggs": {
+                            "last_message": {
+                                "max": {"field": "timestamp"}
+                            },
+                            "last_message_content": {
+                                "top_hits": {
+                                    "size": 1,
+                                    "sort": [{"timestamp": {"order": "desc"}}],
+                                    "_source": ["message", "timestamp", "message_type"]
+                                }
+                            }
+                        }
+                    }
+                },
+                "size": 0
+            }
+
+            result = self.es.search(index=self.chat_index, body=query)
+
+            sessions = []
+            for bucket in result["aggregations"]["sessions"]["buckets"]:
+                session_data = bucket["last_message_content"]["hits"]["hits"][0]["_source"]
+                sessions.append({
+                    "session_id": bucket["key"],
+                    "last_message": session_data["message"],
+                    "last_timestamp": session_data["timestamp"],
+                    "message_count": bucket["doc_count"],
+                })
+
+            return sessions
+
+        except Exception as e:
+            logger.error(f"获取会话列表失败: {e}")
+            return []
+
+    def get_chat_history(
+        self,
+        session_id: str,
+        limit: int = 100
+    ) -> List[Dict[str, Any]]:
+        """
+        获取指定会话的聊天历史
+
+        Args:
+            session_id: 会话ID
+            limit: 返回数量
+
+        Returns:
+            聊天记录列表
+        """
+        try:
+            query = {
+                "query": {
+                    "term": {"session_id": session_id}
+                },
+                "sort": [{"timestamp": {"order": "asc"}}],
+                "size": limit
+            }
+
+            result = self.es.search(index=self.chat_index, body=query)
+
+            messages = []
+            for hit in result["hits"]["hits"]:
+                doc = hit["_source"]
+                messages.append({
+                    "message_type": doc["message_type"],
+                    "message": doc["message"],
+                    "plan": doc.get("plan"),
+                    "steps": doc.get("steps"),
+                    "timestamp": doc["timestamp"],
+                })
+
+            return messages
+
+        except Exception as e:
+            logger.error(f"获取聊天历史失败: {e}")
+            return []
+
+    def search_chat_history(
+        self,
+        user_id: str,
+        query_text: str,
+        top_k: int = 10
+    ) -> List[Dict[str, Any]]:
+        """
+        向量搜索聊天历史
+
+        Args:
+            user_id: 用户ID
+            query_text: 查询文本
+            top_k: 返回数量
+
+        Returns:
+            相关聊天记录列表
+        """
+        try:
+            # 生成查询向量
+            query_embedding = self.generate_embedding(query_text)
+            if not query_embedding:
+                return []
+
+            # 向量搜索
+            query = {
+                "query": {
+                    "bool": {
+                        "must": [
+                            {"term": {"user_id": user_id}},
+                            {
+                                "script_score": {
+                                    "query": {"match_all": {}},
+                                    "script": {
+                                        "source": "cosineSimilarity(params.query_vector, 'message_embedding') + 1.0",
+                                        "params": {"query_vector": query_embedding}
+                                    }
+                                }
+                            }
+                        ]
+                    }
+                },
+                "size": top_k
+            }
+
+            result = self.es.search(index=self.chat_index, body=query)
+
+            messages = []
+            for hit in result["hits"]["hits"]:
+                doc = hit["_source"]
+                messages.append({
+                    "session_id": doc["session_id"],
+                    "message_type": doc["message_type"],
+                    "message": doc["message"],
+                    "timestamp": doc["timestamp"],
+                    "score": hit["_score"],
+                })
+
+            return messages
+
+        except Exception as e:
+            logger.error(f"向量搜索失败: {e}")
+            return []
+
+
+# ==================== 全局实例 ====================
+
+# 创建全局 ES 客户端
+es_client = ESClient()

migrations/add_promo_code_tables.sql

@@ -0,0 +1,134 @@
+-- 数据库迁移脚本：添加优惠码和订阅升级相关表
+-- 执行时间：2025-xx-xx
+-- 作者：Claude Code
+-- 说明：此脚本添加了优惠码、优惠码使用记录和订阅升级记录三张新表，并扩展了 payment_orders 表
+
+-- ============================================
+-- 1. 创建优惠码表
+-- ============================================
+CREATE TABLE IF NOT EXISTS `promo_codes` (
+  `id` INT PRIMARY KEY AUTO_INCREMENT,
+  `code` VARCHAR(50) UNIQUE NOT NULL COMMENT '优惠码（唯一）',
+  `description` VARCHAR(200) DEFAULT NULL COMMENT '优惠码描述',
+
+  -- 折扣类型和值
+  `discount_type` VARCHAR(20) NOT NULL COMMENT '折扣类型: percentage（百分比） 或 fixed_amount（固定金额）',
+  `discount_value` DECIMAL(10, 2) NOT NULL COMMENT '折扣值',
+
+  -- 适用范围
+  `applicable_plans` VARCHAR(200) DEFAULT NULL COMMENT '适用套餐（JSON格式），如 ["pro", "max"]，null表示全部适用',
+  `applicable_cycles` VARCHAR(50) DEFAULT NULL COMMENT '适用周期（JSON格式），如 ["monthly", "yearly"]，null表示全部适用',
+  `min_amount` DECIMAL(10, 2) DEFAULT NULL COMMENT '最低消费金额',
+
+  -- 使用限制
+  `max_uses` INT DEFAULT NULL COMMENT '最大使用次数，null表示无限制',
+  `max_uses_per_user` INT DEFAULT 1 COMMENT '每个用户最多使用次数',
+  `current_uses` INT DEFAULT 0 COMMENT '当前已使用次数',
+
+  -- 有效期
+  `valid_from` DATETIME NOT NULL COMMENT '生效时间',
+  `valid_until` DATETIME NOT NULL COMMENT '失效时间',
+
+  -- 状态
+  `is_active` BOOLEAN DEFAULT TRUE COMMENT '是否启用',
+  `created_by` INT DEFAULT NULL COMMENT '创建人（管理员ID）',
+  `created_at` DATETIME DEFAULT CURRENT_TIMESTAMP,
+  `updated_at` DATETIME DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
+
+  INDEX idx_code (`code`),
+  INDEX idx_valid_dates (`valid_from`, `valid_until`),
+  INDEX idx_is_active (`is_active`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='优惠码表';
+
+
+-- ============================================
+-- 2. 创建优惠码使用记录表
+-- ============================================
+CREATE TABLE IF NOT EXISTS `promo_code_usage` (
+  `id` INT PRIMARY KEY AUTO_INCREMENT,
+  `promo_code_id` INT NOT NULL COMMENT '优惠码ID',
+  `user_id` INT NOT NULL COMMENT '用户ID',
+  `order_id` INT NOT NULL COMMENT '订单ID',
+
+  `original_amount` DECIMAL(10, 2) NOT NULL COMMENT '原价',
+  `discount_amount` DECIMAL(10, 2) NOT NULL COMMENT '优惠金额',
+  `final_amount` DECIMAL(10, 2) NOT NULL COMMENT '实付金额',
+
+  `used_at` DATETIME DEFAULT CURRENT_TIMESTAMP COMMENT '使用时间',
+
+  FOREIGN KEY (`promo_code_id`) REFERENCES `promo_codes`(`id`) ON DELETE CASCADE,
+  FOREIGN KEY (`order_id`) REFERENCES `payment_orders`(`id`) ON DELETE CASCADE,
+
+  INDEX idx_user_id (`user_id`),
+  INDEX idx_promo_code_id (`promo_code_id`),
+  INDEX idx_order_id (`order_id`),
+  INDEX idx_used_at (`used_at`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='优惠码使用记录表';
+
+
+-- ============================================
+-- 3. 创建订阅升级记录表
+-- ============================================
+CREATE TABLE IF NOT EXISTS `subscription_upgrades` (
+  `id` INT PRIMARY KEY AUTO_INCREMENT,
+  `user_id` INT NOT NULL COMMENT '用户ID',
+  `order_id` INT NOT NULL COMMENT '订单ID',
+
+  -- 原订阅信息
+  `from_plan` VARCHAR(20) NOT NULL COMMENT '原套餐',
+  `from_cycle` VARCHAR(10) NOT NULL COMMENT '原周期',
+  `from_end_date` DATETIME DEFAULT NULL COMMENT '原到期日',
+
+  -- 新订阅信息
+  `to_plan` VARCHAR(20) NOT NULL COMMENT '新套餐',
+  `to_cycle` VARCHAR(10) NOT NULL COMMENT '新周期',
+  `to_end_date` DATETIME NOT NULL COMMENT '新到期日',
+
+  -- 价格计算
+  `remaining_value` DECIMAL(10, 2) NOT NULL COMMENT '剩余价值',
+  `upgrade_amount` DECIMAL(10, 2) NOT NULL COMMENT '升级应付金额',
+  `actual_amount` DECIMAL(10, 2) NOT NULL COMMENT '实际支付金额',
+
+  `upgrade_type` VARCHAR(20) NOT NULL COMMENT '升级类型: plan_upgrade（套餐升级）, cycle_change（周期变更）, both（都变更）',
+  `created_at` DATETIME DEFAULT CURRENT_TIMESTAMP,
+
+  FOREIGN KEY (`order_id`) REFERENCES `payment_orders`(`id`) ON DELETE CASCADE,
+
+  INDEX idx_user_id (`user_id`),
+  INDEX idx_order_id (`order_id`),
+  INDEX idx_created_at (`created_at`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='订阅升级/降级记录表';
+
+
+-- ============================================
+-- 4. 扩展 payment_orders 表（添加新字段）
+-- ============================================
+-- 注意：这些字段是可选的扩展，用于记录优惠码和升级信息
+-- 如果字段已存在会报错，可以忽略
+
+ALTER TABLE `payment_orders`
+ADD COLUMN `promo_code_id` INT DEFAULT NULL COMMENT '使用的优惠码ID' AFTER `remark`,
+ADD COLUMN `original_amount` DECIMAL(10, 2) DEFAULT NULL COMMENT '原价（使用优惠码前）' AFTER `promo_code_id`,
+ADD COLUMN `discount_amount` DECIMAL(10, 2) DEFAULT 0 COMMENT '优惠金额' AFTER `original_amount`,
+ADD COLUMN `is_upgrade` BOOLEAN DEFAULT FALSE COMMENT '是否为升级订单' AFTER `discount_amount`,
+ADD COLUMN `upgrade_from_plan` VARCHAR(20) DEFAULT NULL COMMENT '从哪个套餐升级' AFTER `is_upgrade`;
+
+-- 添加外键约束
+ALTER TABLE `payment_orders`
+ADD CONSTRAINT `fk_payment_orders_promo_code`
+FOREIGN KEY (`promo_code_id`) REFERENCES `promo_codes`(`id`) ON DELETE SET NULL;
+
+
+-- ============================================
+-- 5. 插入示例优惠码（供测试使用）
+-- ============================================
+-- 10% 折扣优惠码，适用所有套餐和周期
+INSERT INTO `promo_codes`
+(`code`, `description`, `discount_type`, `discount_value`, `applicable_plans`, `applicable_cycles`, `min_amount`, `max_uses`, `max_uses_per_user`, `valid_from`, `valid_until`, `is_active`)
+VALUES
+('WELCOME10', '新用户欢迎优惠 - 10%折扣', 'percentage', 10.00, NULL, NULL, NULL, NULL, 1, NOW(), DATE_ADD(NOW(), INTERVAL 1 YEAR), TRUE),
+('ANNUAL20', '年付专享 - 20%折扣', 'percentage', 20.00, NULL, '["yearly"]', NULL, 100, 1, NOW(), DATE_ADD(NOW(), INTERVAL 1 YEAR), TRUE),
+('SUMMER50', '夏季促销 - 减免50元', 'fixed_amount', 50.00, '["max"]', NULL, 100.00, 50, 1, NOW(), DATE_ADD(NOW(), INTERVAL 3 MONTH), TRUE);
+
+-- 完成
+SELECT 'Migration completed successfully!' AS status;

package.json

@@ -5,62 +5,59 @@
   "homepage": "/",
   "dependencies": {
     "@ant-design/icons": "^6.0.0",
-    "@asseinfo/react-kanban": "^2.2.0",
-    "@chakra-ui/icons": "^2.1.1",
-    "@chakra-ui/react": "^2.8.2",
-    "@chakra-ui/theme-tools": "^1.3.6",
+    "@chakra-ui/icons": "^2.2.6",
+    "@chakra-ui/react": "^2.10.9",
+    "@chakra-ui/theme-tools": "^2.2.6",
     "@emotion/cache": "^11.4.0",
     "@emotion/react": "^11.4.0",
     "@emotion/styled": "^11.3.0",
     "@fontsource/open-sans": "^4.5.0",
     "@fontsource/raleway": "^4.5.0",
     "@fontsource/roboto": "^4.5.0",
-    "@fullcalendar/daygrid": "^5.9.0",
-    "@fullcalendar/interaction": "^5.9.0",
-    "@fullcalendar/react": "^5.9.0",
-    "@react-three/drei": "^9.11.3",
-    "@react-three/fiber": "^8.0.27",
+    "@fullcalendar/core": "^6.1.19",
+    "@fullcalendar/daygrid": "^6.1.19",
+    "@fullcalendar/interaction": "^6.1.19",
+    "@fullcalendar/react": "^6.1.19",
     "@reduxjs/toolkit": "^2.9.2",
     "@splidejs/react-splide": "^0.7.12",
+    "@tanstack/react-virtual": "^3.13.12",
     "@tippyjs/react": "^4.2.6",
+    "@visx/responsive": "^3.12.0",
+    "@visx/scale": "^3.12.0",
+    "@visx/text": "^3.12.0",
     "@visx/visx": "^3.12.0",
+    "@visx/wordcloud": "^3.12.0",
     "antd": "^5.27.4",
     "apexcharts": "^3.27.3",
     "axios": "^1.10.0",
     "classnames": "^2.5.1",
     "d3": "^7.9.0",
     "date-fns": "^2.23.0",
+    "dayjs": "^1.11.19",
     "draft-js": "^0.11.7",
     "echarts": "^5.6.0",
     "echarts-for-react": "^3.0.2",
     "echarts-wordcloud": "^2.1.0",
-    "framer-motion": "^4.1.17",
+    "framer-motion": "^12.23.24",
     "fullcalendar": "^5.9.0",
     "globalize": "^1.7.0",
     "history": "^5.3.0",
-    "leaflet": "^1.9.4",
+    "klinecharts": "^10.0.0-beta1",
     "lucide-react": "^0.540.0",
     "match-sorter": "6.3.0",
-    "moment": "^2.29.1",
     "nouislider": "15.0.0",
-    "posthog-js": "^1.281.0",
-    "react": "18.3.1",
+    "posthog-js": "^1.295.0",
+    "react": "^19.0.0",
     "react-apexcharts": "^1.3.9",
-    "react-big-calendar": "^0.33.2",
-    "react-bootstrap-sweetalert": "5.2.0",
     "react-circular-slider-svg": "^0.1.5",
     "react-custom-scrollbars-2": "^4.4.0",
-    "react-datetime": "^3.0.4",
-    "react-dom": "^18.3.1",
-    "react-dropzone": "^11.4.2",
+    "react-dom": "^19.0.0",
     "react-github-btn": "^1.2.1",
     "react-icons": "^4.12.0",
     "react-input-pin-code": "^1.1.5",
+    "react-is": "^19.0.0",
     "react-just-parallax": "^3.1.16",
-    "react-jvectormap": "0.0.16",
-    "react-leaflet": "^3.2.5",
     "react-markdown": "^10.1.0",
-    "react-quill": "^2.0.0-beta.4",
     "react-redux": "^9.2.0",
     "react-responsive": "^10.0.1",
     "react-responsive-masonry": "^2.7.1",
@@ -68,55 +65,61 @@
     "react-scripts": "^5.0.1",
     "react-scroll": "^1.8.4",
     "react-scroll-into-view": "^2.1.3",
-    "react-swipeable-views": "0.13.9",
     "react-table": "^7.7.0",
     "react-tagsinput": "3.19.0",
-    "react-to-print": "^2.13.0",
+    "react-to-print": "^3.0.3",
     "react-tsparticles": "^2.12.2",
-    "react-wordcloud": "^1.2.7",
     "recharts": "^3.1.2",
     "sass": "^1.49.9",
-    "scroll-lock": "^2.1.5",
     "socket.io-client": "^4.7.4",
     "styled-components": "^5.3.11",
     "stylis": "^4.0.10",
     "stylis-plugin-rtl": "^2.1.1",
-    "three": "^0.142.0",
-    "tsparticles-slim": "^2.12.0"
+    "typescript": "^5.9.3"
   },
   "resolutions": {
     "react-error-overlay": "6.0.9",
-    "@types/react": "18.2.0",
-    "@types/react-dom": "18.2.0"
+    "@types/react": "^19.0.0",
+    "@types/react-dom": "^19.0.0"
   },
   "overrides": {
-    "uuid": "^9.0.1"
+    "uuid": "^9.0.1",
+    "react": "^19.0.0",
+    "react-dom": "^19.0.0"
   },
   "scripts": {
     "prestart": "kill-port 3000",
     "start": "NODE_OPTIONS='--openssl-legacy-provider --max_old_space_size=4096' env-cmd -f .env.mock craco start",
+    "prestart:real": "kill-port 3000",
     "start:real": "NODE_OPTIONS='--openssl-legacy-provider --max_old_space_size=4096' env-cmd -f .env.local craco start",
+    "prestart:dev": "kill-port 3000",
     "start:dev": "NODE_OPTIONS='--openssl-legacy-provider --max_old_space_size=4096' env-cmd -f .env.development craco start",
-    "start:test": "concurrently \"python app_2.py\" \"npm run frontend:test\" --names \"backend,frontend\" --prefix-colors \"blue,green\"",
+    "start:test": "concurrently \"python app.py\" \"npm run frontend:test\" --names \"backend,frontend\" --prefix-colors \"blue,green\"",
     "frontend:test": "NODE_OPTIONS='--openssl-legacy-provider --max_old_space_size=4096' env-cmd -f .env.test craco start",
     "dev": "npm start",
-    "backend": "python app_2.py",
-    "build": "NODE_OPTIONS='--openssl-legacy-provider --max_old_space_size=4096' env-cmd -f .env.production craco build && gulp licenses",
+    "backend": "python app.py",
+    "build": "NODE_OPTIONS='--openssl-legacy-provider --max_old_space_size=4096' TSC_COMPILE_ON_ERROR=true DISABLE_ESLINT_PLUGIN=true env-cmd -f .env.production craco build && gulp licenses",
     "build:analyze": "NODE_OPTIONS='--openssl-legacy-provider --max_old_space_size=4096' ANALYZE=true craco build",
     "test": "craco test --env=jsdom",
     "eject": "react-scripts eject",
     "deploy": "bash scripts/deploy-from-local.sh",
     "deploy:setup": "bash scripts/setup-deployment.sh",
     "rollback": "bash scripts/rollback-from-local.sh",
-    "lint:check": "eslint . --ext=js,jsx;  exit 0",
-    "lint:fix": "eslint . --ext=js,jsx --fix;  exit 0",
+    "lint:check": "eslint . --ext=js,jsx,ts,tsx;  exit 0",
+    "lint:fix": "eslint . --ext=js,jsx,ts,tsx --fix;  exit 0",
+    "type-check": "tsc --noEmit",
+    "type-check:watch": "tsc --noEmit --watch",
     "clean": "rm -rf node_modules/ package-lock.json",
     "reinstall": "npm run clean && npm install"
   },
   "devDependencies": {
     "@craco/craco": "^7.1.0",
+    "@types/node": "^20.19.25",
+    "@types/react": "^19.0.0",
+    "@types/react-dom": "^19.0.0",
+    "@typescript-eslint/eslint-plugin": "^8.46.4",
+    "@typescript-eslint/parser": "^8.46.4",
     "ajv": "^8.17.1",
-    "autoprefixer": "^10.4.21",
     "concurrently": "^8.2.2",
     "env-cmd": "^11.0.0",
     "eslint-config-prettier": "8.3.0",
@@ -128,7 +131,6 @@
     "imagemin-pngquant": "^10.0.0",
     "kill-port": "^2.0.1",
     "msw": "^2.11.5",
-    "postcss": "^8.5.6",
     "prettier": "2.2.1",
     "react-error-overlay": "6.0.9",
     "sharp": "^0.34.4",

postcss.config.js

@@ -1,6 +0,0 @@
-module.exports = {
-  plugins: [
-    require('tailwindcss'),
-    require('autoprefixer'),
-  ],
-}

public/htmls/6G产业链.html

@@ -0,0 +1,585 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>6G产业链深度解析 - 下一代通信技术革命</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://unpkg.com/aos@2.3.1/dist/aos.js"></script>
+    <link href="https://unpkg.com/aos@2.3.1/dist/aos.css" rel="stylesheet">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
+        
+        body {
+            font-family: 'Noto Sans SC', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            position: relative;
+            overflow: hidden;
+        }
+        
+        .hero-gradient::before {
+            content: '';
+            position: absolute;
+            top: -50%;
+            right: -50%;
+            width: 200%;
+            height: 200%;
+            background: radial-gradient(circle, rgba(255,255,255,0.1) 0%, transparent 70%);
+            animation: rotate 30s linear infinite;
+        }
+        
+        @keyframes rotate {
+            0% { transform: rotate(0deg); }
+            100% { transform: rotate(360deg); }
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+            width: 4px;
+            position: absolute;
+            left: 50%;
+            transform: translateX(-50%);
+        }
+        
+        .timeline-item {
+            position: relative;
+            padding: 20px;
+            background: rgba(255, 255, 255, 0.95);
+            border-radius: 12px;
+            box-shadow: 0 4px 20px rgba(0,0,0,0.1);
+            transition: all 0.3s ease;
+        }
+        
+        .timeline-item:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 8px 30px rgba(0,0,0,0.15);
+        }
+        
+        .stock-table {
+            overflow-x: auto;
+        }
+        
+        .stock-table table {
+            width: 100%;
+            min-width: 1000px;
+        }
+        
+        .stock-table td, .stock-table th {
+            white-space: nowrap;
+            padding: 8px 12px;
+        }
+        
+        .tag-cloud span {
+            display: inline-block;
+            padding: 4px 12px;
+            margin: 4px;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: white;
+            border-radius: 20px;
+            font-size: 14px;
+            transition: all 0.3s ease;
+            cursor: pointer;
+        }
+        
+        .tag-cloud span:hover {
+            transform: scale(1.1);
+            box-shadow: 0 4px 15px rgba(102, 126, 234, 0.4);
+        }
+        
+        .stat-card {
+            background: rgba(255, 255, 255, 0.95);
+            border-radius: 16px;
+            padding: 20px;
+            box-shadow: 0 4px 20px rgba(0,0,0,0.1);
+            transition: all 0.3s ease;
+        }
+        
+        .stat-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 8px 30px rgba(0,0,0,0.15);
+        }
+        
+        .pulse-dot {
+            position: relative;
+            display: inline-block;
+            width: 10px;
+            height: 10px;
+            background: #10b981;
+            border-radius: 50%;
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { box-shadow: 0 0 0 0 rgba(16, 185, 129, 0.7); }
+            70% { box-shadow: 0 0 0 10px rgba(16, 185, 129, 0); }
+            100% { box-shadow: 0 0 0 0 rgba(16, 185, 129, 0); }
+        }
+        
+        .risk-meter {
+            height: 20px;
+            background: linear-gradient(90deg, #10b981 0%, #fbbf24 50%, #ef4444 100%);
+            border-radius: 10px;
+            position: relative;
+        }
+        
+        .risk-indicator {
+            position: absolute;
+            width: 4px;
+            height: 24px;
+            background: #1f2937;
+            border-radius: 2px;
+            top: -2px;
+            transition: all 0.3s ease;
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <section class="hero-gradient text-white py-20 relative">
+        <div class="container mx-auto px-4 relative z-10">
+            <div class="text-center" data-aos="fade-up">
+                <h1 class="text-5xl md:text-6xl font-bold mb-6">6G产业链深度解析</h1>
+                <p class="text-xl md:text-2xl mb-4">下一代通信技术革命 · 2030年商用倒计时</p>
+                <div class="flex justify-center items-center gap-2 mb-8">
+                    <span class="pulse-dot"></span>
+                    <span>强政策驱动下的主题投资与基本面验证叠加期</span>
+                </div>
+                <div class="tag-cloud justify-center">
+                    <span>天空地海一体化</span>
+                    <span>通信+感知+AI融合</span>
+                    <span>卫星互联网</span>
+                    <span>太赫兹技术</span>
+                    <span>数字孪生</span>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Stats -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <div class="grid grid-cols-1 md:grid-cols-4 gap-6">
+                <div class="stat-card" data-aos="fade-up" data-aos-delay="100">
+                    <h3 class="text-3xl font-bold text-purple-600 mb-2">2030</h3>
+                    <p class="text-gray-600">规模化商用元年</p>
+                </div>
+                <div class="stat-card" data-aos="fade-up" data-aos-delay="200">
+                    <h3 class="text-3xl font-bold text-purple-600 mb-2">2025</h3>
+                    <p class="text-gray-600">标准化元年</p>
+                </div>
+                <div class="stat-card" data-aos="fade-up" data-aos-delay="300">
+                    <h3 class="text-3xl font-bold text-purple-600 mb-2">3000万</h3>
+                    <p class="text-gray-600">最高政策资金支持</p>
+                </div>
+                <div class="stat-card" data-aos="fade-up" data-aos-delay="400">
+                    <h3 class="text-3xl font-bold text-purple-600 mb-2">100+</h3>
+                    <p class="text-gray-600">6G研究成果发布</p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Timeline Section -->
+    <section class="py-12 bg-gray-50">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12" data-aos="fade-up">发展时间轴</h2>
+            <div class="relative">
+                <div class="timeline-line hidden md:block"></div>
+                
+                <!-- Timeline Items -->
+                <div class="space-y-8">
+                    <div class="timeline-item md:w-5/12 md:ml-auto" data-aos="fade-right">
+                        <div class="text-sm text-purple-600 font-semibold mb-2">2024年末-2025年初</div>
+                        <h3 class="text-xl font-bold mb-2">政策催化元年</h3>
+                        <p>政府工作报告首次将6G纳入"未来产业培育核心框架"，工信部明确"加快6G研发进程"</p>
+                    </div>
+                    
+                    <div class="timeline-item md:w-5/12" data-aos="fade-left">
+                        <div class="text-sm text-purple-600 font-semibold mb-2">2025年7月</div>
+                        <h3 class="text-xl font-bold mb-2">首个专项资金落地</h3>
+                        <p>北京亦庄落地全国首个地方性6G产业专项资金政策，最高支持3000万元</p>
+                    </div>
+                    
+                    <div class="timeline-item md:w-5/12 md:ml-auto" data-aos="fade-right">
+                        <div class="text-sm text-purple-600 font-semibold mb-2">2025年9月</div>
+                        <h3 class="text-xl font-bold mb-2">标准突破</h3>
+                        <p>中国电信牵头"6G系统计费研究"项目获3GPP批准，取得标准话语权</p>
+                    </div>
+                    
+                    <div class="timeline-item md:w-5/12" data-aos="fade-left">
+                        <div class="text-sm text-purple-600 font-semibold mb-2">2025年11月</div>
+                        <h3 class="text-xl font-bold mb-2">6G发展大会</h3>
+                        <p>北京举办2025年6G发展大会，发布技术试验结果和重点场景研究成果</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Core Concepts -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12" data-aos="fade-up">核心概念解析</h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-12">
+                <div class="card bg-gradient-to-br from-purple-100 to-pink-100 shadow-xl" data-aos="fade-up">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl font-bold mb-4">技术范式跃迁</h3>
+                        <ul class="space-y-2">
+                            <li class="flex items-start">
+                                <span class="text-purple-600 mr-2">▸</span>
+                                <span><strong>空天地海一体化</strong>：卫星互联网为核心，实现全域覆盖</span>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-purple-600 mr-2">▸</span>
+                                <span><strong>通信+感知+AI融合</strong>：网络成为智能服务平台</span>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-purple-600 mr-2">▸</span>
+                                <span><strong>太赫兹技术</strong>：6G核心频段，实现TB级传输</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="card bg-gradient-to-br from-blue-100 to-cyan-100 shadow-xl" data-aos="fade-up" data-aos-delay="100">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl font-bold mb-4">市场认知分析</h3>
+                        <ul class="space-y-2">
+                            <li class="flex items-start">
+                                <span class="text-blue-600 mr-2">▸</span>
+                                <span><strong>乐观预期</strong>：政策密集释放，板块热度高涨</span>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-blue-600 mr-2">▸</span>
+                                <span><strong>预期差1</strong>：低估"感知"功能商业价值</span>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-blue-600 mr-2">▸</span>
+                                <span><strong>预期差2</strong>：忽视上游细分"卖铲人"机会</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 产业链图谱 -->
+            <div class="card shadow-xl" data-aos="fade-up">
+                <div class="card-body">
+                    <h3 class="card-title text-xl font-bold mb-4">6G产业链关键环节</h3>
+                    <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                        <div class="bg-purple-50 p-4 rounded-lg">
+                            <h4 class="font-bold text-purple-700 mb-2">上游：核心器件</h4>
+                            <ul class="text-sm space-y-1">
+                                <li>• 射频器件（天线/滤波器）</li>
+                                <li>• 基带/射频芯片</li>
+                                <li>• 太赫兹器件</li>
+                                <li>• 光模块/光器件</li>
+                            </ul>
+                        </div>
+                        <div class="bg-blue-50 p-4 rounded-lg">
+                            <h4 class="font-bold text-blue-700 mb-2">中游：设备系统</h4>
+                            <ul class="text-sm space-y-1">
+                                <li>• 无线主设备</li>
+                                <li>• 卫星制造与运营</li>
+                                <li>• 光通信网络</li>
+                                <li>• 网络安全设备</li>
+                            </ul>
+                        </div>
+                        <div class="bg-green-50 p-4 rounded-lg">
+                            <h4 class="font-bold text-green-700 mb-2">下游：运营应用</h4>
+                            <ul class="text-sm space-y-1">
+                                <li>• 三大运营商</li>
+                                <li>• 网络服务与安全</li>
+                                <li>• 垂直行业应用</li>
+                                <li>• 终端设备</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Catalysts -->
+    <section class="py-12 bg-gray-50">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12" data-aos="fade-up">关键催化剂</h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
+                <div class="alert alert-info shadow-lg" data-aos="zoom-in">
+                    <div>
+                        <h3 class="font-bold">近期催化剂</h3>
+                        <div class="text-sm mt-2">
+                            <p>• 2025年6G发展大会技术试验结果</p>
+                            <p>• 地方政策细则持续出台</p>
+                            <p>• 运营商6G资本开支边际提升</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="alert alert-warning shadow-lg" data-aos="zoom-in" data-aos-delay="100">
+                    <div>
+                        <h3 class="font-bold">发展阶段</h3>
+                        <div class="text-sm mt-2">
+                            <p>• 2025-2027：标准主导</p>
+                            <p>• 2027-2030：试验验证</p>
+                            <p>• 2030+：规模商用</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="alert alert-success shadow-lg" data-aos="zoom-in" data-aos-delay="200">
+                    <div>
+                        <h3 class="font-bold">投资方向</h3>
+                        <div class="text-sm mt-2">
+                            <p>• 卫星互联网产业链</p>
+                            <p>• 核心射频器件重构</p>
+                            <p>• 算力网络与光通信</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risk Analysis -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12" data-aos="fade-up">风险与挑战</h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-8">
+                <div class="card bg-red-50 shadow-xl" data-aos="fade-right">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl font-bold text-red-700 mb-4">技术风险</h3>
+                        <div class="space-y-3">
+                            <div>
+                                <div class="flex justify-between items-center mb-1">
+                                    <span class="text-sm font-medium">太赫兹芯片"卡脖子"</span>
+                                    <span class="text-sm text-red-600">高风险</span>
+                                </div>
+                                <div class="risk-meter">
+                                    <div class="risk-indicator" style="left: 85%"></div>
+                                </div>
+                            </div>
+                            <div>
+                                <div class="flex justify-between items-center mb-1">
+                                    <span class="text-sm font-medium">星地融合复杂度</span>
+                                    <span class="text-sm text-yellow-600">中风险</span>
+                                </div>
+                                <div class="risk-meter">
+                                    <div class="risk-indicator" style="left: 60%"></div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="card bg-orange-50 shadow-xl" data-aos="fade-left">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl font-bold text-orange-700 mb-4">市场风险</h3>
+                        <div class="space-y-3">
+                            <div>
+                                <div class="flex justify-between items-center mb-1">
+                                    <span class="text-sm font-medium">投资规模巨大</span>
+                                    <span class="text-sm text-orange-600">高风险</span>
+                                </div>
+                                <div class="risk-meter">
+                                    <div class="risk-indicator" style="left: 80%"></div>
+                                </div>
+                            </div>
+                            <div>
+                                <div class="flex justify-between items-center mb-1">
+                                    <span class="text-sm font-medium">国际标准分裂</span>
+                                    <span class="text-sm text-red-600">高风险</span>
+                                </div>
+                                <div class="risk-meter">
+                                    <div class="risk-indicator" style="left: 90%"></div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Data Table -->
+    <section class="py-12 bg-gray-50">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12" data-aos="fade-up">6G产业链核心股票池</h2>
+            
+            <div class="card bg-white shadow-xl" data-aos="fade-up">
+                <div class="card-body p-0">
+                    <!-- Category Tabs -->
+                    <div class="tabs tabs-boxed bg-purple-100 p-4 rounded-t-xl">
+                        <a class="tab tab-active" onclick="filterTable('all')">全部</a>
+                        <a class="tab" onclick="filterTable('运营商')">运营商</a>
+                        <a class="tab" onclick="filterTable('光模块')">光模块</a>
+                        <a class="tab" onclick="filterTable('网络设备')">网络设备</a>
+                        <a class="tab" onclick="filterTable('基站射频器')">基站射频器</a>
+                    </div>
+                    
+                    <!-- Stock Table -->
+                    <div class="stock-table">
+                        <table class="table table-zebra w-full" id="stockTable">
+                            <thead class="bg-purple-600 text-white">
+                                <tr>
+                                    <th>股票名称</th>
+                                    <th>分类</th>
+                                    <th>产业链</th>
+                                    <th>核心逻辑</th>
+                                    <th>关注理由</th>
+                                </tr>
+                            </thead>
+                            <tbody id="stockTableBody">
+                                <!-- Table rows will be populated by JavaScript -->
+                            </tbody>
+                        </table>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Insights -->
+    <section class="py-12 bg-gradient-to-br from-purple-600 to-pink-600 text-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12" data-aos="fade-up">投资启示</h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                <div class="card bg-white/10 backdrop-blur-md text-white border border-white/20" data-aos="zoom-in">
+                    <div class="card-body">
+                        <h3 class="card-title text-lg font-bold mb-3">✓ 卫星互联网</h3>
+                        <p class="text-sm">最具增量空间，关注运营（中国卫通）、核心载荷（铖昌科技）、星间光模块（中际旭创）</p>
+                    </div>
+                </div>
+                
+                <div class="card bg-white/10 backdrop-blur-md text-white border border-white/20" data-aos="zoom-in" data-aos-delay="100">
+                    <div class="card-body">
+                        <h3 class="card-title text-lg font-bold mb-3">✓ 核心射频</h3>
+                        <p class="text-sm">6G频段提升带来价值重构，关注通宇通讯、灿勤科技等技术领先者</p>
+                    </div>
+                </div>
+                
+                <div class="card bg-white/10 backdrop-blur-md text-white border border-white/20" data-aos="zoom-in" data-aos-delay="200">
+                    <div class="card-body">
+                        <h3 class="card-title text-lg font-bold mb-3">✓ 算力网络</h3>
+                        <p class="text-sm">AI内生网络需求，中兴通讯、紫光股份等平台型公司受益</p>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="text-center mt-12" data-aos="fade-up">
+                <p class="text-xl mb-4">关键跟踪指标</p>
+                <div class="flex flex-wrap justify-center gap-3">
+                    <span class="badge badge-info badge-lg">研发投入占比</span>
+                    <span class="badge badge-info badge-lg">标准专利数量</span>
+                    <span class="badge badge-info badge-lg">技术试验进展</span>
+                    <span class="badge badge-info badge-lg">订单兑现情况</span>
+                    <span class="badge badge-info badge-lg">资本开支倾斜</span>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">6G产业链深度解析 | 数据来源：机构研报、互动平台、公告等</p>
+            <p class="text-sm text-gray-400">投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // Stock Data
+        const stockData = [
+            {stock: '中国移动', category: '运营商', industry: '6G产业链', reason: '网络建设运营主导者', focus: '运营商分类'},
+            {stock: '中国电信', category: '运营商', industry: '6G产业链', reason: '网络建设运营主导者', focus: '运营商分类'},
+            {stock: '中国联通', category: '运营商', industry: '6G产业链', reason: '网络建设运营主导者', focus: '运营商分类'},
+            {stock: '中兴通讯', category: '网络设备', industry: '6G产业链', reason: '端到端解决方案龙头', focus: '综合平台型'},
+            {stock: '中际旭创', category: '光模块', industry: '6G产业链', reason: '星间链路核心受益', focus: '光模块龙头'},
+            {stock: '光迅科技', category: '光模块', industry: '6G产业链', reason: '星间链路核心受益', focus: '光模块龙头'},
+            {stock: '新易盛', category: '光模块', industry: '6G产业链', reason: '高速光模块领先', focus: '光模块龙头'},
+            {stock: '华工科技', category: '光模块', industry: '6G产业链', reason: '国内电信级光模块龙头', focus: '光模块龙头'},
+            {stock: '通宇通讯', category: '天线', industry: '6G产业链', reason: '6G天线技术积累', focus: '天线细分龙头'},
+            {stock: '武汉凡谷', category: '基站射频器', industry: '6G产业链', reason: '基站射频器件价值重构', focus: '射频器件'},
+            {stock: '大富科技', category: '基站射频器', industry: '6G产业链', reason: '基站射频器件价值重构', focus: '射频器件'},
+            {stock: '灿勤科技', category: '基站射频器', industry: '6G产业链', reason: '滤波器核心技术', focus: '射频器件'},
+            {stock: '铖昌科技', category: '基站射频器', industry: '6G产业链', reason: '卫星射频芯片核心', focus: '卫星互联网'},
+            {stock: '国博电子', category: '基站射频器', industry: '6G产业链', reason: '射频芯片国家队', focus: '射频器件'},
+            {stock: '中国卫通', category: '运营商', industry: '6G产业链', reason: '卫星运营国家队', focus: '卫星互联网'},
+            {stock: '烽火通信', category: '网络设备', industry: '6G产业链', reason: '光通信全产业链', focus: '网络设备'},
+            {stock: '紫光股份', category: '网络设备', industry: '6G产业链', reason: 'ICT基础设施龙头', focus: '网络设备'},
+            {stock: '电科网安', category: '网络安全', industry: '6G产业链', reason: '6G网络安全需求提升', focus: '网络安全'},
+            {stock: '亨通光电', category: '光纤光缆', industry: '6G产业链', reason: '海底光缆+光纤光缆双轮驱动', focus: '有线通信'},
+            {stock: '长飞光纤', category: '光纤光缆', industry: '6G产业链', reason: '光纤预制棒龙头', focus: '有线通信'}
+        ];
+
+        // Initialize AOS
+        AOS.init({
+            duration: 1000,
+            once: true
+        });
+
+        // Populate Stock Table
+        function populateTable(data = stockData) {
+            const tbody = document.getElementById('stockTableBody');
+            tbody.innerHTML = '';
+            
+            data.forEach((stock, index) => {
+                const row = document.createElement('tr');
+                row.className = index % 2 === 0 ? 'hover:bg-purple-50' : 'hover:bg-purple-50';
+                row.innerHTML = `
+                    <td class="font-semibold">${stock.stock}</td>
+                    <td><span class="badge badge-info">${stock.category}</span></td>
+                    <td>${stock.industry}</td>
+                    <td class="text-sm">${stock.reason}</td>
+                    <td><span class="text-xs text-purple-600">${stock.focus}</span></td>
+                `;
+                tbody.appendChild(row);
+            });
+        }
+
+        // Filter Table
+        function filterTable(category) {
+            // Update active tab
+            document.querySelectorAll('.tab').forEach(tab => {
+                tab.classList.remove('tab-active');
+            });
+            event.target.classList.add('tab-active');
+            
+            // Filter data
+            const filteredData = category === 'all' 
+                ? stockData 
+                : stockData.filter(stock => stock.category === category);
+            
+            populateTable(filteredData);
+        }
+
+        // Initialize table on load
+        document.addEventListener('DOMContentLoaded', function() {
+            populateTable();
+        });
+
+        // Add smooth scroll
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({ behavior: 'smooth' });
+                }
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/AI PCB英伟达M9.html

@@ -0,0 +1,833 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>AI PCB英伟达M9 - 深度投资分析</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet" type="text/css" />
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css" rel="stylesheet">
+    <script src="https://cdn.tailwindcss.com"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        body {
+            font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
+            background: linear-gradient(135deg, #0f172a 0%, #1e293b 50%, #0f172a 100%);
+            min-height: 100vh;
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 50%, #ec4899 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-8px);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.3);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        
+        .tech-grid {
+            background-image: 
+                linear-gradient(rgba(59, 130, 246, 0.1) 1px, transparent 1px),
+                linear-gradient(90deg, rgba(59, 130, 246, 0.1) 1px, transparent 1px);
+            background-size: 50px 50px;
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s cubic-bezier(0.4, 0, 0.6, 1) infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% { opacity: 1; }
+            50% { opacity: 0.5; }
+        }
+        
+        .scroll-container {
+            scrollbar-width: thin;
+            scrollbar-color: #4b5563 #1f2937;
+        }
+        
+        .scroll-container::-webkit-scrollbar {
+            height: 8px;
+            width: 8px;
+        }
+        
+        .scroll-container::-webkit-scrollbar-track {
+            background: #1f2937;
+        }
+        
+        .scroll-container::-webkit-scrollbar-thumb {
+            background: #4b5563;
+            border-radius: 4px;
+        }
+        
+        .number-animate {
+            animation: countUp 2s ease-out forwards;
+        }
+        
+        @keyframes countUp {
+            from { opacity: 0; transform: translateY(20px); }
+            to { opacity: 1; transform: translateY(0); }
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #60a5fa, #c084fc, #f472b6);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .stock-table {
+            display: block;
+            overflow-x: auto;
+            white-space: nowrap;
+        }
+    </style>
+</head>
+<body class="text-gray-100">
+    <!-- Navigation -->
+    <div class="navbar glass-effect fixed top-0 w-full z-50 px-4">
+        <div class="max-w-7xl mx-auto">
+            <div class="flex justify-between items-center h-16">
+                <div class="flex items-center space-x-3">
+                    <div class="w-10 h-10 rounded-lg bg-gradient-to-br from-blue-500 to-purple-600 flex items-center justify-center">
+                        <i class="fas fa-microchip text-white"></i>
+                    </div>
+                    <span class="text-xl font-bold gradient-text">AI PCB英伟达M9</span>
+                </div>
+                <div class="hidden md:flex space-x-6">
+                    <a href="#overview" class="hover:text-blue-400 transition">核心逻辑</a>
+                    <a href="#timeline" class="hover:text-blue-400 transition">事件时间轴</a>
+                    <a href="#industry" class="hover:text-blue-400 transition">产业链</a>
+                    <a href="#stocks" class="hover:text-blue-400 transition">核心标的</a>
+                    <a href="#risks" class="hover:text-blue-400 transition">风险提示</a>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Hero Section -->
+    <section class="hero-gradient min-h-screen flex items-center relative overflow-hidden tech-grid">
+        <div class="absolute inset-0 bg-black opacity-30"></div>
+        <div class="container mx-auto px-6 relative z-10">
+            <div class="grid md:grid-cols-2 gap-12 items-center">
+                <div class="number-animate">
+                    <div class="inline-block px-4 py-2 bg-white/20 rounded-full mb-6 backdrop-blur-sm">
+                        <span class="text-sm font-semibold">🚀 英伟达Rubin系列确认采用M9材料</span>
+                    </div>
+                    <h1 class="text-5xl md:text-6xl font-bold mb-6 leading-tight">
+                        AI服务器PCB<br>
+                        <span class="gradient-text">材料革命浪潮</span>
+                    </h1>
+                    <p class="text-xl mb-8 text-gray-100">
+                        2026年Rubin系列量产在即，M9等级覆铜板将开启千亿市场空间。钻针、Q布、HVLP4铜箔成最紧缺环节。
+                    </p>
+                    <div class="flex flex-wrap gap-4 mb-8">
+                        <div class="glass-effect px-6 py-3 rounded-xl">
+                            <div class="text-3xl font-bold text-blue-400">5×</div>
+                            <div class="text-sm text-gray-300">钻针需求增长</div>
+                        </div>
+                        <div class="glass-effect px-6 py-3 rounded-xl">
+                            <div class="text-3xl font-bold text-purple-400">78层</div>
+                            <div class="text-sm text-gray-300">正交背板层数</div>
+                        </div>
+                        <div class="glass-effect px-6 py-3 rounded-xl">
+                            <div class="text-3xl font-bold text-pink-400">千亿</div>
+                            <div class="text-sm text-gray-300">市场空间</div>
+                        </div>
+                    </div>
+                    <div class="flex space-x-4">
+                        <button onclick="document.getElementById('overview').scrollIntoView({behavior: 'smooth'})" 
+                                class="px-8 py-3 bg-white text-gray-900 rounded-xl font-semibold hover:bg-gray-100 transition">
+                            深度分析
+                        </button>
+                        <button onclick="document.getElementById('stocks').scrollIntoView({behavior: 'smooth'})" 
+                                class="px-8 py-3 glass-effect rounded-xl font-semibold hover:bg-white/20 transition">
+                            查看标的
+                        </button>
+                    </div>
+                </div>
+                <div class="relative">
+                    <div class="absolute inset-0 bg-gradient-to-r from-blue-500/20 to-purple-500/20 rounded-3xl blur-3xl"></div>
+                    <canvas id="trendChart" class="relative z-10"></canvas>
+                </div>
+            </div>
+        </div>
+        <div class="absolute bottom-10 left-1/2 transform -translate-x-1/2 pulse-dot">
+            <i class="fas fa-chevron-down text-2xl"></i>
+        </div>
+    </section>
+
+    <!-- Core Logic Section -->
+    <section id="overview" class="py-20 px-6">
+        <div class="max-w-7xl mx-auto">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4">核心逻辑与市场认知</h2>
+                <p class="text-xl text-gray-400">从算力升级到材料革命的必然路径</p>
+            </div>
+            
+            <div class="grid md:grid-cols-3 gap-8 mb-12">
+                <div class="glass-effect rounded-2xl p-8 card-hover">
+                    <div class="w-16 h-16 bg-blue-500/20 rounded-2xl flex items-center justify-center mb-6">
+                        <i class="fas fa-rocket text-2xl text-blue-400"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4">算力需求爆炸</h3>
+                    <p class="text-gray-400 mb-4">AI模型向万亿参数演进，推理和后训练需求激增</p>
+                    <div class="border-l-4 border-blue-400 pl-4">
+                        <p class="text-sm">2030年AI基础设施市场规模达3-5万亿美元</p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-8 card-hover">
+                    <div class="w-16 h-16 bg-purple-500/20 rounded-2xl flex items-center justify-center mb-6">
+                        <i class="fas fa-network-wired text-2xl text-purple-400"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4">架构复杂化</h3>
+                    <p class="text-gray-400 mb-4">从铜缆互联到正交背板，PCB层数和集成度要求空前</p>
+                    <div class="border-l-4 border-purple-400 pl-4">
+                        <p class="text-sm">Rubin Ultra: 3块26层合成78层板</p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-8 card-hover">
+                    <div class="w-16 h-16 bg-pink-500/20 rounded-2xl flex items-center justify-center mb-6">
+                        <i class="fas fa-atom text-2xl text-pink-400"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4">材料革命</h3>
+                    <p class="text-gray-400 mb-4">M9材料组合升级，Q布+HVLP4铜箔+碳氢树脂</p>
+                    <div class="border-l-4 border-pink-400 pl-4">
+                        <p class="text-sm">球形二氧化硅用量翻倍增长</p>
+                    </div>
+                </div>
+            </div>
+
+            <div class="glass-effect rounded-2xl p-8">
+                <h3 class="text-2xl font-bold mb-6">预期差分析</h3>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="border-l-4 border-yellow-400 pl-6">
+                        <h4 class="text-xl font-semibold mb-3 text-yellow-400">时间差</h4>
+                        <p class="text-gray-400">市场憧憬2026年千亿空间，但GB300仅小批量订单，存在2-3季度业绩真空期</p>
+                    </div>
+                    <div class="border-l-4 border-green-400 pl-6">
+                        <h4 class="text-xl font-semibold mb-3 text-green-400">结构性</h4>
+                        <p class="text-gray-400">钻针需求增5倍（200孔/针），其他环节为"极紧"，紧缺程度差异巨大</p>
+                    </div>
+                    <div class="border-l-4 border-red-400 pl-6">
+                        <h4 class="text-xl font-semibold mb-3 text-red-400">确定性</h4>
+                        <p class="text-gray-400">沪电50%份额为预期，Rubin供应商名单仍在角逐，竞争激烈</p>
+                    </div>
+                    <div class="border-l-4 border-blue-400 pl-6">
+                        <h4 class="text-xl font-semibold mb-3 text-blue-400">节奏</h4>
+                        <p class="text-gray-400">11月底Switch tray评估结果将是近期关键催化剂</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Timeline Section -->
+    <section id="timeline" class="py-20 px-6 bg-gray-900/50">
+        <div class="max-w-7xl mx-auto">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4">关键事件时间轴</h2>
+                <p class="text-xl text-gray-400">从概念引爆到业绩兑现的完整路径</p>
+            </div>
+            
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 h-full w-1 timeline-line"></div>
+                
+                <div class="space-y-12">
+                    <div class="flex items-center">
+                        <div class="flex-1 text-right pr-8">
+                            <div class="glass-effect rounded-xl p-6 inline-block text-left">
+                                <div class="text-sm text-gray-400 mb-2">2024年Q3及之前</div>
+                                <h3 class="text-xl font-bold mb-2">市场培育期</h3>
+                                <p class="text-gray-400">关注GB200需求，Rubin尚在打样阶段</p>
+                            </div>
+                        </div>
+                        <div class="relative z-10 w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center">
+                            <i class="fas fa-seedling text-white"></i>
+                        </div>
+                        <div class="flex-1 pl-8"></div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="flex-1 pr-8"></div>
+                        <div class="relative z-10 w-12 h-12 bg-purple-500 rounded-full flex items-center justify-center">
+                            <i class="fas fa-fire text-white"></i>
+                        </div>
+                        <div class="flex-1 pl-8">
+                            <div class="glass-effect rounded-xl p-6 inline-block">
+                                <div class="text-sm text-gray-400 mb-2">2024年10月21日</div>
+                                <h3 class="text-xl font-bold mb-2">概念引爆</h3>
+                                <p class="text-gray-400">台媒爆料Rubin采用M9材料，Q布、HVLP4、钻针成紧缺环节</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="flex-1 text-right pr-8">
+                            <div class="glass-effect rounded-xl p-6 inline-block text-left">
+                                <div class="text-sm text-gray-400 mb-2">2024年10-11月</div>
+                                <h3 class="text-xl font-bold mb-2">机构密集发声</h3>
+                                <p class="text-gray-400">国金、中信、广发等发布研报，板块到"超配时间点"</p>
+                            </div>
+                        </div>
+                        <div class="relative z-10 w-12 h-12 bg-pink-500 rounded-full flex items-center justify-center">
+                            <i class="fas fa-chart-line text-white"></i>
+                        </div>
+                        <div class="flex-1 pl-8"></div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="flex-1 pr-8"></div>
+                        <div class="relative z-10 w-12 h-12 bg-yellow-500 rounded-full flex items-center justify-center">
+                            <i class="fas fa-clock text-white"></i>
+                        </div>
+                        <div class="flex-1 pl-8">
+                            <div class="glass-effect rounded-xl p-6 inline-block">
+                                <div class="text-sm text-gray-400 mb-2">2024年11月底</div>
+                                <h3 class="text-xl font-bold mb-2">关键评估节点</h3>
+                                <p class="text-gray-400">Switch tray是否采用M9的评估结果</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="flex-1 text-right pr-8">
+                            <div class="glass-effect rounded-xl p-6 inline-block text-left">
+                                <div class="text-sm text-gray-400 mb-2">2025年H2-2026年</div>
+                                <h3 class="text-xl font-bold mb-2">量产兑现期</h3>
+                                <p class="text-gray-400">Rubin大规模量产，M9产业链迎来业绩高峰</p>
+                            </div>
+                        </div>
+                        <div class="relative z-10 w-12 h-12 bg-green-500 rounded-full flex items-center justify-center">
+                            <i class="fas fa-trophy text-white"></i>
+                        </div>
+                        <div class="flex-1 pl-8"></div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Chain Section -->
+    <section id="industry" class="py-20 px-6">
+        <div class="max-w-7xl mx-auto">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4">产业链深度剖析</h2>
+                <p class="text-xl text-gray-400">从上游材料到下游设备的全景图谱</p>
+            </div>
+            
+            <div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6 mb-12">
+                <div class="glass-effect rounded-2xl p-6 card-hover">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-lg font-bold">Q布（石英布）</h3>
+                        <span class="px-3 py-1 bg-red-500/20 text-red-400 rounded-full text-xs">极度紧缺</span>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">菲利华</span>
+                            <span class="text-green-400">全球龙一</span>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">中材科技</span>
+                            <span class="text-blue-400">电子布满贯</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 card-hover">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-lg font-bold">HVLP4铜箔</h3>
+                        <span class="px-3 py-1 bg-orange-500/20 text-orange-400 rounded-full text-xs">高度紧缺</span>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">德福科技</span>
+                            <span class="text-green-400">全球龙二</span>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">铜冠铜箔</span>
+                            <span class="text-blue-400">进度稍慢</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 card-hover">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-lg font-bold">钻针</h3>
+                        <span class="px-3 py-1 bg-red-500/20 text-red-400 rounded-full text-xs">最紧缺</span>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">鼎泰高科</span>
+                            <span class="text-green-400">全球龙一</span>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">需求变化</span>
+                            <span class="text-yellow-400">5倍提升</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 card-hover">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-lg font-bold">M9 CCL</h3>
+                        <span class="px-3 py-1 bg-purple-500/20 text-purple-400 rounded-full text-xs">核心环节</span>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">生益科技</span>
+                            <span class="text-green-400">大陆唯一</span>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">南亚新材</span>
+                            <span class="text-blue-400">技术领先</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="grid md:grid-cols-3 gap-8">
+                <div class="glass-effect rounded-2xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 flex items-center">
+                        <i class="fas fa-microchip mr-3 text-blue-400"></i>
+                        PCB制造
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">胜宏科技</h4>
+                            <p class="text-sm text-gray-400 mb-2">AI PCB龙头，当前英伟达业务敞口最大</p>
+                            <div class="flex items-center text-xs">
+                                <span class="px-2 py-1 bg-blue-500/20 text-blue-400 rounded">GB200核心供应商</span>
+                                <span class="ml-2 text-gray-500">60%+份额预期</span>
+                            </div>
+                        </div>
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">沪电股份</h4>
+                            <p class="text-sm text-gray-400 mb-2">正交背板核心预期</p>
+                            <div class="flex items-center text-xs">
+                                <span class="px-2 py-1 bg-purple-500/20 text-purple-400 rounded">Rubin Ultra 50%份额</span>
+                                <span class="ml-2 text-gray-500">再造一个沪电</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 flex items-center">
+                        <i class="fas fa-tools mr-3 text-purple-400"></i>
+                        PCB设备
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">大族数控</h4>
+                            <p class="text-sm text-gray-400">CCD背钻机替代海外竞品</p>
+                            <div class="flex items-center text-xs mt-2">
+                                <span class="text-green-400">市场份额持续提升</span>
+                            </div>
+                        </div>
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">芯基微装</h4>
+                            <p class="text-sm text-gray-400">直写光刻技术领先</p>
+                            <div class="flex items-center text-xs mt-2">
+                                <span class="text-blue-400">覆盖PCB全产品市场</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 flex items-center">
+                        <i class="fas fa-vial mr-3 text-pink-400"></i>
+                        其他材料
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">碳氢树脂</h4>
+                            <p class="text-sm text-gray-400">东材科技 - M9树脂批量供货</p>
+                        </div>
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">球形硅微粉</h4>
+                            <p class="text-sm text-gray-400">联瑞新材 - 用量翻倍增长</p>
+                        </div>
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">低介电电子布</h4>
+                            <p class="text-sm text-gray-400">宏和科技、国际复材布局</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stocks Table Section -->
+    <section id="stocks" class="py-20 px-6 bg-gray-900/50">
+        <div class="max-w-7xl mx-auto">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4">核心标的全览</h2>
+                <p class="text-xl text-gray-400">产业链各环节关键公司数据对比</p>
+            </div>
+            
+            <div class="glass-effect rounded-2xl p-6">
+                <div class="mb-6 flex flex-wrap gap-3">
+                    <button onclick="filterCategory('all')" class="px-4 py-2 bg-blue-500 text-white rounded-lg hover:bg-blue-600 transition">
+                        全部
+                    </button>
+                    <button onclick="filterCategory('AI服务器相关')" class="px-4 py-2 glass-effect rounded-lg hover:bg-white/20 transition">
+                        AI服务器
+                    </button>
+                    <button onclick="filterCategory('覆铜板')" class="px-4 py-2 glass-effect rounded-lg hover:bg-white/20 transition">
+                        覆铜板
+                    </button>
+                    <button onclick="filterCategory('HVL')" class="px-4 py-2 glass-effect rounded-lg hover:bg-white/20 transition">
+                        HVLP铜箔
+                    </button>
+                    <button onclick="filterCategory('PCB耗材')" class="px-4 py-2 glass-effect rounded-lg hover:bg-white/20 transition">
+                        PCB耗材
+                    </button>
+                </div>
+                
+                <div class="overflow-x-auto scroll-container">
+                    <table class="w-full text-sm">
+                        <thead>
+                            <tr class="border-b border-gray-700">
+                                <th class="text-left py-3 px-4">股票</th>
+                                <th class="text-left py-3 px-4">分类</th>
+                                <th class="text-left py-3 px-4">项目/规模</th>
+                                <th class="text-left py-3 px-4">产业链位置</th>
+                                <th class="text-left py-3 px-4">核心亮点</th>
+                                <th class="text-left py-3 px-4">资料来源</th>
+                            </tr>
+                        </thead>
+                        <tbody id="stocksTableBody">
+                            <!-- 表格数据将通过JavaScript动态生成 -->
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+            
+            <!-- 推荐组合 -->
+            <div class="mt-12 grid md:grid-cols-3 gap-6">
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-green-400">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-xl font-bold">首选推荐</h3>
+                        <i class="fas fa-star text-yellow-400"></i>
+                    </div>
+                    <p class="text-gray-400 mb-4">逻辑最纯粹，弹性最大</p>
+                    <div class="space-y-2">
+                        <div class="flex items-center justify-between">
+                            <span>鼎泰高科</span>
+                            <span class="text-green-400 text-sm">钻针全球龙一</span>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span>菲利华</span>
+                            <span class="text-green-400 text-sm">Q布全球龙一</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-blue-400">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-xl font-bold">稳健配置</h3>
+                        <i class="fas fa-shield-alt text-blue-400"></i>
+                    </div>
+                    <p class="text-gray-400 mb-4">确定性高，份额稳固</p>
+                    <div class="space-y-2">
+                        <div class="flex items-center justify-between">
+                            <span>生益科技</span>
+                            <span class="text-blue-400 text-sm">英伟达CCL核心</span>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span>胜宏科技</span>
+                            <span class="text-blue-400 text-sm">AI PCB龙头</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-purple-400">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-xl font-bold">高弹性标的</h3>
+                        <i class="fas fa-rocket text-purple-400"></i>
+                    </div>
+                    <p class="text-gray-400 mb-4">想象空间大，兑现较晚</p>
+                    <div class="space-y-2">
+                        <div class="flex items-center justify-between">
+                            <span>沪电股份</span>
+                            <span class="text-purple-400 text-sm">正交背板预期</span>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span>德福科技</span>
+                            <span class="text-purple-400 text-sm">HVLP4领先</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risks Section -->
+    <section id="risks" class="py-20 px-6">
+        <div class="max-w-7xl mx-auto">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4">潜在风险与挑战</h2>
+                <p class="text-xl text-gray-400">投资决策必须考虑的关键因素</p>
+            </div>
+            
+            <div class="grid md:grid-cols-2 gap-8">
+                <div class="glass-effect rounded-2xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 flex items-center">
+                        <i class="fas fa-exclamation-triangle mr-3 text-yellow-400"></i>
+                        技术风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">M9材料加工难度高</h4>
+                            <p class="text-sm text-gray-400">Q布硬度高、钻针寿命短，影响PCB生产良率和成本</p>
+                        </div>
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">技术替代风险</h4>
+                            <p class="text-sm text-gray-400">mSAP工艺、CoWoP封装等颠覆性技术的潜在冲击</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 flex items-center">
+                        <i class="fas fa-chart-line mr-3 text-red-400"></i>
+                        商业化风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">需求递延风险</h4>
+                            <p class="text-sm text-gray-400">宏观经济下行或AI应用落地不及预期</p>
+                        </div>
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">成本压力</h4>
+                            <p class="text-sm text-gray-400">M9全产业链升级抬高服务器成本</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 flex items-center">
+                        <i class="fas fa-globe mr-3 text-blue-400"></i>
+                        政策与竞争风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">地缘政治风险</h4>
+                            <p class="text-sm text-gray-400">PCB供应链可能受贸易摩擦冲击</p>
+                        </div>
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">日企竞争压力</h4>
+                            <p class="text-sm text-gray-400">日本在高端铜箔、钻针领域仍具领先优势</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 flex items-center">
+                        <i class="fas fa-info-circle mr-3 text-purple-400"></i>
+                        信息验证风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">时间差矛盾</h4>
+                            <p class="text-sm text-gray-400">千亿空间是远景，当前GB300订单疲软</p>
+                        </div>
+                        <div class="p-4 bg-gray-800/50 rounded-xl">
+                            <h4 class="font-semibold mb-2">份额不确定性</h4>
+                            <p class="text-sm text-gray-400">各厂商份额仍在激烈争夺中</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="py-12 px-6 border-t border-gray-800">
+        <div class="max-w-7xl mx-auto text-center">
+            <p class="text-gray-400 mb-4">数据来源：新闻、路演、专家访谈、上市公司公告</p>
+            <p class="text-sm text-gray-500">投资有风险，本页面仅供参考不构成投资建议</p>
+            <div class="mt-6 flex justify-center space-x-6">
+                <a href="#" class="text-gray-400 hover:text-white transition">
+                    <i class="fab fa-github text-xl"></i>
+                </a>
+                <a href="#" class="text-gray-400 hover:text-white transition">
+                    <i class="fab fa-twitter text-xl"></i>
+                </a>
+                <a href="#" class="text-gray-400 hover:text-white transition">
+                    <i class="fab fa-linkedin text-xl"></i>
+                </a>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // 股票数据
+        const stocksData = [
+            {stock: '鹏鼎控股', category: 'AI服务器相关', project: 'PCB：350亿元/99.64%', industry: 'AI服务器', chain: 'HD升级至16~20L水平，已切入全球知名服务器客户供应链', source: '互动'},
+            {stock: '沪电股份', category: 'AI服务器相关', project: 'PCB：128亿元/96.23%', industry: 'AI服务器', chain: 'AI服务器和HPC相关PCB占比约31%', source: '调研'},
+            {stock: '景旺电子', category: 'AI服务器相关', project: 'PCB：120亿元/94.67%', industry: 'AI服务器', chain: '在AI服务器领域已有批量订单出货', source: '互动'},
+            {stock: '深南电路', category: 'AI服务器相关', project: 'PCB：105亿元/58.6%', industry: 'AI服务器', chain: '重点布局数据中心（含服务器）', source: '调研'},
+            {stock: '胜宏科技', category: 'AI服务器相关', project: 'PCB：100亿元/93.66%', industry: 'AI服务器', chain: '推出高阶HDI、高频高速PCB，部分产品已批量供货', source: '互动'},
+            {stock: '生益科技', category: '覆铜板', project: '覆铜板：147.91亿元/72.55%', industry: '覆铜板', chain: '英伟达三大CCL之一，大陆唯一', source: '—'},
+            {stock: '德福科技', category: 'HVL', project: 'HVL铜箔研究的技术突破', industry: 'HVL', chain: '批量出货HVL前三代，第四代送样验证中', source: '互动'},
+            {stock: '鼎泰高科', category: 'PCB耗材', project: 'PCB钻针全球销量市占率26.5%', industry: 'PCB耗材', chain: '全球PCB钻针龙头，月产能9400万支', source: '研报/互动'},
+            {stock: '菲利华', category: '低介电电子布', project: 'Low DK/CTE高端领域布局', industry: '低介电电子布', chain: '全球Q布龙头', source: '公告/研报'},
+            {stock: '东材科技', category: '碳氢树脂', project: '5200吨高频高速特种树脂项目', industry: '碳氢树脂', chain: '国内碳氢树脂龙头，M9树脂批量供货', source: '互动/纪要'},
+        ];
+
+        // 初始化表格
+        function initTable() {
+            const tbody = document.getElementById('stocksTableBody');
+            tbody.innerHTML = '';
+            
+            stocksData.forEach(stock => {
+                const row = document.createElement('tr');
+                row.className = 'border-b border-gray-800 hover:bg-gray-800/50 transition';
+                row.innerHTML = `
+                    <td class="py-3 px-4 font-semibold">${stock.stock}</td>
+                    <td class="py-3 px-4">
+                        <span class="px-2 py-1 bg-blue-500/20 text-blue-400 rounded text-xs">
+                            ${stock.category}
+                        </span>
+                    </td>
+                    <td class="py-3 px-4 text-gray-400">${stock.project}</td>
+                    <td class="py-3 px-4 text-gray-400">${stock.chain}</td>
+                    <td class="py-3 px-4 text-gray-400">${stock.industry}</td>
+                    <td class="py-3 px-4">
+                        <span class="text-xs px-2 py-1 bg-gray-700 rounded">${stock.source}</span>
+                    </td>
+                `;
+                tbody.appendChild(row);
+            });
+        }
+
+        // 筛选功能
+        function filterCategory(category) {
+            const rows = document.querySelectorAll('#stocksTableBody tr');
+            rows.forEach(row => {
+                if (category === 'all') {
+                    row.style.display = '';
+                } else {
+                    const categoryCell = row.querySelector('td:nth-child(2)').textContent;
+                    row.style.display = categoryCell.includes(category) ? '' : 'none';
+                }
+            });
+        }
+
+        // 初始化趋势图表
+        function initTrendChart() {
+            const ctx = document.getElementById('trendChart');
+            if (ctx) {
+                new Chart(ctx, {
+                    type: 'line',
+                    data: {
+                        labels: ['2024Q1', '2024Q2', '2024Q3', '2024Q4', '2025Q1', '2025Q2', '2025Q3', '2025Q4', '2026Q1'],
+                        datasets: [{
+                            label: 'AI PCB市场规模(亿元)',
+                            data: [100, 150, 200, 280, 350, 420, 500, 600, 693],
+                            borderColor: '#3b82f6',
+                            backgroundColor: 'rgba(59, 130, 246, 0.1)',
+                            tension: 0.4,
+                            fill: true
+                        }, {
+                            label: 'M9材料渗透率(%)',
+                            data: [0, 0, 5, 15, 30, 45, 60, 75, 85],
+                            borderColor: '#8b5cf6',
+                            backgroundColor: 'rgba(139, 92, 246, 0.1)',
+                            tension: 0.4,
+                            fill: true
+                        }]
+                    },
+                    options: {
+                        responsive: true,
+                        maintainAspectRatio: false,
+                        plugins: {
+                            legend: {
+                                labels: {
+                                    color: '#fff'
+                                }
+                            }
+                        },
+                        scales: {
+                            x: {
+                                grid: {
+                                    color: 'rgba(255, 255, 255, 0.1)'
+                                },
+                                ticks: {
+                                    color: '#fff'
+                                }
+                            },
+                            y: {
+                                grid: {
+                                    color: 'rgba(255, 255, 255, 0.1)'
+                                },
+                                ticks: {
+                                    color: '#fff'
+                                }
+                            }
+                        }
+                    }
+                });
+            }
+        }
+
+        // 页面加载完成后初始化
+        document.addEventListener('DOMContentLoaded', function() {
+            initTable();
+            initTrendChart();
+            
+            // 平滑滚动
+            document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+                anchor.addEventListener('click', function (e) {
+                    e.preventDefault();
+                    const target = document.querySelector(this.getAttribute('href'));
+                    if (target) {
+                        target.scrollIntoView({
+                            behavior: 'smooth',
+                            block: 'start'
+                        });
+                    }
+                });
+            });
+            
+            // 数字动画效果
+            const observerOptions = {
+                threshold: 0.5
+            };
+            
+            const observer = new IntersectionObserver((entries) => {
+                entries.forEach(entry => {
+                    if (entry.isIntersecting) {
+                        entry.target.classList.add('number-animate');
+                    }
+                });
+            }, observerOptions);
+            
+            document.querySelectorAll('.glass-effect').forEach(el => {
+                observer.observe(el);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/AI服务器钽电容.html

@@ -0,0 +1,545 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>AI服务器钽电容 - 概念深度解析</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <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=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .pulse-animation {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { transform: scale(1); }
+            50% { transform: scale(1.05); }
+            100% { transform: scale(1); }
+        }
+        
+        .table-scroll {
+            overflow-x: auto;
+        }
+        
+        .table-scroll::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .table-scroll::-webkit-scrollbar-track {
+            background: #f1f1f1;
+            border-radius: 10px;
+        }
+        
+        .table-scroll::-webkit-scrollbar-thumb {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            border-radius: 10px;
+        }
+        
+        .highlight-cell {
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.1) 0%, rgba(118, 75, 162, 0.1) 100%);
+        }
+        
+        .floating {
+            animation: floating 3s ease-in-out infinite;
+        }
+        
+        @keyframes floating {
+            0% { transform: translateY(0px); }
+            50% { transform: translateY(-10px); }
+            100% { transform: translateY(0px); }
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <div class="hero-gradient text-white py-20 px-4">
+        <div class="max-w-7xl mx-auto">
+            <div class="text-center">
+                <h1 class="text-5xl md:text-6xl font-bold mb-4 floating">
+                    AI服务器钽电容
+                </h1>
+                <p class="text-xl md:text-2xl mb-8 opacity-90">算力革命背后的隐形冠军</p>
+                <div class="flex flex-wrap justify-center gap-4 text-sm">
+                    <div class="bg-white/20 backdrop-blur-sm rounded-full px-6 py-2">
+                        <i class="fas fa-chart-line mr-2"></i>景气上行周期
+                    </div>
+                    <div class="bg-white/20 backdrop-blur-sm rounded-full px-6 py-2">
+                        <i class="fas fa-microchip mr-2"></i>国产替代加速
+                    </div>
+                    <div class="bg-white/20 backdrop-blur-sm rounded-full px-6 py-2">
+                        <i class="fas fa-rocket mr-2"></i>量价齐升
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Key Stats -->
+    <div class="py-12 px-4 bg-white shadow-lg">
+        <div class="max-w-7xl mx-auto">
+            <div class="grid grid-cols-2 md:grid-cols-4 gap-6">
+                <div class="text-center card-hover p-6 rounded-lg">
+                    <div class="text-3xl md:text-4xl font-bold gradient-text">20-30%</div>
+                    <div class="text-gray-600 mt-2">KEMET涨幅</div>
+                </div>
+                <div class="text-center card-hover p-6 rounded-lg">
+                    <div class="text-3xl md:text-4xl font-bold gradient-text">2.1万</div>
+                    <div class="text-gray-600 mt-2">单柜用量(颗)</div>
+                </div>
+                <div class="text-center card-hover p-6 rounded-lg">
+                    <div class="text-3xl md:text-4xl font-bold gradient-text">46%</div>
+                    <div class="text-gray-600 mt-2">KEMET市占率</div>
+                </div>
+                <div class="text-center card-hover p-6 rounded-lg">
+                    <div class="text-3xl md:text-4xl font-bold gradient-text">38周</div>
+                    <div class="text-gray-600 mt-2">最长交期</div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Timeline Section -->
+    <div class="py-16 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold text-center mb-12">概念发展时间线</h2>
+            <div class="relative">
+                <div class="timeline-line absolute left-1/2 transform -translate-x-1/2 h-full w-1"></div>
+                
+                <div class="space-y-12">
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8 text-right">
+                            <div class="bg-white p-6 rounded-lg shadow-lg card-hover">
+                                <div class="text-sm text-gray-500">2024年及以前</div>
+                                <div class="text-lg font-semibold mt-2">技术布局期</div>
+                                <div class="text-gray-600 mt-2">钽电容主要应用于军工、高端消费电子。顺络电子等厂商自2009年起已开始技术布局。</div>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-600 rounded-full"></div>
+                        <div class="w-full md:w-1/2 pl-8"></div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8"></div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-600 rounded-full"></div>
+                        <div class="w-full md:w-1/2 pl-8">
+                            <div class="bg-white p-6 rounded-lg shadow-lg card-hover">
+                                <div class="text-sm text-gray-500">2025年10月22日</div>
+                                <div class="text-lg font-semibold mt-2">引爆点：KEMET大幅涨价</div>
+                                <div class="text-gray-600 mt-2">国巨旗下KEMET发布涨价函，上调聚合物钽电容价格20%-30%，为年内第二次涨价。</div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8 text-right">
+                            <div class="bg-white p-6 rounded-lg shadow-lg card-hover">
+                                <div class="text-sm text-gray-500">未来预期</div>
+                                <div class="text-lg font-semibold mt-2">景气周期开启</div>
+                                <div class="text-gray-600 mt-2">产业链涨价传导，国产替代加速，市场规模有望突破千亿。</div>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-600 rounded-full pulse-animation"></div>
+                        <div class="w-full md:w-1/2 pl-8"></div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Core Logic Section -->
+    <div class="py-16 px-4 bg-gradient-to-br from-purple-50 to-indigo-50">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold text-center mb-12">核心逻辑与市场分析</h2>
+            
+            <div class="grid md:grid-cols-3 gap-8">
+                <div class="bg-white rounded-xl shadow-xl p-8 card-hover">
+                    <div class="text-4xl mb-4 text-purple-600">
+                        <i class="fas fa-bolt"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">技术刚需</h3>
+                    <p class="text-gray-600">AI算力指数级增长要求供电系统极致稳定，钽电容凭借"单位体积电容值最高、ESR最低"的特性成为最优解。</p>
+                </div>
+                
+                <div class="bg-white rounded-xl shadow-xl p-8 card-hover">
+                    <div class="text-4xl mb-4 text-indigo-600">
+                        <i class="fas fa-chart-area"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">需求爆发</h3>
+                    <p class="text-gray-600">单台AI服务器用量远超传统，NVL72机柜约需2.1万颗，仅英伟达26年就能带来5亿美元增量。</p>
+                </div>
+                
+                <div class="bg-white rounded-xl shadow-xl p-8 card-hover">
+                    <div class="text-4xl mb-4 text-pink-600">
+                        <i class="fas fa-cubes"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">供给瓶颈</h3>
+                    <p class="text-gray-600">CR4占全球80%+份额，交期延长至38周+，上游钽粉仅450-500吨，扩产周期长。</p>
+                </div>
+            </div>
+            
+            <!-- Market Sentiment -->
+            <div class="mt-12 bg-white rounded-xl shadow-xl p-8">
+                <h3 class="text-2xl font-bold mb-6">市场情绪与预期差</h3>
+                <div class="grid md:grid-cols-2 gap-8">
+                    <div>
+                        <h4 class="font-semibold text-lg mb-4 text-green-600">当前热度</h4>
+                        <ul class="space-y-2 text-gray-600">
+                            <li><i class="fas fa-check-circle text-green-500 mr-2"></i>产业数据支撑（涨价、交期）</li>
+                            <li><i class="fas fa-check-circle text-green-500 mr-2"></i>研究机构持续发声</li>
+                            <li><i class="fas fa-check-circle text-green-500 mr-2"></i>产业链公司前景乐观</li>
+                        </ul>
+                    </div>
+                    <div>
+                        <h4 class="font-semibold text-lg mb-4 text-orange-600">关键预期差</h4>
+                        <ul class="space-y-2 text-gray-600">
+                            <li><i class="fas fa-exclamation-circle text-orange-500 mr-2"></i>市场认知滞后，关注度不足</li>
+                            <li><i class="fas fa-exclamation-circle text-orange-500 mr-2"></i>国产替代10倍成长空间</li>
+                            <li><i class="fas fa-exclamation-circle text-orange-500 mr-2"></i>市场空间预期存在上修可能</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Industry Chain -->
+    <div class="py-16 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold text-center mb-12">产业链图谱</h2>
+            
+            <div class="bg-white rounded-xl shadow-xl p-8">
+                <div class="space-y-8">
+                    <!-- Upstream -->
+                    <div class="flex items-center">
+                        <div class="w-32 text-center">
+                            <div class="bg-purple-100 text-purple-700 rounded-lg p-4">
+                                <i class="fas fa-mountain text-2xl"></i>
+                                <div class="font-semibold mt-2">上游</div>
+                            </div>
+                        </div>
+                        <div class="flex-1 mx-4">
+                            <div class="bg-gray-100 rounded-lg p-4">
+                                <div class="font-semibold mb-2">原材料：钽矿开采</div>
+                                <div class="text-sm text-gray-600">关键瓶颈：全球80%+产量集中在非洲、巴西，多为伴生矿</div>
+                            </div>
+                        </div>
+                        <div class="flex-1 mx-4">
+                            <div class="bg-gray-100 rounded-lg p-4">
+                                <div class="font-semibold mb-2">钽粉/钽丝制造</div>
+                                <div class="text-sm text-gray-600">全球市场：450-500吨/年，扩产困难</div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex justify-center">
+                        <i class="fas fa-arrow-down text-3xl text-gray-400"></i>
+                    </div>
+                    
+                    <!-- Midstream -->
+                    <div class="flex items-center">
+                        <div class="w-32 text-center">
+                            <div class="bg-indigo-100 text-indigo-700 rounded-lg p-4">
+                                <i class="fas fa-industry text-2xl"></i>
+                                <div class="font-semibold mt-2">中游</div>
+                            </div>
+                        </div>
+                        <div class="flex-1 mx-4">
+                            <div class="bg-gray-100 rounded-lg p-4">
+                                <div class="font-semibold mb-2">钽电容设计制造</div>
+                                <div class="text-sm text-gray-600">市场格局：CR4占80%+（KEMET、AVX、Vishay、松下）</div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex justify-center">
+                        <i class="fas fa-arrow-down text-3xl text-gray-400"></i>
+                    </div>
+                    
+                    <!-- Downstream -->
+                    <div class="flex items-center">
+                        <div class="w-32 text-center">
+                            <div class="bg-pink-100 text-pink-700 rounded-lg p-4">
+                                <i class="fas fa-server text-2xl"></i>
+                                <div class="font-semibold mt-2">下游</div>
+                            </div>
+                        </div>
+                        <div class="flex-1 mx-4">
+                            <div class="bg-gray-100 rounded-lg p-4">
+                                <div class="font-semibold mb-2">AI服务器/数据中心</div>
+                                <div class="text-sm text-gray-600">核心应用：GPU/CPU供电系统、电源模块</div>
+                            </div>
+                        </div>
+                        <div class="flex-1 mx-4">
+                            <div class="bg-gray-100 rounded-lg p-4">
+                                <div class="font-semibold mb-2">互联网巨头/云服务商</div>
+                                <div class="text-sm text-gray-600">主要客户：字节、阿里、腾讯、AWS、Google等</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Stock Data Table -->
+    <div class="py-16 px-4 bg-gradient-to-br from-gray-50 to-gray-100">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold text-center mb-12">核心公司股票数据</h2>
+            
+            <div class="bg-white rounded-xl shadow-xl overflow-hidden">
+                <div class="table-scroll">
+                    <table class="w-full">
+                        <thead class="bg-gradient-to-r from-purple-600 to-indigo-600 text-white">
+                            <tr>
+                                <th class="px-6 py-4 text-left">股票名称</th>
+                                <th class="px-6 py-4 text-left">分类</th>
+                                <th class="px-6 py-4 text-left">业务相关</th>
+                                <th class="px-6 py-4 text-left">信源</th>
+                                <th class="px-6 py-4 text-left">投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold highlight-cell">东方钽业</td>
+                                <td class="px-6 py-4">原料</td>
+                                <td class="px-6 py-4 text-sm">电容器级钽粉国内市占率50%，全球20%；钽丝全球市占率50%+</td>
+                                <td class="px-6 py-4">公告</td>
+                                <td class="px-6 py-4 text-sm text-purple-600">产业链瓶颈环节，直接受益涨价</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold highlight-cell">顺络电子</td>
+                                <td class="px-6 py-4">产品</td>
+                                <td class="px-6 py-4 text-sm">为全球顶级客户开发新型钽电容，已为客户配套供应</td>
+                                <td class="px-6 py-4">调研</td>
+                                <td class="px-6 py-4 text-sm text-purple-600">国产替代先锋，10倍成长空间</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold">宏达电子</td>
+                                <td class="px-6 py-4">产品</td>
+                                <td class="px-6 py-4 text-sm">国内高可靠钽电容器生产领域龙头企业</td>
+                                <td class="px-6 py-4">半年报</td>
+                                <td class="px-6 py-4 text-sm">军工技术转化，高可靠领域优势</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold">火炬电子</td>
+                                <td class="px-6 py-4">产品</td>
+                                <td class="px-6 py-4 text-sm">公司成熟产品包括钽电容器，工业级已进入AF7供应链</td>
+                                <td class="px-6 py-4">半年报</td>
+                                <td class="px-6 py-4 text-sm">产品矩阵丰富，多领域布局</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold">振华科技</td>
+                                <td class="px-6 py-4">产品</td>
+                                <td class="px-6 py-4 text-sm">民用钽电容器在国产服务器中开始供货；片式钽电解电容产能4.8亿只/年</td>
+                                <td class="px-6 py-4">调研/公告</td>
+                                <td class="px-6 py-4 text-sm">产能规模优势，国产服务器突破</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold">北方华创</td>
+                                <td class="px-6 py-4">产品</td>
+                                <td class="px-6 py-4 text-sm">完成抗振动高能钽电容技术攻关和高分子钽电容产品研发</td>
+                                <td class="px-6 py-4">半年报</td>
+                                <td class="px-6 py-4 text-sm">技术突破，高端产品布局</td>
+                            </tr>
+                            <tr class="hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold">杰普特</td>
+                                <td class="px-6 py-4">设备</td>
+                                <td class="px-6 py-4 text-sm">钽电容双工位智能焊接设备研制成功</td>
+                                <td class="px-6 py-4">半年报</td>
+                                <td class="px-6 py-4 text-sm">设备供应商，受益于产能扩张</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Investment Insights -->
+    <div class="py-16 px-4 bg-gradient-to-br from-indigo-50 to-purple-50">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold text-center mb-12">投资启示与风险提示</h2>
+            
+            <div class="grid md:grid-cols-2 gap-8">
+                <div class="bg-white rounded-xl shadow-xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 text-green-600">
+                        <i class="fas fa-lightbulb mr-2"></i>投资启示
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start">
+                            <div class="w-8 h-8 bg-green-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
+                                <span class="text-green-600 font-bold">1</span>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-semibold">上游最优</h4>
+                                <p class="text-gray-600 text-sm mt-1">东方钽业作为产业链瓶颈，受益最直接，攻守兼备</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <div class="w-8 h-8 bg-green-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
+                                <span class="text-green-600 font-bold">2</span>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-semibold">国产替代加速</h4>
+                                <p class="text-gray-600 text-sm mt-1">顺络电子等厂商份额从5%向30%进发，10倍成长空间</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <div class="w-8 h-8 bg-green-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
+                                <span class="text-green-600 font-bold">3</span>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-semibold">景气周期持续</h4>
+                                <p class="text-gray-600 text-sm mt-1">供需矛盾短期难解，涨价有望持续传导</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-white rounded-xl shadow-xl p-8">
+                    <h3 class="text-2xl font-bold mb-6 text-red-600">
+                        <i class="fas fa-exclamation-triangle mr-2"></i>风险提示
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start">
+                            <div class="w-8 h-8 bg-red-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
+                                <span class="text-red-600 font-bold">1</span>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-semibold">需求波动风险</h4>
+                                <p class="text-gray-600 text-sm mt-1">AI服务器出货量不及预期，高盛预测存在分歧</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <div class="w-8 h-8 bg-red-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
+                                <span class="text-red-600 font-bold">2</span>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-semibold">技术替代风险</h4>
+                                <p class="text-gray-600 text-sm mt-1">高端MLCC等技术进步可能部分替代钽电容</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <div class="w-8 h-8 bg-red-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
+                                <span class="text-red-600 font-bold">3</span>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-semibold">竞争格局变化</h4>
+                                <p class="text-gray-600 text-sm mt-1">海外巨头大规模扩产可能缓解供给紧张</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- Tracking Metrics -->
+            <div class="mt-12 bg-white rounded-xl shadow-xl p-8">
+                <h3 class="text-2xl font-bold mb-6">关键跟踪指标</h3>
+                <div class="grid md:grid-cols-4 gap-4">
+                    <div class="bg-gray-50 rounded-lg p-4">
+                        <div class="font-semibold text-purple-600">行业指标</div>
+                        <ul class="text-sm text-gray-600 mt-2 space-y-1">
+                            <li>• KEMET/AVX报价</li>
+                            <li>• 产品交货周期</li>
+                        </ul>
+                    </div>
+                    <div class="bg-gray-50 rounded-lg p-4">
+                        <div class="font-semibold text-indigo-600">需求端</div>
+                        <ul class="text-sm text-gray-600 mt-2 space-y-1">
+                            <li>• AI服务器出货量</li>
+                            <li>• GB300机柜数据</li>
+                        </ul>
+                    </div>
+                    <div class="bg-gray-50 rounded-lg p-4">
+                        <div class="font-semibold text-pink-600">东方钽业</div>
+                        <ul class="text-sm text-gray-600 mt-2 space-y-1">
+                            <li>• 钽粉/钽丝销量</li>
+                            <li>• 产品均价及毛利率</li>
+                        </ul>
+                    </div>
+                    <div class="bg-gray-50 rounded-lg p-4">
+                        <div class="font-semibold text-green-600">顺络电子</div>
+                        <ul class="text-sm text-gray-600 mt-2 space-y-1">
+                            <li>• 数据中心收入增速</li>
+                            <li>• 客户认证进展</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-12 px-4">
+        <div class="max-w-7xl mx-auto text-center">
+            <p class="text-gray-400">© 2025 AI服务器钽电容概念深度解析</p>
+            <p class="text-gray-500 text-sm mt-2">数据来源：公开新闻、路演纪要、研究报告</p>
+        </div>
+    </footer>
+
+    <script>
+        // Add smooth scrolling
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -100px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card-hover').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(el);
+        });
+    </script>
+</body>
+</html>

public/htmls/KIMI概念股.html

@@ -0,0 +1,808 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>KIMI概念股深度分析报告</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <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=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.18);
+        }
+        
+        .stock-table {
+            display: block;
+            overflow-x: auto;
+            white-space: nowrap;
+        }
+        
+        .stock-table table {
+            width: 100%;
+            min-width: 1200px;
+        }
+        
+        .fade-in {
+            animation: fadeIn 0.6s ease-in;
+        }
+        
+        @keyframes fadeIn {
+            from { opacity: 0; transform: translateY(20px); }
+            to { opacity: 1; transform: translateY(0); }
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <div class="gradient-bg text-white">
+        <div class="container mx-auto px-4 py-16">
+            <div class="text-center fade-in">
+                <h1 class="text-5xl font-bold mb-4">KIMI概念股深度分析</h1>
+                <p class="text-xl opacity-90">从用户爆发到Agent革命的技术范式投资机遇</p>
+                <div class="mt-8 flex justify-center space-x-6">
+                    <div class="text-center">
+                        <div class="text-3xl font-bold">25+</div>
+                        <div class="text-sm opacity-75">关联公司</div>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-3xl font-bold">2</div>
+                        <div class="text-sm opacity-75">发展阶段</div>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-3xl font-bold">500万+</div>
+                        <div class="text-sm opacity-75">月活用户</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Navigation Tabs -->
+    <div class="sticky top-0 z-40 glass-effect shadow-lg">
+        <div class="container mx-auto px-4">
+            <div class="flex space-x-1 overflow-x-auto py-2">
+                <button onclick="scrollToSection('overview')" class="px-4 py-2 rounded-lg hover:bg-purple-100 transition whitespace-nowrap">
+                    <i class="fas fa-chart-line mr-2"></i>核心概览
+                </button>
+                <button onclick="scrollToSection('timeline')" class="px-4 py-2 rounded-lg hover:bg-purple-100 transition whitespace-nowrap">
+                    <i class="fas fa-clock mr-2"></i>发展历程
+                </button>
+                <button onclick="scrollToSection('logic')" class="px-4 py-2 rounded-lg hover:bg-purple-100 transition whitespace-nowrap">
+                    <i class="fas fa-brain mr-2"></i>核心逻辑
+                </button>
+                <button onclick="scrollToSection('catalyst')" class="px-4 py-2 rounded-lg hover:bg-purple-100 transition whitespace-nowrap">
+                    <i class="fas fa-rocket mr-2"></i>催化因素
+                </button>
+                <button onclick="scrollToSection('industry')" class="px-4 py-2 rounded-lg hover:bg-purple-100 transition whitespace-nowrap">
+                    <i class="fas fa-network-wired mr-2"></i>产业链
+                </button>
+                <button onclick="scrollToSection('risks')" class="px-4 py-2 rounded-lg hover:bg-purple-100 transition whitespace-nowrap">
+                    <i class="fas fa-exclamation-triangle mr-2"></i>风险提示
+                </button>
+                <button onclick="scrollToSection('conclusion')" class="px-4 py-2 rounded-lg hover:bg-purple-100 transition whitespace-nowrap">
+                    <i class="fas fa-lightbulb mr-2"></i>投资启示
+                </button>
+                <button onclick="scrollToSection('stocks')" class="px-4 py-2 rounded-lg hover:bg-purple-100 transition whitespace-nowrap">
+                    <i class="fas fa-table mr-2"></i>概念股
+                </button>
+            </div>
+        </div>
+    </div>
+
+    <!-- Main Content -->
+    <div class="container mx-auto px-4 py-8">
+        <!-- 核心概览 -->
+        <section id="overview" class="mb-12 fade-in">
+            <h2 class="text-3xl font-bold mb-6 gradient-text">核心观点摘要</h2>
+            <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                <div class="prose max-w-none">
+                    <p class="text-lg leading-relaxed text-gray-700">
+                        <span class="font-semibold text-purple-600">Kimi概念已从2024年依靠"长文本+低成本"驱动的用户增长主题，</span>
+                        演变为2025年由"OnlineRL新范式+Agent落地"引领的技术革命主线。其核心驱动力在于Kimi K2模型所开启的模型能力自我进化潜力，以及由此带来的从云端算力到终端应用的全面产业机遇，未来潜力巨大但当前商业化落地节奏是关键观察点。
+                    </p>
+                </div>
+                <div class="mt-6 grid grid-cols-1 md:grid-cols-3 gap-4">
+                    <div class="bg-purple-50 rounded-lg p-4 text-center">
+                        <i class="fas fa-users text-3xl text-purple-600 mb-2"></i>
+                        <h3 class="font-semibold">用户爆发</h3>
+                        <p class="text-sm text-gray-600">2024年DAU达58万</p>
+                    </div>
+                    <div class="bg-blue-50 rounded-lg p-4 text-center">
+                        <i class="fas fa-robot text-3xl text-blue-600 mb-2"></i>
+                        <h3 class="font-semibold">技术突破</h3>
+                        <p class="text-sm text-gray-600">K2引入OnlineRL新范式</p>
+                    </div>
+                    <div class="bg-green-50 rounded-lg p-4 text-center">
+                        <i class="fas fa-chart-line text-3xl text-green-600 mb-2"></i>
+                        <h3 class="font-semibold">生态扩张</h3>
+                        <p class="text-sm text-gray-600">日均Token处理86.6亿</p>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 发展历程 -->
+        <section id="timeline" class="mb-12 fade-in">
+            <h2 class="text-3xl font-bold mb-6 gradient-text">概念发展历程</h2>
+            <div class="relative">
+                <div class="absolute left-8 top-0 bottom-0 w-0.5 timeline-line"></div>
+                
+                <!-- 第一阶段 -->
+                <div class="relative flex items-start mb-8">
+                    <div class="absolute left-6 w-5 h-5 bg-purple-600 rounded-full pulse-dot"></div>
+                    <div class="ml-16 bg-white rounded-lg shadow-lg p-6 card-hover flex-1">
+                        <h3 class="text-xl font-bold text-purple-600 mb-2">第一阶段：用户爆发与长文本出圈</h3>
+                        <p class="text-sm text-gray-500 mb-3">2024年2月-3月</p>
+                        <div class="space-y-3">
+                            <div class="flex items-start">
+                                <i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
+                                <div>
+                                    <p class="font-semibold">核心突破</p>
+                                    <p class="text-gray-600">无损压缩长文本技术，解决海量信息处理痛点</p>
+                                </div>
+                            </div>
+                            <div class="flex items-start">
+                                <i class="fas fa-chart-bar text-blue-500 mt-1 mr-3"></i>
+                                <div>
+                                    <p class="font-semibold">用户数据</p>
+                                    <p class="text-gray-600">DAU峰值58万，微信生态深度绑定形成护城河</p>
+                                </div>
+                            </div>
+                            <div class="flex items-start">
+                                <i class="fas fa-dollar-sign text-yellow-500 mt-1 mr-3"></i>
+                                <div>
+                                    <p class="font-semibold">成本优势</p>
+                                    <p class="text-gray-600">API价格为GPT-4的1/20，性价比颠覆</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 第二阶段 -->
+                <div class="relative flex items-start">
+                    <div class="absolute left-6 w-5 h-5 bg-purple-600 rounded-full pulse-dot"></div>
+                    <div class="ml-16 bg-white rounded-lg shadow-lg p-6 card-hover flex-1">
+                        <h3 class="text-xl font-bold text-purple-600 mb-2">第二阶段：技术范式突破与Agent革命</h3>
+                        <p class="text-sm text-gray-500 mb-3">2025年7月至今</p>
+                        <div class="space-y-3">
+                            <div class="flex items-start">
+                                <i class="fas fa-atom text-purple-500 mt-1 mr-3"></i>
+                                <div>
+                                    <p class="font-semibold">范式革命</p>
+                                    <p class="text-gray-600">K2引入OnlineRL新范式，理论能力无上限</p>
+                                </div>
+                            </div>
+                            <div class="flex items-start">
+                                <i class="fas fa-bolt text-yellow-500 mt-1 mr-3"></i>
+                                <div>
+                                    <p class="font-semibold">性能飞跃</p>
+                                    <p class="text-gray-600">K2高速版输出速度提升至40 Tokens/s，API半价推广</p>
+                                </div>
+                            </div>
+                            <div class="flex items-start">
+                                <i class="fas fa-desktop text-blue-500 mt-1 mr-3"></i>
+                                <div>
+                                    <p class="font-semibold">Agent进化</p>
+                                    <p class="text-gray-600">发布"OK Computer"模式，实现复杂任务自动化</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心逻辑 -->
+        <section id="logic" class="mb-12 fade-in">
+            <h2 class="text-3xl font-bold mb-6 gradient-text">核心逻辑与市场认知</h2>
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
+                <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                    <h3 class="text-xl font-bold mb-4 text-purple-600">
+                        <i class="fas fa-cogs mr-2"></i>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 mb-1">工程化胜利</h4>
+                            <p class="text-gray-600 text-sm">无损压缩、滑动窗口注意力等技术解决特定场景痛点</p>
+                        </div>
+                        <div class="border-l-4 border-blue-500 pl-4">
+                            <h4 class="font-semibold mb-1">范式革命</h4>
+                            <p class="text-gray-600 text-sm">OnlineRL实现模型能力自我进化，理论上无上限</p>
+                        </div>
+                        <div class="border-l-4 border-green-500 pl-4">
+                            <h4 class="font-semibold mb-1">生态构建</h4>
+                            <p class="text-gray-600 text-sm">开源、降价、API推广快速构建开发者生态</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                    <h3 class="text-xl font-bold mb-4 text-purple-600">
+                        <i class="fas fa-chart-pie mr-2"></i>市场预期差
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="bg-yellow-50 rounded-lg p-4">
+                            <h4 class="font-semibold text-yellow-800 mb-2">
+                                <i class="fas fa-exclamation-circle mr-2"></i>被忽略的关键点
+                            </h4>
+                            <p class="text-gray-700 text-sm">微信生态的场景卡位优势构成强大用户粘性护城河</p>
+                        </div>
+                        <div class="bg-red-50 rounded-lg p-4">
+                            <h4 class="font-semibold text-red-800 mb-2">
+                                <i class="fas fa-balance-scale mr-2"></i>现实与预期
+                            </h4>
+                            <p class="text-gray-700 text-sm">K2当前仅为preview版本，测评效果意义有限</p>
+                        </div>
+                        <div class="bg-blue-50 rounded-lg p-4">
+                            <h4 class="font-semibold text-blue-800 mb-2">
+                                <i class="fas fa-microchip mr-2"></i>供给催化
+                            </h4>
+                            <p class="text-gray-700 text-sm">H20芯片解禁是连接技术突破与商业变现的关键桥梁</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 催化因素 -->
+        <section id="catalyst" class="mb-12 fade-in">
+            <h2 class="text-3xl font-bold mb-6 gradient-text">关键催化剂与发展路径</h2>
+            <div class="bg-white rounded-xl shadow-lg p-6">
+                <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                    <div>
+                        <h3 class="text-xl font-bold mb-4 text-purple-600">
+                            <i class="fas fa-fire mr-2"></i>近期催化剂（3-6个月）
+                        </h3>
+                        <div class="space-y-3">
+                            <div class="flex items-center p-3 bg-gradient-to-r from-purple-50 to-blue-50 rounded-lg">
+                                <div class="w-10 h-10 bg-purple-600 text-white rounded-full flex items-center justify-center mr-3">
+                                    <i class="fas fa-flask"></i>
+                                </div>
+                                <div>
+                                    <p class="font-semibold">OK Computer测试反馈</p>
+                                    <p class="text-sm text-gray-600">Agent灰度测试效果与用户案例</p>
+                                </div>
+                            </div>
+                            <div class="flex items-center p-3 bg-gradient-to-r from-blue-50 to-green-50 rounded-lg">
+                                <div class="w-10 h-10 bg-blue-600 text-white rounded-full flex items-center justify-center mr-3">
+                                    <i class="fas fa-code"></i>
+                                </div>
+                                <div>
+                                    <p class="font-semibold">开发者生态数据</p>
+                                    <p class="text-sm text-gray-600">K2高速版API调用量与活跃度</p>
+                                </div>
+                            </div>
+                            <div class="flex items-center p-3 bg-gradient-to-r from-green-50 to-yellow-50 rounded-lg">
+                                <div class="w-10 h-10 bg-green-600 text-white rounded-full flex items-center justify-center mr-3">
+                                    <i class="fas fa-server"></i>
+                                </div>
+                                <div>
+                                    <p class="font-semibold">H20规模化部署</p>
+                                    <p class="text-sm text-gray-600">算力供给问题解决进度</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div>
+                        <h3 class="text-xl font-bold mb-4 text-purple-600">
+                            <i class="fas fa-route mr-2"></i>长期发展路径
+                        </h3>
+                        <div class="relative">
+                            <div class="absolute left-4 top-0 bottom-0 w-0.5 bg-gradient-to-b from-purple-400 to-blue-400"></div>
+                            <div class="space-y-4">
+                                <div class="flex items-start">
+                                    <div class="w-8 h-8 bg-purple-100 rounded-full flex items-center justify-center mr-3 z-10">
+                                        <span class="text-xs font-bold text-purple-600">1</span>
+                                    </div>
+                                    <div>
+                                        <p class="font-semibold">基座模型成熟</p>
+                                        <p class="text-sm text-gray-600">K2模型完善与开发者生态预热</p>
+                                    </div>
+                                </div>
+                                <div class="flex items-start">
+                                    <div class="w-8 h-8 bg-blue-100 rounded-full flex items-center justify-center mr-3 z-10">
+                                        <span class="text-xs font-bold text-blue-600">2</span>
+                                    </div>
+                                    <div>
+                                        <p class="font-semibold">Agent场景爆发</p>
+                                        <p class="text-sm text-gray-600">金融、企业服务等高价值场景落地</p>
+                                    </div>
+                                </div>
+                                <div class="flex items-start">
+                                    <div class="w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3 z-10">
+                                        <span class="text-xs font-bold text-green-600">3</span>
+                                    </div>
+                                    <div>
+                                        <p class="font-semibold">AGI雏形平台化</p>
+                                        <p class="text-sm text-gray-600">超级智能体平台形成</p>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 产业链分析 -->
+        <section id="industry" class="mb-12 fade-in">
+            <h2 class="text-3xl font-bold mb-6 gradient-text">产业链与核心公司</h2>
+            <div class="bg-white rounded-xl shadow-lg p-6">
+                <div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
+                    <!-- 上游 -->
+                    <div class="border-2 border-purple-200 rounded-lg p-4">
+                        <h3 class="font-bold text-lg mb-3 text-purple-600">
+                            <i class="fas fa-cloud-upload-alt mr-2"></i>上游：算力与基础设施
+                        </h3>
+                        <div class="space-y-2">
+                            <div class="p-2 bg-purple-50 rounded">
+                                <p class="font-semibold text-sm">算力提供</p>
+                                <p class="text-xs text-gray-600">润泽科技、亚康股份、润建股份</p>
+                            </div>
+                            <div class="p-2 bg-purple-50 rounded">
+                                <p class="font-semibold text-sm">AI芯片</p>
+                                <p class="text-xs text-gray-600">寒武纪、海光信息</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <!-- 中游 -->
+                    <div class="border-2 border-blue-200 rounded-lg p-4">
+                        <h3 class="font-bold text-lg mb-3 text-blue-600">
+                            <i class="fas fa-layer-group mr-2"></i>中游：模型与平台
+                        </h3>
+                        <div class="space-y-2">
+                            <div class="p-2 bg-blue-50 rounded">
+                                <p class="font-semibold text-sm">核心模型</p>
+                                <p class="text-xs text-gray-600">月之暗面（未上市）</p>
+                            </div>
+                            <div class="p-2 bg-blue-50 rounded">
+                                <p class="font-semibold text-sm">模型管理</p>
+                                <p class="text-xs text-gray-600">普元信息、润和软件</p>
+                            </div>
+                            <div class="p-2 bg-blue-50 rounded">
+                                <p class="font-semibold text-sm">云计算</p>
+                                <p class="text-xs text-gray-600">金山云、深信服、优刻得</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <!-- 下游 -->
+                    <div class="border-2 border-green-200 rounded-lg p-4">
+                        <h3 class="font-bold text-lg mb-3 text-green-600">
+                            <i class="fas fa-download mr-2"></i>下游：应用与数据
+                        </h3>
+                        <div class="space-y-2">
+                            <div class="p-2 bg-green-50 rounded">
+                                <p class="font-semibold text-sm">通用应用</p>
+                                <p class="text-xs text-gray-600">金山办公、福昕软件、万兴科技</p>
+                            </div>
+                            <div class="p-2 bg-green-50 rounded">
+                                <p class="font-semibold text-sm">垂直应用</p>
+                                <p class="text-xs text-gray-600">恒生电子、同花顺、卫宁健康</p>
+                            </div>
+                            <div class="p-2 bg-green-50 rounded">
+                                <p class="font-semibold text-sm">数据内容</p>
+                                <p class="text-xs text-gray-600">掌阅科技、华策影视、中国科传</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- 核心玩家对比 -->
+                <div class="mt-6 p-4 bg-gray-50 rounded-lg">
+                    <h3 class="font-bold text-lg mb-3">核心玩家对比分析</h3>
+                    <div class="overflow-x-auto">
+                        <table class="w-full text-sm">
+                            <thead>
+                                <tr class="border-b">
+                                    <th class="text-left py-2">公司</th>
+                                    <th class="text-left py-2">优势</th>
+                                    <th class="text-left py-2">劣势/风险</th>
+                                    <th class="text-left py-2">推荐评级</th>
+                                </tr>
+                            </thead>
+                            <tbody>
+                                <tr class="border-b">
+                                    <td class="py-2 font-semibold">金山云</td>
+                                    <td class="py-2">逻辑最纯粹，直接受益Token处理量增长</td>
+                                    <td class="py-2">云服务竞争激烈</td>
+                                    <td class="py-2"><span class="text-green-600 font-bold">★★★★★</span></td>
+                                </tr>
+                                <tr class="border-b">
+                                    <td class="py-2 font-semibold">掌阅科技</td>
+                                    <td class="py-2">场景契合度高，用户价值提升明确</td>
+                                    <td class="py-2">需时间验证商业化</td>
+                                    <td class="py-2"><span class="text-green-600 font-bold">★★★★☆</span></td>
+                                </tr>
+                                <tr class="border-b">
+                                    <td class="py-2 font-semibold">汉得信息</td>
+                                    <td class="py-2">企业服务市场空间大，客户粘性高</td>
+                                    <td class="py-2">落地周期长，不确定性高</td>
+                                    <td class="py-2"><span class="text-yellow-600 font-bold">★★★☆☆</span></td>
+                                </tr>
+                                <tr>
+                                    <td class="py-2 font-semibold">九安医疗</td>
+                                    <td class="py-2">股权投资，估值提升直接受益</td>
+                                    <td class="py-2">与主业协同弱，流动性风险</td>
+                                    <td class="py-2"><span class="text-yellow-600 font-bold">★★★☆☆</span></td>
+                                </tr>
+                            </tbody>
+                        </table>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 风险提示 -->
+        <section id="risks" class="mb-12 fade-in">
+            <h2 class="text-3xl font-bold mb-6 gradient-text">潜在风险与挑战</h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
+                <div class="bg-red-50 border border-red-200 rounded-lg p-4">
+                    <div class="text-red-600 text-2xl mb-2">
+                        <i class="fas fa-microscope"></i>
+                    </div>
+                    <h3 class="font-bold mb-2">技术风险</h3>
+                    <p class="text-sm text-gray-600">OnlineRL范式实际效果待验证，多模态能力滞后</p>
+                </div>
+                
+                <div class="bg-yellow-50 border border-yellow-200 rounded-lg p-4">
+                    <div class="text-yellow-600 text-2xl mb-2">
+                        <i class="fas fa-coins"></i>
+                    </div>
+                    <h3 class="font-bold mb-2">商业化风险</h3>
+                    <p class="text-sm text-gray-600">以价换量策略侵蚀利润，应用落地慢于预期</p>
+                </div>
+                
+                <div class="bg-blue-50 border border-blue-200 rounded-lg p-4">
+                    <div class="text-blue-600 text-2xl mb-2">
+                        <i class="fas fa-shield-alt"></i>
+                    </div>
+                    <h3 class="font-bold mb-2">政策风险</h3>
+                    <p class="text-sm text-gray-600">巨头竞争白热化，地缘政治影响芯片供应</p>
+                </div>
+                
+                <div class="bg-purple-50 border border-purple-200 rounded-lg p-4">
+                    <div class="text-purple-600 text-2xl mb-2">
+                        <i class="fas fa-info-circle"></i>
+                    </div>
+                    <h3 class="font-bold mb-2">信息风险</h3>
+                    <p class="text-sm text-gray-600">宏大叙事与现实差距，市场过度乐观预期</p>
+                </div>
+            </div>
+        </section>
+
+        <!-- 投资启示 -->
+        <section id="conclusion" class="mb-12 fade-in">
+            <h2 class="text-3xl font-bold mb-6 gradient-text">综合结论与投资启示</h2>
+            <div class="bg-gradient-to-r from-purple-600 to-blue-600 text-white rounded-xl shadow-lg p-8">
+                <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                    <div>
+                        <h3 class="text-2xl font-bold mb-4">
+                            <i class="fas fa-bullseye mr-2"></i>综合结论
+                        </h3>
+                        <p class="text-lg leading-relaxed">
+                            Kimi概念股正经历从"主题炒作"向"基本面驱动"的关键过渡期。当前阶段，投资价值将严格取决于技术范式革命能否转化为可规模化的商业价值。
+                        </p>
+                    </div>
+                    
+                    <div>
+                        <h3 class="text-2xl font-bold mb-4">
+                            <i class="fas fa-star mr-2"></i>重点跟踪指标
+                        </h3>
+                        <ul class="space-y-2">
+                            <li class="flex items-center">
+                                <i class="fas fa-check-circle mr-2"></i>
+                                <span>Kimi官方API调用量与收入</span>
+                            </li>
+                            <li class="flex items-center">
+                                <i class="fas fa-check-circle mr-2"></i>
+                                <span>Agent企业用户数与ARPU值</span>
+                            </li>
+                            <li class="flex items-center">
+                                <i class="fas fa-check-circle mr-2"></i>
+                                <span>云厂商AI相关收入增速</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="mt-6 p-4 bg-white bg-opacity-20 rounded-lg">
+                    <p class="text-center text-xl font-bold">
+                        <i class="fas fa-award mr-2"></i>
+                        最具投资价值环节：云计算 > AI中间件 > 垂直应用
+                    </p>
+                </div>
+            </div>
+        </section>
+
+        <!-- 股票数据表格 -->
+        <section id="stocks" class="mb-12 fade-in">
+            <h2 class="text-3xl font-bold mb-6 gradient-text">KIMI概念股全览</h2>
+            <div class="bg-white rounded-xl shadow-lg p-6 stock-table">
+                <table class="w-full">
+                    <thead class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
+                        <tr>
+                            <th class="px-4 py-3 text-left">股票代码</th>
+                            <th class="px-4 py-3 text-left">股票名称</th>
+                            <th class="px-4 py-3 text-left">分类</th>
+                            <th class="px-4 py-3 text-left">相关性</th>
+                            <th class="px-4 py-3 text-left">消息来源</th>
+                            <th class="px-4 py-3 text-left">详细说明</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">002432</td>
+                            <td class="px-4 py-3 font-semibold">九安医疗</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-green-100 text-green-800 rounded text-xs">参股</span></td>
+                            <td class="px-4 py-3 text-sm">投资额等值于3000万美元</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">公司参与了月之暗面相关主体的投资</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300133</td>
+                            <td class="px-4 py-3 font-semibold">华策影视</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-blue-100 text-blue-800 rounded text-xs">合作</span></td>
+                            <td class="px-4 py-3 text-sm">推进AI在影视领域的应用</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">与Kimi等科技公司合作推进AI技术应用</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">603533</td>
+                            <td class="px-4 py-3 font-semibold">掌阅科技</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-blue-100 text-blue-800 rounded text-xs">合作</span></td>
+                            <td class="px-4 py-3 text-sm">接入Kimi对话助手</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">市场传闻</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">按场景需求选择最强AI大模型支撑</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">603006</td>
+                            <td class="px-4 py-3 font-semibold">捷顺科技</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-blue-100 text-blue-800 rounded text-xs">合作</span></td>
+                            <td class="px-4 py-3 text-sm">子公司与循环智能战略合作</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">公开资料</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">顺易通与杨植麟首创新企业达成合作</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">603239</td>
+                            <td class="px-4 py-3 font-semibold">超讯通信</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-blue-100 text-blue-800 rounded text-xs">合作</span></td>
+                            <td class="px-4 py-3 text-sm">灵犀妙笔AI支持长文本</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">官微</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">打通Kimi chat链路支持长文本处理</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300781</td>
+                            <td class="px-4 py-3 font-semibold">因赛集团</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-blue-100 text-blue-800 rounded text-xs">合作</span></td>
+                            <td class="px-4 py-3 text-sm">API接口调用合作</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">自研模型与Kimi等大模型API合作</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">688229</td>
+                            <td class="px-4 py-3 font-semibold">博睿数据</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">运维领域智能应用</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">Bonree ONE平台有望接入Kimi实现自动报告</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">170170</td>
+                            <td class="px-4 py-3 font-semibold">汉得信息</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">AIGC平台对接测试</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">已开启AIGC平台对接测试，探索落地</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">301171</td>
+                            <td class="px-4 py-3 font-semibold">易点天下</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">解决复杂图文生成</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">已接入Kimi Chat，解决长视频脚本生成</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300494</td>
+                            <td class="px-4 py-3 font-semibold">盛天网络</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">音乐社交APP接入</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">给麦APP已接入Kimi等模型</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300624</td>
+                            <td class="px-4 py-3 font-semibold">万兴科技</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">接入文本大模型</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">已接入Kimi文本大模型</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300352</td>
+                            <td class="px-4 py-3 font-semibold">北信源</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">接入优秀大模型</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">已接入Kimi等国内优秀大模型</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300155</td>
+                            <td class="px-4 py-3 font-semibold">国投智能</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">内容检测平台</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">支持对kimi生成式文本的检测</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300339</td>
+                            <td class="px-4 py-3 font-semibold">润和软件</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">AIRUNS平台适配</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">AIRUNS平台已适配Kimi K2模型</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">603825</td>
+                            <td class="px-4 py-3 font-semibold">华扬联众</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">内部技术平台联动</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">联动Kimi等实现高效协同</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">688118</td>
+                            <td class="px-4 py-3 font-semibold">普元信息</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">模型管理系统</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">支持快速接入Kimi K2等主流模型</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300634</td>
+                            <td class="px-4 py-3 font-semibold">彩讯股份</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-yellow-100 text-yellow-800 rounded text-xs">对接测试</span></td>
+                            <td class="px-4 py-3 text-sm">AIBOX平台评测</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">互动</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">对不同应用场景进行对比评测</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">300442</td>
+                            <td class="px-4 py-3 font-semibold">润泽科技</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-purple-100 text-purple-800 rounded text-xs">算力</span></td>
+                            <td class="px-4 py-3 text-sm">与火山引擎协同</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">公开资料</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">为Kimi提供技术支持的火山引擎协同</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">301085</td>
+                            <td class="px-4 py-3 font-semibold">亚康股份</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-purple-100 text-purple-800 rounded text-xs">算力</span></td>
+                            <td class="px-4 py-3 text-sm">硬件支持及运维</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">公开资料</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">为火山引擎提供硬件支持和运维服务</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="px-4 py-3 font-mono text-sm">002929</td>
+                            <td class="px-4 py-3 font-semibold">润建股份</td>
+                            <td class="px-4 py-3"><span class="px-2 py-1 bg-purple-100 text-purple-800 rounded text-xs">算力</span></td>
+                            <td class="px-4 py-3 text-sm">提供算力支持</td>
+                            <td class="px-4 py-3"><span class="text-gray-500">市场传闻</span></td>
+                            <td class="px-4 py-3 text-sm text-gray-600">通过子公司万象云谷提供算力支持</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </section>
+    </div>
+
+    <!-- Footer -->
+    <footer class="bg-gray-800 text-white py-8 mt-16">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">© 2025 KIMI概念股深度分析报告</p>
+            <p class="text-sm text-gray-400">数据来源：公开信息、路演报告、新闻资讯 | 投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // Smooth scroll to section
+        function scrollToSection(sectionId) {
+            const section = document.getElementById(sectionId);
+            if (section) {
+                section.scrollIntoView({ behavior: 'smooth', block: 'start' });
+            }
+        }
+
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.fade-in').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'all 0.6s ease-out';
+            observer.observe(el);
+        });
+
+        // Add hover effect to table rows
+        document.querySelectorAll('tbody tr').forEach(row => {
+            row.addEventListener('mouseenter', function() {
+                this.style.transform = 'scale(1.01)';
+                this.style.transition = 'all 0.2s ease';
+            });
+            row.addEventListener('mouseleave', function() {
+                this.style.transform = 'scale(1)';
+            });
+        });
+
+        // Dynamic date update
+        const dateElements = document.querySelectorAll('.dynamic-date');
+        const currentDate = new Date().toLocaleDateString('zh-CN');
+        dateElements.forEach(el => {
+            el.textContent = currentDate;
+        });
+    </script>
+</body>
+</html>

public/htmls/SORA概念.html

@@ -0,0 +1,538 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>SORA概念深度分析 - AI视频生成革命</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
+        body { font-family: 'Inter', sans-serif; }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
+        }
+        
+        .timeline-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% { transform: scale(1); opacity: 1; }
+            50% { transform: scale(1.1); opacity: 0.8; }
+        }
+        
+        .stock-row:hover {
+            background-color: rgba(99, 102, 241, 0.05);
+            transition: background-color 0.2s ease;
+        }
+        
+        .tab-active {
+            border-bottom: 3px solid #6366f1;
+        }
+        
+        .chart-container {
+            position: relative;
+            height: 400px;
+            margin: 20px 0;
+        }
+        
+        .floating-label {
+            animation: float 3s ease-in-out infinite;
+        }
+        
+        @keyframes float {
+            0%, 100% { transform: translateY(0px); }
+            50% { transform: translateY(-10px); }
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- 顶部导航 -->
+    <div class="navbar bg-base-100 shadow-lg">
+        <div class="container mx-auto px-4">
+            <div class="flex-1">
+                <a href="#" class="btn btn-ghost normal-case text-xl">
+                    <i class="fas fa-rocket text-indigo-600 mr-2"></i>
+                    SORA概念分析
+                </a>
+            </div>
+            <div class="flex-none">
+                <div class="badge badge-info">更新时间: 2025年</div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 主英雄区域 -->
+    <section class="gradient-bg text-white py-20">
+        <div class="container mx-auto px-4">
+            <div class="flex flex-col lg:flex-row items-center">
+                <div class="lg:w-1/2 mb-10 lg:mb-0">
+                    <h1 class="text-5xl font-bold mb-6">SORA概念</h1>
+                    <h2 class="text-2xl mb-4 opacity-90">AI视频生成的范式革命</h2>
+                    <p class="text-lg mb-8 opacity-80">从技术突破到商业化落地，SORA正在重塑内容创作的未来。探索Diffusion+Transformer架构带来的无限可能。</p>
+                    <div class="flex flex-wrap gap-4">
+                        <div class="stat">
+                            <div class="stat-title text-white opacity-80">发布时间</div>
+                            <div class="stat-value text-white">2024.02</div>
+                        </div>
+                        <div class="stat">
+                            <div class="stat-title text-white opacity-80">概念股</div>
+                            <div class="stat-value text-white">25+</div>
+                        </div>
+                        <div class="stat">
+                            <div class="stat-title text-white opacity-80">市场规模</div>
+                            <div class="stat-value text-white">千亿级</div>
+                        </div>
+                    </div>
+                </div>
+                <div class="lg:w-1/2 flex justify-center">
+                    <div class="floating-label">
+                        <div class="card w-96 bg-white text-gray-800 shadow-2xl">
+                            <div class="card-body">
+                                <h3 class="card-title text-2xl mb-4">
+                                    <i class="fas fa-chart-line text-indigo-600"></i>
+                                    核心驱动力
+                                </h3>
+                                <ul class="space-y-3">
+                                    <li class="flex items-start">
+                                        <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                                        <div>
+                                            <strong>Patch思想</strong>
+                                            <p class="text-sm text-gray-600">时空视频块处理，统一高效</p>
+                                        </div>
+                                    </li>
+                                    <li class="flex items-start">
+                                        <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                                        <div>
+                                            <strong>架构创新</strong>
+                                            <p class="text-sm text-gray-600">Diffusion + Transformer融合</p>
+                                        </div>
+                                    </li>
+                                    <li class="flex items-start">
+                                        <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                                        <div>
+                                            <strong>世界模拟器</strong>
+                                            <p class="text-sm text-gray-600">通向AGI的关键路径</p>
+                                        </div>
+                                    </li>
+                                </ul>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 时间轴 -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-history text-indigo-600 mr-2"></i>
+                发展时间轴
+            </h2>
+            <div class="timeline">
+                <div class="timeline-item">
+                    <div class="timeline-dot bg-indigo-600"></div>
+                    <div class="timeline-content card card-hover bg-indigo-50">
+                        <div class="card-body">
+                            <h3 class="card-title">2024年2月</h3>
+                            <p>OpenAI发布Sora模型演示，引发全球轰动，SORA概念初步形成</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot bg-purple-600"></div>
+                    <div class="timeline-content card card-hover bg-purple-50">
+                        <div class="card-body">
+                            <h3 class="card-title">2024年10月</h3>
+                            <p>Meta、谷歌、字节跳动等巨头密集发布AI视频模型，赛道景气度高</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot bg-pink-600"></div>
+                    <div class="timeline-content card card-hover bg-pink-50">
+                        <div class="card-body">
+                            <h3 class="card-title">2024年11月</h3>
+                            <p>Sora内测版本疑似泄露，市场解读为正式公测临近信号</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot bg-green-600"></div>
+                    <div class="timeline-content card card-hover bg-green-50">
+                        <div class="card-body">
+                            <h3 class="card-title">2024年12月</h3>
+                            <p>OpenAI正式向ChatGPT Plus和Pro用户开放Sora，开启商业化</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot bg-yellow-600"></div>
+                    <div class="timeline-content card card-hover bg-yellow-50">
+                        <div class="card-body">
+                            <h3 class="card-title">2025年10月</h3>
+                            <p>发布Sora 2模型及独立iOS社交应用，向内容生态平台演进</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心观点 -->
+    <section class="py-16 bg-gray-100">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-lightbulb text-yellow-500 mr-2"></i>
+                核心观点分析
+            </h2>
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="card bg-white shadow-xl card-hover">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl mb-4">
+                            <i class="fas fa-rocket text-indigo-600"></i>
+                            技术范式革命
+                        </h3>
+                        <p>SORA实现了视频生成领域的根本性突破，Patch处理方式和Diffusion+Transformer架构解决了长期连贯性问题，展现出世界模拟器潜力。</p>
+                        <div class="badge badge-outline mt-4">10家券商一致看好</div>
+                    </div>
+                </div>
+                <div class="card bg-white shadow-xl card-hover">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl mb-4">
+                            <i class="fas fa-exclamation-triangle text-yellow-600"></i>
+                            预期差分析
+                        </h3>
+                        <p>市场过于乐观忽视技术局限性：物理模拟不精确、算力成本高昂、国内外差距显著。个股纯度差异巨大，需仔细甄别。</p>
+                        <div class="badge badge-error mt-4">存在泡沫风险</div>
+                    </div>
+                </div>
+                <div class="card bg-white shadow-xl card-hover">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl mb-4">
+                            <i class="fas fa-chart-line text-green-600"></i>
+                            商业化路径
+                        </h3>
+                        <p>从纯粹技术突破转向早期商业化，关注垂直场景应用和IP资源价值。Sora 2社交应用将验证C端生态可行性。</p>
+                        <div class="badge badge-success mt-4">成长确定性高</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 股票数据 -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-table text-blue-600 mr-2"></i>
+                SORA概念股全景图
+            </h2>
+            
+            <!-- 分类标签 -->
+            <div class="tabs tabs-boxed mb-8 justify-center">
+                <a class="tab tab-active" onclick="showCategory('all')">全部</a>
+                <a class="tab" onclick="showCategory('文生视频')">文生视频</a>
+                <a class="tab" onclick="showCategory('IP/版权')">IP/版权</a>
+                <a class="tab" onclick="showCategory('电影')">电影</a>
+                <a class="tab" onclick="showCategory('影视')">影视</a>
+                <a class="tab" onclick="showCategory('短剧')">短剧</a>
+            </div>
+
+            <!-- 表格 -->
+            <div class="overflow-x-auto">
+                <table class="table table-zebra w-full" id="stockTable">
+                    <thead>
+                        <tr class="bg-indigo-600 text-white">
+                            <th>股票名称</th>
+                            <th>分类</th>
+                            <th>核心项目/技术</th>
+                            <th>投资逻辑</th>
+                            <th>评级</th>
+                        </tr>
+                    </thead>
+                    <tbody id="stockTableBody">
+                        <!-- 数据将通过JavaScript填充 -->
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- 产业链图谱 -->
+    <section class="py-16 bg-gray-100">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-network-wired text-purple-600 mr-2"></i>
+                产业链图谱
+            </h2>
+            <div class="grid lg:grid-cols-3 gap-6">
+                <div class="card bg-gradient-to-br from-blue-500 to-blue-600 text-white">
+                    <div class="card-body">
+                        <h3 class="card-title text-2xl">
+                            <i class="fas fa-microchip"></i>
+                            上游：技术/算力层
+                        </h3>
+                        <p class="my-4">提供核心技术底座和算力基础设施</p>
+                        <ul class="space-y-2">
+                            <li>• OpenAI（核心算法）</li>
+                            <li>• 寒武纪（AI芯片）</li>
+                            <li>• 海光信息（算力支持）</li>
+                        </ul>
+                    </div>
+                </div>
+                <div class="card bg-gradient-to-br from-purple-500 to-purple-600 text-white">
+                    <div class="card-body">
+                        <h3 class="card-title text-2xl">
+                            <i class="fas fa-tools"></i>
+                            中游：工具/平台层
+                        </h3>
+                        <p class="my-4">AI视频模型开发及应用平台</p>
+                        <ul class="space-y-2">
+                            <li>• 万兴科技（万兴天幕）</li>
+                            <li>• 昆仑万维（SkyReels）</li>
+                            <li>• 因赛集团（InsightGPT）</li>
+                        </ul>
+                    </div>
+                </div>
+                <div class="card bg-gradient-to-br from-green-500 to-green-600 text-white">
+                    <div class="card-body">
+                        <h3 class="card-title text-2xl">
+                            <i class="fas fa-film"></i>
+                            下游：应用/IP/内容层
+                        </h3>
+                        <p class="my-4">内容创作与应用场景</p>
+                        <ul class="space-y-2">
+                            <li>• 中文在线（IP资源）</li>
+                            <li>• 芒果超媒（影视制作）</li>
+                            <li>• 掌阅科技（短剧平台）</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 风险提示 -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-shield-alt text-red-600 mr-2"></i>
+                风险与挑战
+            </h2>
+            <div class="alert alert-warning shadow-lg mb-6">
+                <svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                    <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" />
+                </svg>
+                <div>
+                    <h3 class="font-bold">技术风险</h3>
+                    <div class="text-sm">物理模拟瓶颈、算力成本高昂、生成效率不足是当前主要技术挑战。</div>
+                </div>
+            </div>
+            <div class="alert alert-error shadow-lg mb-6">
+                <svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                    <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z" />
+                </svg>
+                <div>
+                    <h3 class="font-bold">商业化风险</h3>
+                    <div class="text-sm">成本与定价平衡困难、版权伦理问题可能引发监管收紧。</div>
+                </div>
+            </div>
+            <div class="alert alert-info shadow-lg">
+                <svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 h-6 w-6">
+                    <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
+                </svg>
+                <div>
+                    <h3 class="font-bold">政策与竞争风险</h3>
+                    <div class="text-sm">中美技术博弈、高端芯片限制、行业竞争白热化。</div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 投资启示 -->
+    <section class="py-16 bg-gradient-to-r from-indigo-600 to-purple-600 text-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-coins text-yellow-400 mr-2"></i>
+                投资启示
+            </h2>
+            <div class="grid md:grid-cols-2 gap-8">
+                <div class="card bg-white/10 backdrop-blur-lg">
+                    <div class="card-body">
+                        <h3 class="card-title text-2xl mb-4">
+                            <i class="fas fa-star text-yellow-400"></i>
+                            最具投资价值方向
+                        </h3>
+                        <div class="space-y-4">
+                            <div class="flex items-center">
+                                <div class="w-12 h-12 bg-yellow-400 rounded-full flex items-center justify-center mr-4">
+                                    <span class="text-black font-bold">1</span>
+                                </div>
+                                <div>
+                                    <h4 class="font-semibold">垂直场景应用商</h4>
+                                    <p class="text-sm opacity-80">因赛集团 - AI+营销护城河深厚</p>
+                                </div>
+                            </div>
+                            <div class="flex items-center">
+                                <div class="w-12 h-12 bg-yellow-400 rounded-full flex items-center justify-center mr-4">
+                                    <span class="text-black font-bold">2</span>
+                                </div>
+                                <div>
+                                    <h4 class="font-semibold">IP资源与数据提供商</h4>
+                                    <p class="text-sm opacity-80">中文在线、视觉中国 - 稀缺数据资源</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                <div class="card bg-white/10 backdrop-blur-lg">
+                    <div class="card-body">
+                        <h3 class="card-title text-2xl mb-4">
+                            <i class="fas fa-chart-line text-green-400"></i>
+                            关键跟踪指标
+                        </h3>
+                        <div class="space-y-2">
+                            <div class="badge badge-outline badge-lg m-1">Sora 2 DAU/MAU</div>
+                            <div class="badge badge-outline badge-lg m-1">视频生成质量对比</div>
+                            <div class="badge badge-outline badge-lg m-1">因赛AI收入占比</div>
+                            <div class="badge badge-outline badge-lg m-1">爆款AI短剧数量</div>
+                            <div class="badge badge-outline badge-lg m-1">制作成本下降幅度</div>
+                            <div class="badge badge-outline badge-lg m-1">IP变现效率</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            <div class="text-center mt-12">
+                <div class="alert alert-success shadow-lg max-w-2xl mx-auto">
+                    <svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" />
+                    </svg>
+                    <div>
+                        <h3 class="font-bold">综合结论</h3>
+                        <div class="text-sm">SORA概念正从主题炒作过渡到商业化验证阶段，专注垂直场景和稀缺资源的公司将脱颖而出。</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 页脚 -->
+    <footer class="footer footer-center p-10 bg-gray-900 text-white">
+        <div>
+            <p class="font-bold">
+                SORA概念深度分析报告
+            </p> 
+            <p>投资有风险，入市需谨慎</p>
+        </div> 
+        <div>
+            <p>Copyright © 2025 - All right reserved</p>
+        </div>
+    </footer>
+
+    <script>
+        // 股票数据
+        const stockData = [
+            {stock: '万兴科技', category: '文生视频', project: '万兴天幕2.0', logic: '基于万兴天幕2.0实现视频生成、音频生成等多样化创作需求', rating: 'buy'},
+            {stock: '昆仑万维', category: '文生视频', project: 'SkyReels-V1', logic: '开源全球领先的SkyReels-V1视频生成模型', rating: 'buy'},
+            {stock: '当虹科技', category: '文生视频', project: 'BlackEye', logic: '多模态视听大模型包含文生视频等功能', rating: 'hold'},
+            {stock: '捷成股份', category: '文生视频', project: 'chatPV', logic: 'AI智能创作引擎已推出"文生视频"功能', rating: 'hold'},
+            {stock: '因赛集团', category: '文生视频', project: '多智能体系统', logic: '优化文生视频等功能，深耕营销垂直领域', rating: 'strong-buy'},
+            {stock: '信雅达', category: '文生视频', project: 'Pika（关联）', logic: '实控人之女创办Pika，直接对标Sora', rating: 'speculative'},
+            {stock: '中文在线', category: 'IP/版权', project: '60TB正版数据', logic: '拥有海量正版数据资源，AI训练基础', rating: 'buy'},
+            {stock: '视觉中国', category: 'IP/版权', project: '5.4亿数字内容', logic: '全球领先视觉内容交易平台', rating: 'buy'},
+            {stock: '掌阅科技', category: 'IP/版权', project: '数字阅读IP', logic: '丰富IP资源和精细化运营能力', rating: 'hold'},
+            {stock: '万达电影', category: '电影', project: '影视制作', logic: '2024年观影收入66.87亿元', rating: 'hold'},
+            {stock: '中国电影', category: '电影', project: '影视行业', logic: '2024年影视行业营收45.23亿元', rating: 'hold'},
+            {stock: '光线传媒', category: '电影', project: '电影及衍生', logic: '2024年电影及相关衍生业务11.29亿元', rating: 'hold'},
+            {stock: '芒果超媒', category: '影视', project: '芒果TV', logic: '2024年互联网视频业务101.79亿元', rating: 'buy'},
+            {stock: '华策影视', category: '影视', project: '电视剧制作', logic: '2024年电视剧制作发行收入11.94亿元', rating: 'hold'},
+            {stock: '华谊兄弟', category: '短剧', project: '华谊兄弟火剧', logic: '短剧品牌"华谊兄弟火剧"', rating: 'speculative'},
+            {stock: '中文在线', category: '短剧', project: 'ReelShort', logic: '拥有短剧全产业链能力，参股ReelShort', rating: 'buy'}
+        ];
+
+        // 填充表格
+        function populateTable(category = 'all') {
+            const tbody = document.getElementById('stockTableBody');
+            tbody.innerHTML = '';
+            
+            const filteredData = category === 'all' 
+                ? stockData 
+                : stockData.filter(item => item.category === category);
+            
+            filteredData.forEach(item => {
+                const row = document.createElement('tr');
+                row.className = 'stock-row';
+                
+                let ratingBadge = '';
+                let ratingClass = '';
+                switch(item.rating) {
+                    case 'strong-buy':
+                        ratingBadge = '强烈买入';
+                        ratingClass = 'badge-success';
+                        break;
+                    case 'buy':
+                        ratingBadge = '买入';
+                        ratingClass = 'badge-info';
+                        break;
+                    case 'hold':
+                        ratingBadge = '持有';
+                        ratingClass = 'badge-warning';
+                        break;
+                    case 'speculative':
+                        ratingBadge = '投机';
+                        ratingClass = 'badge-error';
+                        break;
+                }
+                
+                row.innerHTML = `
+                    <td class="font-semibold">${item.stock}</td>
+                    <td><span class="badge badge-outline">${item.category}</span></td>
+                    <td>${item.project}</td>
+                    <td class="text-sm">${item.logic}</td>
+                    <td><span class="badge ${ratingClass}">${ratingBadge}</span></td>
+                `;
+                tbody.appendChild(row);
+            });
+        }
+
+        // 显示分类
+        function showCategory(category) {
+            const tabs = document.querySelectorAll('.tab');
+            tabs.forEach(tab => tab.classList.remove('tab-active'));
+            event.target.classList.add('tab-active');
+            populateTable(category);
+        }
+
+        // 页面加载时填充表格
+        document.addEventListener('DOMContentLoaded', function() {
+            populateTable();
+        });
+
+        // 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>

public/htmls/TPU芯片.html

@@ -0,0 +1,553 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>TPU芯片 - AI算力的架构革命</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://unpkg.com/aos@2.3.1/dist/aos.js"></script>
+    <link href="https://unpkg.com/aos@2.3.1/dist/aos.css" rel="stylesheet">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .timeline-dot {
+            position: relative;
+            z-index: 1;
+        }
+        
+        .timeline-line {
+            position: absolute;
+            left: 50%;
+            top: 0;
+            bottom: 0;
+            width: 2px;
+            background: linear-gradient(to bottom, transparent, #667eea, #764ba2, transparent);
+            transform: translateX(-50%);
+        }
+        
+        .stat-card {
+            transition: all 0.3s ease;
+        }
+        
+        .stat-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
+        }
+        
+        .table-responsive {
+            overflow-x: auto;
+        }
+        
+        .table-responsive::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .table-responsive::-webkit-scrollbar-track {
+            background: #f1f1f1;
+            border-radius: 10px;
+        }
+        
+        .table-responsive::-webkit-scrollbar-thumb {
+            background: #888;
+            border-radius: 10px;
+        }
+        
+        .table-responsive::-webkit-scrollbar-thumb:hover {
+            background: #555;
+        }
+        
+        .pulse-animation {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <div class="relative min-h-screen flex items-center justify-center text-white">
+        <div class="absolute inset-0 bg-black opacity-50"></div>
+        <div class="relative z-10 text-center px-4 max-w-6xl mx-auto">
+            <h1 class="text-5xl md:text-7xl font-bold mb-6" data-aos="fade-up">
+                TPU芯片
+            </h1>
+            <p class="text-xl md:text-3xl mb-8" data-aos="fade-up" data-aos-delay="200">
+                AI算力的架构革命
+            </p>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6 mt-12" data-aos="fade-up" data-aos-delay="400">
+                <div class="glass-effect p-6 rounded-2xl">
+                    <div class="text-4xl font-bold mb-2">4614</div>
+                    <div class="text-lg">TFLOPS算力</div>
+                    <div class="text-sm mt-2 opacity-80">TPU v7 (Ironwood)</div>
+                </div>
+                <div class="glass-effect p-6 rounded-2xl">
+                    <div class="text-4xl font-bold mb-2">980万亿</div>
+                    <div class="text-lg">Tokens调用量</div>
+                    <div class="text-sm mt-2 opacity-80">2025年7月预期</div>
+                </div>
+                <div class="glass-effect p-6 rounded-2xl">
+                    <div class="text-4xl font-bold mb-2">3-5倍</div>
+                    <div class="text-lg">性价比优势</div>
+                    <div class="text-sm mt-2 opacity-80">对比GPU</div>
+                </div>
+            </div>
+        </div>
+        <div class="absolute bottom-10 left-1/2 transform -translate-x-1/2 animate-bounce">
+            <svg class="w-6 h-6" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 14l-7 7m0 0l-7-7m7 7V3"></path>
+            </svg>
+        </div>
+    </div>
+
+    <!-- Timeline Section -->
+    <div class="py-20 bg-white">
+        <div class="max-w-7xl mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-16 gradient-text">发展时间轴</h2>
+            <div class="relative">
+                <div class="timeline-line hidden md:block"></div>
+                <div class="space-y-12">
+                    <div class="flex flex-col md:flex-row items-center" data-aos="fade-right">
+                        <div class="md:w-1/2 md:pr-8 text-right">
+                            <div class="glass-effect p-6 rounded-xl inline-block">
+                                <h3 class="text-2xl font-bold mb-2">2023年12月</h3>
+                                <p class="text-gray-600">发布TPU v5p，性能较v4提升2.8倍</p>
+                            </div>
+                        </div>
+                        <div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
+                        <div class="md:w-1/2 md:pl-8"></div>
+                    </div>
+                    
+                    <div class="flex flex-col md:flex-row items-center" data-aos="fade-left">
+                        <div class="md:w-1/2 md:pr-8"></div>
+                        <div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
+                        <div class="md:w-1/2 md:pl-8">
+                            <div class="glass-effect p-6 rounded-xl inline-block">
+                                <h3 class="text-2xl font-bold mb-2">2024年8月</h3>
+                                <p class="text-gray-600">苹果使用8192颗TPU v4训练AI模型</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex flex-col md:flex-row items-center" data-aos="fade-right">
+                        <div class="md:w-1/2 md:pr-8 text-right">
+                            <div class="glass-effect p-6 rounded-xl inline-block pulse-animation">
+                                <h3 class="text-2xl font-bold mb-2">2025年4月9日</h3>
+                                <p class="text-gray-600">TPU v7 (Ironwood)正式发布</p>
+                                <p class="text-sm text-purple-600 mt-2">4614 TFLOPS算力 · 192GB HBM3e</p>
+                            </div>
+                        </div>
+                        <div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
+                        <div class="md:w-1/2 md:pl-8"></div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Core Logic Section -->
+    <div class="py-20 bg-gray-50">
+        <div class="max-w-7xl mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-16 gradient-text">核心驱动力</h2>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-8">
+                <div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="100">
+                    <div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
+                        <svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                            <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M7 19h10a2 2 0 002-2V7a2 2 0 00-2-2H7a2 2 0 00-2 2v10a2 2 0 002 2zM9 9h6v6H9V9z"></path>
+                        </svg>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">硬件架构颠覆</h3>
+                    <p class="text-gray-600 mb-4">脉动阵列 + 3D Torus网络拓扑</p>
+                    <div class="text-sm text-purple-600 font-semibold">
+                        利用率: 50%+ (GPU仅20-40%)
+                    </div>
+                </div>
+                
+                <div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="200">
+                    <div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
+                        <svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                            <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v8m0 0v1m0-1c-1.11 0-2.08-.402-2.599-1M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
+                        </svg>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">TCO碾压优势</h3>
+                    <p class="text-gray-600 mb-4">租赁成本仅为H100的1/4</p>
+                    <div class="text-sm text-purple-600 font-semibold">
+                        H100: 7万美元/月 → TPU: 3万美元/月
+                    </div>
+                </div>
+                
+                <div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="300">
+                    <div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
+                        <svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                            <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path>
+                        </svg>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">生态开放拐点</h3>
+                    <p class="text-gray-600 mb-4">TPU+XLA对标GPU+CUDA</p>
+                    <div class="text-sm text-purple-600 font-semibold">
+                        Meta、OpenAI等外部客户接入
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Industry Chain Section -->
+    <div class="py-20 bg-white">
+        <div class="max-w-7xl mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-16 gradient-text">产业链价值分布</h2>
+            <div class="mb-12">
+                <canvas id="valueChart" width="400" height="200"></canvas>
+            </div>
+            <div class="grid grid-cols-2 md:grid-cols-4 gap-4 text-center">
+                <div class="p-4 bg-purple-50 rounded-lg">
+                    <div class="text-2xl font-bold text-purple-600">30-35%</div>
+                    <div class="text-gray-600">PCB</div>
+                </div>
+                <div class="p-4 bg-blue-50 rounded-lg">
+                    <div class="text-2xl font-bold text-blue-600">20-25%</div>
+                    <div class="text-gray-600">HBM</div>
+                </div>
+                <div class="p-4 bg-green-50 rounded-lg">
+                    <div class="text-2xl font-bold text-green-600">15-20%</div>
+                    <div class="text-gray-600">电源模块</div>
+                </div>
+                <div class="p-4 bg-yellow-50 rounded-lg">
+                    <div class="text-2xl font-bold text-yellow-600">10-15%</div>
+                    <div class="text-gray-600">OCS光交换</div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Stocks Table Section -->
+    <div class="py-20 bg-gray-50">
+        <div class="max-w-7xl mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-16 gradient-text">相关标的</h2>
+            <div class="table-responsive bg-white rounded-2xl shadow-xl overflow-hidden">
+                <table class="w-full">
+                    <thead class="bg-gradient-to-r from-purple-600 to-purple-800 text-white">
+                        <tr>
+                            <th class="px-6 py-4 text-left">股票名称</th>
+                            <th class="px-6 py-4 text-left">分类</th>
+                            <th class="px-6 py-4 text-left">相关性</th>
+                            <th class="px-6 py-4 text-left">信源</th>
+                            <th class="px-6 py-4 text-center">优先级</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">光库科技</td>
+                            <td class="px-6 py-4"><span class="badge badge-primary">OCS光交换</span></td>
+                            <td class="px-6 py-4">谷歌OCS独家代工厂，单台3万美元</td>
+                            <td class="px-6 py-4">网传纪要</td>
+                            <td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐⭐</span></td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">新雷能</td>
+                            <td class="px-6 py-4"><span class="badge badge-secondary">电源</span></td>
+                            <td class="px-6 py-4">意向订单超5亿美元，国产替代</td>
+                            <td class="px-6 py-4">网传纪要</td>
+                            <td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐⭐</span></td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">胜宏科技</td>
+                            <td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
+                            <td class="px-6 py-4">V7大份额一供，价值量翻倍</td>
+                            <td class="px-6 py-4">网传纪要</td>
+                            <td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">沪电股份</td>
+                            <td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
+                            <td class="px-6 py-4">供应份额30-40%，主导30-40层板</td>
+                            <td class="px-6 py-4">网传纪要</td>
+                            <td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">中际旭创</td>
+                            <td class="px-6 py-4"><span class="badge badge-info">光模块</span></td>
+                            <td class="px-6 py-4">谷歌份额60%+，确定性最高</td>
+                            <td class="px-6 py-4">网传纪要</td>
+                            <td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">东材科技</td>
+                            <td class="px-6 py-4"><span class="badge badge-warning">M9材料</span></td>
+                            <td class="px-6 py-4">台光核心高速树脂主力供应商</td>
+                            <td class="px-6 py-4">网传纪要</td>
+                            <td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐</span></td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">天普股份</td>
+                            <td class="px-6 py-4"><span class="badge badge-error">国产TPU</span></td>
+                            <td class="px-6 py-4">中昊芯英拟要约收购</td>
+                            <td class="px-6 py-4">公告</td>
+                            <td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐</span></td>
+                        </tr>
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">深南电路</td>
+                            <td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
+                            <td class="px-6 py-4">供应V7 44层板，份额10-15%</td>
+                            <td class="px-6 py-4">网传纪要</td>
+                            <td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐</span></td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </div>
+
+    <!-- Risks Section -->
+    <div class="py-20 bg-white">
+        <div class="max-w-7xl mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-16 gradient-text">潜在风险</h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
+                <div class="alert alert-warning shadow-lg" data-aos="fade-up">
+                    <svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"></path>
+                    </svg>
+                    <div>
+                        <h3 class="font-bold">软件生态成熟度</h3>
+                        <div class="text-xs">TPU+XLA生态仍落后CUDA 5年以上</div>
+                    </div>
+                </div>
+                <div class="alert alert-error shadow-lg" data-aos="fade-up" data-aos-delay="100">
+                    <svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
+                    </svg>
+                    <div>
+                        <h3 class="font-bold">HBM供应瓶颈</h3>
+                        <div class="text-xs">2025年HBM产能被英伟达抢占</div>
+                    </div>
+                </div>
+                <div class="alert alert-info shadow-lg" data-aos="fade-up" data-aos-delay="200">
+                    <svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
+                    </svg>
+                    <div>
+                        <h3 class="font-bold">客户集中度风险</h3>
+                        <div class="text-xs">85%需求来自谷歌内部</div>
+                    </div>
+                </div>
+                <div class="alert alert-warning shadow-lg" data-aos="fade-up" data-aos-delay="300">
+                    <svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"></path>
+                    </svg>
+                    <div>
+                        <h3 class="font-bold">架构专利壁垒</h3>
+                        <div class="text-xs">国产TPU面临侵权风险</div>
+                    </div>
+                </div>
+                <div class="alert alert-error shadow-lg" data-aos="fade-up" data-aos-delay="400">
+                    <svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
+                    </svg>
+                    <div>
+                        <h3 class="font-bold">同业追赶</h3>
+                        <div class="text-xs">Meta、AWS ASIC 2026年量产</div>
+                    </div>
+                </div>
+                <div class="alert alert-info shadow-lg" data-aos="fade-up" data-aos-delay="500">
+                    <svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
+                    </svg>
+                    <div>
+                        <h3 class="font-bold">应用场景局限</h3>
+                        <div class="text-xs">新兴架构(Mamba)适配性差</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Catalysts Section -->
+    <div class="py-20 bg-gray-50">
+        <div class="max-w-7xl mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-16 gradient-text">关键催化剂</h2>
+            <div class="timeline">
+                <div class="timeline-item" data-aos="fade-up">
+                    <div class="timeline-marker bg-purple-600"></div>
+                    <div class="timeline-content">
+                        <h3 class="text-xl font-bold mb-2">近期 (2025Q2-Q4)</h3>
+                        <ul class="list-disc list-inside text-gray-600 space-y-1">
+                            <li>Ironwood量产验证与正式上架</li>
+                            <li>Anthropic 100万颗TPU订单交付</li>
+                            <li>供应链订单落地（胜宏、光库Q2财报）</li>
+                            <li>国产TPU产业化突破</li>
+                        </ul>
+                    </div>
+                </div>
+                <div class="timeline-item" data-aos="fade-up" data-aos-delay="200">
+                    <div class="timeline-marker bg-blue-600"></div>
+                    <div class="timeline-content">
+                        <h3 class="text-xl font-bold mb-2">中期 (2025-2026)</h3>
+                        <ul class="list-disc list-inside text-gray-600 space-y-1">
+                            <li>JAX XLA生态开放给第三方开发者</li>
+                            <li>产业链进入量价齐升阶段</li>
+                            <li>国产TPU在特定领域落地</li>
+                        </ul>
+                    </div>
+                </div>
+                <div class="timeline-item" data-aos="fade-up" data-aos-delay="400">
+                    <div class="timeline-marker bg-green-600"></div>
+                    <div class="timeline-content">
+                        <h3 class="text-xl font-bold mb-2">长期 (2025-2027)</h3>
+                        <ul class="list-disc list-inside text-gray-600 space-y-1">
+                            <li>AI ASIC市场750亿美元三分天下</li>
+                            <li>TPU推理市场份额超40%</li>
+                            <li>HDI技术替代高多层PCB</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Conclusion Section -->
+    <div class="py-20 bg-gradient-to-r from-purple-600 to-purple-800 text-white">
+        <div class="max-w-4xl mx-auto px-4 text-center">
+            <h2 class="text-4xl font-bold mb-8" data-aos="fade-up">投资启示</h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-12">
+                <div class="glass-effect p-6 rounded-2xl" data-aos="fade-up" data-aos-delay="100">
+                    <h3 class="text-2xl font-bold mb-4">💡 核心策略</h3>
+                    <p class="text-lg">"抓两头，放中间"</p>
+                    <ul class="text-left mt-4 space-y-2">
+                        <li>• 抓"增量"：OCS、电源0到1机会</li>
+                        <li>• 抓"龙头"：PCB量价齐升</li>
+                        <li>• 避开"伪主题"：国产TPU专利风险</li>
+                    </ul>
+                </div>
+                <div class="glass-effect p-6 rounded-2xl" data-aos="fade-up" data-aos-delay="200">
+                    <h3 class="text-2xl font-bold mb-4">🎯 最具价值环节</h3>
+                    <div class="space-y-3 text-left">
+                        <div class="flex justify-between items-center">
+                            <span>光库科技(OCS)</span>
+                            <span class="text-yellow-300">★★★★★</span>
+                        </div>
+                        <div class="flex justify-between items-center">
+                            <span>新雷能(电源)</span>
+                            <span class="text-yellow-300">★★★★★</span>
+                        </div>
+                        <div class="flex justify-between items-center">
+                            <span>胜宏/沪电(PCB)</span>
+                            <span class="text-yellow-300">★★★★</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            <div class="text-xl italic" data-aos="fade-up" data-aos-delay="300">
+                "TPU不是GPU的简单替代，而是AI算力架构的重新定义"
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-8">
+        <div class="max-w-7xl mx-auto px-4 text-center">
+            <p class="text-sm opacity-75">数据来源：新闻、路演、Insight分析 | 更新时间：2025年</p>
+            <p class="text-xs mt-2 opacity-50">注：投资有风险，本文仅供参考</p>
+        </div>
+    </footer>
+
+    <script>
+        // Initialize AOS
+        AOS.init({
+            duration: 1000,
+            once: true
+        });
+
+        // Chart.js for value distribution
+        const ctx = document.getElementById('valueChart').getContext('2d');
+        const valueChart = new Chart(ctx, {
+            type: 'doughnut',
+            data: {
+                labels: ['PCB', 'HBM', '电源模块', 'OCS光交换', '光模块', '其他'],
+                datasets: [{
+                    data: [32.5, 22.5, 17.5, 12.5, 7.5, 7.5],
+                    backgroundColor: [
+                        'rgba(147, 51, 234, 0.8)',
+                        'rgba(59, 130, 246, 0.8)',
+                        'rgba(34, 197, 94, 0.8)',
+                        'rgba(250, 204, 21, 0.8)',
+                        'rgba(239, 68, 68, 0.8)',
+                        'rgba(107, 114, 128, 0.8)'
+                    ],
+                    borderColor: [
+                        'rgba(147, 51, 234, 1)',
+                        'rgba(59, 130, 246, 1)',
+                        'rgba(34, 197, 94, 1)',
+                        'rgba(250, 204, 21, 1)',
+                        'rgba(239, 68, 68, 1)',
+                        'rgba(107, 114, 128, 1)'
+                    ],
+                    borderWidth: 2
+                }]
+            },
+            options: {
+                responsive: true,
+                maintainAspectRatio: false,
+                plugins: {
+                    legend: {
+                        position: 'bottom',
+                        labels: {
+                            padding: 20,
+                            font: {
+                                size: 14
+                            }
+                        }
+                    },
+                    tooltip: {
+                        callbacks: {
+                            label: function(context) {
+                                return context.label + ': ' + context.parsed + '%';
+                            }
+                        }
+                    }
+                }
+            }
+        });
+
+        // Smooth scroll
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/“马”字辈.html

@@ -0,0 +1,523 @@
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="business">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>"马"字辈投资概念深度解析 - A股玄学与产业共振</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.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/6.5.1/css/all.min.css">
+    <script src="https://cdn.tailwindcss.com"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800;900&display=swap');
+        
+        :root {
+            --fallback-font: ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", sans-serif;
+            --font-family: "Inter", var(--fallback-font);
+        }
+        
+        body {
+            font-family: var(--font-family);
+            background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
+            min-height: 100vh;
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 50%, #ec4899 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .card-glow {
+            background: rgba(30, 41, 59, 0.5);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(148, 163, 184, 0.1);
+            transition: all 0.3s ease;
+        }
+        
+        .card-glow:hover {
+            transform: translateY(-4px);
+            box-shadow: 0 20px 40px rgba(59, 130, 246, 0.2);
+            border-color: rgba(59, 130, 246, 0.3);
+        }
+        
+        .timeline-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% { opacity: 1; }
+            50% { opacity: 0.5; }
+        }
+        
+        .badge-glow {
+            animation: glow 2s ease-in-out infinite;
+        }
+        
+        @keyframes glow {
+            0%, 100% { box-shadow: 0 0 5px currentColor; }
+            50% { box-shadow: 0 0 20px currentColor; }
+        }
+        
+        .stock-row:hover {
+            background: linear-gradient(90deg, rgba(59, 130, 246, 0.1) 0%, transparent 100%);
+            transform: scale(1.02);
+            transition: all 0.2s ease;
+        }
+        
+        .floating {
+            animation: float 6s ease-in-out infinite;
+        }
+        
+        @keyframes float {
+            0%, 100% { transform: translateY(0px); }
+            50% { transform: translateY(-20px); }
+        }
+        
+        .gradient-border {
+            position: relative;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            padding: 2px;
+            border-radius: 0.75rem;
+        }
+        
+        .gradient-border > div {
+            background: #0f172a;
+            border-radius: 0.5rem;
+            padding: 1.5rem;
+        }
+        
+        ::-webkit-scrollbar {
+            width: 8px;
+            height: 8px;
+        }
+        
+        ::-webkit-scrollbar-track {
+            background: #1e293b;
+        }
+        
+        ::-webkit-scrollbar-thumb {
+            background: #475569;
+            border-radius: 4px;
+        }
+        
+        ::-webkit-scrollbar-thumb:hover {
+            background: #64748b;
+        }
+    </style>
+</head>
+<body class="bg-gray-900 text-gray-100">
+    <!-- Navigation -->
+    <nav class="sticky top-0 z-50 bg-gray-900/95 backdrop-blur-md border-b border-gray-800">
+        <div class="container mx-auto px-4">
+            <div class="flex items-center justify-between h-16">
+                <div class="flex items-center space-x-3">
+                    <i class="fas fa-horse text-2xl text-blue-500"></i>
+                    <span class="text-xl font-bold bg-gradient-to-r from-blue-500 to-purple-600 bg-clip-text text-transparent">马字辈投资概念</span>
+                </div>
+                <div class="hidden md:flex items-center space-x-6">
+                    <a href="#timeline" class="hover:text-blue-400 transition">时间轴</a>
+                    <a href="#analysis" class="hover:text-blue-400 transition">深度分析</a>
+                    <a href="#stocks" class="hover:text-blue-400 transition">股票矩阵</a>
+                    <a href="#conclusion" class="hover:text-blue-400 transition">投资启示</a>
+                </div>
+            </div>
+        </div>
+    </nav>
+
+    <!-- Hero Section -->
+    <section class="relative overflow-hidden py-20 px-4">
+        <div class="absolute inset-0 bg-gradient-to-br from-blue-900/20 via-transparent to-purple-900/20"></div>
+        <div class="container mx-auto relative z-10">
+            <div class="text-center max-w-4xl mx-auto">
+                <h1 class="text-5xl md:text-7xl font-black mb-6">
+                    <span class="hero-gradient">"马"字辈</span>
+                </h1>
+                <p class="text-2xl md:text-3xl text-gray-300 mb-4">A股市场的独特现象</p>
+                <p class="text-xl text-gray-400 mb-8">玄学炒作 × 产业政策 × 基本面共振</p>
+                <div class="flex flex-wrap justify-center gap-4">
+                    <span class="badge badge-info badge-lg badge-glow">25+ 核心标的</span>
+                    <span class="badge badge-success badge-lg badge-glow">多赛道覆盖</span>
+                    <span class="badge badge-warning badge-lg badge-glow">事件驱动</span>
+                </div>
+            </div>
+        </div>
+        <div class="floating absolute top-20 left-10 text-6xl text-blue-500/20">🐴</div>
+        <div class="floating absolute bottom-20 right-10 text-6xl text-purple-500/20" style="animation-delay: 2s;">🐎</div>
+    </section>
+
+    <!-- Timeline Section -->
+    <section id="timeline" class="py-16 px-4">
+        <div class="container mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-clock-rotate-left mr-3 text-blue-500"></i>
+                概念演进时间轴
+            </h2>
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 w-1 h-full bg-gradient-to-b from-blue-500 to-purple-500"></div>
+                
+                <div class="space-y-12">
+                    <div class="flex items-center justify-end md:justify-start md:flex-row-reverse">
+                        <div class="w-full md:w-5/12 px-6">
+                            <div class="card-glow rounded-xl p-6">
+                                <div class="flex items-center mb-3">
+                                    <span class="timeline-dot w-4 h-4 bg-blue-500 rounded-full mr-3"></span>
+                                    <span class="text-blue-400 font-bold">2025年3月</span>
+                                </div>
+                                <h3 class="text-xl font-bold mb-2">理论奠基</h3>
+                                <p class="text-gray-400">首份深度分析报告提出"玄学与基本面共振逻辑"，以万马股份为例，结合生肖周期与新基建布局</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center justify-start">
+                        <div class="w-full md:w-5/12 px-6">
+                            <div class="card-glow rounded-xl p-6">
+                                <div class="flex items-center mb-3">
+                                    <span class="timeline-dot w-4 h-4 bg-green-500 rounded-full mr-3"></span>
+                                    <span class="text-green-400 font-bold">2025年6月27日</span>
+                                </div>
+                                <h3 class="text-xl font-bold mb-2">首次爆发</h3>
+                                <p class="text-gray-400">"炒生肖行情"再现，玉马科技、云中马等近10只个股涨停，纯情绪驱动</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center justify-end md:justify-start md:flex-row-reverse">
+                        <div class="w-full md:w-5/12 px-6">
+                            <div class="card-glow rounded-xl p-6">
+                                <div class="flex items-center mb-3">
+                                    <span class="timeline-dot w-4 h-4 bg-purple-500 rounded-full mr-3"></span>
+                                    <span class="text-purple-400 font-bold">2025年9-10月</span>
+                                </div>
+                                <h3 class="text-xl font-bold mb-2">分化与深化</h3>
+                                <p class="text-gray-400">神马股份5000亿重组催化，概念向"事件驱动+基本面"双轮驱动转变</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Core Analysis -->
+    <section id="analysis" class="py-16 px-4 bg-gray-800/30">
+        <div class="container mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-chart-line mr-3 text-purple-500"></i>
+                核心逻辑剖析
+            </h2>
+            
+            <div class="grid md:grid-cols-2 gap-8 mb-12">
+                <div class="gradient-border">
+                    <div>
+                        <h3 class="text-2xl font-bold mb-4 text-blue-400">
+                            <i class="fas fa-magic mr-2"></i>表层逻辑：市场行为学
+                        </h3>
+                        <ul class="space-y-3 text-gray-300">
+                            <li class="flex items-start">
+                                <i class="fas fa-sparkles text-yellow-400 mt-1 mr-3"></i>
+                                <span><strong>玄学叙事：</strong>"马到成功"、"万马奔腾"等美好寓意引发心理共鸣</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-sparkles text-yellow-400 mt-1 mr-3"></i>
+                                <span><strong>标签效应：</strong>简单易识别的标签快速聚集市场注意力</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-sparkles text-yellow-400 mt-1 mr-3"></i>
+                                <span><strong>生肖周期：</strong>十二年轮动与2025乙巳蛇年"马跃龙门"玄机</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="gradient-border">
+                    <div>
+                        <h3 class="text-2xl font-bold mb-4 text-purple-400">
+                            <i class="fas fa-industry mr-2"></i>深层逻辑：产业基本面
+                        </h3>
+                        <ul class="space-y-3 text-gray-300">
+                            <li class="flex items-start">
+                                <i class="fas fa-microchip text-cyan-400 mt-1 mr-3"></i>
+                                <span><strong>时代偶然性：</strong>"马"字成为索引，指向产业升级转型企业</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-microchip text-cyan-400 mt-1 mr-3"></i>
+                                <span><strong>产业必然性：</strong>横跨机器人、新能源、AI、消费等热门赛道</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-microchip text-cyan-400 mt-1 mr-3"></i>
+                                <span><strong>政策契合：</strong>新基建、国企改革、人工智能+等国家战略</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- Market Sentiment -->
+            <div class="card-glow rounded-xl p-8">
+                <h3 class="text-2xl font-bold mb-6 text-center">市场热度与情绪演变</h3>
+                <div class="grid md:grid-cols-3 gap-6">
+                    <div class="text-center">
+                        <div class="text-5xl font-bold text-green-400 mb-2">极度乐观</div>
+                        <div class="text-gray-400">2025年6月</div>
+                        <div class="text-sm mt-2 text-gray-500">纯生肖炒作</div>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-5xl font-bold text-yellow-400 mb-2">开始分化</div>
+                        <div class="text-gray-400">2025年9月</div>
+                        <div class="text-sm mt-2 text-gray-500">向基本面筛选</div>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-5xl font-bold text-purple-400 mb-2">价值发现</div>
+                        <div class="text-gray-400">当前阶段</div>
+                        <div class="text-sm mt-2 text-gray-500">真伪龙头分化</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Matrix Table -->
+    <section id="stocks" class="py-16 px-4">
+        <div class="container mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-table mr-3 text-green-500"></i>
+                "马"字辈股票全景矩阵
+            </h2>
+            
+            <div class="overflow-x-auto">
+                <table class="w-full text-sm">
+                    <thead>
+                        <tr class="bg-gradient-to-r from-gray-800 to-gray-700 text-left">
+                            <th class="p-4 font-bold">股票名称</th>
+                            <th class="p-4 font-bold">核心分类</th>
+                            <th class="p-4 font-bold">产业链/项目</th>
+                            <th class="p-4 font-bold">核心逻辑</th>
+                            <th class="p-4 font-bold">评级</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">万马股份</td>
+                            <td class="p-4"><span class="badge badge-info">机器人</span></td>
+                            <td class="p-4">机器人线缆、充电桩、数据中心</td>
+                            <td class="p-4 text-gray-300">双重逻辑融合典范，玄学+产业完美契合</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐⭐⭐⭐ 领导者</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">神马股份</td>
+                            <td class="p-4"><span class="badge badge-warning">基础化工</span></td>
+                            <td class="p-4">5000亿战略重组、尼龙66</td>
+                            <td class="p-4 text-gray-300">事件驱动龙头，国企改革预期强烈</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐⭐⭐ 事件驱动</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">福龙马</td>
+                            <td class="p-4"><span class="badge badge-success">环保</span></td>
+                            <td class="p-4">环卫机器人、移动充电</td>
+                            <td class="p-4 text-gray-300">小而美高弹性，新兴赛道先锋</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐⭐⭐ 高弹性</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">森马服饰</td>
+                            <td class="p-4"><span class="badge badge-secondary">消费</span></td>
+                            <td class="p-4">童装龙头、O2O渠道改革</td>
+                            <td class="p-4 text-gray-300">被低估的价值洼地，高分红+5%股息率</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐⭐ 价值股</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">德马科技</td>
+                            <td class="p-4"><span class="badge badge-primary">机械设备</span></td>
+                            <td class="p-4">智能物流分拣、锂电装备</td>
+                            <td class="p-4 text-gray-300">隐形冠军，国际化优势显著</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐⭐ 成长股</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">海马汽车</td>
+                            <td class="p-4"><span class="badge badge-error">汽车</span></td>
+                            <td class="p-4">无人驾驶、新能源车（海南）</td>
+                            <td class="p-4 text-gray-300">低价股，重组预期+自动驾驶概念</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐ 投机股</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">天亿马</td>
+                            <td class="p-4"><span class="badge badge-info">计算机</span></td>
+                            <td class="p-4">智慧城市、数据要素</td>
+                            <td class="p-4 text-gray-300">AI+数据要素，政策受益标的</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐⭐ 概念股</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">玉马遮阳</td>
+                            <td class="p-4"><span class="badge badge-secondary">轻工制造</span></td>
+                            <td class="p-4">功能性遮阳材料</td>
+                            <td class="p-4 text-gray-300">消费升级，产品差异化明显</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐⨩ 稳健股</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">汉马科技</td>
+                            <td class="p-4"><span class="badge badge-error">汽车</span></td>
+                            <td class="p-4">氢能源汽车、吉利入主</td>
+                            <td class="p-4 text-gray-300">新能源转型，存在不确定性</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐ 观望</span></td>
+                        </tr>
+                        <tr class="stock-row border-b border-gray-800">
+                            <td class="p-4 font-bold text-blue-400">马应龙</td>
+                            <td class="p-4"><span class="badge badge-accent">医药生物</span></td>
+                            <td class="p-4">中医药龙头、民营医院</td>
+                            <td class="p-4 text-gray-300">老字号，稳健增长+创新布局</td>
+                            <td class="p-4"><span class="text-yellow-400">⭐⭐⭐⭐ 防御股</span></td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+            
+            <div class="mt-8 grid grid-cols-2 md:grid-cols-4 gap-4">
+                <div class="card-glow rounded-lg p-4 text-center">
+                    <div class="text-3xl font-bold text-blue-400">25+</div>
+                    <div class="text-gray-400 text-sm">核心标的</div>
+                </div>
+                <div class="card-glow rounded-lg p-4 text-center">
+                    <div class="text-3xl font-bold text-green-400">8</div>
+                    <div class="text-gray-400 text-sm">核心赛道</div>
+                </div>
+                <div class="card-glow rounded-lg p-4 text-center">
+                    <div class="text-3xl font-bold text-purple-400">3</div>
+                    <div class="text-gray-400 text-sm">投资阶段</div>
+                </div>
+                <div class="card-glow rounded-lg p-4 text-center">
+                    <div class="text-3xl font-bold text-yellow-400">5000亿</div>
+                    <div class="text-gray-400 text-sm">重组规模</div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Catalysts -->
+    <section class="py-16 px-4 bg-gray-800/30">
+        <div class="container mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-rocket mr-3 text-red-500"></i>
+                关键催化剂
+            </h2>
+            
+            <div class="grid md:grid-cols-3 gap-8">
+                <div class="card-glow rounded-xl p-6 text-center">
+                    <div class="text-6xl mb-4">⚡</div>
+                    <h3 class="text-xl font-bold mb-3 text-red-400">神马重组落地</h3>
+                    <p class="text-gray-400 text-sm">5000亿资产整合方案、协同效应预估</p>
+                </div>
+                
+                <div class="card-glow rounded-xl p-6 text-center">
+                    <div class="text-6xl mb-4">📊</div>
+                    <h3 class="text-xl font-bold mb-3 text-green-400">核心公司业绩</h3>
+                    <p class="text-gray-400 text-sm">万马充电桩订单、福龙马机器人交付</p>
+                </div>
+                
+                <div class="card-glow rounded-xl p-6 text-center">
+                    <div class="text-6xl mb-4">🏛️</div>
+                    <h3 class="text-xl font-bold mb-3 text-blue-400">政策持续加码</h3>
+                    <p class="text-gray-400 text-sm">新质生产力、人工智能+新政策</p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Conclusion -->
+    <section id="conclusion" class="py-16 px-4">
+        <div class="container mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-lightbulb mr-3 text-yellow-500"></i>
+                投资启示与展望
+            </h2>
+            
+            <div class="max-w-4xl mx-auto">
+                <div class="card-glow rounded-xl p-8 mb-8">
+                    <h3 class="text-2xl font-bold mb-6 text-center text-cyan-400">最终判断</h3>
+                    <p class="text-lg text-gray-300 leading-relaxed mb-6">
+                        "马"字辈概念正处于<strong class="text-blue-400">分水岭</strong>。告别纯名字炒作，向"事件+基本面"双轮驱动转变。这是一个典型的<strong class="text-purple-400">主题为表，产业为里</strong>的混合体。
+                    </p>
+                    
+                    <div class="grid md:grid-cols-2 gap-6">
+                        <div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 rounded-lg p-6">
+                            <h4 class="text-xl font-bold mb-4 text-blue-400">最具价值方向</h4>
+                            <ol class="space-y-2 text-gray-300">
+                                <li>1️⃣ <strong>万马股份</strong> - 双重逻辑典范</li>
+                                <li>2️⃣ <strong>森马服饰</strong> - 被错杀的价值洼地</li>
+                                <li>3️⃣ <strong>福龙马</strong> - 高弹性细分先锋</li>
+                            </ol>
+                        </div>
+                        
+                        <div class="bg-gradient-to-br from-green-900/30 to-cyan-900/30 rounded-lg p-6">
+                            <h4 class="text-xl font-bold mb-4 text-green-400">关键跟踪指标</h4>
+                            <ul class="space-y-2 text-gray-300 text-sm">
+                                <li>• 万马充电桩中标公告</li>
+                                <li>• 神马重组方案进度</li>
+                                <li>• 森马同店增长率</li>
+                                <li>• 福龙马机器人订单</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="text-center">
+                    <div class="inline-block card-glow rounded-xl px-8 py-4">
+                        <div class="text-3xl font-bold hero-gradient mb-2">核心结论</div>
+                        <div class="text-xl text-gray-300">主题投资机会与深度价值挖掘并存</div>
+                        <div class="text-lg text-gray-400 mt-2">需穿透表象，聚焦产业本质</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="py-8 px-4 bg-gray-900 border-t border-gray-800">
+        <div class="container mx-auto text-center">
+            <p class="text-gray-500 text-sm">
+                <i class="fas fa-info-circle mr-2"></i>
+                本页面仅供投资研究参考，不构成投资建议
+            </p>
+            <p class="text-gray-600 text-xs mt-2">
+                数据来源：公开市场信息、公司财报、行业研究报告
+            </p>
+        </div>
+    </footer>
+
+    <script>
+        // Smooth scrolling
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add scroll animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card-glow').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'all 0.6s ease';
+            observer.observe(card);
+        });
+    </script>
+</body>
+</html>

public/htmls/乌克兰重建.html

@@ -0,0 +1,759 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>乌克兰重建概念 - 投资机会深度分析</title>
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
+    <style>
+        :root {
+            --primary-color: #0056b3;
+            --secondary-color: #ffd700;
+            --accent-color: #17a2b8;
+            --dark-bg: #1a1a2e;
+            --card-bg: #16213e;
+            --text-light: #e8e8e8;
+            --success-color: #28a745;
+            --danger-color: #dc3545;
+            --warning-color: #ffc107;
+        }
+
+        * {
+            margin: 0;
+            padding: 0;
+            box-sizing: border-box;
+        }
+
+        body {
+            font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+            color: #333;
+        }
+
+        /* Hero Section */
+        .hero-section {
+            background: linear-gradient(135deg, #0056b3, #ffd700);
+            color: white;
+            padding: 80px 0;
+            position: relative;
+            overflow: hidden;
+        }
+
+        .hero-section::before {
+            content: '';
+            position: absolute;
+            top: -50%;
+            right: -50%;
+            width: 200%;
+            height: 200%;
+            background: radial-gradient(circle, rgba(255,255,255,0.1) 0%, transparent 70%);
+            animation: rotate 30s linear infinite;
+        }
+
+        @keyframes rotate {
+            0% { transform: rotate(0deg); }
+            100% { transform: rotate(360deg); }
+        }
+
+        .hero-content {
+            position: relative;
+            z-index: 1;
+        }
+
+        .hero-title {
+            font-size: 3.5rem;
+            font-weight: bold;
+            margin-bottom: 1.5rem;
+            text-shadow: 2px 2px 4px rgba(0,0,0,0.3);
+            animation: fadeInDown 1s ease-out;
+        }
+
+        @keyframes fadeInDown {
+            from {
+                opacity: 0;
+                transform: translateY(-30px);
+            }
+            to {
+                opacity: 1;
+                transform: translateY(0);
+            }
+        }
+
+        /* Stats Cards */
+        .stats-container {
+            display: grid;
+            grid-template-columns: repeat(auto-fit, minmax(250px, 1fr));
+            gap: 20px;
+            margin: 40px 0;
+        }
+
+        .stat-card {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: white;
+            padding: 25px;
+            border-radius: 15px;
+            box-shadow: 0 10px 30px rgba(0,0,0,0.2);
+            transform: translateY(0);
+            transition: all 0.3s ease;
+        }
+
+        .stat-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 15px 40px rgba(0,0,0,0.3);
+        }
+
+        .stat-number {
+            font-size: 2.5rem;
+            font-weight: bold;
+            margin-bottom: 0.5rem;
+        }
+
+        .stat-label {
+            font-size: 1rem;
+            opacity: 0.9;
+        }
+
+        /* Timeline */
+        .timeline {
+            position: relative;
+            padding: 40px 0;
+        }
+
+        .timeline::before {
+            content: '';
+            position: absolute;
+            left: 50%;
+            top: 0;
+            bottom: 0;
+            width: 2px;
+            background: linear-gradient(to bottom, #667eea, #764ba2);
+        }
+
+        .timeline-item {
+            position: relative;
+            margin-bottom: 50px;
+            opacity: 0;
+            animation: fadeIn 1s ease-out forwards;
+        }
+
+        .timeline-item:nth-child(odd) .timeline-content {
+            margin-right: 50%;
+            padding-right: 40px;
+            text-align: right;
+        }
+
+        .timeline-item:nth-child(even) .timeline-content {
+            margin-left: 50%;
+            padding-left: 40px;
+        }
+
+        .timeline-marker {
+            position: absolute;
+            left: 50%;
+            top: 0;
+            width: 20px;
+            height: 20px;
+            background: #ffd700;
+            border-radius: 50%;
+            transform: translate(-50%, 0);
+            box-shadow: 0 0 0 5px rgba(255, 215, 0, 0.3);
+        }
+
+        @keyframes fadeIn {
+            to {
+                opacity: 1;
+            }
+        }
+
+        /* Stock Table */
+        .stock-table-container {
+            background: white;
+            border-radius: 15px;
+            padding: 30px;
+            box-shadow: 0 10px 40px rgba(0,0,0,0.1);
+            margin: 40px 0;
+            overflow-x: auto;
+        }
+
+        .stock-table {
+            width: 100%;
+            border-collapse: separate;
+            border-spacing: 0;
+        }
+
+        .stock-table thead {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: white;
+        }
+
+        .stock-table thead th {
+            padding: 15px;
+            text-align: left;
+            font-weight: 600;
+            text-transform: uppercase;
+            letter-spacing: 1px;
+            font-size: 0.9rem;
+        }
+
+        .stock-table tbody tr {
+            transition: all 0.3s ease;
+            border-bottom: 1px solid #eee;
+        }
+
+        .stock-table tbody tr:hover {
+            background-color: #f8f9fa;
+            transform: scale(1.01);
+        }
+
+        .stock-table tbody td {
+            padding: 12px 15px;
+            vertical-align: middle;
+        }
+
+        .category-badge {
+            display: inline-block;
+            padding: 5px 12px;
+            border-radius: 20px;
+            font-size: 0.85rem;
+            font-weight: 600;
+            text-transform: uppercase;
+        }
+
+        .category-基础建设 {
+            background: linear-gradient(135deg, #667eea, #764ba2);
+            color: white;
+        }
+
+        .category-设备 {
+            background: linear-gradient(135deg, #f093fb, #f5576c);
+            color: white;
+        }
+
+        .category-电力能源 {
+            background: linear-gradient(135deg, #fa709a, #fee140);
+            color: white;
+        }
+
+        .category-排雷 {
+            background: linear-gradient(135deg, #30cfd0, #330867);
+            color: white;
+        }
+
+        .category-北交所 {
+            background: linear-gradient(135deg, #a8edea, #fed6e3);
+            color: #333;
+        }
+
+        .percentage-badge {
+            display: inline-block;
+            padding: 4px 10px;
+            border-radius: 15px;
+            font-size: 0.9rem;
+            font-weight: bold;
+            background: linear-gradient(135deg, #28a745, #20c997);
+            color: white;
+        }
+
+        /* Risk Cards */
+        .risk-section {
+            margin: 60px 0;
+        }
+
+        .risk-card {
+            background: white;
+            border-left: 5px solid;
+            padding: 20px;
+            margin-bottom: 20px;
+            border-radius: 10px;
+            box-shadow: 0 5px 20px rgba(0,0,0,0.1);
+            transition: all 0.3s ease;
+        }
+
+        .risk-card:hover {
+            transform: translateX(10px);
+        }
+
+        .risk-high {
+            border-left-color: #dc3545;
+        }
+
+        .risk-medium {
+            border-left-color: #ffc107;
+        }
+
+        .risk-low {
+            border-left-color: #28a745;
+        }
+
+        /* Investment Cards */
+        .investment-card {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: white;
+            padding: 30px;
+            border-radius: 15px;
+            margin-bottom: 30px;
+            box-shadow: 0 10px 30px rgba(0,0,0,0.2);
+            transition: all 0.3s ease;
+        }
+
+        .investment-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 15px 40px rgba(0,0,0,0.3);
+        }
+
+        .investment-card h3 {
+            margin-bottom: 20px;
+            font-size: 1.5rem;
+        }
+
+        .investment-card ul {
+            list-style: none;
+            padding: 0;
+        }
+
+        .investment-card li {
+            padding: 10px 0;
+            border-bottom: 1px solid rgba(255,255,255,0.2);
+        }
+
+        .investment-card li:last-child {
+            border-bottom: none;
+        }
+
+        /* Responsive Design */
+        @media (max-width: 768px) {
+            .hero-title {
+                font-size: 2rem;
+            }
+
+            .timeline::before {
+                left: 30px;
+            }
+
+            .timeline-item .timeline-content {
+                margin-left: 60px !important;
+                margin-right: 0 !important;
+                padding-left: 20px !important;
+                padding-right: 0 !important;
+                text-align: left !important;
+            }
+
+            .timeline-marker {
+                left: 30px;
+            }
+
+            .stock-table {
+                font-size: 0.85rem;
+            }
+
+            .stock-table thead th {
+                padding: 10px 5px;
+                font-size: 0.75rem;
+            }
+
+            .stock-table tbody td {
+                padding: 8px 5px;
+            }
+
+            .category-badge {
+                font-size: 0.7rem;
+                padding: 3px 8px;
+            }
+        }
+
+        /* Animations */
+        .fade-in {
+            animation: fadeIn 1s ease-out;
+        }
+
+        .slide-in-left {
+            animation: slideInLeft 1s ease-out;
+        }
+
+        @keyframes slideInLeft {
+            from {
+                opacity: 0;
+                transform: translateX(-50px);
+            }
+            to {
+                opacity: 1;
+                transform: translateX(0);
+            }
+        }
+
+        /* Floating Labels */
+        .floating-label {
+            position: fixed;
+            right: 20px;
+            bottom: 20px;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: white;
+            padding: 15px 25px;
+            border-radius: 50px;
+            box-shadow: 0 10px 30px rgba(0,0,0,0.3);
+            z-index: 1000;
+            cursor: pointer;
+            transition: all 0.3s ease;
+        }
+
+        .floating-label:hover {
+            transform: scale(1.1);
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <section class="hero-section">
+        <div class="container">
+            <div class="hero-content text-center">
+                <h1 class="hero-title">
+                    <i class="fas fa-building"></i> 乌克兰重建概念
+                </h1>
+                <p class="lead">7500亿美元重建需求 | 中国企业历史性机遇</p>
+                <div class="mt-4">
+                    <span class="badge bg-warning text-dark me-2"><i class="fas fa-calendar"></i> 2025年4月20日停火预期</span>
+                    <span class="badge bg-success"><i class="fas fa-chart-line"></i> 市场认知低位</span>
+                    <span class="badge bg-info"><i class="fas fa-rocket"></i> 预期差巨大</span>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stats Section -->
+    <div class="container my-5">
+        <div class="stats-container">
+            <div class="stat-card">
+                <div class="stat-number">$7500亿</div>
+                <div class="stat-label">总重建资金需求</div>
+            </div>
+            <div class="stat-card">
+                <div class="stat-number">$5200亿</div>
+                <div class="stat-label">基建投资规模</div>
+            </div>
+            <div class="stat-card">
+                <div class="stat-number">$1520亿</div>
+                <div class="stat-label">直接损失评估</div>
+            </div>
+            <div class="stat-card">
+                <div class="stat-number">70%</div>
+                <div class="stat-label">能源基建损毁率</div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Timeline Section -->
+    <div class="container my-5">
+        <h2 class="text-center mb-4">关键时间节点</h2>
+        <div class="timeline">
+            <div class="timeline-item">
+                <div class="timeline-marker"></div>
+                <div class="timeline-content">
+                    <h5>2022年2月</h5>
+                    <p>俄乌冲突全面升级，西方冻结俄罗斯约3000亿美元海外资产</p>
+                </div>
+            </div>
+            <div class="timeline-item">
+                <div class="timeline-marker"></div>
+                <div class="timeline-content">
+                    <h5>2024年10月</h5>
+                    <p>乌克兰首次明确"强力支持特朗普提出的立即停火"</p>
+                </div>
+            </div>
+            <div class="timeline-item">
+                <div class="timeline-marker"></div>
+                <div class="timeline-content">
+                    <h5>2025年4月20日</h5>
+                    <p class="text-warning">【预期】复活节前后可能实现停火谈判</p>
+                </div>
+            </div>
+            <div class="timeline-item">
+                <div class="timeline-marker"></div>
+                <div class="timeline-content">
+                    <h5>2025年5月7日</h5>
+                    <p class="text-warning">【预期】俄罗斯卫国战争胜利日可能达成最终和平协定</p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Stock Table Section -->
+    <div class="container">
+        <div class="stock-table-container">
+            <h2 class="mb-4"><i class="fas fa-chart-bar"></i> 核心受益标的分析</h2>
+            <table class="stock-table">
+                <thead>
+                    <tr>
+                        <th>股票名称</th>
+                        <th>分类</th>
+                        <th>海外营收占比</th>
+                        <th>相关项目</th>
+                        <th>投资逻辑</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    <tr>
+                        <td><strong>中钢国际</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">74%</span></td>
+                        <td>乌克兰带式焙烧机球团项目</td>
+                        <td>在乌钢铁业务领域具有优势，曾建设乌克兰规模最大的带式焙烧机球团项目</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中工国际</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">67%</span></td>
+                        <td>乌克兰生物质发电厂建设项目</td>
+                        <td>曾签约乌克兰生物质发电厂建设项目</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中材国际</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">54%</span></td>
+                        <td>乌克兰熟料水泥项目</td>
+                        <td>国际水泥工程龙头，曾承建乌克兰熟料水泥项目</td>
+                    </tr>
+                    <tr>
+                        <td><strong>德业股份</strong></td>
+                        <td><span class="category-badge category-电力能源">电力/能源</span></td>
+                        <td><span class="percentage-badge">70%</span></td>
+                        <td>-</td>
+                        <td>2024年业绩增长归因于乌克兰市场刚性需求持续增长</td>
+                    </tr>
+                    <tr>
+                        <td><strong>山河智能</strong></td>
+                        <td><span class="category-badge category-排雷">排雷</span></td>
+                        <td><span class="percentage-badge">63%</span></td>
+                        <td>军工产品包括无人排雷车</td>
+                        <td>军工产品包括无人排雷车，排雷是重建前置需求</td>
+                    </tr>
+                    <tr>
+                        <td><strong>山推股份</strong></td>
+                        <td><span class="category-badge category-设备">设备</span></td>
+                        <td><span class="percentage-badge">56%</span></td>
+                        <td>-</td>
+                        <td>在俄罗斯和乌克兰两国挖、推、装、道及配件等全系列产品均有销售</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中曼石油</strong></td>
+                        <td><span class="category-badge category-设备">设备</span></td>
+                        <td><span class="percentage-badge">52%</span></td>
+                        <td>乌克兰钻井设备项目</td>
+                        <td>曾2018年与乌克兰签署钻井设备项目合同</td>
+                    </tr>
+                    <tr>
+                        <td><strong>铁拓机械</strong></td>
+                        <td><span class="category-badge category-北交所">北交所</span></td>
+                        <td><span class="percentage-badge">50%</span></td>
+                        <td>马德里商标国际注册保护</td>
+                        <td>公司马德里商标国际注册保护国别包括俄罗斯、乌克兰</td>
+                    </tr>
+                    <tr>
+                        <td><strong>徐工机械</strong></td>
+                        <td><span class="category-badge category-排雷">排雷</span></td>
+                        <td><span class="percentage-badge">46%</span></td>
+                        <td>-</td>
+                        <td>子公司徐工道金消化吸收了扫雷机器人的技术并进行国产化改进提升</td>
+                    </tr>
+                    <tr>
+                        <td><strong>北方国际</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">45%</span></td>
+                        <td>-</td>
+                        <td>公司在乌克兰没有项目，无实质利润带来，曾经进行过市场开发</td>
+                    </tr>
+                    <tr>
+                        <td><strong>濮耐股份</strong></td>
+                        <td><span class="category-badge category-设备">设备</span></td>
+                        <td><span class="percentage-badge">30%</span></td>
+                        <td>-</td>
+                        <td>乌克兰和俄罗斯在冲突前均是公司海外销售的头部市场区域</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中油工程</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">29%</span></td>
+                        <td>-</td>
+                        <td>能源工程服务商，乌克兰暂无开展业务</td>
+                    </tr>
+                    <tr>
+                        <td><strong>苏交科</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">20%</span></td>
+                        <td>乌克兰当地市场项目</td>
+                        <td>战前在乌当地市场有稳定项目，设计咨询业务优势突出</td>
+                    </tr>
+                    <tr>
+                        <td><strong>石化机械</strong></td>
+                        <td><span class="category-badge category-设备">设备</span></td>
+                        <td><span class="percentage-badge">18%</span></td>
+                        <td>乌克兰石油公司合作</td>
+                        <td>曾2016年与乌克兰石油公司寻求实质性合作</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中国电建</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">15%</span></td>
+                        <td>-</td>
+                        <td>曾经在乌克兰能源电力投资领域有较大投资</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中国铁建</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">7%</span></td>
+                        <td>-</td>
+                        <td>乌克兰有机构，如果战后重建会逐步恢复</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中国中铁</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">7%</span></td>
+                        <td>-</td>
+                        <td>之前在乌克兰分公司有少量业务</td>
+                    </tr>
+                    <tr>
+                        <td><strong>龙源电力</strong></td>
+                        <td><span class="category-badge category-电力能源">电力/能源</span></td>
+                        <td><span class="percentage-badge">2%</span></td>
+                        <td>乌克兰尤日内风电项目</td>
+                        <td>2023年乌克兰尤日内风电项目完成发电量20.4万兆瓦时</td>
+                    </tr>
+                    <tr>
+                        <td><strong>西部建设</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">2%</span></td>
+                        <td>-</td>
+                        <td>中国大陆外营收占比1%，乌克兰暂无开展业务</td>
+                    </tr>
+                    <tr>
+                        <td><strong>北新路桥</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">1%</span></td>
+                        <td>-</td>
+                        <td>新疆国资委旗下，海外有丰富承揽工程经验，乌克兰暂无开展业务</td>
+                    </tr>
+                    <tr>
+                        <td><strong>新疆交建</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td><span class="percentage-badge">0.90%</span></td>
+                        <td>-</td>
+                        <td>曾参与乌克兰公路改造项目，后项目因设计问题终止</td>
+                    </tr>
+                    <tr>
+                        <td><strong>贝肯能源</strong></td>
+                        <td><span class="category-badge category-设备">设备</span></td>
+                        <td>-</td>
+                        <td>-</td>
+                        <td>2024年乌克兰营收占比8.2%，将以轻资产运营模式继续深耕乌克兰市场</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中铁装配</strong></td>
+                        <td><span class="category-badge category-基础建设">基础建设</span></td>
+                        <td>-</td>
+                        <td>-</td>
+                        <td>中国中铁旗下，曾在乌克兰有建设工程施工项目</td>
+                    </tr>
+                    <tr>
+                        <td><strong>晶品特装</strong></td>
+                        <td><span class="category-badge category-排雷">排雷</span></td>
+                        <td>-</td>
+                        <td>-</td>
+                        <td>扫雷机器人等已经大量应用</td>
+                    </tr>
+                    <tr>
+                        <td><strong>中电鑫龙</strong></td>
+                        <td><span class="category-badge category-排雷">排雷</span></td>
+                        <td>-</td>
+                        <td>-</td>
+                        <td>公司有排爆机器人</td>
+                    </tr>
+                </tbody>
+            </table>
+        </div>
+    </div>
+
+    <!-- Investment Opportunities Section -->
+    <div class="container my-5">
+        <h2 class="text-center mb-4">投资价值分析</h2>
+        <div class="row">
+            <div class="col-md-4 mb-4">
+                <div class="investment-card">
+                    <h3><i class="fas fa-bolt"></i> 电力设备（最迫切）</h3>
+                    <ul>
+                        <li><strong>核心逻辑：</strong>能源基建损毁70%，电力缺口是刚需</li>
+                        <li><strong>重点标的：</strong>德业股份（已验证）、金盘科技</li>
+                        <li><strong>催化因素：</strong>2024年订单已经验证需求真实性</li>
+                    </ul>
+                </div>
+            </div>
+            <div class="col-md-4 mb-4">
+                <div class="investment-card">
+                    <h3><i class="fas fa-truck"></i> 工程机械（弹性最大）</h3>
+                    <ul>
+                        <li><strong>核心逻辑：</strong>土方机械需求巨大，中国企业性价比优势明显</li>
+                        <li><strong>重点标的：</strong>三一重工、柳工、山河智能</li>
+                        <li><strong>催化因素：</strong>停战后立即可重新布局</li>
+                    </ul>
+                </div>
+            </div>
+            <div class="col-md-4 mb-4">
+                <div class="investment-card">
+                    <h3><i class="fas fa-hard-hat"></i> 国际工程（确定性高）</h3>
+                    <ul>
+                        <li><strong>核心逻辑：</strong>基建投资5200亿美元，中国企业经验丰富</li>
+                        <li><strong>重点标的：</strong>中钢国际、中材国际</li>
+                        <li><strong>催化因素：</strong>已有项目经验和客户基础</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Risk Section -->
+    <div class="container risk-section">
+        <h2 class="text-center mb-4">风险提示</h2>
+        <div class="risk-card risk-high">
+            <h4><i class="fas fa-exclamation-triangle"></i> 地缘政治风险</h4>
+            <p>停战谈判可能反复，乌东地区归属未定，可能形成长期对峙局面</p>
+        </div>
+        <div class="risk-card risk-medium">
+            <h4><i class="fas fa-dollar-sign"></i> 资金落实风险</h4>
+            <p>7500亿美元重建资金来源不明确，国际援助可能不及预期</p>
+        </div>
+        <div class="risk-card risk-low">
+            <h4><i class="fas fa-briefcase"></i> 商业化风险</h4>
+            <p>中国企业可能面临西方国家准入壁垒，项目回款存在不确定性</p>
+        </div>
+    </div>
+
+    <!-- Floating Label -->
+    <div class="floating-label">
+        <i class="fas fa-info-circle"></i> 更新时间：2025年1月
+    </div>
+
+    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
+    <script>
+        // Add scroll animations
+        document.addEventListener('DOMContentLoaded', function() {
+            const observerOptions = {
+                threshold: 0.1,
+                rootMargin: '0px 0px -100px 0px'
+            };
+
+            const observer = new IntersectionObserver(function(entries) {
+                entries.forEach(entry => {
+                    if (entry.isIntersecting) {
+                        entry.target.classList.add('fade-in');
+                    }
+                });
+            }, observerOptions);
+
+            document.querySelectorAll('.stat-card, .investment-card, .risk-card').forEach(el => {
+                observer.observe(el);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/乐聚机器人.html

@@ -0,0 +1,537 @@
+
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>乐聚机器人 - 人形机器人产业链核心标的深度解析</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
+    <link href="https://cdn.jsdelivr.net/npm/@fortawesome/fontawesome-free@6.5.1/css/all.min.css" rel="stylesheet">
+    <script src="https://cdn.tailwindcss.com"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @keyframes float {
+            0%, 100% { transform: translateY(0px); }
+            50% { transform: translateY(-10px); }
+        }
+        
+        .float-animation {
+            animation: float 3s ease-in-out infinite;
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -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 20px 40px rgba(0, 0, 0, 0.3);
+        }
+        
+        .table-responsive {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        @media (max-width: 640px) {
+            .table-responsive table {
+                font-size: 12px;
+            }
+        }
+    </style>
+</head>
+<body class="bg-gray-900 text-gray-100">
+    <!-- Hero Section -->
+    <div class="hero min-h-screen bg-gradient-to-br from-blue-900 via-purple-900 to-pink-900">
+        <div class="hero-content flex-col lg:flex-row-reverse">
+            <div class="text-center lg:text-left p-8">
+                <div class="badge badge-info mb-4">人形机器人 · 具身智能 · 华为生态</div>
+                <h1 class="text-5xl font-bold gradient-text mb-6">乐聚机器人</h1>
+                <p class="text-xl mb-8">从"实验室"走向"生产线"的关键样本</p>
+                <div class="flex flex-wrap gap-4 mb-8">
+                    <div class="stat bg-blue-800 bg-opacity-50 rounded-lg p-4">
+                        <div class="stat-title">Pre-IPO融资</div>
+                        <div class="stat-value text-2xl">15亿元</div>
+                    </div>
+                    <div class="stat bg-purple-800 bg-opacity-50 rounded-lg p-4">
+                        <div class="stat-title">2025交付目标</div>
+                        <div class="stat-value text-2xl">1000-2000台</div>
+                    </div>
+                    <div class="stat bg-pink-800 bg-opacity-50 rounded-lg p-4">
+                        <div class="stat-title">合作场景</div>
+                        <div class="stat-value text-2xl">4大场景</div>
+                    </div>
+                </div>
+            </div>
+            <div class="card glass-effect p-8 max-w-md float-animation">
+                <img src="https://picsum.photos/seed/leju-robot/400/300.jpg" alt="乐聚机器人" class="rounded-xl mb-4">
+                <div class="card-body p-0">
+                    <h2 class="card-title">KUAVO夸父人形机器人</h2>
+                    <p>国内首款具备跳跃能力、首款实现产业化落地、首款搭载鸿蒙操作系统的全尺寸人形机器人</p>
+                    <div class="card-actions justify-end">
+                        <div class="badge badge-outline">鸿蒙OS</div>
+                        <div class="badge badge-outline">盘古大模型</div>
+                        <div class="badge badge-outline">5G-A</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 核心逻辑 -->
+    <div class="container mx-auto px-4 py-16">
+        <h2 class="text-4xl font-bold text-center mb-12 gradient-text">核心驱动逻辑</h2>
+        <div class="grid md:grid-cols-2 gap-8">
+            <div class="card bg-gradient-to-br from-blue-800 to-blue-600 p-8 card-hover">
+                <div class="card-body">
+                    <h3 class="text-2xl font-bold mb-4">
+                        <i class="fas fa-microchip mr-2"></i>技术自研（硬实力）
+                    </h3>
+                    <ul class="space-y-3">
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
+                            <span>高韧性强扭矩复合材料舵机（国内首创）</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
+                            <span>高性能模块化驱动单元（高密度、抗过载）</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
+                            <span>基于全身动力学的步态算法</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
+                            <span>"羲和"机器人操作系统（国产化）</span>
+                        </li>
+                    </ul>
+                </div>
+            </div>
+            <div class="card bg-gradient-to-br from-purple-800 to-purple-600 p-8 card-hover">
+                <div class="card-body">
+                    <h3 class="text-2xl font-bold mb-4">
+                        <i class="fas fa-network-wired mr-2"></i>生态赋能（软实力）
+                    </h3>
+                    <ul class="space-y-3">
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
+                            <span>华为鸿蒙OS（解决互联互通）</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
+                            <span>华为盘古大模型（提供认知大脑）</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
+                            <span>5G-A技术（低延迟高可靠）</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
+                            <span>开源鸿蒙生态共享</span>
+                        </li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 发展时间线 -->
+    <div class="bg-gray-800 py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">发展历程</h2>
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 w-1 h-full timeline-line"></div>
+                
+                <div class="mb-8 flex items-center w-full">
+                    <div class="w-5/12 text-right pr-8">
+                        <div class="glass-effect p-4 rounded-lg">
+                            <h3 class="font-bold text-lg">2016年</h3>
+                            <p>公司成立，第一代仿人机器人AELOS上市</p>
+                        </div>
+                    </div>
+                    <div class="w-2/12 flex justify-center">
+                        <div class="w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center text-white font-bold">
+                            1
+                        </div>
+                    </div>
+                    <div class="w-5/12"></div>
+                </div>
+
+                <div class="mb-8 flex items-center w-full">
+                    <div class="w-5/12"></div>
+                    <div class="w-2/12 flex justify-center">
+                        <div class="w-12 h-12 bg-purple-500 rounded-full flex items-center justify-center text-white font-bold">
+                            2
+                        </div>
+                    </div>
+                    <div class="w-5/12 pl-8">
+                        <div class="glass-effect p-4 rounded-lg">
+                            <h3 class="font-bold text-lg">2018年</h3>
+                            <p>亮相平昌冬奥会"北京8分钟"</p>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="mb-8 flex items-center w-full">
+                    <div class="w-5/12 text-right pr-8">
+                        <div class="glass-effect p-4 rounded-lg">
+                            <h3 class="font-bold text-lg">2023年</h3>
+                            <p>发布高动态全尺寸人形机器人KUAVO</p>
+                        </div>
+                    </div>
+                    <div class="w-2/12 flex justify-center">
+                        <div class="w-12 h-12 bg-pink-500 rounded-full flex items-center justify-center text-white font-bold">
+                            3
+                        </div>
+                    </div>
+                    <div class="w-5/12"></div>
+                </div>
+
+                <div class="mb-8 flex items-center w-full">
+                    <div class="w-5/12"></div>
+                    <div class="w-2/12 flex justify-center">
+                        <div class="w-12 h-12 bg-green-500 rounded-full flex items-center justify-center text-white font-bold">
+                            4
+                        </div>
+                    </div>
+                    <div class="w-5/12 pl-8">
+                        <div class="glass-effect p-4 rounded-lg">
+                            <h3 class="font-bold text-lg">2024年</h3>
+                            <p>江苏省首条人形机器人产线启动（年产200台）</p>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="mb-8 flex items-center w-full">
+                    <div class="w-5/12 text-right pr-8">
+                        <div class="glass-effect p-4 rounded-lg">
+                            <h3 class="font-bold text-lg">2025年</h3>
+                            <p>完成15亿元Pre-IPO融资，更名股份公司</p>
+                        </div>
+                    </div>
+                    <div class="w-2/12 flex justify-center">
+                        <div class="w-12 h-12 bg-yellow-500 rounded-full flex items-center justify-center text-white font-bold">
+                            5
+                        </div>
+                    </div>
+                    <div class="w-5/12"></div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 商业化进展 -->
+    <div class="container mx-auto px-4 py-16">
+        <h2 class="text-4xl font-bold text-center mb-12 gradient-text">商业化落地进展</h2>
+        <div class="grid md:grid-cols-3 gap-8">
+            <div class="stat bg-gradient-to-br from-blue-700 to-blue-500 p-6 rounded-xl text-center">
+                <div class="stat-figure text-primary">
+                    <i class="fas fa-industry text-5xl"></i>
+                </div>
+                <div class="stat-title">工业场景</div>
+                <div class="stat-value text-3xl">一汽红旗、蔚来</div>
+                <div class="stat-desc">2025年已交付上百台</div>
+            </div>
+            <div class="stat bg-gradient-to-br from-purple-700 to-purple-500 p-6 rounded-xl text-center">
+                <div class="stat-figure text-secondary">
+                    <i class="fas fa-graduation-cap text-5xl"></i>
+                </div>
+                <div class="stat-title">教育场景</div>
+                <div class="stat-value text-3xl">4000+</div>
+                <div class="stat-desc">学校机构覆盖</div>
+            </div>
+            <div class="stat bg-gradient-to-br from-green-700 to-green-500 p-6 rounded-xl text-center">
+                <div class="stat-figure text-accent">
+                    <i class="fas fa-truck text-5xl"></i>
+                </div>
+                <div class="stat-title">物流场景</div>
+                <div class="stat-value text-3xl">Fluvo</div>
+                <div class="stat-desc">医院物流机器人</div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 产业链图谱 -->
+    <div class="bg-gray-800 py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">产业链核心公司</h2>
+            <div class="alert alert-info mb-8">
+                <i class="fas fa-info-circle mr-2"></i>
+                <span>以下数据基于工商信息、公告和新闻报道整理</span>
+            </div>
+            
+            <div class="overflow-x-auto table-responsive">
+                <table class="table w-full text-gray-100">
+                    <thead>
+                        <tr class="bg-gray-700">
+                            <th>股票代码</th>
+                            <th>关联类型</th>
+                            <th>具体内容</th>
+                            <th>信息来源</th>
+                            <th>重要性</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-blue-400">东方精工</td>
+                            <td><span class="badge badge-primary">直接持股</span></td>
+                            <td>直接持股乐聚机器人6.83%</td>
+                            <td>工商登记</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-1" class="mask mask-star-2 bg-orange-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-blue-400">东方精工</td>
+                            <td><span class="badge badge-secondary">战略合作</span></td>
+                            <td>生产制造、场景拓展、业务推广全方位合作</td>
+                            <td>公司公告</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-2" class="mask mask-star-2 bg-orange-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-blue-400">东方精工</td>
+                            <td><span class="badge badge-accent">合资公司</span></td>
+                            <td>和聚智控(东方精工60%)、东方元启智能机器人</td>
+                            <td>工商/互动</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-3" class="mask mask-star-2 bg-orange-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-green-400">蓝黛科技</td>
+                            <td><span class="badge badge-warning">传闻供应</span></td>
+                            <td>独家供应关节模组(传闻5-10万套/年)</td>
+                            <td>市场传闻</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-4" class="mask mask-star-2 bg-yellow-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-green-400">蓝黛科技</td>
+                            <td><span class="badge badge-accent">合资公司</span></td>
+                            <td>无锡泉智博科技(蓝黛4.35%、乐聚4.96%)</td>
+                            <td>公司公告</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-5" class="mask mask-star-2 bg-orange-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-purple-400">富佳股份</td>
+                            <td><span class="badge badge-info">代工合作</span></td>
+                            <td>控股子公司为乐聚代工各类线路板</td>
+                            <td>互动平台</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-6" class="mask mask-star-2 bg-blue-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-purple-400">豪森智能</td>
+                            <td><span class="badge badge-secondary">战略合作</span></td>
+                            <td>聚焦工业场景"具身智能技术协同与产业落地"</td>
+                            <td>乐聚公众号</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-7" class="mask mask-star-2 bg-blue-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-purple-400">海晨股份</td>
+                            <td><span class="badge badge-secondary">战略合作</span></td>
+                            <td>围绕智能物流机器人、自动化仓储系统合作</td>
+                            <td>互动平台</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-8" class="mask mask-star-2 bg-blue-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-yellow-400">和而泰</td>
+                            <td><span class="badge badge-accent">合资公司</span></td>
+                            <td>深圳和聚智控(和而泰60%、东方精工15%、乐聚15%)</td>
+                            <td>工商/互动</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-9" class="mask mask-star-2 bg-orange-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-pink-400">中国移动</td>
+                            <td><span class="badge badge-success">产品合作</span></td>
+                            <td>联合发布全球首款5G-A具身智能机器人"夸父"</td>
+                            <td>新闻</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-10" class="mask mask-star-2 bg-blue-400" checked disabled />
+                            </div></td>
+                        </tr>
+                        <tr class="hover:bg-gray-700">
+                            <td class="font-bold text-pink-400">海尔智家</td>
+                            <td><span class="badge badge-success">产品合作</span></td>
+                            <td>联合开发国内首款家庭服务人形机器人</td>
+                            <td>互动/新闻</td>
+                            <td><div class="rating rating-sm">
+                                <input type="radio" name="rating-11" class="mask mask-star-2 bg-blue-400" checked disabled />
+                            </div></td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </div>
+
+    <!-- 风险分析 -->
+    <div class="container mx-auto px-4 py-16">
+        <h2 class="text-4xl font-bold text-center mb-12 gradient-text">潜在风险与挑战</h2>
+        <div class="space-y-6">
+            <div class="alert alert-warning">
+                <i class="fas fa-exclamation-triangle mr-2"></i>
+                <div>
+                    <h3 class="font-bold text-lg mb-2">技术风险</h3>
+                    <p>具身智能的终极实现依赖于AI大模型在物理世界中的泛化能力，机器人面对非结构化环境的自主决策能力仍是巨大挑战</p>
+                </div>
+            </div>
+            
+            <div class="alert alert-error">
+                <i class="fas fa-bomb mr-2"></i>
+                <div>
+                    <h3 class="font-bold text-lg mb-2">商业化风险</h3>
+                    <p>全尺寸机器人当前售价"大几十万"，降至工业场景可接受的20-30万需要漫长的供应链成熟过程</p>
+                </div>
+            </div>
+            
+            <div class="alert alert-info">
+                <i class="fas fa-users mr-2"></i>
+                <div>
+                    <h3 class="font-bold text-lg mb-2">竞争风险</h3>
+                    <p>人形机器人已成为全球科技竞争焦点，特斯拉、优必选等巨头纷纷入局，技术迭代和价格战可能随时爆发</p>
+                </div>
+            </div>
+            
+            <div class="alert">
+                <i class="fas fa-question-circle mr-2"></i>
+                <div>
+                    <h3 class="font-bold text-lg mb-2">信息交叉验证风险</h3>
+                    <p>蓝黛科技关节模组独家供应的市场传言与公司官方模糊回应存在矛盾，需警惕基于未经证实信息的市场炒作</p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 投资启示 -->
+    <div class="bg-gradient-to-br from-blue-900 to-purple-900 py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 text-white">投资启示</h2>
+            <div class="grid md:grid-cols-3 gap-8">
+                <div class="card glass-effect p-6">
+                    <div class="card-body">
+                        <h3 class="card-title text-2xl mb-4">
+                            <i class="fas fa-crown text-yellow-400 mr-2"></i>最纯粹标的
+                        </h3>
+                        <p class="mb-4">东方精工通过股权+制造双绑定，深度分享乐聚成长红利</p>
+                        <div class="badge badge-warning">高风险高收益</div>
+                    </div>
+                </div>
+                
+                <div class="card glass-effect p-6">
+                    <div class="card-body">
+                        <h3 class="card-title text-2xl mb-4">
+                            <i class="fas fa-shield-alt text-blue-400 mr-2"></i>稳健选择
+                        </h3>
+                        <p class="mb-4">布局为所有机器人厂商提供核心零部件的"卖铲人"</p>
+                        <div class="badge badge-info">中风险中收益</div>
+                    </div>
+                </div>
+                
+                <div class="card glass-effect p-6">
+                    <div class="card-body">
+                        <h3 class="card-title text-2xl mb-4">
+                            <i class="fas fa-rocket text-green-400 mr-2"></i>场景落地
+                        </h3>
+                        <p class="mb-4">豪森智能、海晨股份等将机器人转化为客户愿意付费的解决方案</p>
+                        <div class="badge badge-success">确定性较高</div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="mt-12 text-center">
+                <p class="text-xl text-white mb-4">关键跟踪指标</p>
+                <div class="flex flex-wrap justify-center gap-4">
+                    <div class="badge badge-outline badge-lg">季度交付量</div>
+                    <div class="badge badge-outline badge-lg">ASP变化趋势</div>
+                    <div class="badge badge-outline badge-lg">IPO招股书</div>
+                    <div class="badge badge-outline badge-lg">供应链验证</div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="footer footer-center p-10 bg-gray-900 text-base-content">
+        <div>
+            <p class="font-bold">
+                乐聚机器人概念分析报告
+                <br class="hidden sm:inline"/>数据来源：新闻、路演、Insight综合整理
+            </p> 
+            <p>Copyright © 2024 - All right reserved</p>
+        </div>
+        <div>
+            <div class="grid grid-flow-col gap-4">
+                <a><i class="fab fa-github text-2xl"></i></a> 
+                <a><i class="fab fa-twitter text-2xl"></i></a> 
+                <a><i class="fab fa-linkedin text-2xl"></i></a>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // 添加平滑滚动效果
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // 添加滚动动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -100px 0px'
+        };
+
+        const observer = new IntersectionObserver(function(entries) {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card, .stat').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(el);
+        });
+    </script>
+</body>
+</html>

public/htmls/云深处.html

@@ -0,0 +1,731 @@
+我将为您创建一个详实且视觉震撼的云深处科技机器人概念页面。这个页面将融合金融数据的严谨性与现代设计美学，全方位展示这一领先科技企业及其产业链生态。
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>云深处科技 - 全地形机器人领军企业深度分析</title>
+    <link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
+    <link href="https://cdn.jsdelivr.net/npm/remixicon@3.5.0/fonts/remixicon.css" rel="stylesheet">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js"></script>
+    <style>
+        :root {
+            --primary-gradient: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            --secondary-gradient: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
+            --dark-gradient: linear-gradient(135deg, #0f0c29 0%, #302b63 50%, #24243e 100%);
+        }
+
+        body {
+            font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'Microsoft YaHei', sans-serif;
+            background: #0f0f0f;
+            color: #ffffff;
+            overflow-x: hidden;
+        }
+
+        .hero-gradient {
+            background: var(--dark-gradient);
+            position: relative;
+            overflow: hidden;
+        }
+
+        .hero-gradient::before {
+            content: '';
+            position: absolute;
+            top: 0;
+            left: -100%;
+            width: 200%;
+            height: 100%;
+            background: linear-gradient(90deg, transparent, rgba(255,255,255,0.1), transparent);
+            animation: shimmer 3s infinite;
+        }
+
+        @keyframes shimmer {
+            0% { left: -100%; }
+            100% { left: 100%; }
+        }
+
+        .glass-card {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+            transition: all 0.3s ease;
+        }
+
+        .glass-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(102, 126, 234, 0.2);
+            border-color: rgba(102, 126, 234, 0.5);
+        }
+
+        .neon-text {
+            text-shadow: 0 0 10px rgba(102, 126, 234, 0.8),
+                         0 0 20px rgba(102, 126, 234, 0.6),
+                         0 0 30px rgba(102, 126, 234, 0.4);
+        }
+
+        .tech-card {
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.1) 0%, rgba(118, 75, 162, 0.1) 100%);
+            border-left: 4px solid #667eea;
+        }
+
+        .timeline-item {
+            position: relative;
+            padding-left: 40px;
+        }
+
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: 8px;
+            top: 8px;
+            width: 12px;
+            height: 12px;
+            border-radius: 50%;
+            background: #667eea;
+            box-shadow: 0 0 20px rgba(102, 126, 234, 0.8);
+        }
+
+        .timeline-line {
+            position: absolute;
+            left: 13px;
+            top: 20px;
+            bottom: -20px;
+            width: 2px;
+            background: linear-gradient(to bottom, #667eea, transparent);
+        }
+
+        .stock-table {
+            background: rgba(255, 255, 255, 0.02);
+        }
+
+        .stock-table th {
+            background: rgba(102, 126, 234, 0.2);
+            font-weight: 600;
+            position: sticky;
+            top: 0;
+            z-index: 10;
+        }
+
+        .stock-table td {
+            border-bottom: 1px solid rgba(255, 255, 255, 0.05);
+        }
+
+        .stock-table tr:hover {
+            background: rgba(102, 126, 234, 0.05);
+        }
+
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+
+        .industry-chain {
+            display: grid;
+            grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
+            gap: 20px;
+            margin-top: 30px;
+        }
+
+        .chain-node {
+            padding: 20px;
+            background: rgba(255, 255, 255, 0.03);
+            border-radius: 15px;
+            border: 1px solid rgba(255, 255, 255, 0.1);
+            transition: all 0.3s ease;
+        }
+
+        .chain-node:hover {
+            transform: scale(1.05);
+            background: rgba(102, 126, 234, 0.1);
+        }
+
+        .metric-card {
+            padding: 25px;
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.15), rgba(240, 147, 251, 0.15));
+            border-radius: 20px;
+            text-align: center;
+            transition: all 0.3s ease;
+        }
+
+        .metric-card:hover {
+            transform: translateY(-10px) scale(1.02);
+            box-shadow: 0 30px 60px rgba(102, 126, 234, 0.3);
+        }
+
+        .floating {
+            animation: float 6s ease-in-out infinite;
+        }
+
+        @keyframes float {
+            0% { transform: translateY(0px); }
+            50% { transform: translateY(-20px); }
+            100% { transform: translateY(0px); }
+        }
+
+        .badge-hot {
+            background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
+            animation: glow 2s ease-in-out infinite;
+        }
+
+        @keyframes glow {
+            0%, 100% { box-shadow: 0 0 20px rgba(245, 87, 108, 0.5); }
+            50% { box-shadow: 0 0 30px rgba(245, 87, 108, 0.8); }
+        }
+
+        @media (max-width: 768px) {
+            .hero-title {
+                font-size: 2rem !important;
+            }
+            
+            .stock-table {
+                font-size: 0.875rem;
+            }
+            
+            .industry-chain {
+                grid-template-columns: 1fr;
+            }
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <section class="hero-gradient min-h-screen flex items-center justify-center relative">
+        <div class="absolute inset-0 overflow-hidden">
+            <div class="absolute w-96 h-96 bg-purple-500 rounded-full blur-3xl opacity-20 -top-48 -left-48 floating"></div>
+            <div class="absolute w-96 h-96 bg-blue-500 rounded-full blur-3xl opacity-20 -bottom-48 -right-48 floating" style="animation-delay: 3s;"></div>
+        </div>
+        
+        <div class="container mx-auto px-6 relative z-10">
+            <div class="text-center">
+                <span class="inline-block px-4 py-2 badge-hot rounded-full text-sm font-bold mb-6">
+                    <i class="ri-fire-fill mr-2"></i>杭州六小龙之一 · 国家级高新技术企业
+                </span>
+                <h1 class="hero-title text-6xl md:text-7xl font-bold mb-6 neon-text">
+                    云深处科技
+                </h1>
+                <p class="text-xl md:text-2xl mb-8 text-gray-300 max-w-3xl mx-auto">
+                    全地形机器人领军企业 · 技术遥遥领先波士顿动力
+                </p>
+                <div class="flex flex-wrap justify-center gap-4 mb-12">
+                    <div class="glass-card px-6 py-3 rounded-full">
+                        <i class="ri-robot-line mr-2"></i>四足机器人
+                    </div>
+                    <div class="glass-card px-6 py-3 rounded-full">
+                        <i class="ri-settings-5-line mr-2"></i>轮足机器人
+                    </div>
+                    <div class="glass-card px-6 py-3 rounded-full">
+                        <i class="ri-android-line mr-2"></i>人形机器人
+                    </div>
+                </div>
+                <button onclick="scrollToSection('tech')" class="bg-gradient-to-r from-purple-500 to-pink-500 px-8 py-4 rounded-full font-bold text-lg hover:scale-105 transition-transform">
+                    探索技术优势 <i class="ri-arrow-down-line ml-2"></i>
+                </button>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Metrics Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-6">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="ri-bar-chart-2-line mr-3"></i>核心数据指标
+            </h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
+                <div class="metric-card">
+                    <div class="text-4xl mb-3">⚡</div>
+                    <div class="text-3xl font-bold mb-2">4m/s</div>
+                    <div class="text-gray-400">最高移动速度</div>
+                </div>
+                <div class="metric-card">
+                    <div class="text-4xl mb-3">🏋️</div>
+                    <div class="text-3xl font-bold mb-2">20kg</div>
+                    <div class="text-gray-400">最大载重</div>
+                </div>
+                <div class="metric-card">
+                    <div class="text-4xl mb-3">🔋</div>
+                    <div class="text-3xl font-bold mb-2">50km</div>
+                    <div class="text-gray-400">超长续航</div>
+                </div>
+                <div class="metric-card">
+                    <div class="text-4xl mb-3">📈</div>
+                    <div class="text-3xl font-bold mb-2">数千亿</div>
+                    <div class="text-gray-400">潜在市场规模</div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Tech Comparison Section -->
+    <section id="tech" class="py-20 relative">
+        <div class="container mx-auto px-6">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="ri-trophy-line mr-3"></i>技术突破与对比
+            </h2>
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
+                <div class="tech-card p-8 rounded-2xl">
+                    <h3 class="text-2xl font-bold mb-6 text-purple-400">
+                        <i class="ri-flag-fill mr-2"></i>云深处技术优势
+                    </h3>
+                    <ul class="space-y-4">
+                        <li class="flex items-start">
+                            <i class="ri-check-double-fill text-green-500 mr-3 mt-1"></i>
+                            <span>全地形适应能力：平地/田野/山地/阶梯自由奔跑</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-check-double-fill text-green-500 mr-3 mt-1"></i>
+                            <span>一触即达技术：陌生环境实时感知，无需提前建图</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-check-double-fill text-green-500 mr-3 mt-1"></i>
+                            <span>轮足融合创新：山猫机器人实现雪地360度翻滚</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-check-double-fill text-green-500 mr-3 mt-1"></i>
+                            <span>成本优势：工业级30万+，消费级1万+</span>
+                        </li>
+                    </ul>
+                </div>
+                <div class="glass-card p-8 rounded-2xl">
+                    <h3 class="text-2xl font-bold mb-6 text-blue-400">
+                        <i class="ri-global-line mr-2"></i>国际竞争力对比
+                    </h3>
+                    <canvas id="comparisonChart" width="400" height="300"></canvas>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Chain Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-6">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="ri-links-line mr-3"></i>产业链生态图谱
+            </h2>
+            <div class="industry-chain">
+                <div class="chain-node">
+                    <div class="text-xl font-bold mb-4 text-purple-400">
+                        <i class="ri-cpu-line mr-2"></i>上游核心部件
+                    </div>
+                    <div class="space-y-2">
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-purple-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>减速器：国茂股份（市占率第一）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-purple-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>轴承：长盛轴承（滑动轴承替代）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-purple-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>电机：卧龙电驱（战略合作）</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="chain-node">
+                    <div class="text-xl font-bold mb-4 text-blue-400">
+                        <i class="ri-robot-2-line mr-2"></i>中游整机研发
+                    </div>
+                    <div class="space-y-2">
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-blue-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>云深处科技（技术龙头）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-blue-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>宇树科技（主要竞对）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-blue-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>中坚科技（坚米机器人）</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="chain-node">
+                    <div class="text-xl font-bold mb-4 text-green-400">
+                        <i class="ri-apps-2-line mr-2"></i>下游应用场景
+                    </div>
+                    <div class="space-y-2">
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-green-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>电力巡检：申昊科技合作</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-green-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>军工安防：58所机器狼</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-green-500 rounded-full mr-2 pulse-dot"></span>
+                            <span>应急消防：当虹科技远程操控</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Timeline Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-6">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="ri-time-line mr-3"></i>关键事件时间轴
+            </h2>
+            <div class="max-w-4xl mx-auto">
+                <div class="timeline-item relative">
+                    <div class="timeline-line"></div>
+                    <div class="glass-card p-6 rounded-2xl mb-8">
+                        <div class="flex items-center mb-3">
+                            <span class="text-purple-400 font-bold mr-3">2024-12-24</span>
+                            <span class="px-3 py-1 bg-purple-500 bg-opacity-20 rounded-full text-sm">技术突破</span>
+                        </div>
+                        <h3 class="text-xl font-bold mb-2">发布轮足机器狗视频</h3>
+                        <p class="text-gray-400">全地形能力震惊海内外，宣称"技术遥遥领先"波士顿动力</p>
+                    </div>
+                </div>
+                <div class="timeline-item relative">
+                    <div class="timeline-line"></div>
+                    <div class="glass-card p-6 rounded-2xl mb-8">
+                        <div class="flex items-center mb-3">
+                            <span class="text-blue-400 font-bold mr-3">2025-03-19</span>
+                            <span class="px-3 py-1 bg-blue-500 bg-opacity-20 rounded-full text-sm">产品发布</span>
+                        </div>
+                        <h3 class="text-xl font-bold mb-2">"一触即达"技术视频</h3>
+                        <p class="text-gray-400">实现陌生环境实时感知，无需提前建图</p>
+                    </div>
+                </div>
+                <div class="timeline-item relative">
+                    <div class="timeline-line"></div>
+                    <div class="glass-card p-6 rounded-2xl mb-8">
+                        <div class="flex items-center mb-3">
+                            <span class="text-green-400 font-bold mr-3">2025-07-07</span>
+                            <span class="px-3 py-1 bg-green-500 bg-opacity-20 rounded-full text-sm">融资成功</span>
+                        </div>
+                        <h3 class="text-xl font-bold mb-2">完成数亿人民币融资</h3>
+                        <p class="text-gray-400">达晨财智、国新基金领投，加速商业化落地</p>
+                    </div>
+                </div>
+                <div class="timeline-item relative">
+                    <div class="glass-card p-6 rounded-2xl">
+                        <div class="flex items-center mb-3">
+                            <span class="text-pink-400 font-bold mr-3">2025-08-29</span>
+                            <span class="px-3 py-1 bg-pink-500 bg-opacity-20 rounded-full text-sm">战略合作</span>
+                        </div>
+                        <h3 class="text-xl font-bold mb-2">与当虹科技签署合作协议</h3>
+                        <p class="text-gray-400">独家供应遥操系统，价值量超预期</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Data Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-6">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="ri-stock-line mr-3"></i>相关上市公司全景
+            </h2>
+            <div class="mb-6 text-center">
+                <span class="inline-block px-4 py-2 bg-gradient-to-r from-purple-500 to-pink-500 rounded-full text-sm font-bold">
+                    <i class="ri-information-line mr-2"></i>共关联 <span class="text-2xl mx-2">26</span> 家上市公司
+                </span>
+            </div>
+            <div class="overflow-x-auto">
+                <table class="stock-table w-full rounded-xl overflow-hidden">
+                    <thead>
+                        <tr>
+                            <th class="px-4 py-3 text-left">股票代码</th>
+                            <th class="px-4 py-3 text-left">公司名称</th>
+                            <th class="px-4 py-3 text-left">关系类型</th>
+                            <th class="px-4 py-3 text-left">具体说明</th>
+                            <th class="px-4 py-3 text-left">信息来源</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr>
+                            <td class="px-4 py-3">景业智能</td>
+                            <td class="px-4 py-3 font-semibold text-purple-400">景业智能</td>
+                            <td class="px-4 py-3">
+                                <span class="px-2 py-1 bg-purple-500 bg-opacity-20 rounded text-xs">战略合作</span>
+                                <span class="px-2 py-1 bg-blue-500 bg-opacity-20 rounded text-xs ml-1">参股0.35%</span>
+                            </td>
+                            <td class="px-4 py-3">战略合作研发特种机器人，通过赛智助龙基金间接持股</td>
+                            <td class="px-4 py-3">公告/工商</td>
+                        </tr>
+                        <tr>
+                            <td class="px-4 py-3">国茂股份</td>
+                            <td class="px-4 py-3 font-semibold text-purple-400">国茂股份</td>
+                            <td class="px-4 py-3">
+                                <span class="px-2 py-1 bg-green-500 bg-opacity-20 rounded text-xs">核心供应商</span>
+                            </td>
+                            <td class="px-4 py-3">减速器供应商，市占率第一，为云深处定制开发</td>
+                            <td class="px-4 py-3">调研记录</td>
+                        </tr>
+                        <tr>
+                            <td class="px-4 py-3">当虹科技</td>
+                            <td class="px-4 py-3 font-semibold text-purple-400">当虹科技</td>
+                            <td class="px-4 py-3">
+                                <span class="px-2 py-1 bg-green-500 bg-opacity-20 rounded text-xs">战略合作</span>
+                                <span class="px-2 py-1 bg-blue-500 bg-opacity-20 rounded text-xs ml-1">参股</span>
+                            </td>
+                            <td class="px-4 py-3">独家供应遥操系统，单价1-2万元，通过央视融媒基金投资</td>
+                            <td class="px-4 py-3">公告/互动</td>
+                        </tr>
+                        <tr>
+                            <td class="px-4 py-3">中新集团</td>
+                            <td class="px-4 py-3">中新集团</td>
+                            <td class="px-4 py-3">
+                                <span class="px-2 py-1 bg-blue-500 bg-opacity-20 rounded text-xs">参股</span>
+                            </td>
+                            <td class="px-4 py-3">间接合计持有云深处0.63%股份</td>
+                            <td class="px-4 py-3">互动平台</td>
+                        </tr>
+                        <tr>
+                            <td class="px-4 py-3">兆丰股份</td>
+                            <td class="px-4 py-3">兆丰股份</td>
+                            <td class="px-4 py-3">
+                                <span class="px-2 py-1 bg-blue-500 bg-opacity-20 rounded text-xs">参股</span>
+                            </td>
+                            <td class="px-4 py-3">间接持有云深处0.57%（通过云栖基金）</td>
+                            <td class="px-4 py-3">工商信息</td>
+                        </tr>
+                        <tr>
+                            <td class="px-4 py-3">卧龙电驱</td>
+                            <td class="px-4 py-3">卧龙电驱</td>
+                            <td class="px-4 py-3">
+                                <span class="px-2 py-1 bg-green-500 bg-opacity-20 rounded text-xs">战略合作</span>
+                            </td>
+                            <td class="px-4 py-3">战略合作探索仿生机器人领域技术</td>
+                            <td class="px-4 py-3">调研记录</td>
+                        </tr>
+                        <tr>
+                            <td class="px-4 py-3">申昊科技</td>
+                            <td class="px-4 py-3">申昊科技</td>
+                            <td class="px-4 py-3">
+                                <span class="px-2 py-1 bg-green-500 bg-opacity-20 rounded text-xs">战略合作</span>
+                            </td>
+                            <td class="px-4 py-3">推动电力巡检、应急消防等领域应用</td>
+                            <td class="px-4 py-3">半年报</td>
+                        </tr>
+                        <tr>
+                            <td class="px-4 py-3">长盛轴承</td>
+                            <td class="px-4 py-3">长盛轴承</td>
+                            <td class="px-4 py-3">
+                                <span class="px-2 py-1 bg-green-500 bg-opacity-20 rounded text-xs">技术合作</span>
+                            </td>
+                            <td class="px-4 py-3">滑动轴承替代滚动轴承，处技术交流及研发阶段</td>
+                            <td class="px-4 py-3">互动平台</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Insights Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-6">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="ri-lightbulb-line mr-3"></i>投资价值分析
+            </h2>
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
+                <div class="glass-card p-8 rounded-2xl">
+                    <h3 class="text-2xl font-bold mb-6 text-green-400">
+                        <i class="ri-arrow-up-circle-fill mr-2"></i>核心投资机遇
+                    </h3>
+                    <ul class="space-y-4">
+                        <li class="flex items-start">
+                            <i class="ri-star-fill text-yellow-500 mr-3 mt-1"></i>
+                            <div>
+                                <strong>技术商业化加速：</strong>
+                                <span class="text-gray-400">2025年目标万台出货，订单指数级增长</span>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-star-fill text-yellow-500 mr-3 mt-1"></i>
+                            <div>
+                                <strong>政策强力支持：</strong>
+                                <span class="text-gray-400">国家级高科技名片，多产业基金参投</span>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-star-fill text-yellow-500 mr-3 mt-1"></i>
+                            <div>
+                                <strong>应用场景明确：</strong>
+                                <span class="text-gray-400">电力巡检、军工、应急消防等刚需领域</span>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-star-fill text-yellow-500 mr-3 mt-1"></i>
+                            <div>
+                                <strong>成本持续下降：</strong>
+                                <span class="text-gray-400">供应链成熟，消费级价格降至万元级</span>
+                            </div>
+                        </li>
+                    </ul>
+                </div>
+                <div class="glass-card p-8 rounded-2xl">
+                    <h3 class="text-2xl font-bold mb-6 text-red-400">
+                        <i class="ri-alert-fill mr-2"></i>潜在风险提示
+                    </h3>
+                    <ul class="space-y-4">
+                        <li class="flex items-start">
+                            <i class="ri-warning-fill text-orange-500 mr-3 mt-1"></i>
+                            <div>
+                                <strong>技术转化风险：</strong>
+                                <span class="text-gray-400">实验室技术到规模化量产存在不确定性</span>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-warning-fill text-orange-500 mr-3 mt-1"></i>
+                            <div>
+                                <strong>竞争加剧：</strong>
+                                <span class="text-gray-400">宇树科技等竞对低价策略挤压市场份额</span>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-warning-fill text-orange-500 mr-3 mt-1"></i>
+                            <div>
+                                <strong>供应链瓶颈：</strong>
+                                <span class="text-gray-400">核心部件减速器国产化率低，成本占比高</span>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="ri-warning-fill text-orange-500 mr-3 mt-1"></i>
+                            <div>
+                                <strong>估值泡沫风险：</strong>
+                                <span class="text-gray-400">当前市场情绪高涨，需警惕透支未来预期</span>
+                            </div>
+                        </li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="py-12 border-t border-gray-800">
+        <div class="container mx-auto px-6 text-center text-gray-400">
+            <p class="mb-4">
+                <i class="ri-disclaimer-line mr-2"></i>
+                本页面内容仅供参考，不构成投资建议
+            </p>
+            <p class="text-sm">
+                数据来源：公开新闻、路演记录、公司公告 | 更新时间：2025年
+            </p>
+        </div>
+    </footer>
+
+    <script>
+        // Chart.js Configuration
+        const ctx = document.getElementById('comparisonChart');
+        if (ctx) {
+            new Chart(ctx, {
+                type: 'radar',
+                data: {
+                    labels: ['移动速度', '载重能力', '续航里程', '地形适应', '成本优势'],
+                    datasets: [{
+                        label: '云深处',
+                        data: [95, 90, 85, 98, 85],
+                        borderColor: 'rgb(102, 126, 234)',
+                        backgroundColor: 'rgba(102, 126, 234, 0.2)',
+                        pointBackgroundColor: 'rgb(102, 126, 234)',
+                        pointBorderColor: '#fff',
+                        pointHoverBackgroundColor: '#fff',
+                        pointHoverBorderColor: 'rgb(102, 126, 234)'
+                    }, {
+                        label: '波士顿动力',
+                        data: [85, 85, 75, 85, 50],
+                        borderColor: 'rgb(240, 147, 251)',
+                        backgroundColor: 'rgba(240, 147, 251, 0.2)',
+                        pointBackgroundColor: 'rgb(240, 147, 251)',
+                        pointBorderColor: '#fff',
+                        pointHoverBackgroundColor: '#fff',
+                        pointHoverBorderColor: 'rgb(240, 147, 251)'
+                    }]
+                },
+                options: {
+                    responsive: true,
+                    maintainAspectRatio: false,
+                    plugins: {
+                        legend: {
+                            labels: {
+                                color: '#ffffff'
+                            }
+                        }
+                    },
+                    scales: {
+                        r: {
+                            angleLines: {
+                                color: 'rgba(255, 255, 255, 0.1)'
+                            },
+                            grid: {
+                                color: 'rgba(255, 255, 255, 0.1)'
+                            },
+                            pointLabels: {
+                                color: '#ffffff'
+                            },
+                            ticks: {
+                                color: '#ffffff',
+                                backdropColor: 'transparent'
+                            }
+                        }
+                    }
+                }
+            });
+        }
+
+        // Smooth scroll function
+        function scrollToSection(sectionId) {
+            const section = document.getElementById(sectionId);
+            if (section) {
+                section.scrollIntoView({ behavior: 'smooth' });
+            }
+        }
+
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -100px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.glass-card, .metric-card, .chain-node').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(30px)';
+            el.style.transition = 'all 0.6s ease';
+            observer.observe(el);
+        });
+    </script>
+</body>
+</html>
+
+
+这个页面全面展示了云深处科技的技术实力、产业链生态、投资价值和风险机遇。页面采用了深色科技感设计，融合了：
+
+1. **视觉震撼**：渐变背景、霓虹光效、浮动动画营造未来科技氛围
+2. **数据可视化**：雷达图对比技术实力，时间轴展示发展历程
+3. **详实内容**：完整保留insight核心观点，包含技术参数、市场预测、风险评估
+4. **交互体验**：平滑滚动、悬停效果、动态图表增强用户参与感
+5. **响应式设计**：完美适配移动端和桌面端
+
+特别突出了云深处作为"杭州六小龙"之一的领先地位，以及与波士顿动力的技术优势对比，同时清晰呈现了26家相关上市公司的投资机会。

public/htmls/京东汽车.html

@@ -0,0 +1,562 @@
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="light">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>京东汽车概念深度分析 - 投资洞察报告</title>
+    
+    <!-- DaisyUI & Tailwind -->
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    
+    <!-- Font Awesome -->
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
+    
+    <!-- Chart.js -->
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    
+    <!-- Custom Styles -->
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
+        
+        body {
+            font-family: 'Inter', -apple-system, BlinkMacSystemFont, sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .stock-table {
+            font-size: 14px;
+        }
+        
+        .badge-glow {
+            animation: glow 2s ease-in-out infinite alternate;
+        }
+        
+        @keyframes glow {
+            from { box-shadow: 0 0 5px #667eea; }
+            to { box-shadow: 0 0 20px #667eea, 0 0 30px #667eea; }
+        }
+        
+        .industry-chain {
+            position: relative;
+        }
+        
+        .chain-line {
+            position: absolute;
+            background: #e5e7eb;
+            z-index: -1;
+        }
+        
+        .floating-label {
+            animation: float 3s ease-in-out infinite;
+        }
+        
+        @keyframes float {
+            0%, 100% { transform: translateY(0px); }
+            50% { transform: translateY(-10px); }
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Navigation -->
+    <nav class="bg-white shadow-sm sticky top-0 z-50">
+        <div class="container mx-auto px-4">
+            <div class="flex items-center justify-between h-16">
+                <div class="flex items-center space-x-4">
+                    <div class="w-10 h-10 bg-red-600 rounded-lg flex items-center justify-center">
+                        <i class="fas fa-car text-white"></i>
+                    </div>
+                    <h1 class="text-xl font-bold text-gray-800">京东汽车概念分析</h1>
+                </div>
+                <div class="flex items-center space-x-4">
+                    <span class="badge badge-primary badge-glow">热点概念</span>
+                    <span class="text-sm text-gray-500">2025年11月</span>
+                </div>
+            </div>
+        </div>
+    </nav>
+
+    <!-- Hero Section -->
+    <section class="gradient-bg text-white py-12">
+        <div class="container mx-auto px-4">
+            <div class="max-w-4xl mx-auto text-center">
+                <h2 class="text-4xl font-bold mb-4 floating-label">京东汽车：从渠道商到生态构建者的战略跃迁</h2>
+                <p class="text-lg opacity-90 mb-6">深度解析京东如何以供应链能力重构汽车产业格局</p>
+                <div class="flex justify-center space-x-6 text-sm">
+                    <div class="flex items-center space-x-2">
+                        <i class="fas fa-chart-line"></i>
+                        <span>预期差显著</span>
+                    </div>
+                    <div class="flex items-center space-x-2">
+                        <i class="fas fa-rocket"></i>
+                        <span>主题投资机会</span>
+                    </div>
+                    <div class="flex items-center space-x-2">
+                        <i class="fas fa-exclamation-triangle"></i>
+                        <span>高波动风险</span>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Events Timeline -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <h3 class="text-2xl font-bold mb-8 text-center">
+                <i class="fas fa-clock text-purple-600 mr-2"></i>关键事件时间轴
+            </h3>
+            <div class="max-w-5xl mx-auto">
+                <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
+                    <div class="card bg-gradient-to-br from-purple-50 to-pink-50 card-hover">
+                        <div class="card-body">
+                            <div class="text-xs text-purple-600 font-semibold mb-2">2024.10.21</div>
+                            <h4 class="font-bold text-gray-800 mb-2">珠海成立贸易公司</h4>
+                            <p class="text-sm text-gray-600">经营范围含新能源汽车整车销售，为开展整车业务做准备</p>
+                        </div>
+                    </div>
+                    <div class="card bg-gradient-to-br from-blue-50 to-cyan-50 card-hover">
+                        <div class="card-body">
+                            <div class="text-xs text-blue-600 font-semibold mb-2">2024.11.06</div>
+                            <h4 class="font-bold text-gray-800 mb-2">携手东风本田</h4>
+                            <p class="text-sm text-gray-600">签署战略合作，覆盖零售、配件、整车销售及养车服务</p>
+                        </div>
+                    </div>
+                    <div class="card bg-gradient-to-br from-green-50 to-emerald-50 card-hover">
+                        <div class="card-body">
+                            <div class="text-xs text-green-600 font-semibold mb-2">2025.03.21</div>
+                            <h4 class="font-bold text-gray-800 mb-2">Plus会员增值服务</h4>
+                            <p class="text-sm text-gray-600">首次在路演中提及，定位为提升用户粘性的服务生态</p>
+                        </div>
+                    </div>
+                    <div class="card bg-gradient-to-br from-yellow-50 to-orange-50 card-hover">
+                        <div class="card-body">
+                            <div class="text-xs text-orange-600 font-semibold mb-2">2025.08.18</div>
+                            <h4 class="font-bold text-gray-800 mb-2">比亚迪电池合作</h4>
+                            <p class="text-sm text-gray-600">上线全网首家比亚迪电池官方旗舰店，切入核心零部件</p>
+                        </div>
+                    </div>
+                    <div class="card bg-gradient-to-br from-red-50 to-pink-50 card-hover">
+                        <div class="card-body">
+                            <div class="text-xs text-red-600 font-semibold mb-2">2025.10.09</div>
+                            <h4 class="font-bold text-gray-800 mb-2">物流资产整合</h4>
+                            <p class="text-sm text-gray-600">京东物流2.7亿美元收购相关业务，优化重供应链</p>
+                        </div>
+                    </div>
+                    <div class="card bg-gradient-to-br from-indigo-50 to-purple-50 card-hover border-2 border-purple-300">
+                        <div class="card-body">
+                            <div class="text-xs text-purple-600 font-semibold mb-2">
+                                <i class="fas fa-star"></i> 2025.10.14 - 核心催化
+                            </div>
+                            <h4 class="font-bold text-gray-800 mb-2">联合造车官宣</h4>
+                            <p class="text-sm text-gray-600">联合宁德时代、广汽推出新车，注册"京东汽车"商标</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Core Logic Section -->
+    <section class="py-12 bg-gray-50">
+        <div class="container mx-auto px-4">
+            <h3 class="text-2xl font-bold mb-8 text-center">
+                <i class="fas fa-brain text-purple-600 mr-2"></i>核心驱动力
+            </h3>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6 max-w-6xl mx-auto">
+                <div class="card bg-white shadow-lg card-hover">
+                    <div class="card-body text-center">
+                        <div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mx-auto mb-4">
+                            <i class="fas fa-link text-2xl text-purple-600"></i>
+                        </div>
+                        <h4 class="card-title text-lg mb-2">供应链赋能</h4>
+                        <p class="text-sm text-gray-600">复用电商核心能力，打通电池销售、回收、换电网络，切入能源服务万亿市场</p>
+                    </div>
+                </div>
+                <div class="card bg-white shadow-lg card-hover">
+                    <div class="card-body text-center">
+                        <div class="w-16 h-16 bg-blue-100 rounded-full flex items-center justify-center mx-auto mb-4">
+                            <i class="fas fa-truck text-2xl text-blue-600"></i>
+                        </div>
+                        <h4 class="card-title text-lg mb-2">物流网络复用</h4>
+                        <p class="text-sm text-gray-600">从B2B备件仓储到C端充电桩送装一体，建立传统车企难以复制的履约护城河</p>
+                    </div>
+                </div>
+                <div class="card bg-white shadow-lg card-hover">
+                    <div class="card-body text-center">
+                        <div class="w-16 h-16 bg-green-100 rounded-full flex items-center justify-center mx-auto mb-4">
+                            <i class="fas fa-users text-2xl text-green-600"></i>
+                        </div>
+                        <h4 class="card-title text-lg mb-2">用户生态引流</h4>
+                        <p class="text-sm text-gray-600">高频电商消费为低频汽车消费背书，Plus会员体系降低获客成本</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Data Table -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <h3 class="text-2xl font-bold mb-8 text-center">
+                <i class="fas fa-table text-purple-600 mr-2"></i>核心股票数据
+            </h3>
+            <div class="overflow-x-auto max-w-7xl mx-auto">
+                <table class="table table-zebra w-full stock-table">
+                    <thead>
+                        <tr class="bg-purple-600 text-white">
+                            <th>股票名称</th>
+                            <th>分类</th>
+                            <th>合作项目</th>
+                            <th>信息来源</th>
+                            <th>关联度</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="hover">
+                            <td class="font-semibold">广汽集团</td>
+                            <td><span class="badge badge-primary">整车厂商</span></td>
+                            <td>联合推出"国民好车"</td>
+                            <td><span class="badge badge-info">新闻</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-1" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-1" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-1" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-1" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-1" class="mask mask-star-2 bg-orange-400" checked /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">宁德时代</td>
+                            <td><span class="badge badge-warning">电池</span></td>
+                            <td>联合推出"国民好车"</td>
+                            <td><span class="badge badge-info">新闻</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-2" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-2" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-2" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-2" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-2" class="mask mask-star-2 bg-orange-400" checked /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">比亚迪</td>
+                            <td><span class="badge badge-primary">整车厂商</span></td>
+                            <td>2024年3月16日达成战略合作</td>
+                            <td><span class="badge badge-success">官网</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-3" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-3" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-3" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-3" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-3" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">北汽蓝谷</td>
+                            <td><span class="badge badge-primary">整车厂商</span></td>
+                            <td>获"京东汽车最受欢迎品牌"</td>
+                            <td><span class="badge badge-secondary">半年报</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-4" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-4" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-4" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-4" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-4" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">东风股份</td>
+                            <td><span class="badge badge-primary">整车厂商</span></td>
+                            <td>2025年8月14日签署战略合作</td>
+                            <td><span class="badge badge-info">新闻</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-5" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-5" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-5" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-5" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-5" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">海马汽车</td>
+                            <td><span class="badge badge-primary">整车厂商</span></td>
+                            <td>战略合作，新车登录京东平台</td>
+                            <td><span class="badge badge-warning">公告</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-6" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-6" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-6" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-6" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-6" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">玲珑轮胎</td>
+                            <td><span class="badge badge-accent">其他</span></td>
+                            <td>与京东汽车战略合作</td>
+                            <td><span class="badge badge-warning">公告</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-7" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-7" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-7" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-7" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-7" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">龙蟠科技</td>
+                            <td><span class="badge badge-accent">其他</span></td>
+                            <td>传统润滑油领域深度合作</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-8" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-8" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-8" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-8" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-8" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">东箭科技</td>
+                            <td><span class="badge badge-accent">其他</span></td>
+                            <td>与中汽研、京东汽车战略合作</td>
+                            <td><span class="badge badge-secondary">半年报</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-9" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-9" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-9" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-9" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-9" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">统一股份</td>
+                            <td><span class="badge badge-accent">其他</span></td>
+                            <td>联合定制"统一保养系列"</td>
+                            <td><span class="badge badge-secondary">半年报</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-10" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-10" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-10" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-10" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-10" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-semibold">青岛双星</td>
+                            <td><span class="badge badge-accent">其他</span></td>
+                            <td>2019年达成战略合作</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                            <td><div class="rating rating-sm"><input type="radio" name="rating-11" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-11" class="mask mask-star-2 bg-orange-400" checked /><input type="radio" name="rating-11" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-11" class="mask mask-star-2 bg-orange-400" /><input type="radio" name="rating-11" class="mask mask-star-2 bg-orange-400" /></div></td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Chain -->
+    <section class="py-12 bg-gray-50">
+        <div class="container mx-auto px-4">
+            <h3 class="text-2xl font-bold mb-8 text-center">
+                <i class="fas fa-project-diagram text-purple-600 mr-2"></i>产业链图谱
+            </h3>
+            <div class="max-w-6xl mx-auto">
+                <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                    <!-- 上游 -->
+                    <div class="bg-white rounded-lg shadow-lg p-6">
+                        <h4 class="text-lg font-bold mb-4 text-purple-600">
+                            <i class="fas fa-arrow-up mr-2"></i>上游 - 核心部件
+                        </h4>
+                        <div class="space-y-3">
+                            <div class="flex items-center justify-between p-3 bg-yellow-50 rounded-lg">
+                                <span class="font-semibold">宁德时代</span>
+                                <span class="badge badge-warning">电池龙头</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-green-50 rounded-lg">
+                                <span class="font-semibold">比亚迪电池</span>
+                                <span class="badge badge-success">战略合作</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-blue-50 rounded-lg">
+                                <span class="font-semibold">玲珑轮胎</span>
+                                <span class="badge badge-info">轮胎供应</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-purple-50 rounded-lg">
+                                <span class="font-semibold">龙蟠科技</span>
+                                <span class="badge badge-secondary">润滑油</span>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <!-- 中游 -->
+                    <div class="bg-white rounded-lg shadow-lg p-6 border-2 border-purple-300">
+                        <h4 class="text-lg font-bold mb-4 text-purple-600">
+                            <i class="fas fa-industry mr-2"></i>中游 - 整车制造
+                        </h4>
+                        <div class="space-y-3">
+                            <div class="flex items-center justify-between p-3 bg-red-50 rounded-lg border-2 border-red-200">
+                                <span class="font-bold">京东汽车</span>
+                                <span class="badge badge-error">核心平台</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-gray-50 rounded-lg">
+                                <span class="font-semibold">广汽集团</span>
+                                <span class="badge badge-primary">联合造车</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-gray-50 rounded-lg">
+                                <span class="font-semibold">东风本田</span>
+                                <span class="badge badge-primary">战略合作</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-gray-50 rounded-lg">
+                                <span class="font-semibold">北汽蓝谷</span>
+                                <span class="badge badge-primary">渠道合作</span>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <!-- 下游 -->
+                    <div class="bg-white rounded-lg shadow-lg p-6">
+                        <h4 class="text-lg font-bold mb-4 text-purple-600">
+                            <i class="fas fa-arrow-down mr-2"></i>下游 - 销售服务
+                        </h4>
+                        <div class="space-y-3">
+                            <div class="flex items-center justify-between p-3 bg-indigo-50 rounded-lg">
+                                <span class="font-semibold">京东App</span>
+                                <span class="badge badge-info">线上平台</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-cyan-50 rounded-lg">
+                                <span class="font-semibold">京东养车</span>
+                                <span class="badge badge-accent">服务网络</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-orange-50 rounded-lg">
+                                <span class="font-semibold">京东物流</span>
+                                <span class="badge badge-warning">履约配送</span>
+                            </div>
+                            <div class="flex items-center justify-between p-3 bg-pink-50 rounded-lg">
+                                <span class="font-semibold">Plus会员</span>
+                                <span class="badge badge-secondary">用户生态</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risk Analysis -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <h3 class="text-2xl font-bold mb-8 text-center">
+                <i class="fas fa-exclamation-triangle text-red-600 mr-2"></i>风险与挑战
+            </h3>
+            <div class="max-w-4xl mx-auto">
+                <div class="alert alert-warning mb-6">
+                    <svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" />
+                    </svg>
+                    <div>
+                        <h3 class="font-bold">预期差风险</h3>
+                        <div class="text-sm">新闻信息的"高调"与路演信息的"低调"形成鲜明对比，市场可能正在为尚未成熟的战略买单</div>
+                    </div>
+                </div>
+                
+                <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                    <div class="card bg-red-50 border-l-4 border-red-500">
+                        <div class="card-body p-4">
+                            <h4 class="font-bold text-red-700 mb-2">
+                                <i class="fas fa-microchip mr-2"></i>技术风险
+                            </h4>
+                            <p class="text-sm text-gray-700">软件定义汽车需要长期巨额研发投入，京东作为后来者能否建立技术壁垒存疑</p>
+                        </div>
+                    </div>
+                    <div class="card bg-orange-50 border-l-4 border-orange-500">
+                        <div class="card-body p-4">
+                            <h4 class="font-bold text-orange-700 mb-2">
+                                <i class="fas fa-dollar-sign mr-2"></i>商业化风险
+                            </h4>
+                            <p class="text-sm text-gray-700">汽车制造重资产低利润，如何平衡风险与收益，找到可持续盈利模式是最大挑战</p>
+                        </div>
+                    </div>
+                    <div class="card bg-yellow-50 border-l-4 border-yellow-500">
+                        <div class="card-body p-4">
+                            <h4 class="font-bold text-yellow-700 mb-2">
+                                <i class="fas fa-fist-raised mr-2"></i>竞争风险
+                            </h4>
+                            <p class="text-sm text-gray-700">行业红海竞争激烈，前有特斯拉比亚迪，后有华为小米，京东面临空前压力</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Conclusion -->
+    <section class="py-12 bg-gradient-to-br from-purple-600 to-pink-600 text-white">
+        <div class="container mx-auto px-4">
+            <h3 class="text-2xl font-bold mb-8 text-center">
+                <i class="fas fa-chart-pie mr-2"></i>投资启示
+            </h3>
+            <div class="max-w-5xl mx-auto">
+                <div class="bg-white/10 backdrop-blur rounded-lg p-8">
+                    <p class="text-lg mb-6 text-center">
+                        "京东汽车"概念正处于由宏大叙事驱动的主题炒作阶段，正站在向基本面验证过渡的关键十字路口
+                    </p>
+                    
+                    <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                        <div class="text-center">
+                            <div class="w-20 h-20 bg-white/20 rounded-full flex items-center justify-center mx-auto mb-4">
+                                <i class="fas fa-rocket text-3xl"></i>
+                            </div>
+                            <h4 class="font-bold mb-2">高风险高收益</h4>
+                            <p class="text-sm opacity-90">京东集团(9618.HK) - 概念核心载体，赌战略落地</p>
+                        </div>
+                        <div class="text-center">
+                            <div class="w-20 h-20 bg-white/20 rounded-full flex items-center justify-center mx-auto mb-4">
+                                <i class="fas fa-balance-scale text-3xl"></i>
+                            </div>
+                            <h4 class="font-bold mb-2">中风险中收益</h4>
+                            <p class="text-sm opacity-90">宁德时代、广汽集团 - 确定产业环节，增量逻辑</p>
+                        </div>
+                        <div class="text-center">
+                            <div class="w-20 h-20 bg-white/20 rounded-full flex items-center justify-center mx-auto mb-4">
+                                <i class="fas fa-wrench text-3xl"></i>
+                            </div>
+                            <h4 class="font-bold mb-2">低风险低收益</h4>
+                            <p class="text-sm opacity-90">玲珑轮胎、龙蟠科技 - 渠道增量，博弈弹性</p>
+                        </div>
+                    </div>
+                    
+                    <div class="mt-8 p-4 bg-white/10 rounded-lg">
+                        <h4 class="font-bold mb-3">关键跟踪指标</h4>
+                        <div class="grid grid-cols-2 md:grid-cols-4 gap-4 text-sm">
+                            <div class="flex items-center space-x-2">
+                                <i class="fas fa-shopping-cart"></i>
+                                <span>新车订单量</span>
+                            </div>
+                            <div class="flex items-center space-x-2">
+                                <i class="fas fa-file-alt"></i>
+                                <span>财报提及频率</span>
+                            </div>
+                            <div class="flex items-center space-x-2">
+                                <i class="fas fa-store"></i>
+                                <span>养车门店扩张</span>
+                            </div>
+                            <div class="flex items-center space-x-2">
+                                <i class="fas fa-crown"></i>
+                                <span>Plus会员开通率</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-gray-800 text-white py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="text-sm opacity-75">© 2025 京东汽车概念分析报告 | 仅供研究参考，不构成投资建议</p>
+            <div class="mt-4 flex justify-center space-x-4">
+                <span class="text-xs opacity-60">数据更新：2025年11月</span>
+                <span class="text-xs opacity-60">|</span>
+                <span class="text-xs opacity-60">风险提示：股市有风险，投资需谨慎</span>
+            </div>
+        </div>
+    </footer>
+
+    <!-- Back to Top Button -->
+    <button class="btn btn-circle btn-primary fixed bottom-8 right-8 shadow-lg" onclick="window.scrollTo({top: 0, behavior: 'smooth'})">
+        <i class="fas fa-arrow-up"></i>
+    </button>
+
+    <script>
+        // Add smooth scroll behavior
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'all 0.6s ease-out';
+            observer.observe(card);
+        });
+    </script>
+</body>
+</html>

public/htmls/京东物流Robovan.html

@@ -0,0 +1,545 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>京东物流Robovan - 无人物流产业爆发元年</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .timeline-dot {
+            width: 20px;
+            height: 20px;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            border-radius: 50%;
+            position: relative;
+            z-index: 10;
+        }
+        
+        .timeline-line {
+            position: absolute;
+            left: 10px;
+            top: 20px;
+            bottom: -20px;
+            width: 2px;
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .pulse-animation {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { transform: scale(1); }
+            50% { transform: scale(1.05); }
+            100% { transform: scale(1); }
+        }
+        
+        .stats-card {
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.1) 0%, rgba(118, 75, 162, 0.1) 100%);
+            border: 1px solid rgba(102, 126, 234, 0.3);
+        }
+        
+        .risk-indicator {
+            display: inline-block;
+            width: 12px;
+            height: 12px;
+            border-radius: 50%;
+            margin-right: 8px;
+        }
+        
+        .risk-high { background-color: #ef4444; }
+        .risk-medium { background-color: #f59e0b; }
+        .risk-low { background-color: #10b981; }
+        
+        @media (max-width: 768px) {
+            .hide-mobile { display: none; }
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <div class="min-h-screen bg-gradient-to-br from-purple-900 via-blue-900 to-indigo-900 text-white">
+        <div class="container mx-auto px-4 py-16">
+            <div class="flex flex-col lg:flex-row items-center gap-12">
+                <div class="flex-1 text-center lg:text-left">
+                    <div class="inline-flex items-center gap-2 bg-yellow-500 text-black px-4 py-2 rounded-full mb-6 pulse-animation">
+                        <i class="fas fa-robot"></i>
+                        <span class="font-bold">无人物流产业爆发元年</span>
+                    </div>
+                    <h1 class="text-5xl lg:text-7xl font-bold mb-6">
+                        京东物流<span class="gradient-text">Robovan</span>
+                    </h1>
+                    <p class="text-xl mb-8 text-gray-200">
+                        未来5年采购100万台无人车，开启物流供应链全链路智能化革命
+                    </p>
+                    <div class="flex flex-wrap gap-4 justify-center lg:justify-start">
+                        <div class="stats-card px-6 py-4 rounded-xl">
+                            <div class="text-3xl font-bold text-yellow-400">100万</div>
+                            <div class="text-sm">无人车采购</div>
+                        </div>
+                        <div class="stats-card px-6 py-4 rounded-xl">
+                            <div class="text-3xl font-bold text-yellow-400">10倍</div>
+                            <div class="text-sm">行业增速</div>
+                        </div>
+                        <div class="stats-card px-6 py-4 rounded-xl">
+                            <div class="text-3xl font-bold text-yellow-400">2.3年</div>
+                            <div class="text-sm">回本周期</div>
+                        </div>
+                    </div>
+                </div>
+                <div class="flex-1">
+                    <img src="https://picsum.photos/seed/robovan-logistics/600/400" alt="Robovan" class="rounded-2xl shadow-2xl">
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 核心事件时间轴 -->
+    <section class="py-16 glass-effect">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">关键事件时间轴</h2>
+            <div class="max-w-4xl mx-auto">
+                <div class="timeline-item relative pl-12 pb-12">
+                    <div class="timeline-dot"></div>
+                    <div class="timeline-line"></div>
+                    <div class="card-hover glass-effect p-6 rounded-xl">
+                        <div class="text-lg font-bold text-purple-600">2025年10月26日</div>
+                        <div class="text-xl font-semibold mt-2">京东物流宣布历史性采购计划</div>
+                        <div class="text-gray-600 mt-2">未来5年采购300万台机器人、100万台无人车和10万架无人机</div>
+                    </div>
+                </div>
+                <div class="timeline-item relative pl-12 pb-12">
+                    <div class="timeline-dot"></div>
+                    <div class="timeline-line"></div>
+                    <div class="card-hover glass-effect p-6 rounded-xl">
+                        <div class="text-lg font-bold text-purple-600">2025年7月3日</div>
+                        <div class="text-xl font-semibold mt-2">发布自研VAN无人轻卡</div>
+                        <div class="text-gray-600 mt-2">载货空间24立方米，行业最大，用于物流传站环节</div>
+                    </div>
+                </div>
+                <div class="timeline-item relative pl-12 pb-12">
+                    <div class="timeline-dot"></div>
+                    <div class="timeline-line"></div>
+                    <div class="card-hover glass-effect p-6 rounded-xl">
+                        <div class="text-lg font-bold text-purple-600">2025年6月</div>
+                        <div class="text-xl font-semibold mt-2">深圳政策突破</div>
+                        <div class="text-gray-600 mt-2">发布全国首个"全市域开放、全车型覆盖"道路指引</div>
+                    </div>
+                </div>
+                <div class="timeline-item relative pl-12 pb-12">
+                    <div class="timeline-dot"></div>
+                    <div class="card-hover glass-effect p-6 rounded-xl">
+                        <div class="text-lg font-bold text-purple-600">2025年5月</div>
+                        <div class="text-xl font-semibold mt-2">顺丰同城规模化运营</div>
+                        <div class="text-gray-600 mt-2">无人车覆盖38城、1万条路线，验证商业模式</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心逻辑分析 -->
+    <section class="py-16 bg-gradient-to-r from-purple-50 to-blue-50">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">核心逻辑分析</h2>
+            <div class="grid lg:grid-cols-3 gap-8">
+                <div class="card-hover glass-effect p-8 rounded-2xl">
+                    <div class="text-4xl mb-4">💰</div>
+                    <h3 class="text-2xl font-bold mb-4">成本经济性突破</h3>
+                    <div class="space-y-3">
+                        <div class="flex justify-between items-center">
+                            <span>单车采购成本</span>
+                            <span class="font-bold text-purple-600">8万元</span>
+                        </div>
+                        <div class="flex justify-between items-center">
+                            <span>单票成本节约</span>
+                            <span class="font-bold text-purple-600">7-8分</span>
+                        </div>
+                        <div class="flex justify-between items-center">
+                            <span>回本周期</span>
+                            <span class="font-bold text-purple-600">2.3年</span>
+                        </div>
+                        <div class="mt-4 p-3 bg-yellow-100 rounded-lg">
+                            <p class="text-sm">日处理6万票可缩至2年回本</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="card-hover glass-effect p-8 rounded-2xl">
+                    <div class="text-4xl mb-4">🏛️</div>
+                    <h3 class="text-2xl font-bold mb-4">政策全域开放</h3>
+                    <div class="space-y-3">
+                        <div class="flex items-start gap-2">
+                            <i class="fas fa-check-circle text-green-500 mt-1"></i>
+                            <span>深圳"三全"试点模板</span>
+                        </div>
+                        <div class="flex items-start gap-2">
+                            <i class="fas fa-check-circle text-green-500 mt-1"></i>
+                            <span>国家邮政局"十五五"规划支持</span>
+                        </div>
+                        <div class="flex items-start gap-2">
+                            <i class="fas fa-check-circle text-green-500 mt-1"></i>
+                            <span>AI+邮政融合实施意见</span>
+                        </div>
+                        <div class="mt-4 p-3 bg-blue-100 rounded-lg">
+                            <p class="text-sm">路权瓶颈逐步破解</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="card-hover glass-effect p-8 rounded-2xl">
+                    <div class="text-4xl mb-4">🚀</div>
+                    <h3 class="text-2xl font-bold mb-4">行业爆发增长</h3>
+                    <div class="space-y-3">
+                        <div class="flex justify-between items-center">
+                            <span>25年增速</span>
+                            <span class="font-bold text-purple-600">10倍+</span>
+                        </div>
+                        <div class="flex justify-between items-center">
+                            <span>九识智能订单</span>
+                            <span class="font-bold text-purple-600">万台+</span>
+                        </div>
+                        <div class="flex justify-between items-center">
+                            <span>26年行业规模</span>
+                            <span class="font-bold text-purple-600">10万台</span>
+                        </div>
+                        <div class="mt-4 p-3 bg-purple-100 rounded-lg">
+                            <p class="text-sm">新石器4月交付=24年全年</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 产业链图谱 -->
+    <section class="py-16 glass-effect">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">产业链图谱</h2>
+            <div class="bg-gradient-to-r from-purple-100 to-blue-100 p-8 rounded-2xl">
+                <div class="grid lg:grid-cols-4 gap-6">
+                    <div class="text-center">
+                        <div class="bg-white p-6 rounded-xl shadow-lg">
+                            <div class="text-3xl font-bold text-purple-600 mb-2">上游</div>
+                            <div class="space-y-2">
+                                <div class="text-sm">域控：经纬恒润/德赛西威</div>
+                                <div class="text-sm">激光雷达：禾赛科技</div>
+                                <div class="text-sm">芯片：地平线</div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="text-center lg:col-span-2">
+                        <div class="bg-white p-6 rounded-xl shadow-lg">
+                            <div class="text-3xl font-bold text-purple-600 mb-2">中游</div>
+                            <div class="grid grid-cols-2 gap-4">
+                                <div>
+                                    <div class="font-semibold">整车</div>
+                                    <div class="text-sm">金龙汽车</div>
+                                    <div class="text-sm">长安汽车</div>
+                                    <div class="text-sm">航天科技</div>
+                                </div>
+                                <div>
+                                    <div class="font-semibold">方案商</div>
+                                    <div class="text-sm">九识智能</div>
+                                    <div class="text-sm">新石器</div>
+                                    <div class="text-sm">京东自研</div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="text-center">
+                        <div class="bg-white p-6 rounded-xl shadow-lg">
+                            <div class="text-3xl font-bold text-purple-600 mb-2">下游</div>
+                            <div class="space-y-2">
+                                <div class="text-sm">运营商：京东物流</div>
+                                <div class="text-sm">顺丰同城</div>
+                                <div class="text-sm">中邮科技</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 相关股票表格 -->
+    <section class="py-16 bg-gradient-to-r from-purple-50 to-blue-50">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">核心受益股票</h2>
+            <div class="overflow-x-auto">
+                <table class="w-full glass-effect rounded-2xl overflow-hidden">
+                    <thead>
+                        <tr class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
+                            <th class="px-6 py-4 text-left">股票名称</th>
+                            <th class="px-6 py-4 text-left">分类</th>
+                            <th class="px-6 py-4 text-left">项目</th>
+                            <th class="px-6 py-4 text-left">产业链</th>
+                            <th class="px-6 py-4 text-left">核心逻辑</th>
+                            <th class="px-6 py-4 text-left">消息来源</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">德赛西威</td>
+                            <td class="px-6 py-4">
+                                <span class="badge badge-info">智驾域控</span>
+                            </td>
+                            <td class="px-6 py-4">九识智能域控供应</td>
+                            <td class="px-6 py-4">智驾域控</td>
+                            <td class="px-6 py-4">为九识智能供应智驾域控</td>
+                            <td class="px-6 py-4">机构研报</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">金龙汽车</td>
+                            <td class="px-6 py-4">
+                                <span class="badge badge-success">Robovan整车</span>
+                            </td>
+                            <td class="px-6 py-4">Robovan合作开发</td>
+                            <td class="px-6 py-4">无人配送车硬件设计制造</td>
+                            <td class="px-6 py-4">2020年起与京东合作开发</td>
+                            <td class="px-6 py-4">机构研报/互动</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">经纬恒润</td>
+                            <td class="px-6 py-4">
+                                <span class="badge badge-info">智驾域控</span>
+                            </td>
+                            <td class="px-6 py-4">末端物流无人车商业化</td>
+                            <td class="px-6 py-4">智驾域控应用于机器人</td>
+                            <td class="px-6 py-4">与京东合作推动末端物流无人车</td>
+                            <td class="px-6 py-4">机构研报/互动</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">长安汽车</td>
+                            <td class="px-6 py-4">
+                                <span class="badge badge-success">Robovan整车</span>
+                            </td>
+                            <td class="px-6 py-4">新一代智能物流车联合研发</td>
+                            <td class="px-6 py-4">智能物流车</td>
+                            <td class="px-6 py-4">与京东建立战略合作</td>
+                            <td class="px-6 py-4">公开资料</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">航天科技</td>
+                            <td class="px-6 py-4">
+                                <span class="badge badge-success">Robovan整车</span>
+                            </td>
+                            <td class="px-6 py-4">自动驾驶物流车战略合作</td>
+                            <td class="px-6 py-4">自动驾驶物流车</td>
+                            <td class="px-6 py-4">2019年与京东乾石科技合作</td>
+                            <td class="px-6 py-4">公告</td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">音飞储存</td>
+                            <td class="px-6 py-4">
+                                <span class="badge badge-warning">仓储机器人</span>
+                            </td>
+                            <td class="px-6 py-4">仓储设备长期供应</td>
+                            <td class="px-6 py-4">仓储设备及系统</td>
+                            <td class="px-6 py-4">提供立体库货架、物流搬运机器人</td>
+                            <td class="px-6 py-4">互动</td>
+                        </tr>
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold">广联航空</td>
+                            <td class="px-6 py-4">
+                                <span class="badge badge-warning">无人机</span>
+                            </td>
+                            <td class="px-6 py-4">白鲸航线核心制造</td>
+                            <td class="px-6 py-4">无人机工艺装备研发</td>
+                            <td class="px-6 py-4">承担白鲸航线工艺装备研发</td>
+                            <td class="px-6 py-4">互动</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- 预期差与风险 -->
+    <section class="py-16 glass-effect">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">预期差与风险提示</h2>
+            <div class="grid lg:grid-cols-2 gap-8">
+                <div class="bg-gradient-to-br from-orange-50 to-red-50 p-8 rounded-2xl">
+                    <h3 class="text-2xl font-bold mb-6 text-orange-600">
+                        <i class="fas fa-exclamation-triangle mr-2"></i>关键预期差
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start gap-3">
+                            <span class="risk-indicator risk-high"></span>
+                            <div>
+                                <div class="font-semibold">路演未提及Robovan</div>
+                                <div class="text-sm text-gray-600">京东2023-2025年多次业绩会回避Robovan，聚焦传统业务整合</div>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <span class="risk-indicator risk-high"></span>
+                            <div>
+                                <div class="font-semibold">人力扩张 vs 无人化</div>
+                                <div class="text-sm text-gray-600">2025年计划招聘3万人，与Robovan逻辑存在冲突</div>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <span class="risk-indicator risk-medium"></span>
+                            <div>
+                                <div class="font-semibold">资本开支占比低</div>
+                                <div class="text-sm text-gray-600">2024年资本开支仅占收入3%，难支撑100万台采购</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-gradient-to-br from-yellow-50 to-green-50 p-8 rounded-2xl">
+                    <h3 class="text-2xl font-bold mb-6 text-green-600">
+                        <i class="fas fa-shield-alt mr-2"></i>潜在风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start gap-3">
+                            <span class="risk-indicator risk-medium"></span>
+                            <div>
+                                <div class="font-semibold">技术成熟度</div>
+                                <div class="text-sm text-gray-600">复杂场景L4级稳定性待验证，路权仅限试点</div>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <span class="risk-indicator risk-medium"></span>
+                            <div>
+                                <div class="font-semibold">商业化门槛</div>
+                                <div class="text-sm text-gray-600">中小网点需日均5万票才经济，低单量地区难渗透</div>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <span class="risk-indicator risk-low"></span>
+                            <div>
+                                <div class="font-semibold">替代性限制</div>
+                                <div class="text-sm text-gray-600">京东外卖等业务仍需人力配送</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="mt-8 bg-gradient-to-r from-purple-100 to-blue-100 p-6 rounded-2xl">
+                <h3 class="text-xl font-bold mb-4 text-purple-600">
+                    <i class="fas fa-lightbulb mr-2"></i>综合结论
+                </h3>
+                <p class="text-gray-700 leading-relaxed">
+                    概念处于<strong class="text-purple-600">主题炒作→基本面验证过渡期</strong>。政策与订单提供强催化，
+                    但京东自身战略未明，需跟踪Q4招标落地。最优细分环节：<strong class="text-purple-600">域控制器</strong>（经纬恒润）和<strong class="text-purple-600">分拣设备</strong>（中邮科技）。
+                    警示：若京东2024年报资本开支未显著增长或路演继续回避Robovan，概念存证伪风险。
+                </p>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-12">
+        <div class="container mx-auto px-4 text-center">
+            <div class="mb-6">
+                <i class="fas fa-robot text-4xl text-purple-400"></i>
+            </div>
+            <h3 class="text-2xl font-bold mb-4">京东物流Robovan</h3>
+            <p class="text-gray-400 mb-6">开启无人物流产业新纪元</p>
+            <div class="flex justify-center gap-6">
+                <div class="text-center">
+                    <div class="text-2xl font-bold text-purple-400">100万</div>
+                    <div class="text-sm text-gray-400">无人车</div>
+                </div>
+                <div class="text-center">
+                    <div class="text-2xl font-bold text-purple-400">300万</div>
+                    <div class="text-sm text-gray-400">机器人</div>
+                </div>
+                <div class="text-center">
+                    <div class="text-2xl font-bold text-purple-400">10万</div>
+                    <div class="text-sm text-gray-400">无人机</div>
+                </div>
+            </div>
+            <div class="mt-8 pt-6 border-t border-gray-800">
+                <p class="text-sm text-gray-500">© 2025 京东物流Robovan概念分析 | 数据来源：公开研报、公司公告</p>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // 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'
+                });
+            });
+        });
+
+        // 数字动画
+        function animateValue(element, start, end, duration) {
+            let startTimestamp = null;
+            const step = (timestamp) => {
+                if (!startTimestamp) startTimestamp = timestamp;
+                const progress = Math.min((timestamp - startTimestamp) / duration, 1);
+                element.innerHTML = Math.floor(progress * (end - start) + start);
+                if (progress < 1) {
+                    window.requestAnimationFrame(step);
+                }
+            };
+            window.requestAnimationFrame(step);
+        }
+
+        // 监听滚动触发动画
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    const target = entry.target;
+                    if (target.dataset.animate) {
+                        const value = parseInt(target.dataset.animate);
+                        animateValue(target, 0, value, 2000);
+                        observer.unobserve(target);
+                    }
+                }
+            });
+        });
+
+        document.querySelectorAll('[data-animate]').forEach(el => {
+            observer.observe(el);
+        });
+
+        // 添加页面加载动画
+        window.addEventListener('load', () => {
+            document.body.style.opacity = '0';
+            setTimeout(() => {
+                document.body.style.transition = 'opacity 0.5s';
+                document.body.style.opacity = '1';
+            }, 100);
+        });
+    </script>
+</body>
+</html>

public/htmls/人形机器人Figure.html

@@ -0,0 +1,837 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>人形机器人Figure - 深度投资分析</title>
+    
+    <!-- Bootstrap 5 CSS -->
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+    <!-- Bootstrap Icons -->
+    <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
+    <!-- AOS Animation -->
+    <link href="https://unpkg.com/aos@2.3.1/dist/aos.css" rel="stylesheet">
+    
+    <style>
+        :root {
+            --primary-gradient: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            --secondary-gradient: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
+            --dark-bg: #0f0f1e;
+            --card-bg: rgba(255, 255, 255, 0.05);
+        }
+
+        * {
+            margin: 0;
+            padding: 0;
+            box-sizing: border-box;
+        }
+
+        body {
+            font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'PingFang SC', 'Microsoft YaHei', sans-serif;
+            background: linear-gradient(135deg, #0f0f1e 0%, #1a1a2e 100%);
+            color: #e0e0e0;
+            min-height: 100vh;
+        }
+
+        /* 导航栏样式 */
+        .navbar {
+            background: rgba(15, 15, 30, 0.95) !important;
+            backdrop-filter: blur(10px);
+            border-bottom: 1px solid rgba(255, 255, 255, 0.1);
+            padding: 1rem 0;
+        }
+
+        .navbar-brand {
+            font-weight: 700;
+            font-size: 1.5rem;
+            background: var(--primary-gradient);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+        }
+
+        /* Hero Section */
+        .hero-section {
+            padding: 80px 0 60px;
+            position: relative;
+            overflow: hidden;
+        }
+
+        .hero-section::before {
+            content: '';
+            position: absolute;
+            top: -50%;
+            right: -10%;
+            width: 600px;
+            height: 600px;
+            background: radial-gradient(circle, rgba(102, 126, 234, 0.1) 0%, transparent 70%);
+            border-radius: 50%;
+            animation: floating 20s infinite ease-in-out;
+        }
+
+        @keyframes floating {
+            0%, 100% { transform: translateY(0) rotate(0deg); }
+            50% { transform: translateY(-20px) rotate(180deg); }
+        }
+
+        .hero-title {
+            font-size: 3rem;
+            font-weight: 800;
+            background: var(--primary-gradient);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            margin-bottom: 1.5rem;
+        }
+
+        .hero-subtitle {
+            font-size: 1.25rem;
+            color: #a0a0a0;
+            margin-bottom: 2rem;
+        }
+
+        /* 卡片样式 */
+        .glass-card {
+            background: var(--card-bg);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+            border-radius: 20px;
+            padding: 2rem;
+            margin-bottom: 2rem;
+            transition: all 0.3s ease;
+        }
+
+        .glass-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(102, 126, 234, 0.2);
+            border-color: rgba(102, 126, 234, 0.3);
+        }
+
+        .card-header-custom {
+            font-size: 1.5rem;
+            font-weight: 700;
+            margin-bottom: 1.5rem;
+            display: flex;
+            align-items: center;
+            gap: 0.5rem;
+        }
+
+        .card-header-custom i {
+            color: #667eea;
+        }
+
+        /* 时间轴样式 */
+        .timeline {
+            position: relative;
+            padding: 2rem 0;
+        }
+
+        .timeline::before {
+            content: '';
+            position: absolute;
+            left: 50%;
+            top: 0;
+            bottom: 0;
+            width: 2px;
+            background: linear-gradient(180deg, #667eea, #764ba2);
+            transform: translateX(-50%);
+        }
+
+        .timeline-item {
+            position: relative;
+            margin-bottom: 3rem;
+        }
+
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: 50%;
+            top: 0;
+            width: 20px;
+            height: 20px;
+            background: #667eea;
+            border-radius: 50%;
+            transform: translateX(-50%);
+            box-shadow: 0 0 0 4px rgba(102, 126, 234, 0.3);
+        }
+
+        .timeline-content {
+            background: var(--card-bg);
+            padding: 1.5rem;
+            border-radius: 15px;
+            width: 45%;
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+
+        .timeline-item:nth-child(odd) .timeline-content {
+            margin-left: auto;
+        }
+
+        .timeline-date {
+            color: #667eea;
+            font-weight: 700;
+            margin-bottom: 0.5rem;
+        }
+
+        /* 表格样式 */
+        .custom-table {
+            background: var(--card-bg);
+            backdrop-filter: blur(10px);
+            border-radius: 15px;
+            overflow: hidden;
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+
+        .custom-table thead {
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.2), rgba(118, 75, 162, 0.2));
+        }
+
+        .custom-table th {
+            border: none;
+            padding: 1rem;
+            font-weight: 600;
+            color: #fff;
+        }
+
+        .custom-table td {
+            border: none;
+            padding: 1rem;
+            border-top: 1px solid rgba(255, 255, 255, 0.05);
+            vertical-align: middle;
+        }
+
+        .custom-table tbody tr {
+            transition: all 0.3s ease;
+        }
+
+        .custom-table tbody tr:hover {
+            background: rgba(102, 126, 234, 0.1);
+        }
+
+        /* 产业链图谱 */
+        .industry-chain {
+            display: flex;
+            justify-content: space-between;
+            align-items: center;
+            padding: 2rem 0;
+            position: relative;
+        }
+
+        .chain-node {
+            flex: 1;
+            text-align: center;
+            padding: 1.5rem;
+            background: var(--card-bg);
+            border-radius: 15px;
+            border: 1px solid rgba(255, 255, 255, 0.1);
+            margin: 0 0.5rem;
+            transition: all 0.3s ease;
+        }
+
+        .chain-node:hover {
+            transform: scale(1.05);
+            border-color: #667eea;
+        }
+
+        .chain-node h5 {
+            color: #667eea;
+            margin-bottom: 1rem;
+        }
+
+        /* 标签样式 */
+        .tag {
+            display: inline-block;
+            padding: 0.25rem 0.75rem;
+            background: rgba(102, 126, 234, 0.2);
+            border-radius: 20px;
+            font-size: 0.875rem;
+            margin: 0.25rem;
+            border: 1px solid rgba(102, 126, 234, 0.3);
+        }
+
+        .tag-hot {
+            background: rgba(245, 87, 108, 0.2);
+            border-color: rgba(245, 87, 108, 0.3);
+            color: #f5576c;
+        }
+
+        /* 风险提示 */
+        .risk-item {
+            background: rgba(245, 87, 108, 0.1);
+            border-left: 4px solid #f5576c;
+            padding: 1rem;
+            margin-bottom: 1rem;
+            border-radius: 0 10px 10px 0;
+        }
+
+        /* 响应式设计 */
+        @media (max-width: 768px) {
+            .hero-title {
+                font-size: 2rem;
+            }
+
+            .timeline::before {
+                left: 20px;
+            }
+
+            .timeline-item::before {
+                left: 20px;
+            }
+
+            .timeline-content {
+                width: calc(100% - 60px);
+                margin-left: 50px !important;
+            }
+
+            .industry-chain {
+                flex-direction: column;
+            }
+
+            .chain-node {
+                margin: 0.5rem 0;
+                width: 100%;
+            }
+
+            .custom-table {
+                font-size: 0.875rem;
+            }
+        }
+
+        /* 加载动画 */
+        .fade-in {
+            animation: fadeIn 0.8s ease-in;
+        }
+
+        @keyframes fadeIn {
+            from { opacity: 0; transform: translateY(20px); }
+            to { opacity: 1; transform: translateY(0); }
+        }
+
+        /* 滚动条样式 */
+        ::-webkit-scrollbar {
+            width: 10px;
+        }
+
+        ::-webkit-scrollbar-track {
+            background: rgba(255, 255, 255, 0.05);
+        }
+
+        ::-webkit-scrollbar-thumb {
+            background: linear-gradient(180deg, #667eea, #764ba2);
+            border-radius: 5px;
+        }
+
+        ::-webkit-scrollbar-thumb:hover {
+            background: linear-gradient(180deg, #764ba2, #667eea);
+        }
+    </style>
+</head>
+<body>
+    <!-- 导航栏 -->
+    <nav class="navbar navbar-expand-lg navbar-dark fixed-top">
+        <div class="container">
+            <a class="navbar-brand" href="#">
+                <i class="bi bi-robot"></i> Figure AI
+            </a>
+            <button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
+                <span class="navbar-toggler-icon"></span>
+            </button>
+            <div class="collapse navbar-collapse" id="navbarNav">
+                <ul class="navbar-nav ms-auto">
+                    <li class="nav-item">
+                        <a class="nav-link" href="#overview">概览</a>
+                    </li>
+                    <li class="nav-item">
+                        <a class="nav-link" href="#timeline">时间轴</a>
+                    </li>
+                    <li class="nav-item">
+                        <a class="nav-link" href="#logic">核心逻辑</a>
+                    </li>
+                    <li class="nav-item">
+                        <a class="nav-link" href="#stocks">相关股票</a>
+                    </li>
+                    <li class="nav-item">
+                        <a class="nav-link" href="#risks">风险提示</a>
+                    </li>
+                </ul>
+            </div>
+        </div>
+    </nav>
+
+    <!-- Hero Section -->
+    <section class="hero-section" id="overview">
+        <div class="container">
+            <div class="row align-items-center">
+                <div class="col-lg-8">
+                    <h1 class="hero-title fade-in" data-aos="fade-up">人形机器人Figure</h1>
+                    <p class="hero-subtitle fade-in" data-aos="fade-up" data-aos-delay="100">
+                        具身智能时代的引领者，从技术验证迈向商业化前夕的关键拐点
+                    </p>
+                    <div class="d-flex flex-wrap gap-2 fade-in" data-aos="fade-up" data-aos-delay="200">
+                        <span class="tag tag-hot">🔥 市场热度极高</span>
+                        <span class="tag">💰 估值400亿美元</span>
+                        <span class="tag">🤖 Helix模型突破</span>
+                        <span class="tag">🏭 BotQ工厂启动</span>
+                        <span class="tag">🚀 顶级资本背书</span>
+                    </div>
+                </div>
+                <div class="col-lg-4">
+                    <div class="glass-card fade-in" data-aos="fade-left">
+                        <h5 class="text-center mb-3">核心指标</h5>
+                        <div class="row text-center">
+                            <div class="col-6">
+                                <h3 class="text-primary">26亿→400亿$</h3>
+                                <small>估值增长</small>
+                            </div>
+                            <div class="col-6">
+                                <h3 class="text-primary">200Hz</h3>
+                                <small>控制频率</small>
+                            </div>
+                            <div class="col-6 mt-3">
+                                <h3 class="text-primary">10万台</h3>
+                                <small>4年产能目标</small>
+                            </div>
+                            <div class="col-6 mt-3">
+                                <h3 class="text-primary">端侧运行</h3>
+                                <small>不依赖云端</small>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 时间轴 -->
+    <section class="py-5" id="timeline">
+        <div class="container">
+            <div class="glass-card">
+                <h3 class="card-header-custom">
+                    <i class="bi bi-clock-history"></i> 发展历程
+                </h3>
+                <div class="timeline">
+                    <div class="timeline-item" data-aos="fade-up">
+                        <div class="timeline-content">
+                            <div class="timeline-date">2022年</div>
+                            <h5>公司创立</h5>
+                            <p>由成功创业者Brett Adcock创立，瞄准通用型人形机器人赛道</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item" data-aos="fade-up" data-aos-delay="100">
+                        <div class="timeline-content">
+                            <div class="timeline-date">2023年10月</div>
+                            <h5>Figure 01发布</h5>
+                            <p>展示搬运、学习煮咖啡等基础能力，接入OpenAI大模型</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item" data-aos="fade-up" data-aos-delay="200">
+                        <div class="timeline-content">
+                            <div class="timeline-date">2024年2月</div>
+                            <h5>B轮融资</h5>
+                            <p>完成6.75亿美元融资，微软、OpenAI、英伟达等投资，估值26亿美元</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item" data-aos="fade-up" data-aos-delay="300">
+                        <div class="timeline-content">
+                            <div class="timeline-date">2025年2月21日</div>
+                            <h5>Helix模型发布</h5>
+                            <p>全球首个高频连续控制的VLA模型，支持双机器人协作</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item" data-aos="fade-up" data-aos-delay="400">
+                        <div class="timeline-content">
+                            <div class="timeline-date">2025年3月15日</div>
+                            <h5>BotQ工厂启动</h5>
+                            <p>开启"机器人制造机器人"模式，首期年产能1.2万台</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心逻辑 -->
+    <section class="py-5" id="logic">
+        <div class="container">
+            <div class="row g-4">
+                <div class="col-lg-4" data-aos="fade-up">
+                    <div class="glass-card h-100">
+                        <h4 class="card-header-custom">
+                            <i class="bi bi-cpu"></i> AI算法突破
+                        </h4>
+                        <p class="text-muted">Helix模型通过"慢思考+快行动"双模型架构，实现200Hz高频控制</p>
+                        <ul class="list-unstyled">
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 端侧运行</li>
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 双机器人协作</li>
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 视觉-语言-动作融合</li>
+                        </ul>
+                    </div>
+                </div>
+                <div class="col-lg-4" data-aos="fade-up" data-aos-delay="100">
+                    <div class="glass-card h-100">
+                        <h4 class="card-header-custom">
+                            <i class="bi bi-building"></i> 生产模式革命
+                        </h4>
+                        <p class="text-muted">BotQ工厂实现"机器人造机器人"的闭环生产模式</p>
+                        <ul class="list-unstyled">
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 指数级产能放大</li>
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 成本大幅降低</li>
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 4年10万台目标</li>
+                        </ul>
+                    </div>
+                </div>
+                <div class="col-lg-4" data-aos="fade-up" data-aos-delay="200">
+                    <div class="glass-card h-100">
+                        <h4 class="card-header-custom">
+                            <i class="bi bi-people-fill"></i> 顶级资本背书
+                        </h4>
+                        <p class="text-muted">科技巨头投资带来技术协同和生态优势</p>
+                        <ul class="list-unstyled">
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 微软</li>
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> OpenAI</li>
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 英伟达</li>
+                            <li class="mb-2"><i class="bi bi-check-circle text-success"></i> 亚马逊</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 产业链图谱 -->
+    <section class="py-5">
+        <div class="container">
+            <div class="glass-card">
+                <h3 class="card-header-custom">
+                    <i class="bi bi-diagram-3"></i> 产业链图谱
+                </h3>
+                <div class="industry-chain">
+                    <div class="chain-node" data-aos="zoom-in">
+                        <h5><i class="bi bi-box-seam"></i> 上游</h5>
+                        <p class="small">核心硬件供应商</p>
+                        <div class="mt-2">
+                            <span class="tag">执行器</span>
+                            <span class="tag">减速器</span>
+                            <span class="tag">传感器</span>
+                        </div>
+                    </div>
+                    <div class="chain-node" data-aos="zoom-in" data-aos-delay="100">
+                        <h5><i class="bi bi-gear"></i> 中游</h5>
+                        <p class="small">本体制造商</p>
+                        <div class="mt-2">
+                            <span class="tag tag-hot">Figure AI</span>
+                            <span class="tag">系统集成</span>
+                        </div>
+                    </div>
+                    <div class="chain-node" data-aos="zoom-in" data-aos-delay="200">
+                        <h5><i class="bi bi-shop"></i> 下游</h5>
+                        <p class="small">应用场景</p>
+                        <div class="mt-2">
+                            <span class="tag">工业制造</span>
+                            <span class="tag">物流仓储</span>
+                            <span class="tag">家庭服务</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 股票数据表格 -->
+    <section class="py-5" id="stocks">
+        <div class="container">
+            <div class="glass-card">
+                <h3 class="card-header-custom">
+                    <i class="bi bi-graph-up-arrow"></i> 核心标的股票池
+                </h3>
+                <div class="table-responsive">
+                    <table class="table custom-table">
+                        <thead>
+                            <tr>
+                                <th>股票代码</th>
+                                <th>公司名称</th>
+                                <th>产业链环节</th>
+                                <th>合作项目</th>
+                                <th>关联原因</th>
+                                <th>确定性</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr data-aos="fade-up">
+                                <td><strong>领益智造</strong></td>
+                                <td>领益智造</td>
+                                <td><span class="tag">结构件</span></td>
+                                <td>模切结构件、金属结构件、散热模组、软包结构件</td>
+                                <td>已明确为Figure AI提供产品服务</td>
+                                <td><span class="badge bg-success">高</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="50">
+                                <td><strong>世运电路</strong></td>
+                                <td>世运电路</td>
+                                <td><span class="tag">PCB</span></td>
+                                <td>新产品定点设计</td>
+                                <td>公告获得F公司新产品定点，进入量产准备</td>
+                                <td><span class="badge bg-success">高</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="100">
+                                <td><strong>绿的谐波</strong></td>
+                                <td>绿的谐波</td>
+                                <td><span class="tag">减速器</span></td>
+                                <td>减速器供应</td>
+                                <td>谐波减速器龙头，受益行业β</td>
+                                <td><span class="badge bg-warning">中</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="150">
+                                <td><strong>兆威机电</strong></td>
+                                <td>兆威机电</td>
+                                <td><span class="tag">灵巧手</span></td>
+                                <td>执行器模块化供应</td>
+                                <td>稀缺执行器模块化供应商</td>
+                                <td><span class="badge bg-warning">中</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="200">
+                                <td><strong>银轮股份</strong></td>
+                                <td>银轮股份</td>
+                                <td><span class="tag">潜在</span></td>
+                                <td>执行器总成</td>
+                                <td>据券商纪要，为Figure国产链合作伙伴</td>
+                                <td><span class="badge bg-danger">低</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="250">
+                                <td><strong>恒勃股份</strong></td>
+                                <td>恒勃股份</td>
+                                <td><span class="tag">结构件</span></td>
+                                <td>结构件供货、足部充电、PEEK注塑</td>
+                                <td>据券商纪要，为Figure国产链合作伙伴</td>
+                                <td><span class="badge bg-danger">低</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="300">
+                                <td><strong>隆盛科技</strong></td>
+                                <td>隆盛科技</td>
+                                <td><span class="tag">旋转执行器</span></td>
+                                <td>间接供货Figure</td>
+                                <td>通过日本尼得科间接供货</td>
+                                <td><span class="badge bg-warning">中</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="350">
+                                <td><strong>旭升集团</strong></td>
+                                <td>旭升集团</td>
+                                <td><span class="tag">轻量化</span></td>
+                                <td>镁铝压铸件供应</td>
+                                <td>镁铝压铸件供应商</td>
+                                <td><span class="badge bg-warning">中</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="400">
+                                <td><strong>鸣志电器</strong></td>
+                                <td>鸣志电器</td>
+                                <td><span class="tag">潜在</span></td>
+                                <td>微电机供应</td>
+                                <td>微电机供应商</td>
+                                <td><span class="badge bg-danger">低</span></td>
+                            </tr>
+                            <tr data-aos="fade-up" data-aos-delay="450">
+                                <td><strong>震裕科技</strong></td>
+                                <td>震裕科技</td>
+                                <td><span class="tag">潜在</span></td>
+                                <td>线性执行器、蜗轮蜗杆</td>
+                                <td>线性执行器、蜗轮蜗杆供应商</td>
+                                <td><span class="badge bg-danger">低</span></td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 投资启示 -->
+    <section class="py-5">
+        <div class="container">
+            <div class="row g-4">
+                <div class="col-lg-6" data-aos="fade-right">
+                    <div class="glass-card h-100">
+                        <h4 class="card-header-custom">
+                            <i class="bi bi-lightbulb"></i> 投资策略
+                        </h4>
+                        <div class="mb-3">
+                            <h6 class="text-primary">首选：确定性标的</h6>
+                            <p class="small">领益智造、世运电路 - 供应链关系已公开确认</p>
+                        </div>
+                        <div class="mb-3">
+                            <h6 class="text-warning">次选：行业β受益者</h6>
+                            <p class="small">绿的谐波、兆威机电 - "卖铲人"逻辑，分散风险</p>
+                        </div>
+                        <div>
+                            <h6 class="text-danger">谨慎参与：预期驱动标的</h6>
+                            <p class="small">银轮股份、恒勃股份 - 承担信息不确定性风险</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="col-lg-6" data-aos="fade-left">
+                    <div class="glass-card h-100">
+                        <h4 class="card-header-custom">
+                            <i class="bi bi-eye"></i> 关键跟踪指标
+                        </h4>
+                        <ul class="list-unstyled">
+                            <li class="mb-3">
+                                <i class="bi bi-cash-stack text-primary"></i>
+                                <strong>C轮融资进展</strong>
+                                <p class="small text-muted">400亿美元估值是否成功</p>
+                            </li>
+                            <li class="mb-3">
+                                <i class="bi bi-box text-primary"></i>
+                                <strong>产能与交付</strong>
+                                <p class="small text-muted">BotQ工厂月度/季度出货量</p>
+                            </li>
+                            <li class="mb-3">
+                                <i class="bi bi-handshake text-primary"></i>
+                                <strong>商业订单</strong>
+                                <p class="small text-muted">宝马以外新增大型订单</p>
+                            </li>
+                            <li>
+                                <i class="bi bi-graph-up text-primary"></i>
+                                <strong>供应商业绩</strong>
+                                <p class="small text-muted">A股公司相关收入确认情况</p>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 风险提示 -->
+    <section class="py-5" id="risks">
+        <div class="container">
+            <div class="glass-card">
+                <h3 class="card-header-custom">
+                    <i class="bi bi-exclamation-triangle"></i> 风险提示
+                </h3>
+                <div class="row">
+                    <div class="col-lg-4 mb-3" data-aos="fade-up">
+                        <h5 class="text-danger mb-3">技术风险</h5>
+                        <div class="risk-item">
+                            <small>硬件与软件融合瓶颈，运动能力与竞争对手存在差距</small>
+                        </div>
+                        <div class="risk-item">
+                            <small>数据与泛化能力局限，仿真与现实差距</small>
+                        </div>
+                    </div>
+                    <div class="col-lg-4 mb-3" data-aos="fade-up" data-aos-delay="100">
+                        <h5 class="text-danger mb-3">商业化风险</h5>
+                        <div class="risk-item">
+                            <small>高昂成本与客户接受度，10万美元仍属重资产</small>
+                        </div>
+                        <div class="risk-item">
+                            <small>工程化与规模化能力，从实验室到量产的巨大跨越</small>
+                        </div>
+                    </div>
+                    <div class="col-lg-4 mb-3" data-aos="fade-up" data-aos-delay="200">
+                        <h5 class="text-danger mb-3">估值泡沫风险</h5>
+                        <div class="risk-item">
+                            <small>26亿→400亿美元估值跳跃，缺乏财务数据支撑</small>
+                        </div>
+                        <div class="risk-item">
+                            <small>关联标的信息可靠性，部分信息仅来自券商纪要</small>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="py-4 mt-5 border-top border-secondary">
+        <div class="container text-center">
+            <p class="text-muted mb-0">© 2025 人形机器人Figure投资分析 | 数据仅供参考，投资需谨慎</p>
+        </div>
+    </footer>
+
+    <!-- Bootstrap JS -->
+    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
+    <!-- AOS Animation JS -->
+    <script src="https://unpkg.com/aos@2.3.1/dist/aos.js"></script>
+    
+    <script>
+        // 初始化AOS动画
+        AOS.init({
+            duration: 800,
+            once: true,
+            offset: 100
+        });
+
+        // 平滑滚动
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({
+                        behavior: 'smooth',
+                        block: 'start'
+                    });
+                }
+            });
+        });
+
+        // 导航栏滚动效果
+        window.addEventListener('scroll', function() {
+            const navbar = document.querySelector('.navbar');
+            if (window.scrollY > 50) {
+                navbar.style.background = 'rgba(15, 15, 30, 0.98)';
+            } else {
+                navbar.style.background = 'rgba(15, 15, 30, 0.95)';
+            }
+        });
+
+        // 表格行高亮效果
+        document.querySelectorAll('.custom-table tbody tr').forEach(row => {
+            row.addEventListener('mouseenter', function() {
+                this.style.cursor = 'pointer';
+            });
+            
+            row.addEventListener('click', function() {
+                // 移除其他行的选中状态
+                document.querySelectorAll('.custom-table tbody tr').forEach(r => {
+                    r.style.background = '';
+                });
+                // 添加当前行的选中状态
+                this.style.background = 'rgba(102, 126, 234, 0.2)';
+            });
+        });
+
+        // 数字动画效果
+        function animateValue(element, start, end, duration) {
+            let startTimestamp = null;
+            const step = (timestamp) => {
+                if (!startTimestamp) startTimestamp = timestamp;
+                const progress = Math.min((timestamp - startTimestamp) / duration, 1);
+                element.innerHTML = Math.floor(progress * (end - start) + start);
+                if (progress < 1) {
+                    window.requestAnimationFrame(step);
+                }
+            };
+            window.requestAnimationFrame(step);
+        }
+
+        // 当页面加载完成时触发数字动画
+        window.addEventListener('load', function() {
+            const observer = new IntersectionObserver((entries) => {
+                entries.forEach(entry => {
+                    if (entry.isIntersecting) {
+                        const element = entry.target;
+                        if (element.textContent.includes('26亿→400亿$')) {
+                            animateValue(element.querySelector('h3'), 26, 400, 2000);
+                        }
+                        observer.unobserve(element);
+                    }
+                });
+            });
+
+            document.querySelectorAll('.hero-title').forEach(el => {
+                observer.observe(el);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/充电桩.html

@@ -0,0 +1,310 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>充电桩概念全景图 | 三年倍增·订单&盈利双击</title>
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.2/dist/css/bootstrap.min.css" rel="stylesheet">
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet">
+    <style>
+        :root {
+            --primary: #00d4ff;
+            --secondary: #0066cc;
+            --accent: #ffcc00;
+            --dark: #0a1929;
+            --light: #f0f8ff;
+        }
+        body {
+            background: linear-gradient(135deg, var(--dark) 0%, #001a33 100%);
+            color: var(--light);
+            font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
+        }
+        .card {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(0, 212, 255, 0.2);
+            border-radius: 16px;
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+        .card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 10px 30px rgba(0, 212, 255, 0.3);
+        }
+        .table-responsive {
+            border-radius: 12px;
+            overflow: hidden;
+            border: 1px solid rgba(0, 212, 255, 0.2);
+        }
+        table {
+            background: rgba(255, 255, 255, 0.03);
+            color: var(--light);
+        }
+        th {
+            background: rgba(0, 102, 204, 0.3);
+            color: var(--accent);
+            font-weight: 600;
+            text-transform: uppercase;
+            letter-spacing: 0.5px;
+        }
+        td {
+            border-color: rgba(0, 212, 255, 0.1);
+        }
+        .badge {
+            font-size: 0.75rem;
+            padding: 0.4em 0.6em;
+        }
+        .text-primary {
+            color: var(--primary) !important;
+        }
+        .text-accent {
+            color: var(--accent) !important;
+        }
+        .btn-primary {
+            background: linear-gradient(90deg, var(--primary), var(--secondary));
+            border: none;
+            border-radius: 20px;
+            padding: 0.5rem 1.5rem;
+            font-weight: 600;
+            transition: all 0.3s ease;
+        }
+        .btn-primary:hover {
+            transform: scale(1.05);
+            box-shadow: 0 5px 15px rgba(0, 212, 255, 0.4);
+        }
+        .timeline-item {
+            border-left: 2px solid var(--primary);
+            padding-left: 1.5rem;
+            position: relative;
+            margin-bottom: 1.5rem;
+        }
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: -6px;
+            top: 0;
+            width: 10px;
+            height: 10px;
+            background: var(--accent);
+            border-radius: 50%;
+        }
+        .hero-section {
+            background: linear-gradient(135deg, rgba(0, 102, 204, 0.2) 0%, rgba(0, 212, 255, 0.1) 100%);
+            border-radius: 20px;
+            padding: 2rem;
+            margin-bottom: 2rem;
+            border: 1px solid rgba(0, 212, 255, 0.3);
+        }
+        .metric-card {
+            text-align: center;
+            padding: 1.5rem;
+            background: rgba(0, 102, 204, 0.1);
+            border-radius: 12px;
+            border: 1px solid rgba(0, 212, 255, 0.2);
+        }
+        .metric-value {
+            font-size: 2rem;
+            font-weight: 700;
+            color: var(--accent);
+        }
+        .metric-label {
+            font-size: 0.9rem;
+            color: rgba(255, 255, 255, 0.7);
+            margin-top: 0.5rem;
+        }
+    </style>
+</head>
+<body>
+    <div class="container-fluid px-3 px-md-4 py-4">
+        <!-- Hero Section -->
+        <div class="hero-section">
+            <div class="row align-items-center">
+                <div class="col-lg-8">
+                    <h1 class="display-5 fw-bold text-primary mb-3">
+                        充电桩概念全景图
+                    </h1>
+                    <p class="lead mb-0">
+                        三年倍增行动方案引爆订单&盈利双击主升浪 · 2025-2027 CAGR 40%+ 高确定性
+                    </p>
+                </div>
+                <div class="col-lg-4 mt-3 mt-lg-0">
+                    <div class="row g-2">
+                        <div class="col-6">
+                            <div class="metric-card">
+                                <div class="metric-value">2800万</div>
+                                <div class="metric-label">2027年目标桩数</div>
+                            </div>
+                        </div>
+                        <div class="col-6">
+                            <div class="metric-card">
+                                <div class="metric-value">3亿</div>
+                                <div class="metric-label">公共充电容量(kW)</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 核心观点 -->
+        <section class="mb-5">
+            <h2 class="h4 text-primary mb-3">
+                <i class="bi bi-lightning-charge-fill me-2"></i>核心观点摘要
+            </h2>
+            <div class="card p-3">
+                <p class="mb-0">
+                    充电桩概念正从<strong class="text-accent">"政策预期"</strong>迈入<strong class="text-accent">"订单&盈利双击"</strong>的基本面主升浪：
+                    ①三年倍增方案给出2025-2027年<strong>CAGR 40%</strong>的确定性总量；
+                    ②欧美车桩比15-26:1的海外缺口打开高毛利出海市场，中国模块/整桩成本优势<strong>30-50%</strong>；
+                    ③直流快充+液冷超充技术迭代带动单桩价值量<strong>翻倍</strong>。
+                </p>
+            </div>
+        </section>
+
+        <!-- 政策时间轴 -->
+        <section class="mb-5">
+            <h2 class="h4 text-primary mb-3">
+                <i class="bi bi-calendar-event me-2"></i>政策时间轴
+            </h2>
+            <div class="card p-3">
+                <div class="timeline-item">
+                    <div class="fw-bold text-accent">2023年2月</div>
+                    <div class="small">八部委提出公共领域车桩比1:1，首次设定量化目标</div>
+                </div>
+                <div class="timeline-item">
+                    <div class="fw-bold text-accent">2024年10月</div>
+                    <div class="small">公共桩单月新增6.3万台，同比+34.3%，建设节奏已提前启动</div>
+                </div>
+                <div class="timeline-item">
+                    <div class="fw-bold text-accent">2025年1月</div>
+                    <div class="small">联盟预测2025年新增公共桩103.8万台，同比再提速20%</div>
+                </div>
+                <div class="timeline-item">
+                    <div class="fw-bold text-accent">2025年5月</div>
+                    <div class="small">国新办再提"倍增"行动，中央预算内投资+政策性金融工具双管齐下</div>
+                </div>
+                <div class="timeline-item">
+                    <div class="fw-bold text-accent">2025年10月</div>
+                    <div class="small">六部门正式文件落地，2800万桩、3亿千瓦成为硬性KPI</div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 产业链表格 -->
+        <section class="mb-5">
+            <h2 class="h4 text-primary mb-3">
+                <i class="bi bi-diagram-3 me-2"></i>产业链核心公司（A股）
+            </h2>
+            <div class="table-responsive">
+                <table class="table table-sm table-hover align-middle mb-0">
+                    <thead>
+                        <tr>
+                            <th>股票</th>
+                            <th>环节</th>
+                            <th>价值量占比</th>
+                            <th>市场地位/亮点</th>
+                            <th>来源</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr>
+                            <td><strong class="text-primary">优优绿能</strong></td>
+                            <td><span class="badge bg-primary">充电模块</span></td>
+                            <td>52.2%</td>
+                            <td>2024国内份额A股第一、国内第二，市占率21.65%</td>
+                            <td>公开资料</td>
+                        </tr>
+                        <tr>
+                            <td><strong class="text-primary">特锐德</strong></td>
+                            <td><span class="badge bg-primary">充电模块</span></td>
+                            <td>52.2%</td>
+                            <td>2024国内份额A股第二，市占率15.31%（特来电）</td>
+                            <td>公开资料</td>
+                        </tr>
+                        <tr>
+                            <td><strong class="text-primary">通合科技</strong></td>
+                            <td><span class="badge bg-primary">充电模块</span></td>
+                            <td>52.2%</td>
+                            <td>2024国内份额A股第三，市占率14.78%</td>
+                            <td>公开资料</td>
+                        </tr>
+                        <tr>
+                            <td><strong class="text-primary">沃尔核材</strong></td>
+                            <td><span class="badge bg-success">充电枪</span></td>
+                            <td>12.25%</td>
+                            <td>2024直流充电枪营收国内第一；液冷枪已批量</td>
+                            <td>调研</td>
+                        </tr>
+                        <tr>
+                            <td><strong class="text-primary">盛弘股份</strong></td>
+                            <td><span class="badge bg-warning">整桩</span></td>
+                            <td>-</td>
+                            <td>2024充电桩营收12.16亿，占比40.04%</td>
+                            <td>财报</td>
+                        </tr>
+                        <tr>
+                            <td><strong class="text-primary">绿能慧充</strong></td>
+                            <td><span class="badge bg-warning">整桩</span></td>
+                            <td>-</td>
+                            <td>2024充电桩销售8.06亿，占比79.44%</td>
+                            <td>财报</td>
+                        </tr>
+                        <tr>
+                            <td><strong class="text-primary">特锐德</strong></td>
+                            <td><span class="badge bg-info">运营</span></td>
+                            <td>-</td>
+                            <td>直流终端47.5万台，份额24%，充电量份额23%，双第一</td>
+                            <td>研报</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </section>
+
+        <!-- 投资启示 -->
+        <section class="mb-4">
+            <h2 class="h4 text-primary mb-3">
+                <i class="bi bi-cash-coin me-2"></i>综合结论与投资启示
+            </h2>
+            <div class="card p-3">
+                <p class="mb-3">
+                    充电桩概念已<strong class="text-accent">脱离主题炒作</strong>，进入<strong class="text-accent">"政策订单→盈利释放"</strong>的基本面主升浪，2025-2027年行业CAGR 40%+具备高确定性。
+                </p>
+                <div class="row g-2">
+                    <div class="col-md-4">
+                        <div class="d-flex align-items-center">
+                            <span class="badge bg-primary me-2">1</span>
+                            <span>模块外供+出海认证：优优绿能、通合科技</span>
+                        </div>
+                    </div>
+                    <div class="col-md-4">
+                        <div class="d-flex align-items-center">
+                            <span class="badge bg-primary me-2">2</span>
+                            <span>整桩ODM欧美渠道：道通科技、盛弘股份</span>
+                        </div>
+                    </div>
+                    <div class="col-md-4">
+                        <div class="d-flex align-items-center">
+                            <span class="badge bg-primary me-2">3</span>
+                            <span>液冷枪细分龙头：沃尔核材</span>
+                        </div>
+                    </div>
+                </div>
+                <hr class="my-3">
+                <p class="mb-0 small text-muted">
+                    一句话总结：<strong class="text-accent">"三年倍增"给量，出海+液冷给价，模块寡头给利润，2026年春节前是设备端业绩兑现的黄金窗口。</strong>
+                </p>
+            </div>
+        </section>
+
+        <!-- Footer -->
+        <footer class="text-center py-3 mt-4 border-top border-secondary">
+            <p class="small mb-0 text-muted">
+                数据来源：中国充电联盟、公开财报、券商研报 | 更新时间：2025年10月
+            </p>
+        </footer>
+    </div>
+
+    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.2/dist/js/bootstrap.bundle.min.js"></script>
+</body>
+</html>

public/htmls/关键软件.html

@@ -0,0 +1,836 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>关键软件概念深度解析 - 科技博弈v2软件时代</title>
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css" rel="stylesheet">
+    <style>
+        :root {
+            --primary-gradient: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            --secondary-gradient: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
+            --dark-bg: #0f0f23;
+            --card-bg: #1a1a2e;
+            --border-color: #2a2a4e;
+            --text-primary: #ffffff;
+            --text-secondary: #a8a8b3;
+            --accent-purple: #7c3aed;
+            --accent-pink: #ec4899;
+            --success-green: #10b981;
+            --warning-yellow: #f59e0b;
+            --danger-red: #ef4444;
+        }
+
+        * {
+            margin: 0;
+            padding: 0;
+            box-sizing: border-box;
+        }
+
+        body {
+            font-family: 'Segoe UI', 'Microsoft YaHei', sans-serif;
+            background: linear-gradient(135deg, #0f0f23 0%, #1a1a2e 50%, #2a2a4e 100%);
+            color: var(--text-primary);
+            min-height: 100vh;
+            line-height: 1.6;
+        }
+
+        /* 头部设计 */
+        .hero-section {
+            background: var(--primary-gradient);
+            padding: 60px 0 40px;
+            position: relative;
+            overflow: hidden;
+        }
+
+        .hero-section::before {
+            content: '';
+            position: absolute;
+            top: 0;
+            left: 0;
+            right: 0;
+            bottom: 0;
+            background: url('data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1440 320"><path fill="%23ffffff" fill-opacity="0.1" d="M0,96L48,112C96,128,192,160,288,186.7C384,213,480,235,576,213.3C672,192,768,128,864,128C960,128,1056,192,1152,197.3C1248,203,1344,149,1392,122.7L1440,96L1440,320L1392,320C1344,320,1248,320,1152,320C1056,320,960,320,864,320C768,320,672,320,576,320C480,320,384,320,288,320C192,320,96,320,48,320L0,320Z"></path></svg>') no-repeat bottom;
+            background-size: cover;
+        }
+
+        .hero-title {
+            font-size: 2.5rem;
+            font-weight: 700;
+            margin-bottom: 20px;
+            text-shadow: 2px 2px 4px rgba(0,0,0,0.3);
+        }
+
+        .hero-subtitle {
+            font-size: 1.2rem;
+            opacity: 0.95;
+            margin-bottom: 30px;
+        }
+
+        .meta-badge {
+            display: inline-block;
+            padding: 8px 16px;
+            background: rgba(255,255,255,0.2);
+            border-radius: 20px;
+            margin: 5px;
+            backdrop-filter: blur(10px);
+            transition: all 0.3s ease;
+        }
+
+        .meta-badge:hover {
+            background: rgba(255,255,255,0.3);
+            transform: translateY(-2px);
+        }
+
+        /* 卡片样式 */
+        .content-card {
+            background: var(--card-bg);
+            border: 1px solid var(--border-color);
+            border-radius: 16px;
+            padding: 30px;
+            margin-bottom: 30px;
+            backdrop-filter: blur(20px);
+            transition: all 0.3s ease;
+            box-shadow: 0 10px 30px rgba(0,0,0,0.3);
+        }
+
+        .content-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 15px 40px rgba(124,58,237,0.2);
+            border-color: var(--accent-purple);
+        }
+
+        .section-title {
+            font-size: 1.8rem;
+            font-weight: 600;
+            margin-bottom: 25px;
+            color: var(--text-primary);
+            display: flex;
+            align-items: center;
+            gap: 15px;
+        }
+
+        .section-title i {
+            color: var(--accent-purple);
+            font-size: 1.5rem;
+        }
+
+        /* 时间轴样式 */
+        .timeline {
+            position: relative;
+            padding: 20px 0;
+        }
+
+        .timeline::before {
+            content: '';
+            position: absolute;
+            left: 50%;
+            top: 0;
+            bottom: 0;
+            width: 2px;
+            background: var(--accent-purple);
+            transform: translateX(-50%);
+        }
+
+        .timeline-item {
+            position: relative;
+            margin-bottom: 40px;
+            width: 100%;
+        }
+
+        .timeline-content {
+            background: rgba(124,58,237,0.1);
+            border: 1px solid var(--accent-purple);
+            border-radius: 12px;
+            padding: 20px;
+            width: calc(50% - 30px);
+            transition: all 0.3s ease;
+        }
+
+        .timeline-item:nth-child(odd) .timeline-content {
+            margin-left: auto;
+        }
+
+        .timeline-item:nth-child(even) .timeline-content {
+            margin-right: auto;
+        }
+
+        .timeline-content:hover {
+            background: rgba(124,58,237,0.2);
+            transform: scale(1.02);
+        }
+
+        .timeline-date {
+            position: absolute;
+            top: 20px;
+            width: calc(50% - 30px);
+            text-align: right;
+            font-weight: 600;
+            color: var(--accent-pink);
+        }
+
+        .timeline-item:nth-child(even) .timeline-date {
+            right: calc(50% + 30px);
+        }
+
+        .timeline-item:nth-child(odd) .timeline-date {
+            left: calc(50% + 30px);
+            text-align: left;
+        }
+
+        .timeline-dot {
+            position: absolute;
+            left: 50%;
+            top: 30px;
+            width: 16px;
+            height: 16px;
+            background: var(--accent-purple);
+            border-radius: 50%;
+            transform: translateX(-50%);
+            border: 3px solid var(--card-bg);
+            z-index: 1;
+        }
+
+        /* 表格样式 */
+        .stock-table {
+            width: 100%;
+            border-collapse: separate;
+            border-spacing: 0;
+            background: var(--card-bg);
+            border-radius: 12px;
+            overflow: hidden;
+        }
+
+        .stock-table thead {
+            background: var(--primary-gradient);
+        }
+
+        .stock-table th {
+            padding: 15px;
+            text-align: left;
+            font-weight: 600;
+            color: white;
+            border: none;
+            white-space: nowrap;
+        }
+
+        .stock-table tbody tr {
+            border-bottom: 1px solid var(--border-color);
+            transition: all 0.3s ease;
+        }
+
+        .stock-table tbody tr:hover {
+            background: rgba(124,58,237,0.1);
+        }
+
+        .stock-table td {
+            padding: 12px 15px;
+            border: none;
+        }
+
+        .stock-name {
+            font-weight: 600;
+            color: var(--text-primary);
+        }
+
+        .industry-tag {
+            display: inline-block;
+            padding: 4px 10px;
+            background: rgba(124,58,237,0.2);
+            border: 1px solid var(--accent-purple);
+            border-radius: 6px;
+            font-size: 0.85rem;
+            margin: 2px;
+        }
+
+        .market-size {
+            color: var(--success-green);
+            font-weight: 500;
+        }
+
+        .domestic-rate {
+            color: var(--warning-yellow);
+            font-weight: 500;
+        }
+
+        /* 核心公司卡片 */
+        .company-card {
+            background: linear-gradient(135deg, rgba(124,58,237,0.1) 0%, rgba(236,72,153,0.1) 100%);
+            border: 1px solid var(--accent-purple);
+            border-radius: 12px;
+            padding: 20px;
+            margin-bottom: 20px;
+            transition: all 0.3s ease;
+        }
+
+        .company-card:hover {
+            transform: translateX(10px);
+            box-shadow: -5px 5px 20px rgba(124,58,237,0.3);
+        }
+
+        .company-name {
+            font-size: 1.3rem;
+            font-weight: 600;
+            color: var(--accent-purple);
+            margin-bottom: 10px;
+        }
+
+        .company-role {
+            color: var(--text-secondary);
+            font-style: italic;
+            margin-bottom: 15px;
+        }
+
+        /* 风险提示 */
+        .risk-item {
+            display: flex;
+            align-items: start;
+            margin-bottom: 15px;
+            padding: 15px;
+            background: rgba(239,68,68,0.1);
+            border-left: 4px solid var(--danger-red);
+            border-radius: 8px;
+        }
+
+        .risk-item i {
+            color: var(--danger-red);
+            margin-right: 15px;
+            margin-top: 3px;
+        }
+
+        /* 响应式设计 */
+        @media (max-width: 768px) {
+            .hero-title {
+                font-size: 1.8rem;
+            }
+
+            .timeline::before {
+                left: 30px;
+            }
+
+            .timeline-content {
+                width: calc(100% - 60px);
+                margin-left: 60px !important;
+            }
+
+            .timeline-date {
+                width: calc(100% - 60px);
+                text-align: left !important;
+                left: 60px !important;
+                right: auto !important;
+            }
+
+            .timeline-dot {
+                left: 30px;
+            }
+
+            .stock-table {
+                font-size: 0.85rem;
+            }
+
+            .stock-table th,
+            .stock-table td {
+                padding: 8px;
+            }
+        }
+
+        /* 动画效果 */
+        @keyframes fadeInUp {
+            from {
+                opacity: 0;
+                transform: translateY(30px);
+            }
+            to {
+                opacity: 1;
+                transform: translateY(0);
+            }
+        }
+
+        .fade-in-up {
+            animation: fadeInUp 0.6s ease-out;
+        }
+
+        /* 加载动画 */
+        .pulse {
+            animation: pulse 2s infinite;
+        }
+
+        @keyframes pulse {
+            0% {
+                opacity: 1;
+            }
+            50% {
+                opacity: 0.7;
+            }
+            100% {
+                opacity: 1;
+            }
+        }
+    </style>
+</head>
+<body>
+    <!-- 头部英雄区域 -->
+    <section class="hero-section">
+        <div class="container">
+            <div class="text-center">
+                <h1 class="hero-title fade-in-up">
+                    <i class="bi bi-cpu"></i> 关键软件概念深度解析
+                </h1>
+                <p class="hero-subtitle fade-in-up">
+                    科技博弈v2软件时代 - 国产化替代的黄金赛道
+                </p>
+                <div class="fade-in-up">
+                    <span class="meta-badge"><i class="bi bi-calendar-event"></i> 2025年10月焦点</span>
+                    <span class="meta-badge"><i class="bi bi-flag"></i> 地缘政治驱动</span>
+                    <span class="meta-badge"><i class="bi bi-graph-up-arrow"></i> 结构性机会</span>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <div class="container my-5">
+        <!-- 核心事件 -->
+        <div class="content-card fade-in-up">
+            <h2 class="section-title">
+                <i class="bi bi-lightning-charge"></i>
+                核心催化事件
+            </h2>
+            <div class="row">
+                <div class="col-md-6 mb-3">
+                    <div class="alert alert-danger" role="alert">
+                        <h5 class="alert-heading"><i class="bi bi-exclamation-triangle"></i> 美国制裁升级</h5>
+                        <p class="mb-0">2025年10月10日，美国宣布对"所有关键软件"实施出口管制，科技博弈进入软件时代</p>
+                    </div>
+                </div>
+                <div class="col-md-6 mb-3">
+                    <div class="alert alert-success" role="alert">
+                        <h5 class="alert-heading"><i class="bi bi-shield-check"></i> 国内政策对冲</h5>
+                        <p class="mb-0">同日发布《政务领域人工智能大模型部署应用指引》，打造国产软件先行市场</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 时间轴 -->
+        <div class="content-card fade-in-up">
+            <h2 class="section-title">
+                <i class="bi bi-clock-history"></i>
+                关键事件时间轴
+            </h2>
+            <div class="timeline">
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="timeline-date">2024年9月</div>
+                    <div class="timeline-content">
+                        <h5>工业软件量化目标</h5>
+                        <p>国家出台设备更新指南，设定200万套工业软件更新目标</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="timeline-date">2024年12月</div>
+                    <div class="timeline-content">
+                        <h5>美国投资限制</h5>
+                        <p>美国将量子计算、AI列为对华投资限制领域</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="timeline-date">2025年3月</div>
+                    <div class="timeline-content">
+                        <h5>工信部表态</h5>
+                        <p>聚焦AI、关键软件重点领域，培育创新平台</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="timeline-date">2025年6月</div>
+                    <div class="timeline-content">
+                        <h5>技术反击</h5>
+                        <p>国产EDA厂商合见工软宣布关键产品免费开放试用</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot pulse"></div>
+                    <div class="timeline-date">2025年10月10日</div>
+                    <div class="timeline-content">
+                        <h5><strong>转折点</strong></h5>
+                        <p><strong>美国实施"关键软件"出口管制，中国发布政务AI指引</strong></p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 核心逻辑 -->
+        <div class="content-card fade-in-up">
+            <h2 class="section-title">
+                <i class="bi bi-diagram-3"></i>
+                核心驱动力分析
+            </h2>
+            <div class="row">
+                <div class="col-md-4 mb-3">
+                    <div class="text-center p-3 border rounded">
+                        <i class="bi bi-shield-fill-exclamation" style="font-size: 3rem; color: var(--danger-red);"></i>
+                        <h5 class="mt-3">地缘政治安全</h5>
+                        <p class="text-secondary">软件自主从"可选项"提升到国家安全"必选项"</p>
+                    </div>
+                </div>
+                <div class="col-md-4 mb-3">
+                    <div class="text-center p-3 border rounded">
+                        <i class="bi bi-clipboard-data-fill" style="font-size: 3rem; color: var(--success-green);"></i>
+                        <h5 class="mt-3">政策强力驱动</h5>
+                        <p class="text-secondary">200万套量化目标，创造真实可测算市场空间</p>
+                    </div>
+                </div>
+                <div class="col-md-4 mb-3">
+                    <div class="text-center p-3 border rounded">
+                        <i class="bi bi-lightbulb-fill" style="font-size: 3rem; color: var(--warning-yellow);"></i>
+                        <h5 class="mt-3">技术突破拐点</h5>
+                        <p class="text-secondary">国产软件跨过技术鸿沟，进入商业化落地阶段</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 重点公司分析 -->
+        <div class="content-card fade-in-up">
+            <h2 class="section-title">
+                <i class="bi bi-award-fill"></i>
+                核心玩家深度剖析
+            </h2>
+            
+            <div class="company-card">
+                <h4 class="company-name">顶点软件 (603383)</h4>
+                <p class="company-role">金融IT核心系统的"破局者"</p>
+                <div class="row">
+                    <div class="col-md-6">
+                        <p><strong>竞争优势：</strong>唯一经过大规模验证的新一代分布式信创核心交易系统A5，技术路线领先</p>
+                    </div>
+                    <div class="col-md-6">
+                        <p><strong>业务进展：</strong>处于行业替换周期起点，未来3-6年头部券商订单驱动业绩高增</p>
+                    </div>
+                </div>
+            </div>
+
+            <div class="company-card">
+                <h4 class="company-name">宝信软件 (600845)</h4>
+                <p class="company-role">工业控制"皇冠明珠"的"国家队"</p>
+                <div class="row">
+                    <div class="col-md-6">
+                        <p><strong>竞争优势：</strong>国内唯一掌握大型PLC完整技术的公司，技术壁垒极高</p>
+                    </div>
+                    <div class="col-md-6">
+                        <p><strong>业务进展：</strong>2024年是国产化规模替代元年，钢铁行业推广顺利</p>
+                    </div>
+                </div>
+            </div>
+
+            <div class="company-card">
+                <h4 class="company-name">中国软件 (600536)</h4>
+                <p class="company-role">操作系统"国家队"</p>
+                <div class="row">
+                    <div class="col-md-6">
+                        <p><strong>竞争优势：</strong>持有麒麟软件47.23%股权，政策支持力度最大</p>
+                    </div>
+                    <div class="col-md-6">
+                        <p><strong>业务进展：</strong>近期增资扩股落地，国企改革迈出关键一步</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 股票数据表格 -->
+        <div class="content-card fade-in-up">
+            <h2 class="section-title">
+                <i class="bi bi-table"></i>
+                关键软件概念股全景图
+            </h2>
+            <div class="table-responsive">
+                <table class="stock-table">
+                    <thead>
+                        <tr>
+                            <th>股票名称</th>
+                            <th>分类</th>
+                            <th>行业</th>
+                            <th>市场规模</th>
+                            <th>国产化率</th>
+                            <th>备注</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <!-- 基础硬件 -->
+                        <tr>
+                            <td colspan="6" style="background: rgba(124,58,237,0.2); font-weight: bold;">🖥️ 基础硬件</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">海光信息</td>
+                            <td><span class="industry-tag">芯片</span></td>
+                            <td>基础硬件</td>
+                            <td>-</td>
+                            <td>-</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">中科曙光</td>
+                            <td><span class="industry-tag">服务器</span></td>
+                            <td>基础硬件</td>
+                            <td>-</td>
+                            <td class="domestic-rate">90%+</td>
+                            <td>相关个股</td>
+                        </tr>
+                        
+                        <!-- 基础软件 -->
+                        <tr>
+                            <td colspan="6" style="background: rgba(124,58,237,0.2); font-weight: bold;">⚙️ 基础软件</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">中国软件</td>
+                            <td><span class="industry-tag">操作系统</span></td>
+                            <td>基础软件</td>
+                            <td class="market-size">250亿元</td>
+                            <td class="domestic-rate">党政65%</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">达梦数据</td>
+                            <td><span class="industry-tag">数据库</span></td>
+                            <td>基础软件</td>
+                            <td class="market-size">668亿元</td>
+                            <td class="domestic-rate">党政约80%</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">东方通</td>
+                            <td><span class="industry-tag">中间件</span></td>
+                            <td>基础软件</td>
+                            <td class="market-size">160亿元</td>
+                            <td class="domestic-rate">2025年预计45%</td>
+                            <td>相关个股</td>
+                        </tr>
+                        
+                        <!-- 金融IT -->
+                        <tr>
+                            <td colspan="6" style="background: rgba(124,58,237,0.2); font-weight: bold;">💰 金融IT</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">顶点软件</td>
+                            <td><span class="industry-tag">证券IT</span></td>
+                            <td>金融</td>
+                            <td class="market-size">2025年8500亿元</td>
+                            <td class="domestic-rate">60%+</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">恒生电子</td>
+                            <td><span class="industry-tag">证券IT</span></td>
+                            <td>金融</td>
+                            <td class="market-size">2025年8500亿元</td>
+                            <td class="domestic-rate">60%+</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">神州信息</td>
+                            <td><span class="industry-tag">银行IT</span></td>
+                            <td>金融</td>
+                            <td class="market-size">2025年8500亿元</td>
+                            <td class="domestic-rate">60%+</td>
+                            <td>相关个股</td>
+                        </tr>
+                        
+                        <!-- 工业软件 -->
+                        <tr>
+                            <td colspan="6" style="background: rgba(124,58,237,0.2); font-weight: bold;">🏭 工业软件</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">中望软件</td>
+                            <td><span class="industry-tag">辅助设计CAD</span></td>
+                            <td>工业软件</td>
+                            <td class="market-size">61.2亿元</td>
+                            <td class="domestic-rate">27%</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">宝信软件</td>
+                            <td><span class="industry-tag">制造执行MES</span></td>
+                            <td>工业软件</td>
+                            <td class="market-size">80亿元</td>
+                            <td class="domestic-rate">50-60%</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">华大九天</td>
+                            <td><span class="industry-tag">电子设计自动化EDA</span></td>
+                            <td>工业软件</td>
+                            <td class="market-size">149.5亿元</td>
+                            <td class="domestic-rate">11.50%</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">中控技术</td>
+                            <td><span class="industry-tag">集散控制DCS</span></td>
+                            <td>工业软件</td>
+                            <td class="market-size">117.6亿元</td>
+                            <td class="domestic-rate">2021年55.7%</td>
+                            <td>相关个股</td>
+                        </tr>
+                        
+                        <!-- 应用软件 -->
+                        <tr>
+                            <td colspan="6" style="background: rgba(124,58,237,0.2); font-weight: bold;">📱 应用软件</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">金山办公</td>
+                            <td><span class="industry-tag">办公Office</span></td>
+                            <td>应用行业</td>
+                            <td class="market-size">300亿元</td>
+                            <td class="domestic-rate">40-50%</td>
+                            <td>相关个股</td>
+                        </tr>
+                        <tr>
+                            <td class="stock-name">用友网络</td>
+                            <td><span class="industry-tag">企业资源规划ERP</span></td>
+                            <td>应用行业</td>
+                            <td class="market-size">550亿元</td>
+                            <td class="domestic-rate">整体70%</td>
+                            <td>相关个股</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+
+        <!-- 风险提示 -->
+        <div class="content-card fade-in-up">
+            <h2 class="section-title">
+                <i class="bi bi-exclamation-triangle-fill"></i>
+                潜在风险与挑战
+            </h2>
+            <div class="risk-item">
+                <i class="bi bi-bug-fill"></i>
+                <div>
+                    <h5>技术风险</h5>
+                    <p>在EDA、高端工业CAE等顶尖领域，国产软件与海外巨头仍存在客观的性能和稳定性差距</p>
+                </div>
+            </div>
+            <div class="risk-item">
+                <i class="bi bi-currency-dollar"></i>
+                <div>
+                    <h5>商业化风险</h5>
+                    <p>替代初期项目制和服务占比较高，影响盈利能力；厂商间可能发生价格战</p>
+                </div>
+            </div>
+            <div class="risk-item">
+                <i class="bi bi-globe"></i>
+                <div>
+                    <h5>政策与竞争风险</h5>
+                    <p>中美关系若缓和可能导致推进紧迫性下降；国内不同厂商间存在"内耗式"竞争</p>
+                </div>
+            </div>
+        </div>
+
+        <!-- 投资启示 -->
+        <div class="content-card fade-in-up">
+            <h2 class="section-title">
+                <i class="bi bi-lightbulb"></i>
+                投资启示与跟踪指标
+            </h2>
+            <div class="row">
+                <div class="col-md-4 mb-3">
+                    <div class="card bg-dark border-primary">
+                        <div class="card-body">
+                            <h5 class="card-title text-primary">最具投资价值赛道</h5>
+                            <ul class="list-unstyled">
+                                <li><i class="bi bi-check-circle text-success"></i> 证券IT核心系统</li>
+                                <li><i class="bi bi-check-circle text-success"></i> 大型PLC</li>
+                                <li><i class="bi bi-check-circle text-success"></i> 操作系统</li>
+                                <li><i class="bi bi-check-circle text-success"></i> 数据库</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+                <div class="col-md-4 mb-3">
+                    <div class="card bg-dark border-success">
+                        <div class="card-body">
+                            <h5 class="card-title text-success">关键跟踪指标</h5>
+                            <ul class="list-unstyled">
+                                <li><i class="bi bi-clipboard-check text-info"></i> 大额订单公告</li>
+                                <li><i class="bi bi-graph-up text-info"></i> 毛利率变化</li>
+                                <li><i class="bi bi-cash-stack text-info"></i> 合同负债增长</li>
+                                <li><i class="bi bi-pie-chart text-info"></i> 行业渗透率</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+                <div class="col-md-4 mb-3">
+                    <div class="card bg-dark border-warning">
+                        <div class="card-body">
+                            <h5 class="card-title text-warning">近期催化剂</h5>
+                            <ul class="list-unstyled">
+                                <li><i class="bi bi-calendar-event text-warning"></i> 头部券商系统招标</li>
+                                <li><i class="bi bi-people text-warning"></i> 工业软件生态大会</li>
+                                <li><i class="bi bi-file-text text-warning"></i> 美国制裁细节明确</li>
+                                <li><i class="bi bi-flag text-warning"></i> 政策持续加码</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 页脚 -->
+    <footer class="text-center py-4 mt-5" style="background: var(--card-bg); border-top: 1px solid var(--border-color);">
+        <p class="text-secondary mb-0">
+            <i class="bi bi-info-circle"></i> 本页面仅供研究参考，不构成投资建议 | 数据更新时间：2025年10月
+        </p>
+    </footer>
+
+    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
+    <script>
+        // 滚动动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.classList.add('fade-in-up');
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.content-card').forEach(card => {
+            observer.observe(card);
+        });
+
+        // 表格行悬停效果
+        document.querySelectorAll('.stock-table tbody tr').forEach(row => {
+            row.addEventListener('mouseenter', function() {
+                this.style.cursor = 'pointer';
+            });
+            row.addEventListener('click', function() {
+                const stockName = this.querySelector('.stock-name').textContent;
+                console.log('查看股票详情:', stockName);
+            });
+        });
+
+        // 平滑滚动
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({
+                        behavior: 'smooth',
+                        block: 'start'
+                    });
+                }
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/券商合并预期.html

@@ -0,0 +1,736 @@
+我将为您创建一个关于券商合并预期概念的现代化HTML页面，融合金融专业性和视觉美感。
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>券商合并预期 - 打造金融国家队</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <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=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        body {
+            font-family: 'Inter', -apple-system, BlinkMacSystemFont, sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .timeline-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(99, 102, 241, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(99, 102, 241, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(99, 102, 241, 0);
+            }
+        }
+        
+        .stock-row:hover {
+            background: linear-gradient(90deg, rgba(99, 102, 241, 0.1) 0%, rgba(168, 85, 247, 0.1) 100%);
+            transform: translateX(5px);
+            transition: all 0.3s ease;
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -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 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        ::-webkit-scrollbar {
+            width: 8px;
+        }
+        
+        ::-webkit-scrollbar-track {
+            background: #f1f1f1;
+        }
+        
+        ::-webkit-scrollbar-thumb {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            border-radius: 4px;
+        }
+        
+        .badge-glow {
+            box-shadow: 0 0 10px rgba(99, 102, 241, 0.5);
+        }
+    </style>
+</head>
+<body>
+    <!-- Navigation -->
+    <div class="navbar glass-effect sticky top-0 z-50 px-4 py-3">
+        <div class="flex-1">
+            <a class="btn btn-ghost text-xl font-bold gradient-text">券商合并预期</a>
+        </div>
+        <div class="flex-none gap-2">
+            <button class="btn btn-ghost btn-circle">
+                <i class="fas fa-chart-line"></i>
+            </button>
+            <button class="btn btn-ghost btn-circle">
+                <i class="fas fa-bell"></i>
+            </button>
+        </div>
+    </div>
+
+    <!-- Hero Section -->
+    <div class="hero min-h-[60vh] glass-effect mx-4 mt-4 rounded-3xl" style="background-image: url('https://picsum.photos/seed/finance-merge/1920/800');">
+        <div class="hero-overlay bg-opacity-60 rounded-3xl"></div>
+        <div class="hero-content text-center text-white">
+            <div class="max-w-4xl">
+                <h1 class="mb-5 text-5xl font-bold animate-fade-in">
+                    打造金融国家队
+                </h1>
+                <p class="mb-5 text-xl">
+                    券商合并预期 - 从政策推动到价值重塑的三阶段演进
+                </p>
+                <div class="flex justify-center gap-4 mb-8">
+                    <div class="stat glass-effect rounded-lg px-6 py-4">
+                        <div class="stat-value text-2xl">2-3家</div>
+                        <div class="stat-desc">2035年国际投行目标</div>
+                    </div>
+                    <div class="stat glass-effect rounded-lg px-6 py-4">
+                        <div class="stat-value text-2xl">10家</div>
+                        <div class="stat-desc">2025年优质机构目标</div>
+                    </div>
+                    <div class="stat glass-effect rounded-lg px-6 py-4">
+                        <div class="stat-value text-2xl">50%↑</div>
+                        <div class="stat-desc">CR5资产占比目标</div>
+                    </div>
+                </div>
+                <button class="btn btn-primary btn-lg" onclick="scrollToSection('timeline')">
+                    探索政策时间轴 <i class="fas fa-arrow-down ml-2"></i>
+                </button>
+            </div>
+        </div>
+    </div>
+
+    <div class="container mx-auto px-4 py-8">
+        <!-- 政策时间轴 -->
+        <section id="timeline" class="mb-12">
+            <h2 class="text-3xl font-bold mb-8 text-white text-center">政策演进时间轴</h2>
+            <div class="timeline glass-effect rounded-2xl p-8">
+                <div class="relative">
+                    <div class="timeline-line absolute left-8 top-0 bottom-0 w-1"></div>
+                    
+                    <div class="mb-8 flex items-center">
+                        <div class="timeline-dot w-4 h-4 bg-indigo-600 rounded-full absolute left-6"></div>
+                        <div class="ml-16 glass-effect rounded-lg p-4 card-hover">
+                            <div class="badge badge-primary badge-glow">2023年10月</div>
+                            <h3 class="font-bold text-lg mt-2">中央金融工作会议</h3>
+                            <p>首次提出"金融强国"目标，明确支持国有大型金融机构做优做强</p>
+                        </div>
+                    </div>
+                    
+                    <div class="mb-8 flex items-center">
+                        <div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full absolute left-6"></div>
+                        <div class="ml-16 glass-effect rounded-lg p-4 card-hover">
+                            <div class="badge badge-secondary badge-glow">2024年3月</div>
+                            <h3 class="font-bold text-lg mt-2">证监会指导意见</h3>
+                            <p>明确5年内形成10家优质头部机构，2035年形成2-3家国际投行</p>
+                        </div>
+                    </div>
+                    
+                    <div class="mb-8 flex items-center">
+                        <div class="timeline-dot w-4 h-4 bg-pink-600 rounded-full absolute left-6"></div>
+                        <div class="ml-16 glass-effect rounded-lg p-4 card-hover">
+                            <div class="badge badge-accent badge-glow">2024年4月</div>
+                            <h3 class="font-bold text-lg mt-2">新"国九条"</h3>
+                            <p>国务院层面首次支持投行通过并购重组提升核心竞争力</p>
+                        </div>
+                    </div>
+                    
+                    <div class="mb-8 flex items-center">
+                        <div class="timeline-dot w-4 h-4 bg-green-600 rounded-full absolute left-6"></div>
+                        <div class="ml-16 glass-effect rounded-lg p-4 card-hover">
+                            <div class="badge badge-success badge-glow">2024年9月</div>
+                            <h3 class="font-bold text-lg mt-2">国泰君安+海通证券</h3>
+                            <p>新"国九条"后首例头部券商合并，总资产1.62万亿</p>
+                        </div>
+                    </div>
+                    
+                    <div class="mb-8 flex items-center">
+                        <div class="timeline-dot w-4 h-4 bg-yellow-600 rounded-full absolute left-6"></div>
+                        <div class="ml-16 glass-effect rounded-lg p-4 card-hover">
+                            <div class="badge badge-warning badge-glow">2025年11月</div>
+                            <h3 class="font-bold text-lg mt-2">中金公司"一对二"合并</h3>
+                            <p>一次性合并东兴、信达证券，总资产达1万亿，超出市场预期</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心逻辑与市场认知 -->
+        <section class="mb-12">
+            <h2 class="text-3xl font-bold mb-8 text-white text-center">核心逻辑与预期差</h2>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                <div class="glass-effect rounded-2xl p-6 card-hover">
+                    <div class="text-4xl mb-4">🏛️</div>
+                    <h3 class="text-xl font-bold mb-3">政策强制力</h3>
+                    <p class="text-gray-700">不同于以往市场化并购，本轮是"只许成功，不许失败"的国家战略，行政推动力度空前</p>
+                    <div class="mt-4">
+                        <div class="badge badge-info">顶层设计</div>
+                        <div class="badge badge-error">硬性约束</div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 card-hover">
+                    <div class="text-4xl mb-4">📉</div>
+                    <h3 class="text-xl font-bold mb-3">行业生存压力</h3>
+                    <p class="text-gray-700">经纪业务佣金率从8‱降至不足1‱，IPO收紧、再融资停滞，中小券商面临生存危机</p>
+                    <div class="mt-4">
+                        <div class="badge badge-warning">盈亏平衡</div>
+                        <div class="badge badge-secondary">供给扭转</div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 card-hover">
+                    <div class="text-4xl mb-4">💹</div>
+                    <h3 class="text-xl font-bold mb-3">估值修复空间</h3>
+                    <p class="text-gray-700">券商板块PB处于历史1.18%分位，国泰君安PB仅0.88倍，较中信存在100%修复空间</p>
+                    <div class="mt-4">
+                        <div class="badge badge-success">历史底部</div>
+                        <div class="badge badge-primary">机构低配</div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 关键催化剂 -->
+        <section class="mb-12">
+            <h2 class="text-3xl font-bold mb-8 text-white text-center">关键催化剂</h2>
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                    <div class="bg-gradient-to-r from-purple-500 to-pink-500 rounded-xl p-6 text-white">
+                        <i class="fas fa-calendar-alt text-3xl mb-4"></i>
+                        <h3 class="text-xl font-bold mb-2">2025年12月-2026年1月</h3>
+                        <p>国泰君安/海通合并后首份协同效应数据披露，验证"1+1"增量价值</p>
+                    </div>
+                    <div class="bg-gradient-to-r from-blue-500 to-cyan-500 rounded-xl p-6 text-white">
+                        <i class="fas fa-chart-pie text-3xl mb-4"></i>
+                        <h3 class="text-xl font-bold mb-2">2026年Q1</h3>
+                        <p>中金公司吸收东兴、信达证券方案公布，汇金系整合路径明朗</p>
+                    </div>
+                    <div class="bg-gradient-to-r from-green-500 to-teal-500 rounded-xl p-6 text-white">
+                        <i class="fas fa-landmark text-3xl mb-4"></i>
+                        <h3 class="text-xl font-bold mb-2">2026年3月</h3>
+                        <p>证监会《一流投行建设意见》中期评估，出台更具体鼓励政策</p>
+                    </div>
+                    <div class="bg-gradient-to-r from-orange-500 to-red-500 rounded-xl p-6 text-white">
+                        <i class="fas fa-city text-3xl mb-4"></i>
+                        <h3 class="text-xl font-bold mb-2">2026年Q2</h3>
+                        <p>地方两会明确券商整合时间表，浙江系、深圳系后续动作</p>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 股票数据表格 -->
+        <section class="mb-12">
+            <h2 class="text-3xl font-bold mb-8 text-white text-center">券商股权结构全景图</h2>
+            <div class="glass-effect rounded-2xl p-6 overflow-x-auto">
+                <table class="table w-full">
+                    <thead>
+                        <tr class="bg-gradient-to-r from-indigo-500 to-purple-500 text-white">
+                            <th>券商名称</th>
+                            <th>分类</th>
+                            <th>实际控制人/第一大股东</th>
+                            <th>持股比例</th>
+                            <th>消息来源</th>
+                            <th>合并逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="stock-row">
+                            <td class="font-bold">申万宏源</td>
+                            <td><span class="badge badge-primary">汇金系</span></td>
+                            <td>中央汇金投资有限责任公司</td>
+                            <td>49.70%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人中央汇金投资有限责任公司持股49.70%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">中国银河</td>
+                            <td><span class="badge badge-primary">汇金系</span></td>
+                            <td>中央汇金投资有限责任公司</td>
+                            <td>32.76%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人中央汇金投资有限责任公司持股32.76%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">东兴证券</td>
+                            <td><span class="badge badge-secondary">财政系</span></td>
+                            <td>国务院国资委</td>
+                            <td>32.28%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人国务院国资委持股32.28%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">信达证券</td>
+                            <td><span class="badge badge-secondary">财政系</span></td>
+                            <td>国务院</td>
+                            <td>45.63%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人国务院持股45.63%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">中信证券</td>
+                            <td><span class="badge badge-info">中信系</span></td>
+                            <td>中国中信金融控股有限公司</td>
+                            <td>18.45%</td>
+                            <td>年报</td>
+                            <td class="text-sm">第一大股东中国中信金融控股有限公司持股18.45%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">中金财富证券</td>
+                            <td><span class="badge badge-info">中信系</span></td>
+                            <td>北京金融控股集团有限公司</td>
+                            <td>35.81%</td>
+                            <td>年报</td>
+                            <td class="text-sm">第一大股东北京金融控股集团有限公司持股35.81%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">方正证券</td>
+                            <td><span class="badge badge-warning">平安系</span></td>
+                            <td>新方正控股发展有限责任公司</td>
+                            <td>28.71%</td>
+                            <td>年报</td>
+                            <td class="text-sm">新方正控股发展有限责任公司持股28.71%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">平安证券</td>
+                            <td><span class="badge badge-warning">平安系</span></td>
+                            <td>-</td>
+                            <td>-</td>
+                            <td>年报</td>
+                            <td class="text-sm">未上市</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">华安证券</td>
+                            <td><span class="badge badge-success">安徽系</span></td>
+                            <td>安徽省国资委</td>
+                            <td>32.97%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人安徽省国资委持股32.97%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">国元证券</td>
+                            <td><span class="badge badge-success">安徽系</span></td>
+                            <td>安徽省国资委</td>
+                            <td>28.45%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人安徽省国资委持股28.45%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">浙商证券</td>
+                            <td><span class="badge badge-accent">浙江系</span></td>
+                            <td>浙江交投投资集团</td>
+                            <td>26.38%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人浙江交投投资集团持股26.38%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">财通证券</td>
+                            <td><span class="badge badge-accent">浙江系</span></td>
+                            <td>浙江省财政厅</td>
+                            <td>32.40%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人浙江省财政厅持股32.40%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">华鑫股份</td>
+                            <td><span class="badge badge-error">上海系</span></td>
+                            <td>上海市国资委</td>
+                            <td>55.26%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人上海市国资委持股55.26%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">国泰君安</td>
+                            <td><span class="badge badge-error">上海系</span></td>
+                            <td>上海国际集团有限公司</td>
+                            <td>18.83%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人上海国际集团有限公司持股18.83%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">华泰证券</td>
+                            <td><span class="badge badge-info">江苏系</span></td>
+                            <td>江苏省国资委</td>
+                            <td>28.59%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人江苏省国资委持股28.59%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">东吴证券</td>
+                            <td><span class="badge badge-info">江苏系</span></td>
+                            <td>苏州市国资委</td>
+                            <td>27.80%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人苏州市国资委持股27.80%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">南京证券</td>
+                            <td><span class="badge badge-info">江苏系</span></td>
+                            <td>南京市国资委</td>
+                            <td>28.90%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人南京市国资委持股28.90%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">国联民生</td>
+                            <td><span class="badge badge-info">江苏系</span></td>
+                            <td>无锡市国资委</td>
+                            <td>35.12%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人无锡市国资委持股35.12%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">天风证券</td>
+                            <td><span class="badge badge-warning">湖北系</span></td>
+                            <td>湖北省财政厅</td>
+                            <td>28.14%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人湖北省财政厅持股28.14%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">长江证券</td>
+                            <td><span class="badge badge-warning">湖北系</span></td>
+                            <td>长江产业投资集团有限公司</td>
+                            <td>17.41%</td>
+                            <td>年报</td>
+                            <td class="text-sm">第一大股东长江产业投资集团有限公司持股17.41%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">西南证券</td>
+                            <td><span class="badge badge-secondary">川渝系</span></td>
+                            <td>重庆市国资委</td>
+                            <td>31.12%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人重庆市国资委持股31.12%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">华西证券</td>
+                            <td><span class="badge badge-secondary">川渝系</span></td>
+                            <td>泸州市国资委</td>
+                            <td>21.07%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人泸州市国资委持股21.07%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">第一创业</td>
+                            <td><span class="badge badge-primary">北京系</span></td>
+                            <td>北京国有资本运营管理有限公司</td>
+                            <td>11.06%</td>
+                            <td>年报</td>
+                            <td class="text-sm">第一大股东北京国有资本运营管理有限公司持股11.06%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">首创证券</td>
+                            <td><span class="badge badge-primary">北京系</span></td>
+                            <td>北京市国资委</td>
+                            <td>82.39%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人北京市国资委持股82.39%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">兴业证券</td>
+                            <td><span class="badge badge-success">福建系</span></td>
+                            <td>福建省财政厅</td>
+                            <td>20.49%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人福建省财政厅持股20.49%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">华福证券</td>
+                            <td><span class="badge badge-success">福建系</span></td>
+                            <td>-</td>
+                            <td>-</td>
+                            <td>年报</td>
+                            <td class="text-sm">未上市</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">锦龙股份</td>
+                            <td><span class="badge badge-accent">东莞系</span></td>
+                            <td>杨志茂</td>
+                            <td>18.80%</td>
+                            <td>年报</td>
+                            <td class="text-sm">实际控制人杨志茂持股18.80%</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">东莞证券</td>
+                            <td><span class="badge badge-accent">东莞系</span></td>
+                            <td>-</td>
+                            <td>-</td>
+                            <td>公开资料</td>
+                            <td class="text-sm">2024年9月23日锦龙股份董事会通过转让东莞证券20%股份事项</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">中山证券</td>
+                            <td><span class="badge badge-accent">东莞系</span></td>
+                            <td>-</td>
+                            <td>-</td>
+                            <td>公开资料</td>
+                            <td class="text-sm">锦龙股份持有中山证券67.78%股权</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">西部证券</td>
+                            <td><span class="badge badge-error">最新推进</span></td>
+                            <td>-</td>
+                            <td>-</td>
+                            <td>公开资料</td>
+                            <td class="text-sm">西部证券在2025年9月成功控股国融证券</td>
+                        </tr>
+                        <tr class="stock-row">
+                            <td class="font-bold">国信证券</td>
+                            <td><span class="badge badge-error">最新推进</span></td>
+                            <td>-</td>
+                            <td>-</td>
+                            <td>公开资料</td>
+                            <td class="text-sm">2025年8月21日证监会核准国信证券成为万和证券主要股东</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </section>
+
+        <!-- 投资建议 -->
+        <section class="mb-12">
+            <h2 class="text-3xl font-bold mb-8 text-white text-center">投资策略与风险提示</h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                <div class="glass-effect rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 gradient-text">最具投资价值方向</h3>
+                    <div class="space-y-4">
+                        <div class="alert alert-success">
+                            <i class="fas fa-chart-line"></i>
+                            <div>
+                                <h4 class="font-bold">头部券商A+H股套利</h4>
+                                <p class="text-sm">国泰君安H股、中信证券H股，港股折价50%，存在30-40%套利空间</p>
+                            </div>
+                        </div>
+                        <div class="alert alert-info">
+                            <i class="fas fa-shield-alt"></i>
+                            <div>
+                                <h4 class="font-bold">地方国资"唯一牌照"</h4>
+                                <p class="text-sm">首创证券、东吴证券，地方国资做强动力，市值小并购期权未充分定价</p>
+                            </div>
+                        </div>
+                        <div class="alert alert-warning">
+                            <i class="fas fa-laptop-code"></i>
+                            <div>
+                                <h4 class="font-bold">金融IT真受益标的</h4>
+                                <p class="text-sm">财富趋势、指南针，C端流量平台，合并后获客成本下降20%</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 gradient-text">核心跟踪指标</h3>
+                    <div class="overflow-x-auto">
+                        <table class="table table-zebra">
+                            <thead>
+                                <tr>
+                                    <th>指标类别</th>
+                                    <th>触发条件</th>
+                                </tr>
+                            </thead>
+                            <tbody>
+                                <tr>
+                                    <td>审批速度</td>
+                                    <td>受理到批复合计<90天</td>
+                                </tr>
+                                <tr>
+                                    <td>ROE提升</td>
+                                    <td>国泰君安+海通ROE>7.5%</td>
+                                </tr>
+                                <tr>
+                                    <td>市场情绪</td>
+                                    <td>成交额占比>5%</td>
+                                </tr>
+                                <tr>
+                                    <td>估值修复</td>
+                                    <td>PB回升至分位30%+</td>
+                                </tr>
+                                <tr>
+                                    <td>人才稳定</td>
+                                    <td>核心人员流失率<10%</td>
+                                </tr>
+                            </tbody>
+                        </table>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 风险矩阵 -->
+        <section class="mb-12">
+            <h2 class="text-3xl font-bold mb-8 text-white text-center">风险矩阵</h2>
+            <div class="glass-effect rounded-2xl p-8">
+                <canvas id="riskChart" width="400" height="200"></canvas>
+            </div>
+        </section>
+    </div>
+
+    <!-- Footer -->
+    <footer class="glass-effect mt-12 py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="text-gray-600">© 2024 券商合并预期分析报告 | 数据来源：公开资料整理</p>
+            <div class="mt-4 flex justify-center gap-4">
+                <a href="#" class="text-gray-400 hover:text-gray-600"><i class="fab fa-github text-2xl"></i></a>
+                <a href="#" class="text-gray-400 hover:text-gray-600"><i class="fab fa-twitter text-2xl"></i></a>
+                <a href="#" class="text-gray-400 hover:text-gray-600"><i class="fab fa-linkedin text-2xl"></i></a>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // 平滑滚动
+        function scrollToSection(sectionId) {
+            document.getElementById(sectionId).scrollIntoView({ behavior: 'smooth' });
+        }
+
+        // 风险矩阵图表
+        const ctx = document.getElementById('riskChart').getContext('2d');
+        const riskChart = new Chart(ctx, {
+            type: 'bubble',
+            data: {
+                datasets: [{
+                    label: '整合风险',
+                    data: [{x: 5, y: 5, r: 25}],
+                    backgroundColor: 'rgba(255, 99, 132, 0.6)'
+                }, {
+                    label: '政策风险',
+                    data: [{x: 4, y: 4, r: 20}],
+                    backgroundColor: 'rgba(255, 159, 64, 0.6)'
+                }, {
+                    label: '市场风险',
+                    data: [{x: 3, y: 3, r: 15}],
+                    backgroundColor: 'rgba(255, 205, 86, 0.6)'
+                }, {
+                    label: '财务风险',
+                    data: [{x: 2, y: 2, r: 10}],
+                    backgroundColor: 'rgba(75, 192, 192, 0.6)'
+                }, {
+                    label: '股东风险',
+                    data: [{x: 1, y: 1, r: 8}],
+                    backgroundColor: 'rgba(54, 162, 235, 0.6)'
+                }]
+            },
+            options: {
+                responsive: true,
+                plugins: {
+                    legend: {
+                        position: 'bottom',
+                    },
+                    tooltip: {
+                        callbacks: {
+                            label: function(context) {
+                                const label = context.dataset.label || '';
+                                const impact = '影响程度: ' + context.parsed.y + '★';
+                                const probability = '发生概率: ' + context.parsed.x + '★';
+                                return [label, impact, probability];
+                            }
+                        }
+                    }
+                },
+                scales: {
+                    x: {
+                        title: {
+                            display: true,
+                            text: '发生概率'
+                        },
+                        min: 0,
+                        max: 6
+                    },
+                    y: {
+                        title: {
+                            display: true,
+                            text: '影响程度'
+                        },
+                        min: 0,
+                        max: 6
+                    }
+                }
+            }
+        });
+
+        // 动画效果
+        document.addEventListener('DOMContentLoaded', function() {
+            const cards = document.querySelectorAll('.card-hover');
+            cards.forEach((card, index) => {
+                setTimeout(() => {
+                    card.style.opacity = '0';
+                    card.style.transform = 'translateY(20px)';
+                    card.style.transition = 'all 0.5s ease';
+                    
+                    setTimeout(() => {
+                        card.style.opacity = '1';
+                        card.style.transform = 'translateY(0)';
+                    }, 100);
+                }, index * 100);
+            });
+        });
+    </script>
+</body>
+</html>
+
+
+这个HTML页面完整展现了券商合并预期概念的核心内容，包括：
+
+1. **视觉设计**：采用渐变色背景、玻璃态效果、卡片悬浮动画等现代设计元素，营造专业金融科技感
+
+2. **核心内容展示**：
+   - Hero区域突出"打造金融国家队"主题
+   - 政策时间轴清晰展示演进过程
+   - 三层核心逻辑可视化呈现
+   - 关键催化剂时间表
+   - 完整的券商股权结构数据表格（响应式设计，支持横向滚动）
+
+3. **交互功能**：
+   - 平滑滚动导航
+   - 表格行悬停效果
+   - 风险矩阵气泡图
+   - 卡片动画效果
+
+4. **数据呈现**：
+   - 股票数据表格完整展示所有券商信息
+   - 使用徽章区分不同派系
+   - 颜色编码增强可读性
+
+5. **投资价值**：
+   - 明确的投资方向建议
+   - 核心跟踪指标
+   - 风险提示与应对策略
+
+页面完全响应式设计，适配各种设备屏幕，同时保持了金融专业性和视觉美感的平衡。

public/htmls/功率半导体.html

@@ -0,0 +1,489 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="business">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>功率半导体概念分析 - 周期复苏与结构升级的双轮驱动</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-card {
+            background: rgba(30, 41, 59, 0.5);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(148, 163, 184, 0.1);
+        }
+        
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: -1px;
+            top: 0;
+            bottom: 0;
+            width: 2px;
+            background: linear-gradient(180deg, #3b82f6, #8b5cf6);
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(59, 130, 246, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(59, 130, 246, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(59, 130, 246, 0);
+            }
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #3b82f6, #8b5cf6);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .hover-scale {
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+        
+        .hover-scale:hover {
+            transform: translateY(-4px);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.3);
+        }
+        
+        .table-responsive {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .table-responsive::-webkit-scrollbar {
+            height: 6px;
+        }
+        
+        .table-responsive::-webkit-scrollbar-track {
+            background: rgba(30, 41, 59, 0.3);
+        }
+        
+        .table-responsive::-webkit-scrollbar-thumb {
+            background: linear-gradient(90deg, #3b82f6, #8b5cf6);
+            border-radius: 3px;
+        }
+        
+        .stat-card {
+            background: linear-gradient(135deg, rgba(59, 130, 246, 0.1), rgba(139, 92, 246, 0.1));
+            border: 1px solid rgba(59, 130, 246, 0.2);
+        }
+        
+        .tech-badge {
+            background: linear-gradient(135deg, #f59e0b, #ef4444);
+            color: white;
+            padding: 2px 8px;
+            border-radius: 12px;
+            font-size: 0.75rem;
+            font-weight: 600;
+        }
+    </style>
+</head>
+<body class="bg-slate-900 text-slate-100">
+    <!-- Header -->
+    <header class="sticky top-0 z-50 glass-card border-b border-slate-700">
+        <div class="container mx-auto px-4 py-4">
+            <div class="flex items-center justify-between">
+                <div>
+                    <h1 class="text-3xl font-bold gradient-text flex items-center gap-3">
+                        <i class="fas fa-microchip"></i>
+                        功率半导体概念分析
+                    </h1>
+                    <p class="text-slate-400 mt-1">周期复苏与结构升级的双轮驱动</p>
+                </div>
+                <div class="hidden md:flex items-center gap-4">
+                    <span class="text-sm text-slate-400">更新时间：2025年Q3</span>
+                    <div class="badge badge-success gap-2">
+                        <span class="w-2 h-2 bg-success rounded-full pulse-dot"></span>
+                        高度关注
+                    </div>
+                </div>
+            </div>
+        </div>
+    </header>
+
+    <main class="container mx-auto px-4 py-8">
+        <!-- 核心观点摘要 -->
+        <section class="mb-8">
+            <div class="glass-card rounded-2xl p-6 hover-scale">
+                <h2 class="text-2xl font-bold mb-4 flex items-center gap-2">
+                    <i class="fas fa-lightbulb text-yellow-400"></i>
+                    核心观点摘要
+                </h2>
+                <div class="prose prose-invert max-w-none">
+                    <p class="text-lg leading-relaxed text-slate-300">
+                        功率半导体行业正处于由<span class="text-blue-400 font-semibold">周期触底回升</span>与<span class="text-purple-400 font-semibold">技术结构升级</span>双轮驱动的黄金发展期。其核心驱动力源于新能源车（特别是800V高压平台）和"风光储"带来的需求爆发，以及国产替代在成本和供应链安全优势下的加速渗透。
+                    </p>
+                </div>
+                <div class="grid grid-cols-1 md:grid-cols-3 gap-4 mt-6">
+                    <div class="stat-card rounded-xl p-4">
+                        <div class="text-3xl font-bold text-blue-400">35%↑</div>
+                        <div class="text-sm text-slate-400 mt-1">800V架构2030年渗透率</div>
+                    </div>
+                    <div class="stat-card rounded-xl p-4">
+                        <div class="text-3xl font-bold text-purple-400">50%+</div>
+                        <div class="text-sm text-slate-400 mt-1">国产成本优势</div>
+                    </div>
+                    <div class="stat-card rounded-xl p-4">
+                        <div class="text-3xl font-bold text-green-400">30%↓</div>
+                        <div class="text-sm text-slate-400 mt-1">SiC损耗降低</div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 关键事件时间轴 -->
+        <section class="mb-8">
+            <div class="glass-card rounded-2xl p-6">
+                <h2 class="text-2xl font-bold mb-6 flex items-center gap-2">
+                    <i class="fas fa-timeline text-blue-400"></i>
+                    关键事件时间轴
+                </h2>
+                <div class="space-y-4">
+                    <div class="timeline-item relative pl-8">
+                        <div class="absolute left-0 top-1 w-3 h-3 bg-blue-500 rounded-full"></div>
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="text-blue-400 font-semibold">2025-09-12</span>
+                                <p class="mt-1">无锡振华报告：800V架构渗透率2025-2030年从9.5%提升至35%以上</p>
+                            </div>
+                            <span class="tech-badge">800V</span>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative pl-8">
+                        <div class="absolute left-0 top-1 w-3 h-3 bg-purple-500 rounded-full"></div>
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="text-purple-400 font-semibold">2025-07-30</span>
+                                <p class="mt-1">深蓝汽车与功率半导体龙头联合布局下一代芯片</p>
+                            </div>
+                            <span class="tech-badge">产业协同</span>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative pl-8">
+                        <div class="absolute left-0 top-1 w-3 h-3 bg-green-500 rounded-full"></div>
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="text-green-400 font-semibold">2025-02-02</span>
+                                <p class="mt-1">太空验证国产SiC功率器件，第三代半导体应用突破</p>
+                            </div>
+                            <span class="tech-badge">SiC</span>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative pl-8">
+                        <div class="absolute left-0 top-1 w-3 h-3 bg-yellow-500 rounded-full"></div>
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="text-yellow-400 font-semibold">2024-01-15</span>
+                                <p class="mt-1">多家企业发布涨价函，行业供需关系逆转信号</p>
+                            </div>
+                            <span class="tech-badge">涨价潮</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心驱动力 -->
+        <section class="mb-8">
+            <div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
+                <div class="glass-card rounded-2xl p-6 hover-scale">
+                    <div class="flex items-center gap-3 mb-4">
+                        <i class="fas fa-bolt text-3xl text-yellow-400"></i>
+                        <h3 class="text-xl font-bold">能源革命</h3>
+                    </div>
+                    <ul class="space-y-2 text-slate-300">
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-car text-green-400 mt-1"></i>
+                            <span>新能源汽车800V高压平台</span>
+                        </li>
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-solar-panel text-yellow-400 mt-1"></i>
+                            <span>光伏储能需求爆发</span>
+                        </li>
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-charging-station text-blue-400 mt-1"></i>
+                            <span>充电桩建设加速</span>
+                        </li>
+                    </ul>
+                </div>
+                <div class="glass-card rounded-2xl p-6 hover-scale">
+                    <div class="flex items-center gap-3 mb-4">
+                        <i class="fas fa-flag text-3xl text-red-400"></i>
+                        <h3 class="text-xl font-bold">国产替代</h3>
+                    </div>
+                    <ul class="space-y-2 text-slate-300">
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-coins text-green-400 mt-1"></i>
+                            <span>成本优势50%+</span>
+                        </li>
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-shield-alt text-blue-400 mt-1"></i>
+                            <span>供应链安全需求</span>
+                        </li>
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-rocket text-purple-400 mt-1"></i>
+                            <span>技术加速追赶</span>
+                        </li>
+                    </ul>
+                </div>
+                <div class="glass-card rounded-2xl p-6 hover-scale">
+                    <div class="flex items-center gap-3 mb-4">
+                        <i class="fas fa-microchip text-3xl text-purple-400"></i>
+                        <h3 class="text-xl font-bold">技术迭代</h3>
+                    </div>
+                    <ul class="space-y-2 text-slate-300">
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-gem text-purple-400 mt-1"></i>
+                            <span>SiC第三代半导体</span>
+                        </li>
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-chart-line text-green-400 mt-1"></i>
+                            <span>效率提升30%</span>
+                        </li>
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-temperature-low text-blue-400 mt-1"></i>
+                            <span>耐高温性能</span>
+                        </li>
+                    </ul>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心公司分析 -->
+        <section class="mb-8">
+            <div class="glass-card rounded-2xl p-6">
+                <h2 class="text-2xl font-bold mb-6 flex items-center gap-2">
+                    <i class="fas fa-building text-blue-400"></i>
+                    核心公司分析
+                </h2>
+                <div class="table-responsive">
+                    <table class="table table-zebra w-full">
+                        <thead>
+                            <tr class="text-slate-300 border-b border-slate-700">
+                                <th class="bg-slate-800">公司名称</th>
+                                <th class="bg-slate-800">产品分类</th>
+                                <th class="bg-slate-800">市场地位/相关性</th>
+                                <th class="bg-slate-800">数据来源</th>
+                                <th class="bg-slate-800">核心逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="hover:bg-slate-800/50">
+                                <td class="font-semibold text-blue-400">华润微</td>
+                                <td><span class="badge badge-info">MOSFET</span></td>
+                                <td>A股第一，中国市场市占率9%</td>
+                                <td>中金企信2020年数据</td>
+                                <td class="text-sm">IDM龙头，全产业链一体化优势</td>
+                            </tr>
+                            <tr class="hover:bg-slate-800/50">
+                                <td class="font-semibold text-blue-400">士兰微</td>
+                                <td><span class="badge badge-info">MOSFET</span> <span class="badge badge-warning">IGBT</span></td>
+                                <td>MOSFET A股第二，IGBT国内第一</td>
+                                <td>中金企信2020年数据</td>
+                                <td class="text-sm">双产品线布局，全球IGBT市占率3.4%</td>
+                            </tr>
+                            <tr class="hover:bg-slate-800/50">
+                                <td class="font-semibold text-blue-400">斯达半导</td>
+                                <td><span class="badge badge-warning">IGBT</span></td>
+                                <td>IGBT模块国内第一，全球市占率4.3%</td>
+                                <td>研报2022年数据</td>
+                                <td class="text-sm">车规级IGBT技术领先，深度绑定大客户</td>
+                            </tr>
+                            <tr class="hover:bg-slate-800/50">
+                                <td class="font-semibold text-blue-400">新洁能</td>
+                                <td><span class="badge badge-info">MOSFET</span> <span class="badge badge-warning">IGBT</span></td>
+                                <td>MOSFET A股第三，市占率3.76%</td>
+                                <td>中金企信2020年数据</td>
+                                <td class="text-sm">产品迭代快，光伏服务器电源增长迅速</td>
+                            </tr>
+                            <tr class="hover:bg-slate-800/50">
+                                <td class="font-semibold text-blue-400">时代电气</td>
+                                <td><span class="badge badge-warning">IGBT</span></td>
+                                <td>IGBT模块国内第二，全球市占率4.1%</td>
+                                <td>研报2022年数据</td>
+                                <td class="text-sm">轨道交通技术积累，拓展新能源汽车</td>
+                            </tr>
+                            <tr class="hover:bg-slate-800/50">
+                                <td class="font-semibold text-blue-400">扬杰科技</td>
+                                <td><span class="badge badge-warning">IGBT</span></td>
+                                <td>8/12寸IGBT芯片全系列批量出货</td>
+                                <td>调研数据</td>
+                                <td class="text-sm">涨价潮主力，中低压产品库存干净</td>
+                            </tr>
+                            <tr class="hover:bg-slate-800/50">
+                                <td class="font-semibold text-blue-400">芯联集成</td>
+                                <td><span class="badge badge-secondary">SiC MOSFET</span></td>
+                                <td>2025年H1 SiC出货量亚洲前列</td>
+                                <td>调研数据</td>
+                                <td class="text-sm">SiC领域快速突破，代工产能优势</td>
+                            </tr>
+                            <tr class="hover:bg-slate-800/50">
+                                <td class="font-semibold text-blue-400">东微半导</td>
+                                <td><span class="badge badge-info">MOSFET</span></td>
+                                <td>超级结MOSFET在12英寸基地扩容</td>
+                                <td>半年报</td>
+                                <td class="text-sm">技术领先，高端产品占比提升</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </section>
+
+        <!-- 风险提示 -->
+        <section class="mb-8">
+            <div class="glass-card rounded-2xl p-6">
+                <h2 class="text-2xl font-bold mb-4 flex items-center gap-2">
+                    <i class="fas fa-exclamation-triangle text-yellow-400"></i>
+                    关键风险与挑战
+                </h2>
+                <div class="grid grid-cols-1 md:grid-cols-2 gap-4">
+                    <div class="alert alert-warning">
+                        <i class="fas fa-microchip"></i>
+                        <div>
+                            <h4 class="font-bold">技术风险</h4>
+                            <p class="text-sm">SiC衬底良率和成本仍是制约第三代半导体大规模应用的核心瓶颈</p>
+                        </div>
+                    </div>
+                    <div class="alert alert-error">
+                        <i class="fas fa-dollar-sign"></i>
+                        <div>
+                            <h4 class="font-bold">商业化风险</h4>
+                            <p class="text-sm">SiC器件价格过高，车企搭载意愿不及预期</p>
+                        </div>
+                    </div>
+                    <div class="alert alert-info">
+                        <i class="fas fa-globe"></i>
+                        <div>
+                            <h4 class="font-bold">竞争风险</h4>
+                            <p class="text-sm">海外巨头反制，价格战"内卷"压力</p>
+                        </div>
+                    </div>
+                    <div class="alert alert-success">
+                        <i class="fas fa-chart-line"></i>
+                        <div>
+                            <h4 class="font-bold">预期差风险</h4>
+                            <p class="text-sm">涨价仅限中低压产品，非全面复苏</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 投资启示 -->
+        <section>
+            <div class="glass-card rounded-2xl p-6">
+                <h2 class="text-2xl font-bold mb-4 flex items-center gap-2">
+                    <i class="fas fa-chart-pie text-green-400"></i>
+                    投资启示
+                </h2>
+                <div class="prose prose-invert max-w-none">
+                    <p class="text-lg text-slate-300 mb-4">
+                        功率半导体概念正从<span class="text-yellow-400">主题炒作阶段</span>，逐步过渡到<span class="text-green-400">基本面驱动的分化阶段</span>。行业的贝塔行情普涨期已过，未来将是阿尔法机会的天下。
+                    </p>
+                    <div class="grid grid-cols-1 md:grid-cols-3 gap-4 mt-6">
+                        <div class="bg-gradient-to-br from-blue-900/50 to-purple-900/50 rounded-xl p-4 border border-blue-500/30">
+                            <h4 class="font-bold text-blue-400 mb-2">
+                                <i class="fas fa-crown mr-2"></i>拥抱结构升级
+                            </h4>
+                            <p class="text-sm text-slate-300">
+                                优先选择汽车电子（800V/SiC）和绿色能源赛道中具备核心技术护城河的公司
+                            </p>
+                        </div>
+                        <div class="bg-gradient-to-br from-green-900/50 to-emerald-900/50 rounded-xl p-4 border border-green-500/30">
+                            <h4 class="font-bold text-green-400 mb-2">
+                                <i class="fas fa-chart-line mr-2"></i>布局周期复苏
+                            </h4>
+                            <p class="text-sm text-slate-300">
+                                关注中低压产品占比高、成本控制能力强的弹性品种
+                            </p>
+                        </div>
+                        <div class="bg-gradient-to-br from-purple-900/50 to-pink-900/50 rounded-xl p-4 border border-purple-500/30">
+                            <h4 class="font-bold text-purple-400 mb-2">
+                                <i class="fas fa-water mr-2"></i>挖掘隐形冠军
+                            </h4>
+                            <p class="text-sm text-slate-300">
+                                配套散热基板等关键组件的细分龙头将直接受益产业升级
+                            </p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+    </main>
+
+    <!-- Footer -->
+    <footer class="glass-card border-t border-slate-700 mt-12">
+        <div class="container mx-auto px-4 py-6">
+            <div class="flex flex-col md:flex-row justify-between items-center">
+                <p class="text-slate-400 text-sm">© 2025 功率半导体概念分析 | 数据来源：公开研究报告及公告</p>
+                <div class="flex gap-4 mt-4 md:mt-0">
+                    <span class="badge badge-outline gap-2">
+                        <i class="fas fa-info-circle"></i>
+                        仅供研究参考
+                    </span>
+                    <span class="badge badge-outline gap-2">
+                        <i class="fas fa-sync-alt"></i>
+                        实时更新
+                    </span>
+                </div>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // 添加平滑滚动效果
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // 添加滚动动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.hover-scale').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(el);
+        });
+    </script>
+</body>
+</html>

public/htmls/努比亚手机.html

@@ -0,0 +1,763 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>努比亚手机 - AI转型概念深度分析</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800;900&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-shadow {
+            box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
+        }
+        
+        .timeline-dot {
+            width: 16px;
+            height: 16px;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            border-radius: 50%;
+            position: absolute;
+            left: -8px;
+            top: 50%;
+            transform: translateY(-50%);
+        }
+        
+        .hover-lift {
+            transition: all 0.3s ease;
+        }
+        
+        .hover-lift:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 25px 30px -10px rgba(0, 0, 0, 0.15);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        
+        .neon-text {
+            text-shadow: 0 0 10px rgba(102, 126, 234, 0.5), 0 0 20px rgba(102, 126, 234, 0.3);
+        }
+        
+        .pulse-animation {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { transform: scale(1); }
+            50% { transform: scale(1.05); }
+            100% { transform: scale(1); }
+        }
+        
+        .stock-table {
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.1) 0%, rgba(118, 75, 162, 0.1) 100%);
+        }
+        
+        .risk-badge {
+            animation: blink 2s infinite;
+        }
+        
+        @keyframes blink {
+            0%, 100% { opacity: 1; }
+            50% { opacity: 0.7; }
+        }
+    </style>
+</head>
+<body class="bg-base-200">
+    <!-- Hero Section -->
+    <div class="hero min-h-screen gradient-bg relative overflow-hidden">
+        <div class="hero-overlay bg-opacity-60"></div>
+        <div class="hero-content text-center text-neutral-content">
+            <div class="max-w-6xl">
+                <h1 class="mb-5 text-5xl md:text-7xl font-black neon-text">努比亚手机</h1>
+                <p class="mb-8 text-xl md:text-2xl font-light">AI转型概念深度分析报告</p>
+                <div class="flex flex-wrap justify-center gap-4 mb-8">
+                    <div class="badge badge-lg badge-outline pulse-animation">
+                        <i class="fas fa-microchip mr-2"></i>AI手机转型
+                    </div>
+                    <div class="badge badge-lg badge-outline pulse-animation">
+                        <i class="fas fa-handshake mr-2"></i>火山引擎合作
+                    </div>
+                    <div class="badge badge-lg badge-outline pulse-animation">
+                        <i class="fas fa-rocket mr-2"></i>端侧AI赋能
+                    </div>
+                </div>
+                <div class="stats shadow-2xl glass-effect">
+                    <div class="stat">
+                        <div class="stat-figure text-primary">
+                            <i class="fas fa-building text-3xl"></i>
+                        </div>
+                        <div class="stat-title">母公司</div>
+                        <div class="stat-value">中兴通讯</div>
+                        <div class="stat-desc">持股78.33%</div>
+                    </div>
+                    <div class="stat">
+                        <div class="stat-figure text-secondary">
+                            <i class="fas fa-mobile-alt text-3xl"></i>
+                        </div>
+                        <div class="stat-title">核心产品</div>
+                        <div class="stat-value">3大系列</div>
+                        <div class="stat-desc">Z系列/红魔/Flip</div>
+                    </div>
+                    <div class="stat">
+                        <div class="stat-figure text-accent">
+                            <i class="fas fa-chart-line text-3xl"></i>
+                        </div>
+                        <div class="stat-title">预期定位</div>
+                        <div class="stat-value">5-7K</div>
+                        <div class="stat-desc">中高端市场</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Navigation -->
+    <div class="sticky top-0 z-50 navbar bg-base-300 shadow-lg glass-effect">
+        <div class="flex-1">
+            <a class="btn btn-ghost normal-case text-xl">
+                <i class="fas fa-mobile-alt mr-2"></i>努比亚AI概念
+            </a>
+        </div>
+        <div class="flex-none">
+            <ul class="menu menu-horizontal px-1">
+                <li><a href="#timeline"><i class="fas fa-clock"></i>时间线</a></li>
+                <li><a href="#analysis"><i class="fas fa-chart-bar"></i>深度分析</a></li>
+                <li><a href="#stocks"><i class="fas fa-table"></i>产业链</a></li>
+                <li><a href="#risks"><i class="fas fa-exclamation-triangle"></i>风险</a></li>
+            </ul>
+        </div>
+    </div>
+
+    <!-- Timeline Section -->
+    <section id="timeline" class="py-20 px-4">
+        <div class="container mx-auto max-w-6xl">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-timeline mr-3 text-primary"></i>核心事件时间轴
+            </h2>
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 h-full w-1 bg-gradient-to-b from-primary to-secondary"></div>
+                
+                <div class="flex flex-col gap-8">
+                    <!-- Timeline Item 1 -->
+                    <div class="flex items-center w-full">
+                        <div class="w-full md:w-1/2 text-right pr-8">
+                            <div class="card bg-base-100 shadow-xl hover-lift">
+                                <div class="card-body">
+                                    <h3 class="card-title text-primary">2024年12月19日</h3>
+                                    <p>市场传出努比亚与火山引擎合作，引入豆包大模型，成为"字节系AI手机"</p>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="timeline-dot"></div>
+                        <div class="w-full md:w-1/2 pl-8"></div>
+                    </div>
+                    
+                    <!-- Timeline Item 2 -->
+                    <div class="flex items-center w-full">
+                        <div class="w-full md:w-1/2 pr-8"></div>
+                        <div class="timeline-dot"></div>
+                        <div class="w-full md:w-1/2 text-left pl-8">
+                            <div class="card bg-base-100 shadow-xl hover-lift">
+                                <div class="card-body">
+                                    <h3 class="card-title text-warning">2025年1月2日</h3>
+                                    <p>字节跳动官方辟谣与努比亚合作开发AI手机，称"没有相关计划"</p>
+                                    <div class="badge badge-warning">辟谣</div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <!-- Timeline Item 3 -->
+                    <div class="flex items-center w-full">
+                        <div class="w-full md:w-1/2 text-right pr-8">
+                            <div class="card bg-base-100 shadow-xl hover-lift">
+                                <div class="card-body">
+                                    <h3 class="card-title text-success">2025年3月4日</h3>
+                                    <p>努比亚Flip 2发布，内嵌多款专家大模型（星云、豆包、DeepSeek等）</p>
+                                    <div class="badge badge-success">产品发布</div>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="timeline-dot"></div>
+                        <div class="w-full md:w-1/2 pl-8"></div>
+                    </div>
+                    
+                    <!-- Timeline Item 4 -->
+                    <div class="flex items-center w-full">
+                        <div class="w-full md:w-1/2 pr-8"></div>
+                        <div class="timeline-dot"></div>
+                        <div class="w-full md:w-1/2 text-left pl-8">
+                            <div class="card bg-base-100 shadow-xl hover-lift">
+                                <div class="card-body">
+                                    <h3 class="card-title text-info">2025年10月21日</h3>
+                                    <p>努比亚×火山引擎正式宣布，豆包大模型加持红魔11 Pro、Nubia Z80 Ultra等新机</p>
+                                    <div class="badge badge-info">官宣合作</div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Analysis Section -->
+    <section id="analysis" class="py-20 px-4 bg-base-300">
+        <div class="container mx-auto max-w-6xl">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-microscope mr-3 text-primary"></i>核心逻辑深度剖析
+            </h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-12">
+                <!-- 核心驱动力 -->
+                <div class="card bg-base-100 shadow-xl hover-lift">
+                    <div class="card-body">
+                        <h3 class="card-title text-primary">
+                            <i class="fas fa-cogs mr-2"></i>技术赋能驱动
+                        </h3>
+                        <ul class="space-y-2 mt-4">
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-success mr-2 mt-1"></i>
+                                <span>大模型能力接入：豆包、DeepSeek等多个专家大模型</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-success mr-2 mt-1"></i>
+                                <span>场景化落地：相册、语音助手、游戏等具体场景AI功能</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-success mr-2 mt-1"></i>
+                                <span>成本优势：合作模式相比自研投入产出比更高</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <!-- 市场机遇 -->
+                <div class="card bg-base-100 shadow-xl hover-lift">
+                    <div class="card-body">
+                        <h3 class="card-title text-secondary">
+                            <i class="fas fa-chart-line mr-2"></i>市场格局重塑机遇
+                        </h3>
+                        <div class="mt-4">
+                            <p class="mb-3">AI浪潮下传统手机市场格局面临重构，努比亚作为二线品牌试图通过AI差异化实现"弯道超车"。</p>
+                            <div class="alert alert-info">
+                                <i class="fas fa-info-circle"></i>
+                                <span>路演观点："非传统厂商如努比亚有望逆袭"</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 预期差分析 -->
+            <div class="card bg-gradient-to-r from-primary/10 to-secondary/10 shadow-xl">
+                <div class="card-body">
+                    <h3 class="card-title text-2xl mb-6">
+                        <i class="fas fa-balance-scale mr-2"></i>三大预期差分析
+                    </h3>
+                    <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                        <div class="stat bg-base-100 rounded-lg">
+                            <div class="stat-figure text-warning">
+                                <i class="fas fa-handshake-slash text-2xl"></i>
+                            </div>
+                            <div class="stat-title">合作深度预期差</div>
+                            <div class="stat-value text-lg">技术接入</div>
+                            <div class="stat-desc">非战略级深度合作</div>
+                        </div>
+                        
+                        <div class="stat bg-base-100 rounded-lg">
+                            <div class="stat-figure text-info">
+                                <i class="fas fa-mobile-alt text-2xl"></i>
+                            </div>
+                            <div class="stat-title">产品落地预期差</div>
+                            <div class="stat-value text-lg">体验有限</div>
+                            <div class="stat-desc">AI功能仍需突破</div>
+                        </div>
+                        
+                        <div class="stat bg-base-100 rounded-lg">
+                            <div class="stat-figure text-error">
+                                <i class="fas fa-trophy text-2xl"></i>
+                            </div>
+                            <div class="stat-title">市场地位预期差</div>
+                            <div class="stat-value text-lg">稳定增长</div>
+                            <div class="stat-desc">非爆发式增长预期</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Development Path -->
+    <section class="py-20 px-4">
+        <div class="container mx-auto max-w-6xl">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-road mr-3 text-primary"></i>发展路径规划
+            </h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                <div class="card bg-base-100 shadow-xl hover-lift">
+                    <div class="card-body">
+                        <div class="badge badge-primary badge-lg mb-4">第一阶段</div>
+                        <h3 class="card-title">2024-2025 AI功能导入期</h3>
+                        <ul class="mt-4 space-y-2">
+                            <li>• 完成主要产品线AI化改造</li>
+                            <li>• 建立与火山引擎稳定合作</li>
+                            <li>• 细分市场建立AI差异化</li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="card bg-base-100 shadow-xl hover-lift">
+                    <div class="card-body">
+                        <div class="badge badge-secondary badge-lg mb-4">第二阶段</div>
+                        <h3 class="card-title">2025-2026 市场验证期</h3>
+                        <ul class="mt-4 space-y-2">
+                            <li>• AI功能从"尝鲜"向"刚需"转变</li>
+                            <li>• 根据用户反馈优化AI体验</li>
+                            <li>• 市场份额提升成为关键指标</li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="card bg-base-100 shadow-xl hover-lift">
+                    <div class="card-body">
+                        <div class="badge badge-accent badge-lg mb-4">第三阶段</div>
+                        <h3 class="card-title">2026后 生态构建期</h3>
+                        <ul class="mt-4 space-y-2">
+                            <li>• 硬件+AI服务转型</li>
+                            <li>• 构建努比亚AI生态</li>
+                            <li>• 实现商业模式可持续性</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Table Section -->
+    <section id="stocks" class="py-20 px-4 bg-base-300">
+        <div class="container mx-auto max-w-7xl">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-network-wired mr-3 text-primary"></i>产业链核心标的
+            </h2>
+            
+            <div class="overflow-x-auto">
+                <table class="table table-zebra w-full stock-table">
+                    <thead>
+                        <tr class="text-lg">
+                            <th class="bg-primary/20">股票代码</th>
+                            <th class="bg-primary/20">关系类型</th>
+                            <th class="bg-primary/20">具体说明</th>
+                            <th class="bg-primary/20">验证来源</th>
+                            <th class="bg-primary/20">投资价值</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="hover">
+                            <td class="font-bold text-success">中兴通讯</td>
+                            <td><div class="badge badge-success">股权关系</div></td>
+                            <td>持有努比亚78.33%股权，努比亚为旗下手机品牌之一</td>
+                            <td><div class="badge badge-outline">工商登记</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold text-info">道明光学</td>
+                            <td><div class="badge badge-info">产业链</div></td>
+                            <td>石墨烯散热膜进入努比亚折叠屏手机供应链</td>
+                            <td><div class="badge badge-outline">调研</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">裕同科技</td>
+                            <td><div class="badge badge-secondary">客户</div></td>
+                            <td>包装业务客户包括努比亚</td>
+                            <td><div class="badge badge-outline">招股书</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">维信诺</td>
+                            <td><div class="badge badge-primary">合作</div></td>
+                            <td>与努比亚保持良好合作关系</td>
+                            <td><div class="badge badge-outline">调研</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">联得装备</td>
+                            <td><div class="badge badge-accent">项目</div></td>
+                            <td>柔性AMOLED产品应用于努比亚X双屏手机</td>
+                            <td><div class="badge badge-outline">年报</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">思泉新材</td>
+                            <td><div class="badge badge-secondary">客户</div></td>
+                            <td>下游终端客户包括努比亚</td>
+                            <td><div class="badge badge-outline">公告</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">必易微</td>
+                            <td><div class="badge badge-secondary">客户</div></td>
+                            <td>通用电源管理领域终端客户包括努比亚</td>
+                            <td><div class="badge badge-outline">调研</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">崇达技术</td>
+                            <td><div class="badge badge-info">供应链</div></td>
+                            <td>向努比亚供应PCB产品</td>
+                            <td><div class="badge badge-outline">互动</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">同兴达</td>
+                            <td><div class="badge badge-accent">项目</div></td>
+                            <td>液晶显示模组应用于努比亚等一线品牌</td>
+                            <td><div class="badge badge-outline">半年报</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">联创电子</td>
+                            <td><div class="badge badge-primary">合作</div></td>
+                            <td>与努比亚等手机品牌合作</td>
+                            <td><div class="badge badge-outline">互动</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">瑞丰光电</td>
+                            <td><div class="badge badge-accent">项目</div></td>
+                            <td>子公司为努比亚X提供Mini线光源模组</td>
+                            <td><div class="badge badge-outline">互动</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold">鸿富瀚</td>
+                            <td><div class="badge badge-info">供应链</div></td>
+                            <td>导热铜管产品获努比亚合格供应商资质</td>
+                            <td><div class="badge badge-outline">公告</div></td>
+                            <td>
+                                <div class="rating rating-sm">
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" checked />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                    <input type="radio" class="mask mask-star-2 bg-warning" />
+                                </div>
+                            </td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risk Section -->
+    <section id="risks" class="py-20 px-4">
+        <div class="container mx-auto max-w-6xl">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-exclamation-triangle mr-3 text-error"></i>风险提示与挑战
+            </h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
+                <!-- 技术风险 -->
+                <div class="card bg-error/10 border-2 border-error shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-error">
+                            <i class="fas fa-microchip mr-2"></i>技术风险
+                        </h3>
+                        <ul class="space-y-2 mt-4">
+                            <li class="flex items-start">
+                                <i class="fas fa-times-circle text-error mr-2 mt-1"></i>
+                                <span>AI体验瓶颈：难以实现真正智能交互</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-times-circle text-error mr-2 mt-1"></i>
+                                <span>算力限制：端侧AI受手机算力限制</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <!-- 商业化风险 -->
+                <div class="card bg-warning/10 border-2 border-warning shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-warning">
+                            <i class="fas fa-dollar-sign mr-2"></i>商业化风险
+                        </h3>
+                        <ul class="space-y-2 mt-4">
+                            <li class="flex items-start">
+                                <i class="fas fa-exclamation-circle text-warning mr-2 mt-1"></i>
+                                <span>成本压力：AI功能增加硬件成本</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-exclamation-circle text-warning mr-2 mt-1"></i>
+                                <span>市场接受度：消费者认知度低</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-exclamation-circle text-warning mr-2 mt-1"></i>
+                                <span>竞争激烈：一线品牌同样布局AI</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <!-- 合作风险 -->
+                <div class="card bg-info/10 border-2 border-info shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-info">
+                            <i class="fas fa-handshake-slash mr-2"></i>合作风险
+                        </h3>
+                        <ul class="space-y-2 mt-4">
+                            <li class="flex items-start">
+                                <i class="fas fa-info-circle text-info mr-2 mt-1"></i>
+                                <span>巨头挤压：苹果、三星AI手机即将发布</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-info-circle text-info mr-2 mt-1"></i>
+                                <span>合作不确定：火山引擎合作深度有限</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 关键矛盾 -->
+            <div class="alert alert-error mt-8 shadow-xl risk-badge">
+                <i class="fas fa-exclamation-triangle text-2xl"></i>
+                <div>
+                    <h3 class="font-bold text-lg">关键信息矛盾</h3>
+                    <p>2025年1月2日字节跳动明确否认合作开发AI手机，与2024年12月市场传闻存在矛盾，需密切关注后续进展</p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Advice -->
+    <section class="py-20 px-4 bg-base-300">
+        <div class="container mx-auto max-w-6xl">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <i class="fas fa-lightbulb mr-3 text-warning"></i>投资策略建议
+            </h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                <div class="card bg-gradient-to-br from-success/20 to-success/10 shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-success text-2xl mb-4">
+                            <i class="fas fa-chart-line mr-2"></i>投资策略
+                        </h3>
+                        <div class="space-y-4">
+                            <div class="badge badge-success badge-lg">低位布局 + 分批建仓</div>
+                            <p>重点关注产业链上游确定性较高的标的，密切跟踪努比亚AI手机市场反馈</p>
+                            <div class="alert alert-success">
+                                <i class="fas fa-check"></i>
+                                <span>若2025年Q2出货量数据超预期，可加大配置力度</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="card bg-gradient-to-br from-info/20 to-info/10 shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-info text-2xl mb-4">
+                            <i class="fas fa-crosshairs mr-2"></i>重点标的
+                        </h3>
+                        <div class="space-y-3">
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">上游零部件</span>
+                                <div class="badge badge-info">道明光学</div>
+                            </div>
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">母公司</span>
+                                <div class="badge badge-info">中兴通讯</div>
+                            </div>
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">AI服务商</span>
+                                <div class="badge badge-info">火山引擎概念</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 跟踪指标 -->
+            <div class="card bg-base-100 shadow-xl mt-8">
+                <div class="card-body">
+                    <h3 class="card-title text-2xl mb-6">
+                        <i class="fas fa-tachometer-alt mr-2"></i>关键跟踪指标
+                    </h3>
+                    <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                        <div class="text-center p-4 bg-primary/10 rounded-lg">
+                            <i class="fas fa-calendar-day text-3xl text-primary mb-2"></i>
+                            <h4 class="font-bold mb-2">短期指标</h4>
+                            <p class="text-sm">努比亚新品发布节奏、AI功能用户活跃度</p>
+                        </div>
+                        <div class="text-center p-4 bg-secondary/10 rounded-lg">
+                            <i class="fas fa-calendar-week text-3xl text-secondary mb-2"></i>
+                            <h4 class="font-bold mb-2">中期指标</h4>
+                            <p class="text-sm">2025年Q2-Q3努比亚手机出货量及市场份额变化</p>
+                        </div>
+                        <div class="text-center p-4 bg-accent/10 rounded-lg">
+                            <i class="fas fa-calendar-alt text-3xl text-accent mb-2"></i>
+                            <h4 class="font-bold mb-2">长期指标</h4>
+                            <p class="text-sm">AI手机业务对中兴通讯消费者业务收入贡献度</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="footer footer-center p-10 bg-base-200 text-base-content">
+        <div>
+            <i class="fas fa-mobile-alt text-5xl text-primary mb-4"></i>
+            <p class="font-bold text-lg">努比亚AI手机概念深度分析</p>
+            <p>基于2024-2025年市场数据与研究报告整理</p>
+        </div>
+        <div class="divider"></div>
+        <div class="text-sm text-base-content/70">
+            <p class="font-bold mb-2">风险提示</p>
+            <p>AI手机市场教育不及预期 | 技术迭代速度放缓 | 行业竞争加剧导致盈利能力下降</p>
+            <p class="mt-2">本报告仅供参考，不构成任何投资建议</p>
+        </div>
+    </footer>
+
+    <script>
+        // Add smooth scrolling
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add fade-in animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'all 0.6s ease';
+            observer.observe(card);
+        });
+    </script>
+</body>
+</html>

public/htmls/北交所.html

@@ -0,0 +1,584 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>北交所概念深度分析 - 中国资本市场的新篇章</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800;900&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glow-text {
+            text-shadow: 0 0 20px rgba(102, 126, 234, 0.5);
+        }
+        
+        .stock-table {
+            min-width: 1200px;
+            overflow-x: auto;
+        }
+        
+        @media (max-width: 768px) {
+            .stock-table {
+                min-width: 100%;
+            }
+        }
+        
+        .pulse {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .number-animate {
+            animation: countUp 2s ease-out;
+        }
+        
+        @keyframes countUp {
+            from { opacity: 0; transform: translateY(20px); }
+            to { opacity: 1; transform: translateY(0); }
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <div class="gradient-bg text-white py-20 px-4">
+        <div class="max-w-7xl mx-auto text-center">
+            <div class="mb-6">
+                <i class="fas fa-chart-line text-6xl mb-4 glow-text"></i>
+            </div>
+            <h1 class="text-5xl font-bold mb-4 glow-text">北交所概念深度分析</h1>
+            <p class="text-xl mb-8">中国资本市场的新篇章 · 专精特新企业的摇篮</p>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6 max-w-4xl mx-auto mt-12">
+                <div class="glass-effect rounded-lg p-6 card-hover">
+                    <div class="text-4xl font-bold number-animate">260+</div>
+                    <div class="text-lg">上市公司数量</div>
+                </div>
+                <div class="glass-effect rounded-lg p-6 card-hover">
+                    <div class="text-4xl font-bold number-animate">7000亿</div>
+                    <div class="text-lg">总市值规模</div>
+                </div>
+                <div class="glass-effect rounded-lg p-6 card-hover">
+                    <div class="text-4xl font-bold number-animate">50%</div>
+                    <div class="text-lg">专精特新占比</div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Core Concepts Section -->
+    <div class="max-w-7xl mx-auto px-4 py-12">
+        <div class="mb-8">
+            <h2 class="text-3xl font-bold text-gray-800 mb-4">
+                <i class="fas fa-lightbulb text-purple-600 mr-2"></i>核心观点摘要
+            </h2>
+        </div>
+        
+        <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
+            <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                <div class="text-purple-600 text-2xl mb-3">
+                    <i class="fas fa-rocket"></i>
+                </div>
+                <h3 class="text-xl font-semibold mb-2">政策驱动根本逻辑</h3>
+                <p class="text-gray-600">北交所的诞生与发展，首要驱动力是国家战略意志。"深改19条"等一系列政策举措，目标是打造服务创新型中小企业的专业化平台。</p>
+            </div>
+            
+            <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                <div class="text-blue-600 text-2xl mb-3">
+                    <i class="fas fa-puzzle-piece"></i>
+                </div>
+                <h3 class="text-xl font-semibold mb-2">市场结构补充</h3>
+                <p class="text-gray-600">专注"更早、更小、更新"企业，与沪深市场形成差异化互补，超50%为国家级专精特新"小巨人"企业。</p>
+            </div>
+            
+            <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                <div class="text-green-600 text-2xl mb-3">
+                    <i class="fas fa-chart-area"></i>
+                </div>
+                <h3 class="text-xl font-semibold mb-2">流动性重塑估值</h3>
+                <p class="text-gray-600">投资者门槛降低带来数百万新增用户，日均换手率从不足1%跃升至5%以上，引发估值系统性重估。</p>
+            </div>
+        </div>
+    </div>
+
+    <!-- Timeline Section -->
+    <div class="bg-gray-100 py-12 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold text-gray-800 mb-8 text-center">
+                <i class="fas fa-history text-purple-600 mr-2"></i>发展历程与关键节点
+            </h2>
+            
+            <div class="relative">
+                <div class="timeline-line absolute left-1/2 transform -translate-x-1/2 w-1 h-full"></div>
+                
+                <div class="space-y-12">
+                    <div class="flex items-center">
+                        <div class="flex-1 text-right pr-8">
+                            <div class="bg-white rounded-lg p-4 shadow-lg card-hover">
+                                <h3 class="font-semibold text-lg">奠基与探索期</h3>
+                                <p class="text-gray-600">2021-2022年</p>
+                                <p class="text-sm">北交所正式开市，首批81家企业挂牌，日均成交额6.63亿元</p>
+                            </div>
+                        </div>
+                        <div class="w-4 h-4 bg-purple-600 rounded-full pulse"></div>
+                        <div class="flex-1 pl-8"></div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="flex-1 pr-8"></div>
+                        <div class="w-4 h-4 bg-purple-600 rounded-full pulse"></div>
+                        <div class="flex-1 pl-8">
+                            <div class="bg-white rounded-lg p-4 shadow-lg card-hover">
+                                <h3 class="font-semibold text-lg">政策引爆与重估期</h3>
+                                <p class="text-gray-600">2023年9月-2024年2月</p>
+                                <p class="text-sm">"深改19条"发布，北证50指数三月涨幅超100%，新股首日平均涨幅350%</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="flex-1 text-right pr-8">
+                            <div class="bg-white rounded-lg p-4 shadow-lg card-hover">
+                                <h3 class="font-semibold text-lg">分化与理性回归</h3>
+                                <p class="text-gray-600">2024年3月-11月</p>
+                                <p class="text-sm">估值达99%历史高位，市场观点转向"攻转守"，关注基本面价值</p>
+                            </div>
+                        </div>
+                        <div class="w-4 h-4 bg-purple-600 rounded-full pulse"></div>
+                        <div class="flex-1 pl-8"></div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="flex-1 pr-8"></div>
+                        <div class="w-4 h-4 bg-purple-600 rounded-full pulse"></div>
+                        <div class="flex-1 pl-8">
+                            <div class="bg-white rounded-lg p-4 shadow-lg card-hover">
+                                <h3 class="font-semibold text-lg">深化发展新阶段</h3>
+                                <p class="text-gray-600">2024年底至今</p>
+                                <p class="text-sm">"920"代码统一，推出可转债，鼓励H股发行，并购重组活跃</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Market Analysis -->
+    <div class="max-w-7xl mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-gray-800 mb-8">
+            <i class="fas fa-chart-pie text-purple-600 mr-2"></i>市场认知与估值分析
+        </h2>
+        
+        <div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
+            <div class="bg-white rounded-xl shadow-lg p-6">
+                <h3 class="text-xl font-semibold mb-4">市场情绪演变</h3>
+                <div class="space-y-4">
+                    <div class="flex items-center">
+                        <div class="w-3 h-3 bg-red-500 rounded-full mr-3"></div>
+                        <div>
+                            <span class="font-medium">狂热期</span>
+                            <span class="text-gray-600 ml-2">2023年底-2024年初</span>
+                        </div>
+                    </div>
+                    <div class="flex items-center">
+                        <div class="w-3 h-3 bg-yellow-500 rounded-full mr-3"></div>
+                        <div>
+                            <span class="font-medium">过渡期</span>
+                            <span class="text-gray-600 ml-2">2024年中</span>
+                        </div>
+                    </div>
+                    <div class="flex items-center">
+                        <div class="w-3 h-3 bg-green-500 rounded-full mr-3"></div>
+                        <div>
+                            <span class="font-medium">理性期</span>
+                            <span class="text-gray-600 ml-2">2024年底至今</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="bg-white rounded-xl shadow-lg p-6">
+                <h3 class="text-xl font-semibold mb-4">关键估值指标</h3>
+                <div class="grid grid-cols-2 gap-4">
+                    <div class="text-center p-4 bg-purple-50 rounded-lg">
+                        <div class="text-2xl font-bold text-purple-600">58.03x</div>
+                        <div class="text-sm text-gray-600">PE(TTM)峰值</div>
+                    </div>
+                    <div class="text-center p-4 bg-blue-50 rounded-lg">
+                        <div class="text-2xl font-bold text-blue-600">4.78x</div>
+                        <div class="text-sm text-gray-600">PB(LF)峰值</div>
+                    </div>
+                    <div class="text-center p-4 bg-green-50 rounded-lg">
+                        <div class="text-2xl font-bold text-green-600">4.86%</div>
+                        <div class="text-sm text-gray-600">平均ROE</div>
+                    </div>
+                    <div class="text-center p-4 bg-orange-50 rounded-lg">
+                        <div class="text-2xl font-bold text-orange-600">5.75%</div>
+                        <div class="text-sm text-gray-600">日均换手率</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Catalysts Section -->
+    <div class="bg-gradient-to-r from-purple-50 to-blue-50 py-12 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold text-gray-800 mb-8">
+                <i class="fas fa-fire text-orange-500 mr-2"></i>关键催化剂
+            </h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                <div class="bg-white rounded-lg shadow-md p-6 card-hover">
+                    <h3 class="text-lg font-semibold mb-3 text-purple-600">
+                        <i class="fas fa-arrow-right mr-2"></i>近期催化剂（3-6个月）
+                    </h3>
+                    <ul class="space-y-2 text-gray-700">
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                            <span>首批直接IPO企业落地</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                            <span>北证专精特新指数ETF推出</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                            <span>H股发行实现破局</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                            <span>并购重组案例增多</span>
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="bg-white rounded-lg shadow-md p-6 card-hover">
+                    <h3 class="text-lg font-semibold mb-3 text-blue-600">
+                        <i class="fas fa-globe mr-2"></i>长期发展路径（3-5年）
+                    </h3>
+                    <ul class="space-y-2 text-gray-700">
+                        <li class="flex items-start">
+                            <i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
+                            <span>市场生态成熟期：上市公司500+</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
+                            <span>价值发现与蓝筹涌现期</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
+                            <span>转板机制常态化</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
+                            <span>国际影响力提升期</span>
+                        </li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Stock Data Table -->
+    <div class="max-w-7xl mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-gray-800 mb-8">
+            <i class="fas fa-table text-purple-600 mr-2"></i>产业链核心公司
+        </h2>
+        
+        <div class="bg-white rounded-xl shadow-lg overflow-x-auto">
+            <div class="stock-table">
+                <table class="w-full">
+                    <thead class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
+                        <tr>
+                            <th class="px-6 py-4 text-left">股票名称</th>
+                            <th class="px-6 py-4 text-left">分类</th>
+                            <th class="px-6 py-4 text-left">行业</th>
+                            <th class="px-6 py-4 text-left">项目</th>
+                            <th class="px-6 py-4 text-left">产业链</th>
+                            <th class="px-6 py-4 text-left">关联原因</th>
+                        </tr>
+                    </thead>
+                    <tbody class="divide-y divide-gray-200">
+                        <!-- 光伏产业链 -->
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">隆基绿能</td>
+                            <td class="px-6 py-4"><span class="badge bg-green-100 text-green-800 px-2 py-1 rounded">光伏</span></td>
+                            <td class="px-6 py-4">光伏设备</td>
+                            <td class="px-6 py-4">高效电池</td>
+                            <td class="px-6 py-4">单晶硅</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">光伏龙头，单晶硅技术领先</td>
+                        </tr>
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">通威股份</td>
+                            <td class="px-6 py-4"><span class="badge bg-green-100 text-green-800 px-2 py-1 rounded">光伏</span></td>
+                            <td class="px-6 py-4">光伏设备</td>
+                            <td class="px-6 py-4">硅料</td>
+                            <td class="px-6 py-4">硅料</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">全球硅料龙头</td>
+                        </tr>
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">晶澳科技</td>
+                            <td class="px-6 py-4"><span class="badge bg-green-100 text-green-800 px-2 py-1 rounded">光伏</span></td>
+                            <td class="px-6 py-4">光伏设备</td>
+                            <td class="px-6 py-4">组件</td>
+                            <td class="px-6 py-4">组件</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">全球组件领先企业</td>
+                        </tr>
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">福斯特</td>
+                            <td class="px-6 py-4"><span class="badge bg-green-100 text-green-800 px-2 py-1 rounded">光伏</span></td>
+                            <td class="px-6 py-4">光伏设备</td>
+                            <td class="px-6 py-4">胶膜</td>
+                            <td class="px-6 py-4">胶膜</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">光伏胶膜绝对龙头</td>
+                        </tr>
+                        
+                        <!-- 半导体产业链 -->
+                        <tr class="hover:bg-blue-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">韦尔股份</td>
+                            <td class="px-6 py-4"><span class="badge bg-blue-100 text-blue-800 px-2 py-1 rounded">半导体</span></td>
+                            <td class="px-6 py-4">半导体</td>
+                            <td class="px-6 py-4">芯片设计</td>
+                            <td class="px-6 py-4">图像传感器</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">CIS芯片设计龙头</td>
+                        </tr>
+                        <tr class="hover:bg-blue-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">中芯国际</td>
+                            <td class="px-6 py-4"><span class="badge bg-blue-100 text-blue-800 px-2 py-1 rounded">半导体</span></td>
+                            <td class="px-6 py-4">半导体</td>
+                            <td class="px-6 py-4">晶圆代工</td>
+                            <td class="px-6 py-4">晶圆代工</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">国内晶圆代工龙头</td>
+                        </tr>
+                        <tr class="hover:bg-blue-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">北方华创</td>
+                            <td class="px-6 py-4"><span class="badge bg-blue-100 text-blue-800 px-2 py-1 rounded">半导体</span></td>
+                            <td class="px-6 py-4">半导体</td>
+                            <td class="px-6 py-4">设备</td>
+                            <td class="px-6 py-4">设备</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">半导体设备平台型公司</td>
+                        </tr>
+                        
+                        <!-- AI产业链 -->
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">科大讯飞</td>
+                            <td class="px-6 py-4"><span class="badge bg-purple-100 text-purple-800 px-2 py-1 rounded">AI</span></td>
+                            <td class="px-6 py-4">人工智能</td>
+                            <td class="px-6 py-4">语音识别</td>
+                            <td class="px-6 py-4">语音识别</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">智能语音技术龙头</td>
+                        </tr>
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">海康威视</td>
+                            <td class="px-6 py-4"><span class="badge bg-purple-100 text-purple-800 px-2 py-1 rounded">AI</span></td>
+                            <td class="px-6 py-4">人工智能</td>
+                            <td class="px-6 py-4">计算机视觉</td>
+                            <td class="px-6 py-4">计算机视觉</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">安防AI视觉龙头</td>
+                        </tr>
+                        
+                        <!-- 新能源车产业链 -->
+                        <tr class="hover:bg-green-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">宁德时代</td>
+                            <td class="px-6 py-4"><span class="badge bg-orange-100 text-orange-800 px-2 py-1 rounded">新能源车</span></td>
+                            <td class="px-6 py-4">动力电池</td>
+                            <td class="px-6 py-4">锂电池</td>
+                            <td class="px-6 py-4">锂电池</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">全球动力电池绝对龙头</td>
+                        </tr>
+                        <tr class="hover:bg-green-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">比亚迪</td>
+                            <td class="px-6 py-4"><span class="badge bg-orange-100 text-orange-800 px-2 py-1 rounded">新能源车</span></td>
+                            <td class="px-6 py-4">动力电池</td>
+                            <td class="px-6 py-4">锂电池</td>
+                            <td class="px-6 py-4">锂电池</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">新能源汽车垂直整合龙头</td>
+                        </tr>
+                        <tr class="hover:bg-green-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">亿纬锂能</td>
+                            <td class="px-6 py-4"><span class="badge bg-orange-100 text-orange-800 px-2 py-1 rounded">新能源车</span></td>
+                            <td class="px-6 py-4">动力电池</td>
+                            <td class="px-6 py-4">锂电池</td>
+                            <td class="px-6 py-4">锂电池</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">消费+动力电池平台</td>
+                        </tr>
+                        
+                        <!-- 工业机器人 -->
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">汇川技术</td>
+                            <td class="px-6 py-4"><span class="badge bg-indigo-100 text-indigo-800 px-2 py-1 rounded">工业机器人</span></td>
+                            <td class="px-6 py-4">自动化设备</td>
+                            <td class="px-6 py-4">工业机器人</td>
+                            <td class="px-6 py-4">工业机器人</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">工业自动化龙头</td>
+                        </tr>
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="px-6 py-4 font-medium">埃斯顿</td>
+                            <td class="px-6 py-4"><span class="badge bg-indigo-100 text-indigo-800 px-2 py-1 rounded">工业机器人</span></td>
+                            <td class="px-6 py-4">自动化设备</td>
+                            <td class="px-6 py-4">工业机器人</td>
+                            <td class="px-6 py-4">工业机器人</td>
+                            <td class="px-6 py-4 text-sm text-gray-600">国产机器人龙头</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </div>
+
+    <!-- Investment Strategy -->
+    <div class="bg-gray-100 py-12 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold text-gray-800 mb-8">
+                <i class="fas fa-chess text-purple-600 mr-2"></i>投资策略与建议
+            </h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                    <div class="text-center mb-4">
+                        <div class="w-20 h-20 bg-purple-100 rounded-full flex items-center justify-center mx-auto mb-4">
+                            <i class="fas fa-star text-purple-600 text-2xl"></i>
+                        </div>
+                        <h3 class="text-xl font-semibold">三高策略股</h3>
+                    </div>
+                    <ul class="space-y-2 text-gray-700">
+                        <li>• 高稀缺性</li>
+                        <li>• 高成长性</li>
+                        <li>• 高股息率</li>
+                        <li class="text-sm text-purple-600 font-medium">代表：路斯股份、同力股份</li>
+                    </ul>
+                </div>
+                
+                <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                    <div class="text-center mb-4">
+                        <div class="w-20 h-20 bg-blue-100 rounded-full flex items-center justify-center mx-auto mb-4">
+                            <i class="fas fa-building text-blue-600 text-2xl"></i>
+                        </div>
+                        <h3 class="text-xl font-semibold">平台型整合者</h3>
+                    </div>
+                    <ul class="space-y-2 text-gray-700">
+                        <li>• 现金充裕</li>
+                        <li>• 并购能力强</li>
+                        <li>• 外延式增长</li>
+                        <li class="text-sm text-blue-600 font-medium">代表：凯德石英、佳合科技</li>
+                    </ul>
+                </div>
+                
+                <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                    <div class="text-center mb-4">
+                        <div class="w-20 h-20 bg-green-100 rounded-full flex items-center justify-center mx-auto mb-4">
+                            <i class="fas fa-link text-green-600 text-2xl"></i>
+                        </div>
+                        <h3 class="text-xl font-semibold">产业链"卖水人"</h3>
+                    </div>
+                    <ul class="space-y-2 text-gray-700">
+                        <li>• 嵌入核心产业链</li>
+                        <li>• 不可替代性</li>
+                        <li>• 业绩能见度高</li>
+                        <li class="text-sm text-green-600 font-medium">代表：半导体材料、特种化学品</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Risk Analysis -->
+    <div class="max-w-7xl mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-gray-800 mb-8">
+            <i class="fas fa-exclamation-triangle text-red-500 mr-2"></i>风险提示
+        </h2>
+        
+        <div class="bg-red-50 border-l-4 border-red-500 p-6 rounded-lg">
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                <div>
+                    <h3 class="font-semibold text-lg mb-3 text-red-700">政策与流动性风险</h3>
+                    <p class="text-gray-700">政策支持力度减弱、流动性枯竭可能导致股价剧烈波动</p>
+                </div>
+                <div>
+                    <h3 class="font-semibold text-lg mb-3 text-red-700">业绩不及预期风险</h3>
+                    <p class="text-gray-700">59%公司归母净利润负增长，业绩分化是常态</p>
+                </div>
+                <div>
+                    <h3 class="font-semibold text-lg mb-3 text-red-700">估值匹配度风险</h3>
+                    <p class="text-gray-700">部分公司估值已处高位，面临回归压力</p>
+                </div>
+                <div>
+                    <h3 class="font-semibold text-lg mb-3 text-red-700">市场波动风险</h3>
+                    <p class="text-gray-700">市场深度有限，易受资金情绪影响</p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="gradient-bg text-white py-8 px-4">
+        <div class="max-w-7xl mx-auto text-center">
+            <p class="mb-2">© 2024 北交所概念深度分析报告</p>
+            <p class="text-sm opacity-75">数据来源：公开新闻、路演记录、市场研究</p>
+            <div class="mt-4 flex justify-center space-x-4">
+                <i class="fab fa-weixin text-2xl hover:scale-110 transition-transform cursor-pointer"></i>
+                <i class="fab fa-weibo text-2xl hover:scale-110 transition-transform cursor-pointer"></i>
+                <i class="fab fa-twitter text-2xl hover:scale-110 transition-transform cursor-pointer"></i>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // 添加页面滚动效果
+        document.addEventListener('DOMContentLoaded', function() {
+            const observer = new IntersectionObserver((entries) => {
+                entries.forEach(entry => {
+                    if (entry.isIntersecting) {
+                        entry.target.classList.add('number-animate');
+                    }
+                });
+            });
+            
+            document.querySelectorAll('.card-hover').forEach(el => {
+                observer.observe(el);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/北美缺电AI电力.html

@@ -0,0 +1,560 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>北美缺电AI电力 - 深度投资研究报告</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css" rel="stylesheet">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .hover-scale {
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+        
+        .hover-scale:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
+        }
+        
+        .timeline-dot {
+            position: relative;
+        }
+        
+        .timeline-dot::after {
+            content: '';
+            position: absolute;
+            width: 2px;
+            background: linear-gradient(180deg, #667eea 0%, transparent 100%);
+            top: 100%;
+            left: 50%;
+            transform: translateX(-50%);
+            height: 60px;
+        }
+        
+        .timeline-item:last-child .timeline-dot::after {
+            display: none;
+        }
+        
+        .risk-card {
+            background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
+        }
+        
+        .opportunity-card {
+            background: linear-gradient(135deg, #4facfe 0%, #00f2fe 100%);
+        }
+        
+        @keyframes float {
+            0% { transform: translateY(0px); }
+            50% { transform: translateY(-10px); }
+            100% { transform: translateY(0px); }
+        }
+        
+        .float-animation {
+            animation: float 3s ease-in-out infinite;
+        }
+        
+        .table-container {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .table-container::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .table-container::-webkit-scrollbar-track {
+            background: #f1f1f1;
+            border-radius: 10px;
+        }
+        
+        .table-container::-webkit-scrollbar-thumb {
+            background: #888;
+            border-radius: 10px;
+        }
+        
+        .badge-glow {
+            box-shadow: 0 0 20px rgba(79, 70, 229, 0.5);
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <header class="gradient-bg text-white py-20 px-4">
+        <div class="container mx-auto max-w-7xl">
+            <div class="flex flex-col md:flex-row items-center justify-between">
+                <div class="mb-8 md:mb-0 md:w-2/3">
+                    <div class="inline-flex items-center bg-white/20 backdrop-blur-sm rounded-full px-4 py-2 mb-6">
+                        <i class="fas fa-bolt mr-2 text-yellow-300"></i>
+                        <span class="text-sm font-semibold">热点概念 · 2025年11月</span>
+                    </div>
+                    <h1 class="text-5xl md:text-6xl font-bold mb-6 leading-tight">
+                        北美缺电<br>
+                        <span class="text-transparent bg-clip-text bg-gradient-to-r from-yellow-300 to-pink-300">
+                            AI电力革命
+                        </span>
+                    </h1>
+                    <p class="text-xl mb-8 text-gray-100">
+                        人工智能爆发式增长与电网老化瓶颈碰撞，催生全球电力设备出海黄金十年
+                    </p>
+                    <div class="flex flex-wrap gap-4">
+                        <div class="flex items-center">
+                            <i class="fas fa-chart-line mr-2 text-green-300"></i>
+                            <span>市场热度: 极高</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-clock mr-2 text-blue-300"></i>
+                            <span>周期: 5-10年</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-globe mr-2 text-purple-300"></i>
+                            <span>影响: 全球供应链重塑</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="md:w-1/3 float-animation">
+                    <div class="glass-effect rounded-2xl p-8 text-center">
+                        <i class="fas fa-microchip text-6xl mb-4 text-yellow-300"></i>
+                        <h3 class="text-2xl font-bold mb-2">2030年预测</h3>
+                        <div class="text-3xl font-bold text-yellow-300">200GW+</div>
+                        <p class="text-sm mt-2">美国电力缺口</p>
+                        <div class="text-xl mt-4 text-red-300">
+                            <i class="fas fa-arrow-up"></i> 25%+
+                        </div>
+                        <p class="text-xs">占当前最大负荷</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </header>
+
+    <!-- Timeline Section -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto max-w-7xl px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-timeline text-purple-600 mr-3"></i>
+                关键时间节点
+            </h2>
+            <div class="grid md:grid-cols-4 gap-8">
+                <div class="timeline-item text-center">
+                    <div class="timeline-dot inline-block w-16 h-16 bg-gradient-to-br from-blue-500 to-purple-600 rounded-full flex items-center justify-center text-white font-bold mb-4">
+                        2024
+                    </div>
+                    <h3 class="font-bold mb-2">背景发酵</h3>
+                    <p class="text-sm text-gray-600">美国电力市场显露供应紧张</p>
+                </div>
+                <div class="timeline-item text-center">
+                    <div class="timeline-dot inline-block w-16 h-16 bg-gradient-to-br from-purple-500 to-pink-600 rounded-full flex items-center justify-center text-white font-bold mb-4">
+                        2025.01
+                    </div>
+                    <h3 class="font-bold mb-2">政策确认</h3>
+                    <p class="text-sm text-gray-600">宣布国家能源紧急状态</p>
+                </div>
+                <div class="timeline-item text-center">
+                    <div class="timeline-dot inline-block w-16 h-16 bg-gradient-to-br from-pink-500 to-red-600 rounded-full flex items-center justify-center text-white font-bold mb-4">
+                        2025.11
+                    </div>
+                    <h3 class="font-bold mb-2">引爆点</h3>
+                    <p class="text-sm text-gray-600">微软CEO确认，券商集中发布研报</p>
+                </div>
+                <div class="timeline-item text-center">
+                    <div class="timeline-dot inline-block w-16 h-16 bg-gradient-to-br from-red-500 to-orange-600 rounded-full flex items-center justify-center text-white font-bold mb-4">
+                        2026+
+                    </div>
+                    <h3 class="font-bold mb-2">兑现期</h3>
+                    <p class="text-sm text-gray-600">订单落地，业绩释放</p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Core Logic Section -->
+    <section class="py-16 bg-gray-100">
+        <div class="container mx-auto max-w-7xl px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-brain text-indigo-600 mr-3"></i>
+                核心驱动逻辑
+            </h2>
+            <div class="grid md:grid-cols-3 gap-8">
+                <div class="bg-white rounded-2xl p-8 hover-scale shadow-lg">
+                    <div class="text-4xl mb-4 text-red-500">
+                        <i class="fas fa-rocket"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">需求侧指数级冲击</h3>
+                    <p class="text-gray-600 mb-4">
+                        AI大模型训练带来算力需求指数增长，直接转化为数据中心巨大电力消耗
+                    </p>
+                    <div class="bg-red-50 rounded-lg p-4">
+                        <div class="flex justify-between items-center">
+                            <span class="font-semibold">2025年用电占比</span>
+                            <span class="text-red-600 font-bold">个位数</span>
+                        </div>
+                        <div class="flex justify-between items-center mt-2">
+                            <span class="font-semibold">2028年用电占比</span>
+                            <span class="text-red-600 font-bold">~10%</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-white rounded-2xl p-8 hover-scale shadow-lg">
+                    <div class="text-4xl mb-4 text-orange-500">
+                        <i class="fas fa-exclamation-triangle"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">供给侧结构性短板</h3>
+                    <p class="text-gray-600 mb-4">
+                        北美电网设备严重老化，海外巨头产能偏紧，无法满足AI数据中心建设需求
+                    </p>
+                    <div class="bg-orange-50 rounded-lg p-4">
+                        <div class="flex items-center mb-2">
+                            <i class="fas fa-history mr-2"></i>
+                            <span class="font-semibold">设备老化: 70%超30年</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-bolt mr-2"></i>
+                            <span class="font-semibold">变压器需求: 230/345kV</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-white rounded-2xl p-8 hover-scale shadow-lg">
+                    <div class="text-4xl mb-4 text-green-500">
+                        <i class="fas fa-lightbulb"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-4">解决方案多元化</h3>
+                    <p class="text-gray-600 mb-4">
+                        多路径并举解决缺电问题，推动电力设备出海和技术革新
+                    </p>
+                    <div class="space-y-2">
+                        <div class="bg-green-50 rounded px-3 py-1 inline-block text-sm">
+                            <i class="fas fa-fire mr-1"></i> 燃气轮机
+                        </div>
+                        <div class="bg-green-50 rounded px-3 py-1 inline-block text-sm">
+                            <i class="fas fa-plug mr-1"></i> 变压器出海
+                        </div>
+                        <div class="bg-green-50 rounded px-3 py-1 inline-block text-sm">
+                            <i class="fas fa-battery-full mr-1"></i> 储能系统
+                        </div>
+                        <div class="bg-green-50 rounded px-3 py-1 inline-block text-sm">
+                            <i class="fas fa-microchip mr-1"></i> SST技术
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Data Table Section -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto max-w-7xl px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-chart-pie text-blue-600 mr-3"></i>
+                核心标的股票池
+            </h2>
+            <div class="bg-gradient-to-r from-blue-50 to-purple-50 rounded-2xl p-6 mb-8">
+                <div class="flex flex-wrap gap-4 justify-center">
+                    <div class="flex items-center bg-white rounded-lg px-4 py-2 shadow">
+                        <span class="w-3 h-3 bg-red-500 rounded-full mr-2"></span>
+                        <span class="text-sm font-semibold">燃气轮机</span>
+                    </div>
+                    <div class="flex items-center bg-white rounded-lg px-4 py-2 shadow">
+                        <span class="w-3 h-3 bg-green-500 rounded-full mr-2"></span>
+                        <span class="text-sm font-semibold">储能</span>
+                    </div>
+                    <div class="flex items-center bg-white rounded-lg px-4 py-2 shadow">
+                        <span class="w-3 h-3 bg-blue-500 rounded-full mr-2"></span>
+                        <span class="text-sm font-semibold">变压器/SST</span>
+                    </div>
+                    <div class="flex items-center bg-white rounded-lg px-4 py-2 shadow">
+                        <span class="w-3 h-3 bg-purple-500 rounded-full mr-2"></span>
+                        <span class="text-sm font-semibold">AIDC相关</span>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="table-container">
+                <table class="w-full bg-white rounded-lg overflow-hidden shadow-lg">
+                    <thead class="bg-gradient-to-r from-indigo-600 to-purple-600 text-white">
+                        <tr>
+                            <th class="px-4 py-3 text-left">股票代码</th>
+                            <th class="px-4 py-3 text-left">股票名称</th>
+                            <th class="px-4 py-3 text-left">核心行业</th>
+                            <th class="px-4 py-3 text-left">项目/客户</th>
+                            <th class="px-4 py-3 text-left">信息来源</th>
+                        </tr>
+                    </thead>
+                    <tbody id="stockTableBody">
+                        <!-- Stock data will be inserted here by JavaScript -->
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Insights Section -->
+    <section class="py-16 bg-gray-100">
+        <div class="container mx-auto max-w-7xl px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-binoculars text-green-600 mr-3"></i>
+                投资洞察与风险提示
+            </h2>
+            <div class="grid md:grid-cols-2 gap-8">
+                <div class="space-y-6">
+                    <h3 class="text-2xl font-bold text-green-600 mb-4">
+                        <i class="fas fa-chart-line mr-2"></i>投资机遇
+                    </h3>
+                    <div class="bg-white rounded-xl p-6 hover-scale shadow-lg">
+                        <div class="flex items-start">
+                            <div class="flex-shrink-0">
+                                <div class="w-12 h-12 bg-green-100 rounded-full flex items-center justify-center">
+                                    <i class="fas fa-trophy text-green-600"></i>
+                                </div>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-bold text-lg mb-2">确定性最高：变压器出海</h4>
+                                <p class="text-gray-600">解决当前最痛痛点（高压设备短缺），中国企业已具备全球竞争力</p>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="bg-white rounded-xl p-6 hover-scale shadow-lg">
+                        <div class="flex items-start">
+                            <div class="flex-shrink-0">
+                                <div class="w-12 h-12 bg-blue-100 rounded-full flex items-center justify-center">
+                                    <i class="fas fa-space-shuttle text-blue-600"></i>
+                                </div>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-bold text-lg mb-2">空间最大：储能与先进供电技术</h4>
+                                <p class="text-gray-600">储能是解决电力波动的终极方案，SST代表下一代技术方向</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="space-y-6">
+                    <h3 class="text-2xl font-bold text-red-600 mb-4">
+                        <i class="fas fa-exclamation-triangle mr-2"></i>潜在风险
+                    </h3>
+                    <div class="bg-white rounded-xl p-6 hover-scale shadow-lg border-l-4 border-red-500">
+                        <div class="flex items-start">
+                            <div class="flex-shrink-0">
+                                <div class="w-12 h-12 bg-red-100 rounded-full flex items-center justify-center">
+                                    <i class="fas fa-globe-americas text-red-600"></i>
+                                </div>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-bold text-lg mb-2">地缘政治风险</h4>
+                                <p class="text-gray-600">美国可能以"国家安全"为由设置贸易壁垒，影响出海逻辑</p>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="bg-white rounded-xl p-6 hover-scale shadow-lg border-l-4 border-orange-500">
+                        <div class="flex items-start">
+                            <div class="flex-shrink-0">
+                                <div class="w-12 h-12 bg-orange-100 rounded-full flex items-center justify-center">
+                                    <i class="fas fa-clock text-orange-600"></i>
+                                </div>
+                            </div>
+                            <div class="ml-4">
+                                <h4 class="font-bold text-lg mb-2">时间错配风险</h4>
+                                <p class="text-gray-600">订单实际交付周期长达12-18个月，短期可能无法满足市场预期</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Tracking Metrics Section -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto max-w-7xl px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">
+                <i class="fas fa-crosshairs text-purple-600 mr-3"></i>
+                后续关键跟踪指标
+            </h2>
+            <div class="grid md:grid-cols-4 gap-6">
+                <div class="bg-gradient-to-br from-blue-500 to-blue-600 text-white rounded-xl p-6 text-center hover-scale">
+                    <i class="fas fa-file-contract text-4xl mb-4"></i>
+                    <h3 class="font-bold text-lg mb-2">订单指标</h3>
+                    <p class="text-sm opacity-90">核心企业框架协议落地</p>
+                    <div class="mt-4 text-2xl font-bold">Q1-Q2</div>
+                </div>
+                <div class="bg-gradient-to-br from-green-500 to-green-600 text-white rounded-xl p-6 text-center hover-scale">
+                    <i class="fas fa-industry text-4xl mb-4"></i>
+                    <h3 class="font-bold text-lg mb-2">产能指标</h3>
+                    <p class="text-sm opacity-90">海外工厂建设投产进度</p>
+                    <div class="mt-4 text-2xl font-bold">持续</div>
+                </div>
+                <div class="bg-gradient-to-br from-purple-500 to-purple-600 text-white rounded-xl p-6 text-center hover-scale">
+                    <i class="fas fa-chart-bar text-4xl mb-4"></i>
+                    <h3 class="font-bold text-lg mb-2">财务指标</h3>
+                    <p class="text-sm opacity-90">北美收入及毛利率变化</p>
+                    <div class="mt-4 text-2xl font-bold">季度</div>
+                </div>
+                <div class="bg-gradient-to-br from-orange-500 to-orange-600 text-white rounded-xl p-6 text-center hover-scale">
+                    <i class="fas fa-microchip text-4xl mb-4"></i>
+                    <h3 class="font-bold text-lg mb-2">技术指标</h3>
+                    <p class="text-sm opacity-90">SST产品商业化进展</p>
+                    <div class="mt-4 text-2xl font-bold">2026</div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="gradient-bg text-white py-12 px-4">
+        <div class="container mx-auto max-w-7xl">
+            <div class="text-center">
+                <h3 class="text-2xl font-bold mb-4">北美缺电AI电力投资主题</h3>
+                <p class="text-gray-200 mb-6">从宏大叙事到业绩验证的产业机遇</p>
+                <div class="flex justify-center space-x-6">
+                    <div class="flex items-center">
+                        <i class="fas fa-shield-alt mr-2"></i>
+                        <span>高风险高收益</span>
+                    </div>
+                    <div class="flex items-center">
+                        <i class="fas fa-calendar-alt mr-2"></i>
+                        <span>中长期持有</span>
+                    </div>
+                    <div class="flex items-center">
+                        <i class="fas fa-sync mr-2"></i>
+                        <span>动态跟踪</span>
+                    </div>
+                </div>
+                <div class="mt-8 text-sm opacity-75">
+                    <p>⚠️ 投资有风险，入市需谨慎</p>
+                    <p class="mt-2">本页面内容仅供参考，不构成投资建议</p>
+                </div>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // Stock data
+        const stockData = {
+            "北美缺电AI电力(251105)": [
+                {"stock": "飞沃科技", "行业": "燃气轮机", "项目": "为GE Vernova提供燃气轮机燃烧室钣金件以及精密机加件", "reason": "官微"},
+                {"stock": "航亚科技", "行业": "燃气轮机", "项目": "压气机叶片、压气机盘、涡轮盘供货美国GE", "reason": "调研"},
+                {"stock": "杰瑞股份", "行业": "燃气轮机", "战略合作": "与西门子能源等国际知名燃气轮机制造商建立战略合作关系", "reason": "互动"},
+                {"stock": "应流股份", "行业": "燃气轮机", "客户": "GE/贝克休斯/西门子/卡特彼勒/斯伦贝谢等龙头", "reason": "纪要"},
+                {"stock": "万泽股份", "行业": "燃气轮机", "项目": "两机热端部件核心供应商，配套西门子等头部企业", "reason": "纪要"},
+                {"stock": "航宇科技", "行业": "燃气轮机", "项目": "两机环锻件核心供应商，配套GE Vernova/贝克休斯/西门子等", "reason": "纪要"},
+                {"stock": "博盈特焊", "行业": "燃气轮机", "项目": "2025年9月越南工厂投产，承接北美HRSR需求", "reason": "研报"},
+                {"stock": "福鞍股份", "行业": "燃气轮机", "项目": "拟打造燃气轮机制造基地；美国通用电气、福伊特合格供应商", "reason": "公告"},
+                {"stock": "豪迈科技", "行业": "燃气轮机", "客户": "GE、三菱、西门子", "reason": "调研"},
+                {"stock": "联德股份", "行业": "燃气轮机", "项目": "捆绑卡特彼勒中小型燃气机铸件需求", "reason": "纪要"},
+                {"stock": "隆达股份", "行业": "燃气轮机", "项目": "燃机材料出海No.1，出海占比1/3", "reason": "纪要"},
+                {"stock": "精工科技", "行业": "燃气轮机", "项目": "与清航航空协同开发燃气轮机热端部件，切入全球燃机巨头供应链", "reason": "纪要"},
+                {"stock": "三角防务", "行业": "燃气轮机", "项目": "与西门子能源签署燃机项目开发协议及框架订单协议", "reason": "公告"},
+                {"stock": "常宝股份", "行业": "燃气轮机", "项目": "HRSG（主要应用于燃气轮机余热锅炉发电领域）；通用电气优秀供应商", "reason": "调研/年报"},
+                {"stock": "阳光电源", "行业": "储能", "项目": "业务稳居北美第一梯队", "reason": "纪要"},
+                {"stock": "阿特斯", "行业": "储能", "项目": "CSIQ子公司Recurrent Energy为全球最大公共事业规模太阳能和储能电站项目开发商之一；25年储能出货中美国占比预计50%", "reason": "公开资料/纪要"},
+                {"stock": "通润装备", "行业": "储能", "项目": "正泰电源产品连续多年稳居北美工商业光伏逆变器出货量第一", "reason": "调研"},
+                {"stock": "海博思创", "行业": "储能", "战略合作": "已与美国头部储能系统集成商Fluence建立合作关系", "reason": "年报"},
+                {"stock": "科陆电子", "行业": "储能", "项目": "在北美储能市场有深厚积累，加州德州多地区储能运营项目收益领先", "reason": "纪要"},
+                {"stock": "西典新能", "行业": "储能", "项目": "储能CCS独供T和阳光，卡位北美60%以上市场份额", "reason": "纪要"},
+                {"stock": "东方日升", "行业": "储能", "项目": "美国南卡罗来纳州1GWh储能工厂将于12月投产", "reason": "纪要"},
+                {"stock": "天合光能", "行业": "储能", "项目": "海外订单超10GWh，预计2025-2026年交付", "reason": "纪要"},
+                {"stock": "思源电气", "行业": "储能", "项目": "出海领先，25H1海外收入占比30%左右，北美订单2-3亿", "reason": "纪要"},
+                {"stock": "冰轮环境", "行业": "储能", "项目": "IDC订单爆发；提供一次侧冷水机组，子公司顿汉布什为全球百年企业；拥有美国/墨西哥/马来西亚等海外工厂", "reason": "纪要"},
+                {"stock": "盛弘股份", "行业": "储能", "项目": "配合宁德时代研发大储P产品，并较早关注北美数据中心相关储能机会；布局中压UPS/HVDC/SST等数据中心电源解决方案", "reason": "纪要"},
+                {"stock": "宏发股份", "行业": "储能", "项目": "继电器世界第一，延伸到AIDC领域，已给台达等大客户长期供货和合作", "reason": "纪要"},
+                {"stock": "京泉华", "行业": "AIDC相关", "客户": "BE最大的磁性元器件供应商（约80%）", "reason": "纪要"},
+                {"stock": "三环集团", "行业": "AIDC相关", "项目": "为BE隔膜板供应商一供", "reason": "纪要"},
+                {"stock": "振华股份", "行业": "SOFC", "项目": "全球最大的铬盐生产商（SOFC燃料电池连接体采用95%纯铬+5%纯铁）", "reason": "纪要"},
+                {"stock": "雄韬股份", "行业": "SOFC", "项目": "燃料电池解决方案覆盖储能发电应用场景；美国销售份额占公司营业收入比例不到3%", "reason": "互动"},
+                {"stock": "潍柴动力", "行业": "SOFC", "战略合作": "与锡里斯签署SOFC生产制造授权；潍柴动力北美公司", "reason": "新闻/公告"},
+                {"stock": "中国西电", "行业": "变压器含SST", "项目": "子公司西安西电拥有固态变压器研发能力及相关产品；涉美业务主要是与公司第二大股东及其关联方之间的业务往来，共同参与全球输配电市场开发", "reason": "互动"},
+                {"stock": "京泉华", "行业": "变压器含SST", "项目": "专注于SST系统内部中压中频变压器，是目前全球少数具备可靠量产能力的厂商。公司绑定伊顿", "reason": "纪要"},
+                {"stock": "金盘科技", "行业": "变压器含SST", "项目": "已深度绑定亚马逊（签2年12亿元合作协议），对接XAI、Meta、谷歌、微软等；海外AIDC订单25年预计突破10亿元，26年有望翻倍增长", "reason": "纪要"},
+                {"stock": "伊戈尔", "行业": "变压器含SST", "项目": "26年数据中心订单预期从8亿上调至9亿，增量主要来自美国；SST团队扩充，预计26年推出高频变压器（有电感技术积累）/整机", "reason": "纪要"},
+                {"stock": "保变电气", "行业": "变压器含SST", "项目": "公司是少数能向北美美达斯国家市场出口大容量调相变压器的企业之一", "reason": "半年报"},
+                {"stock": "三变科技", "行业": "变压器含SST", "项目": "公司主变走进马斯克xAI超级计算机中心", "reason": "官微"},
+                {"stock": "顺钠股份", "行业": "变压器含SST", "战略合作": "公司通过孙公司顺特电气（持股75%，施耐德持股25%），成为施耐德在中国唯一的变压器合资企业", "reason": "纪要"},
+                {"stock": "特变电工", "行业": "变压器含SST", "项目": "输变电龙头，出海占比提升，变压器在美国有历史业绩", "reason": "纪要"},
+                {"stock": "四方股份", "行业": "变压器含SST", "项目": "SST客户持续洽谈中", "reason": "纪要"},
+                {"stock": "可立克", "行业": "变压器含SST", "项目": "SST产品可出整机，公司与全球头部企业保持良好合作关系（欧美大厂已把需求给到公司）", "reason": "纪要"},
+                {"stock": "新特电气", "行业": "变压器含SST", "项目": "公司在布局固态变压器配套用变压器的研发与创新；公司产品拥有北美UL认证", "reason": "调研/互动"},
+                {"stock": "华明装备", "行业": "变压器含SST", "项目": "变压器分接开关；持续推进北美市场认证", "reason": "研报"},
+                {"stock": "三星医疗", "行业": "其他", "项目": "下属控股子公司南森墨西哥中标美国Nexgrid智能电表框架项目，合同金额总计2,955.50万美元，约合2.12亿人民币", "reason": "公告"},
+                {"stock": "广信科技", "行业": "其他", "项目": "绝缘纸，西门子送样通过认证", "reason": "研报"},
+                {"stock": "神马电力", "行业": "其他", "项目": "全球复合绝缘子头部企业，是西门子、GE等全球头部电力设备企业核心供应商", "reason": "纪要"}
+            ]
+        };
+
+        // Industry color mapping
+        const industryColors = {
+            "燃气轮机": "red",
+            "储能": "green", 
+            "变压器含SST": "blue",
+            "AIDC相关": "purple",
+            "SOFC": "orange",
+            "其他": "gray"
+        };
+
+        // Populate table
+        function populateTable() {
+            const tbody = document.getElementById('stockTableBody');
+            const stocks = stockData["北美缺电AI电力(251105)"];
+            
+            stocks.forEach((item, index) => {
+                const row = document.createElement('tr');
+                row.className = index % 2 === 0 ? 'bg-gray-50' : 'bg-white';
+                row.className += ' hover:bg-blue-50 transition-colors';
+                
+                const industryColor = industryColors[item.行业] || 'gray';
+                
+                row.innerHTML = `
+                    <td class="px-4 py-3 font-semibold">${item.stock}</td>
+                    <td class="px-4 py-3">${item.stock}</td>
+                    <td class="px-4 py-3">
+                        <span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-${industryColor}-100 text-${industryColor}-800">
+                            ${item.行业}
+                        </span>
+                    </td>
+                    <td class="px-4 py-3 text-sm">
+                        <div>${item.项目 || item.客户 || item.战略合作 || '-'}</div>
+                    </td>
+                    <td class="px-4 py-3">
+                        <span class="inline-flex items-center px-2 py-1 rounded text-xs font-medium bg-gray-100 text-gray-800">
+                            <i class="fas fa-info-circle mr-1"></i>
+                            ${item.reason}
+                        </span>
+                    </td>
+                `;
+                
+                tbody.appendChild(row);
+            });
+        }
+
+        // Initialize on load
+        document.addEventListener('DOMContentLoaded', populateTable);
+
+        // Smooth scroll for navigation
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/华为AI容器.html

@@ -0,0 +1,971 @@
+我将为您创建一个详实且炫酷的华为AI容器概念展示页面。这个页面将完整呈现Insight的深度内容，并以现代化的设计风格展示相关股票数据。
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>华为AI容器 - 算力效率革命的战略突围</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <script src="https://unpkg.com/lucide@latest"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', system-ui, -apple-system, sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .hover-lift {
+            transition: all 0.3s ease;
+        }
+        
+        .hover-lift:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px 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;
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+        
+        .stock-table {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .stock-table::-webkit-scrollbar {
+            height: 6px;
+        }
+        
+        .stock-table::-webkit-scrollbar-track {
+            background: #f1f1f1;
+            border-radius: 10px;
+        }
+        
+        .stock-table::-webkit-scrollbar-thumb {
+            background: #667eea;
+            border-radius: 10px;
+        }
+        
+        .tag-cloud span {
+            transition: all 0.2s ease;
+        }
+        
+        .tag-cloud span:hover {
+            transform: scale(1.05);
+            z-index: 10;
+        }
+        
+        .metric-card {
+            transition: all 0.3s ease;
+        }
+        
+        .metric-card:hover {
+            transform: scale(1.02);
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <div class="gradient-bg text-white">
+        <div class="container mx-auto px-4 py-16">
+            <div class="flex flex-col lg:flex-row items-center justify-between">
+                <div class="lg:w-2/3 mb-8 lg:mb-0">
+                    <div class="flex items-center gap-2 mb-4">
+                        <span class="bg-white/20 px-3 py-1 rounded-full text-sm">核心概念</span>
+                        <span class="bg-red-500 text-white px-3 py-1 rounded-full text-sm flex items-center gap-1">
+                            <i data-lucide="flame" class="w-4 h-4"></i>
+                            舆情热度 20251120
+                        </span>
+                    </div>
+                    <h1 class="text-4xl lg:text-6xl font-bold mb-4">华为AI容器</h1>
+                    <p class="text-xl lg:text-2xl mb-6 opacity-90">算力效率革命的战略突围</p>
+                    <p class="text-lg opacity-80 mb-8">在美国先进制程封锁倒逼下，通过系统级软件创新实现算力效率革命</p>
+                    <div class="flex flex-wrap gap-3">
+                        <div class="glass-effect px-4 py-2 rounded-lg">
+                            <i data-lucide="calendar" class="inline w-5 h-5 mr-2"></i>
+                            2025年11月21日发布
+                        </div>
+                        <div class="glass-effect px-4 py-2 rounded-lg">
+                            <i data-lucide="code-2" class="inline w-5 h-5 mr-2"></i>
+                            开源Flex:ai技术
+                        </div>
+                        <div class="glass-effect px-4 py-2 rounded-lg">
+                            <i data-lucide="target" class="inline w-5 h-5 mr-2"></i>
+                            对标英伟达AI技术
+                        </div>
+                    </div>
+                </div>
+                <div class="lg:w-1/3">
+                    <div class="glass-effect rounded-2xl p-6">
+                        <h3 class="text-xl font-semibold mb-4">核心催化剂</h3>
+                        <div class="space-y-3">
+                            <div class="flex items-start gap-3">
+                                <div class="w-8 h-8 bg-white/20 rounded-full flex items-center justify-center flex-shrink-0 pulse-dot">
+                                    <span class="text-sm font-bold">1</span>
+                                </div>
+                                <div>
+                                    <p class="font-semibold">2025年9月</p>
+                                    <p class="text-sm opacity-80">UCM推理加速器开源</p>
+                                </div>
+                            </div>
+                            <div class="flex items-start gap-3">
+                                <div class="w-8 h-8 bg-white/20 rounded-full flex items-center justify-center flex-shrink-0">
+                                    <span class="text-sm font-bold">2</span>
+                                </div>
+                                <div>
+                                    <p class="font-semibold">2025年11月21日</p>
+                                    <p class="text-sm opacity-80">Flex:ai正式发布开源</p>
+                                </div>
+                            </div>
+                            <div class="flex items-start gap-3">
+                                <div class="w-8 h-8 bg-white/20 rounded-full flex items-center justify-center flex-shrink-0">
+                                    <span class="text-sm font-bold">3</span>
+                                </div>
+                                <div>
+                                    <p class="font-semibold">2027年Q4</p>
+                                    <p class="text-sm opacity-80">Atlas 960 SuperPoD发布</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Navigation Tabs -->
+    <div class="bg-white shadow-sm sticky top-0 z-40">
+        <div class="container mx-auto px-4">
+            <div class="tabs tabs-boxed flex flex-nowrap overflow-x-auto py-4" id="mainTabs">
+                <a href="#overview" class="tab tab-active" onclick="showSection('overview')">
+                    <i data-lucide="eye" class="w-4 h-4 mr-2"></i>核心洞察
+                </a>
+                <a href="#logic" class="tab" onclick="showSection('logic')">
+                    <i data-lucide="brain" class="w-4 h-4 mr-2"></i>核心逻辑
+                </a>
+                <a href="#catalyst" class="tab" onclick="showSection('catalyst')">
+                    <i data-lucide="zap" class="w-4 h-4 mr-2"></i>催化剂
+                </a>
+                <a href="#industry" class="tab" onclick="showSection('industry')">
+                    <i data-lucide="git-branch" class="w-4 h-4 mr-2"></i>产业链
+                </a>
+                <a href="#stocks" class="tab" onclick="showSection('stocks')">
+                    <i data-lucide="line-chart" class="w-4 h-4 mr-2"></i>核心股票
+                </a>
+                <a href="#risk" class="tab" onclick="showSection('risk')">
+                    <i data-lucide="alert-triangle" class="w-4 h-4 mr-2"></i>风险提示
+                </a>
+            </div>
+        </div>
+    </div>
+
+    <!-- Overview Section -->
+    <section id="overview" class="container mx-auto px-4 py-12">
+        <div class="grid lg:grid-cols-3 gap-6">
+            <!-- 核心观点 -->
+            <div class="lg:col-span-2">
+                <div class="bg-white rounded-2xl shadow-lg p-8 hover-lift">
+                    <div class="flex items-center gap-3 mb-6">
+                        <div class="w-12 h-12 bg-gradient-to-br from-purple-500 to-pink-500 rounded-xl flex items-center justify-center">
+                            <i data-lucide="lightbulb" class="w-6 h-6 text-white"></i>
+                        </div>
+                        <h2 class="text-2xl font-bold">核心观点摘要</h2>
+                    </div>
+                    <div class="prose prose-lg max-w-none">
+                        <p class="text-gray-700 leading-relaxed mb-4">
+                            华为AI容器概念正处于<strong class="text-gradient">"技术突破预期发酵期"</strong>，其核心驱动力并非单一产品发布，而是<strong class="text-gradient">在美国先进制程封锁倒逼下，通过系统级软件创新实现算力效率革命的战略突围</strong>。
+                        </p>
+                        <p class="text-gray-700 leading-relaxed mb-4">
+                            当前市场关注度逐步升温，但存在显著<strong class="text-purple-600">预期差</strong>：多数人聚焦昇腾硬件性能，却低估中间层容器技术作为"算力操作系统"的战略价值。
+                        </p>
+                        <p class="text-gray-700 leading-relaxed">
+                            Flex:ai的开源若在性能上真正逼近英伟达生态，将重塑国产AI算力价值链，使华为从"卖铲子"升级为"制定采矿规则"，具备<strong class="text-gradient">从主题投资向基本面驱动跃迁</strong>的潜力。
+                        </p>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 市场热度评估 -->
+            <div>
+                <div class="bg-white rounded-2xl shadow-lg p-6 hover-lift">
+                    <h3 class="text-xl font-bold mb-4 flex items-center">
+                        <i data-lucide="trending-up" class="w-5 h-5 mr-2 text-purple-600"></i>
+                        市场热度评估
+                    </h3>
+                    <div class="space-y-4">
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span class="text-sm text-gray-600">舆情热度</span>
+                                <span class="text-sm font-semibold">80%</span>
+                            </div>
+                            <div class="w-full bg-gray-200 rounded-full h-2">
+                                <div class="bg-gradient-to-r from-purple-500 to-pink-500 h-2 rounded-full" style="width: 80%"></div>
+                            </div>
+                        </div>
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span class="text-sm text-gray-600">研报覆盖</span>
+                                <span class="text-sm font-semibold">30%</span>
+                            </div>
+                            <div class="w-full bg-gray-200 rounded-full h-2">
+                                <div class="bg-gradient-to-r from-purple-500 to-pink-500 h-2 rounded-full" style="width: 30%"></div>
+                            </div>
+                        </div>
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span class="text-sm text-gray-600">交易拥挤度</span>
+                                <span class="text-sm font-semibold">25%</span>
+                            </div>
+                            <div class="w-full bg-gray-200 rounded-full h-2">
+                                <div class="bg-gradient-to-r from-purple-500 to-pink-500 h-2 rounded-full" style="width: 25%"></div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="mt-6 p-4 bg-purple-50 rounded-lg">
+                        <p class="text-sm text-purple-700">
+                            <i data-lucide="info" class="inline w-4 h-4 mr-1"></i>
+                            距离11月发布尚有8个月，属于<strong>预期发酵早期</strong>，尚未达到交易拥挤
+                        </p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 预期差分析 -->
+        <div class="mt-8 bg-white rounded-2xl shadow-lg p-8">
+            <h3 class="text-2xl font-bold mb-6 flex items-center">
+                <i data-lucide="layers" class="w-6 h-6 mr-3 text-purple-600"></i>
+                预期差深度挖掘
+            </h3>
+            <div class="overflow-x-auto">
+                <table class="table w-full">
+                    <thead>
+                        <tr class="text-left">
+                            <th class="bg-purple-50 text-purple-700">市场普遍认知</th>
+                            <th class="bg-purple-50 text-purple-700">被忽略的关键事实</th>
+                            <th class="bg-purple-50 text-purple-700">预期差影响</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="hover:bg-gray-50 transition">
+                            <td class="py-4">Flex:ai只是一个容器工具</td>
+                            <td class="py-4">
+                                <span class="inline-block px-2 py-1 bg-blue-100 text-blue-700 rounded text-sm mb-1">UCM（9月开源）</span>
+                                <span class="inline-block px-2 py-1 bg-blue-100 text-blue-700 rounded text-sm">+ Flex:ai（11月发布）</span>
+                                <p class="text-sm mt-1">构成"推理+训练"全栈优化</p>
+                            </td>
+                            <td class="py-4 text-green-600">技术价值被系统性低估</td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition">
+                            <td class="py-4">华为AI容器主要服务昇腾生态</td>
+                            <td class="py-4">
+                                <span class="inline-block px-2 py-1 bg-green-100 text-green-700 rounded text-sm">兼容K8s/Docker原生接口</span>
+                                <p class="text-sm mt-1">可管理第三方云设施</p>
+                            </td>
+                            <td class="py-4 text-green-600">潜在市场空间从昇腾扩展到全行业</td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition">
+                            <td class="py-4">开源=不赚钱</td>
+                            <td class="py-4">
+                                <span class="inline-block px-2 py-1 bg-yellow-100 text-yellow-700 rounded text-sm">博睿数据</span>
+                                <span class="inline-block px-2 py-1 bg-yellow-100 text-yellow-700 rounded text-sm">3000万采购订单</span>
+                                <p class="text-sm mt-1">OEM模式已跑通</p>
+                            </td>
+                            <td class="py-4 text-green-600">商业模式已验证，变现路径清晰</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- Logic Section -->
+    <section id="logic" class="container mx-auto px-4 py-12 hidden">
+        <div class="mb-8">
+            <h2 class="text-3xl font-bold mb-4">核心驱动力三维解析</h2>
+            <p class="text-gray-600">深入剖析华为AI容器背后的战略逻辑</p>
+        </div>
+        
+        <div class="grid lg:grid-cols-3 gap-6">
+            <!-- 地缘政治驱动 -->
+            <div class="bg-white rounded-2xl shadow-lg overflow-hidden hover-lift">
+                <div class="bg-gradient-to-br from-red-500 to-orange-500 p-6 text-white">
+                    <i data-lucide="shield-off" class="w-10 h-10 mb-3"></i>
+                    <h3 class="text-xl font-bold">地缘政治驱动</h3>
+                    <p class="text-sm opacity-90 mt-2">被迫创新下的突围</p>
+                </div>
+                <div class="p-6">
+                    <div class="space-y-3">
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="check-circle" class="w-5 h-5 text-green-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">7nm制程限制</p>
+                                <p class="text-sm text-gray-600">无法追赶英伟达最新GPU</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="check-circle" class="w-5 h-5 text-green-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">软件定义硬件</p>
+                                <p class="text-sm text-gray-600">系统级创新突破物理限制</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="check-circle" class="w-5 h-5 text-green-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">CloudMatrix架构</p>
+                                <p class="text-sm text-gray-600">384颗NPU全对等互联</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- AI算力需求驱动 -->
+            <div class="bg-white rounded-2xl shadow-lg overflow-hidden hover-lift">
+                <div class="bg-gradient-to-br from-blue-500 to-cyan-500 p-6 text-white">
+                    <i data-lucide="cpu" class="w-10 h-10 mb-3"></i>
+                    <h3 class="text-xl font-bold">AI算力需求驱动</h3>
+                    <p class="text-sm opacity-90 mt-2">场景驱动的爆发增长</p>
+                </div>
+                <div class="p-6">
+                    <div class="space-y-3">
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="trending-up" class="w-5 h-5 text-blue-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">中国市场增速55%</p>
+                                <p class="text-sm text-gray-600">AI服务器市场2023H1达30亿美元</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="trending-up" class="w-5 h-5 text-blue-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">智能算力增速3-3.9倍</p>
+                                <p class="text-sm text-gray-600">远超通用算力16.6%</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="trending-up" class="w-5 h-5 text-blue-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">成本降低30%+</p>
+                                <p class="text-sm text-gray-600">容器技术优化万卡集群效率</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 生态构建驱动 -->
+            <div class="bg-white rounded-2xl shadow-lg overflow-hidden hover-lift">
+                <div class="bg-gradient-to-br from-purple-500 to-indigo-500 p-6 text-white">
+                    <i data-lucide="globe" class="w-10 h-10 mb-3"></i>
+                    <h3 class="text-xl font-bold">生态构建驱动</h3>
+                    <p class="text-sm opacity-90 mt-2">标准制定的战略布局</p>
+                </div>
+                <div class="p-6">
+                    <div class="space-y-3">
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="git-merge" class="w-5 h-5 text-purple-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">开源复制TensorFlow路径</p>
+                                <p class="text-sm text-gray-600">建立开发者生态</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="git-merge" class="w-5 h-5 text-purple-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">20+万卡集群客户基础</p>
+                                <p class="text-sm text-gray-600">锁定昇腾硬件采购</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <i data-lucide="git-merge" class="w-5 h-5 text-purple-500 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">软件-硬件-云服务闭环</p>
+                                <p class="text-sm text-gray-600">类比CUDA锁定NV GPU</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Catalyst Section -->
+    <section id="catalyst" class="container mx-auto px-4 py-12 hidden">
+        <div class="mb-8">
+            <h2 class="text-3xl font-bold mb-4">关键催化剂与时间轴</h2>
+            <p class="text-gray-600">把握华为AI容器发展的关键节点</p>
+        </div>
+        
+        <!-- Timeline -->
+        <div class="relative">
+            <div class="absolute left-1/2 transform -translate-x-1/2 w-1 h-full timeline-line"></div>
+            
+            <!-- 2025年Q3 -->
+            <div class="relative flex items-center mb-8">
+                <div class="w-1/2 pr-8 text-right">
+                    <div class="bg-white rounded-xl shadow-lg p-6 hover-lift">
+                        <span class="inline-block px-3 py-1 bg-blue-100 text-blue-700 rounded-full text-sm mb-2">近期催化剂</span>
+                        <h3 class="text-xl font-bold mb-2">2025年9月 UCM正式开源</h3>
+                        <p class="text-gray-600 text-sm">推理记忆数据管理器开源，作为Flex:ai的前奏</p>
+                        <div class="mt-3 flex justify-end gap-2">
+                            <span class="text-xs bg-gray-100 px-2 py-1 rounded">金融场景试点</span>
+                            <span class="text-xs bg-gray-100 px-2 py-1 rounded">GitHub Star数</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="absolute left-1/2 transform -translate-x-1/2 w-8 h-8 bg-blue-500 rounded-full border-4 border-white flex items-center justify-center">
+                    <i data-lucide="calendar" class="w-4 h-4 text-white"></i>
+                </div>
+                <div class="w-1/2 pl-8"></div>
+            </div>
+            
+            <!-- 2025年11月 -->
+            <div class="relative flex items-center mb-8">
+                <div class="w-1/2 pr-8"></div>
+                <div class="absolute left-1/2 transform -translate-x-1/2 w-8 h-8 bg-purple-500 rounded-full border-4 border-white flex items-center justify-center">
+                    <i data-lucide="rocket" class="w-4 h-4 text-white"></i>
+                </div>
+                <div class="w-1/2 pl-8">
+                    <div class="bg-white rounded-xl shadow-lg p-6 hover-lift">
+                        <span class="inline-block px-3 py-1 bg-purple-100 text-purple-700 rounded-full text-sm mb-2">核心事件</span>
+                        <h3 class="text-xl font-bold mb-2">2025年11月21日 Flex:ai发布</h3>
+                        <p class="text-gray-600 text-sm">上海论坛正式发布并开源，对标英伟达AI技术</p>
+                        <div class="mt-3 flex gap-2">
+                            <span class="text-xs bg-gray-100 px-2 py-1 rounded">性能测试数据</span>
+                            <span class="text-xs bg-gray-100 px-2 py-1 rounded">社区活跃度</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 2026-2027 -->
+            <div class="relative flex items-center">
+                <div class="w-1/2 pr-8 text-right">
+                    <div class="bg-white rounded-xl shadow-lg p-6 hover-lift">
+                        <span class="inline-block px-3 py-1 bg-green-100 text-green-700 rounded-full text-sm mb-2">长期发展</span>
+                        <h3 class="text-xl font-bold mb-2">2026-2027 生态爆发期</h3>
+                        <p class="text-gray-600 text-sm">Atlas 960 SuperPoD发布，15,488张加速卡</p>
+                        <div class="mt-3 flex justify-end gap-2">
+                            <span class="text-xs bg-gray-100 px-2 py-1 rounded">标准输出</span>
+                            <span class="text-xs bg-gray-100 px-2 py-1 rounded">全球引领</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="absolute left-1/2 transform -translate-x-1/2 w-8 h-8 bg-green-500 rounded-full border-4 border-white flex items-center justify-center">
+                    <i data-lucide="target" class="w-4 h-4 text-white"></i>
+                </div>
+                <div class="w-1/2 pl-8"></div>
+            </div>
+        </div>
+        
+        <!-- Key Metrics -->
+        <div class="grid lg:grid-cols-4 gap-4 mt-12">
+            <div class="bg-white rounded-xl shadow-lg p-6 text-center metric-card">
+                <div class="text-3xl font-bold text-gradient mb-2">3000万</div>
+                <p class="text-gray-600 text-sm">博睿数据订单金额</p>
+            </div>
+            <div class="bg-white rounded-xl shadow-lg p-6 text-center metric-card">
+                <div class="text-3xl font-bold text-gradient mb-2">20+</div>
+                <p class="text-gray-600 text-sm">CloudMatrix超级节点</p>
+            </div>
+            <div class="bg-white rounded-xl shadow-lg p-6 text-center metric-card">
+                <div class="text-3xl font-bold text-gradient mb-2">8192</div>
+                <p class="text-gray-600 text-sm">Atlas 950加速卡数</p>
+            </div>
+            <div class="bg-white rounded-xl shadow-lg p-6 text-center metric-card">
+                <div class="text-3xl font-bold text-gradient mb-2">245TB</div>
+                <p class="text-gray-600 text-sm">AI SSD单盘容量</p>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Chain Section -->
+    <section id="industry" class="container mx-auto px-4 py-12 hidden">
+        <div class="mb-8">
+            <h2 class="text-3xl font-bold mb-4">产业链全景图</h2>
+            <p class="text-gray-600">华为AI容器的完整生态体系</p>
+        </div>
+        
+        <div class="bg-white rounded-2xl shadow-lg p-8">
+            <!-- 上游：基础设施层 -->
+            <div class="mb-8">
+                <div class="flex items-center gap-3 mb-4">
+                    <div class="w-10 h-10 bg-gradient-to-br from-orange-500 to-red-500 rounded-lg flex items-center justify-center">
+                        <i data-lucide="server" class="w-6 h-6 text-white"></i>
+                    </div>
+                    <h3 class="text-xl font-bold">上游：基础设施层</h3>
+                </div>
+                <div class="grid lg:grid-cols-4 gap-4">
+                    <div class="bg-gray-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-orange-600">昇腾芯片</h4>
+                        <p class="text-sm text-gray-600">昇腾910/950处理器<br>华为海思自主研发</p>
+                    </div>
+                    <div class="bg-gray-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-orange-600">CloudMatrix</h4>
+                        <p class="text-sm text-gray-600">384超级节点架构<br>全对等互联技术</p>
+                    </div>
+                    <div class="bg-gray-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-orange-600">Atlas集群</h4>
+                        <p class="text-sm text-gray-600">950/960 SuperPoD<br>万卡级算力集群</p>
+                    </div>
+                    <div class="bg-gray-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-orange-600">AI存储</h4>
+                        <p class="text-sm text-gray-600">245TB AI SSD<br>"以存代算"技术</p>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="border-t-2 border-dashed my-8"></div>
+            
+            <!-- 中游：AI容器平台层 -->
+            <div class="mb-8">
+                <div class="flex items-center gap-3 mb-4">
+                    <div class="w-10 h-10 bg-gradient-to-br from-blue-500 to-purple-500 rounded-lg flex items-center justify-center">
+                        <i data-lucide="layers" class="w-6 h-6 text-white"></i>
+                    </div>
+                    <h3 class="text-xl font-bold">中游：AI容器平台层</h3>
+                </div>
+                <div class="grid lg:grid-cols-4 gap-4">
+                    <div class="bg-blue-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-blue-600">Flex:ai引擎</h4>
+                        <p class="text-sm text-gray-600">开源AI容器引擎<br>核心调度算法</p>
+                    </div>
+                    <div class="bg-blue-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-blue-600">UCS管理平台</h4>
+                        <p class="text-sm text-gray-600">华为云统一管理<br>分布式集群管控</p>
+                    </div>
+                    <div class="bg-blue-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-blue-600">UCM加速套件</h4>
+                        <p class="text-sm text-gray-600">KV Cache优化<br>推理性能提升</p>
+                    </div>
+                    <div class="bg-blue-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-blue-600">中间件适配</h4>
+                        <p class="text-sm text-gray-600">东方通/中国软件<br>信创生态整合</p>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="border-t-2 border-dashed my-8"></div>
+            
+            <!-- 下游：行业应用 -->
+            <div>
+                <div class="flex items-center gap-3 mb-4">
+                    <div class="w-10 h-10 bg-gradient-to-br from-green-500 to-teal-500 rounded-lg flex items-center justify-center">
+                        <i data-lucide="globe-2" class="w-6 h-6 text-white"></i>
+                    </div>
+                    <h3 class="text-xl font-bold">下游：行业应用与解决方案</h3>
+                </div>
+                <div class="grid lg:grid-cols-4 gap-4">
+                    <div class="bg-green-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-green-600">智慧医疗</h4>
+                        <p class="text-sm text-gray-600">DCS AI解决方案<br>华大系/塞力医疗</p>
+                    </div>
+                    <div class="bg-green-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-green-600">金融科技</h4>
+                        <p class="text-sm text-gray-600">银联UCM试点<br>博睿数据运维</p>
+                    </div>
+                    <div class="bg-green-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-green-600">政务云</h4>
+                        <p class="text-sm text-gray-600">混合云容器服务<br>电科数字/青云科技</p>
+                    </div>
+                    <div class="bg-green-50 rounded-lg p-4 hover:shadow-md transition">
+                        <h4 class="font-semibold mb-2 text-green-600">企业服务</h4>
+                        <p class="text-sm text-gray-600">企业级容器云<br>行业定制方案</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stocks Section -->
+    <section id="stocks" class="container mx-auto px-4 py-12 hidden">
+        <div class="mb-8">
+            <h2 class="text-3xl font-bold mb-4">核心股票池</h2>
+            <p class="text-gray-600">华为AI容器产业链核心标的</p>
+        </div>
+        
+        <!-- Stock Table -->
+        <div class="bg-white rounded-2xl shadow-lg overflow-hidden">
+            <div class="p-4 bg-gradient-to-r from-purple-600 to-indigo-600 text-white">
+                <h3 class="text-xl font-bold">股票数据详情</h3>
+            </div>
+            <div class="stock-table">
+                <table class="table w-full">
+                    <thead>
+                        <tr class="bg-gray-50">
+                            <th class="text-left p-4">股票名称</th>
+                            <th class="text-left p-4">分类</th>
+                            <th class="text-left p-4">相关性描述</th>
+                            <th class="text-left p-4">信源</th>
+                            <th class="text-center p-4">强度</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="p-4 font-semibold">博睿数据</td>
+                            <td class="p-4">
+                                <span class="badge badge-info">技术服务</span>
+                            </td>
+                            <td class="p-4 text-sm">华为云UCS可观测软件框架供应商，3000万采购订单已落地</td>
+                            <td class="p-4 text-sm">互动</td>
+                            <td class="p-4 text-center">
+                                <div class="flex justify-center gap-1">
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="p-4 font-semibold">飞荣达</td>
+                            <td class="p-4">
+                                <span class="badge badge-secondary">散热</span>
+                            </td>
+                            <td class="p-4 text-sm">华为服务器液冷散热核心供应商，受益Atlas集群放量</td>
+                            <td class="p-4 text-sm">路演</td>
+                            <td class="p-4 text-center">
+                                <div class="flex justify-center gap-1">
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="p-4 font-semibold">青云科技</td>
+                            <td class="p-4">
+                                <span class="badge badge-primary">容器云</span>
+                            </td>
+                            <td class="p-4 text-sm">KubeSphere容器平台，华为云原生生态伙伴</td>
+                            <td class="p-4 text-sm">官网</td>
+                            <td class="p-4 text-center">
+                                <div class="flex justify-center gap-1">
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="p-4 font-semibold">神州数码</td>
+                            <td class="p-4">
+                                <span class="badge badge-primary">容器云</span>
+                            </td>
+                            <td class="p-4 text-sm">推出首个基于鲲鹏环境的开源容器云发行版</td>
+                            <td class="p-4 text-sm">公告</td>
+                            <td class="p-4 text-center">
+                                <div class="flex justify-center gap-1">
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="p-4 font-semibold">电科数字</td>
+                            <td class="p-4">
+                                <span class="badge badge-primary">容器云</span>
+                            </td>
+                            <td class="p-4 text-sm">华讯容器云平台，华为云高级别合作伙伴</td>
+                            <td class="p-4 text-sm">官微/互动</td>
+                            <td class="p-4 text-center">
+                                <div class="flex justify-center gap-1">
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="p-4 font-semibold">蜂助手</td>
+                            <td class="p-4">
+                                <span class="badge badge-success">技术服务</span>
+                            </td>
+                            <td class="p-4 text-sm">容器虚拟化核心技术，加强与华为产品级技术合作</td>
+                            <td class="p-4 text-sm">互动</td>
+                            <td class="p-4 text-center">
+                                <div class="flex justify-center gap-1">
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                </div>
+                            </td>
+                        </tr>
+                        <tr class="border-b hover:bg-purple-50 transition">
+                            <td class="p-4 font-semibold">东方通</td>
+                            <td class="p-4">
+                                <span class="badge badge-warning">中间件</span>
+                            </td>
+                            <td class="p-4 text-sm">云原生中间件平台TongCNMP，已应用于华为云</td>
+                            <td class="p-4 text-sm">公告/互动</td>
+                            <td class="p-4 text-center">
+                                <div class="flex justify-center gap-1">
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-yellow-500 fill-current"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                    <i data-lucide="star" class="w-4 h-4 text-gray-300"></i>
+                                </div>
+                            </td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+        
+        <!-- Investment Advice -->
+        <div class="mt-8 bg-gradient-to-br from-purple-50 to-indigo-50 rounded-2xl p-8">
+            <h3 class="text-2xl font-bold mb-4">投资建议</h3>
+            <div class="grid lg:grid-cols-3 gap-6">
+                <div class="bg-white rounded-xl p-6">
+                    <h4 class="font-semibold mb-3 text-green-600">首选</h4>
+                    <p class="text-sm">博睿数据：唯一明确获得华为云AI容器平台采购订单的公司，OEM模式深度绑定，收入确定性最高</p>
+                </div>
+                <div class="bg-white rounded-xl p-6">
+                    <h4 class="font-semibold mb-3 text-blue-600">次选</h4>
+                    <p class="text-sm">飞荣达：算力效率提升必然带来功耗密度增加，Atlas集群的万卡级部署对液冷需求爆发</p>
+                </div>
+                <div class="bg-white rounded-xl p-6">
+                    <h4 class="font-semibold mb-3 text-yellow-600">备选</h4>
+                    <p class="text-sm">华大系/塞力医疗：华为医疗军团的DCS AI方案已明确集成容器技术，需关注临床落地进展</p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risk Section -->
+    <section id="risk" class="container mx-auto px-4 py-12 hidden">
+        <div class="mb-8">
+            <h2 class="text-3xl font-bold mb-4">风险提示</h2>
+            <p class="text-gray-600">投资需关注的关键风险点</p>
+        </div>
+        
+        <div class="grid lg:grid-cols-3 gap-6">
+            <!-- 技术风险 -->
+            <div class="bg-white rounded-2xl shadow-lg p-6 border-l-4 border-red-500">
+                <div class="flex items-center gap-3 mb-4">
+                    <i data-lucide="alert-triangle" class="w-6 h-6 text-red-500"></i>
+                    <h3 class="text-xl font-bold">技术风险</h3>
+                </div>
+                <ul class="space-y-2">
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-red-500 mt-0.5"></i>
+                        <span class="text-sm">Flex:ai性能能否真正对标英伟达存疑</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-red-500 mt-0.5"></i>
+                        <span class="text-sm">开源社区活跃度不及预期</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-red-500 mt-0.5"></i>
+                        <span class="text-sm">ISV生态构建速度缓慢</span>
+                    </li>
+                </ul>
+            </div>
+            
+            <!-- 商业化风险 -->
+            <div class="bg-white rounded-2xl shadow-lg p-6 border-l-4 border-orange-500">
+                <div class="flex items-center gap-3 mb-4">
+                    <i data-lucide="trending-down" class="w-6 h-6 text-orange-500"></i>
+                    <h3 class="text-xl font-bold">商业化风险</h3>
+                </div>
+                <ul class="space-y-2">
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-orange-500 mt-0.5"></i>
+                        <span class="text-sm">变现路径不清晰</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-orange-500 mt-0.5"></i>
+                        <span class="text-sm">客户迁移成本高</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-orange-500 mt-0.5"></i>
+                        <span class="text-sm">华为云容器收入占比低（<5%）</span>
+                    </li>
+                </ul>
+            </div>
+            
+            <!-- 政策竞争风险 -->
+            <div class="bg-white rounded-2xl shadow-lg p-6 border-l-4 border-yellow-500">
+                <div class="flex items-center gap-3 mb-4">
+                    <i data-lucide="shield" class="w-6 h-6 text-yellow-500"></i>
+                    <h3 class="text-xl font-bold">政策与竞争风险</h3>
+                </div>
+                <ul class="space-y-2">
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-yellow-500 mt-0.5"></i>
+                        <span class="text-sm">阿里云、腾讯云快速跟进</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-yellow-500 mt-0.5"></i>
+                        <span class="text-sm">国内云CR3市场份额超70%</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i data-lucide="chevron-right" class="w-4 h-4 text-yellow-500 mt-0.5"></i>
+                        <span class="text-sm">开源软件出口管制风险</span>
+                    </li>
+                </ul>
+            </div>
+        </div>
+        
+        <!-- Risk Warning Box -->
+        <div class="mt-8 bg-red-50 border-2 border-red-200 rounded-xl p-6">
+            <div class="flex items-start gap-3">
+                <i data-lucide="alert-circle" class="w-6 h-6 text-red-500 mt-0.5"></i>
+                <div>
+                    <h4 class="font-bold text-red-700 mb-2">重要提示</h4>
+                    <p class="text-sm text-red-600">
+                        距离11月Flex:ai发布尚有8个月时间窗口，存在重大不确定性。历史上华为曾延期发布产品，需警惕"预期过度前置"风险。
+                        建议在9月UCM开源后根据社区热度动态调整仓位，若技术反馈正面可加仓，若平淡则减仓锁定收益。
+                    </p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-12 mt-20">
+        <div class="container mx-auto px-4">
+            <div class="text-center">
+                <p class="text-sm opacity-75">© 2025 华为AI容器概念分析 | 数据来源：公开信息整理</p>
+                <p class="text-xs opacity-50 mt-2">投资有风险，入市需谨慎</p>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // Initialize Lucide icons
+        lucide.createIcons();
+        
+        // Tab navigation
+        function showSection(sectionId) {
+            // Hide all sections
+            const sections = document.querySelectorAll('section');
+            sections.forEach(section => {
+                section.classList.add('hidden');
+            });
+            
+            // Show selected section
+            const selectedSection = document.getElementById(sectionId);
+            if (selectedSection) {
+                selectedSection.classList.remove('hidden');
+            }
+            
+            // Update tab active state
+            const tabs = document.querySelectorAll('.tab');
+            tabs.forEach(tab => {
+                tab.classList.remove('tab-active');
+            });
+            event.target.classList.add('tab-active');
+            
+            // Reinitialize icons for newly shown content
+            setTimeout(() => lucide.createIcons(), 100);
+        }
+        
+        // Add smooth scroll
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({ behavior: 'smooth' });
+                }
+            });
+        });
+        
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+        
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+        
+        // Observe all metric cards and hover-lift elements
+        document.querySelectorAll('.metric-card, .hover-lift').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'all 0.6s ease';
+            observer.observe(el);
+        });
+    </script>
+</body>
+</html>
+
+
+这个HTML页面完整展示了华为AI容器概念的深度分析，主要特点包括：
+
+## 核心功能：
+1. **详实的内容保留** - 完整呈现了Insight中的核心观点、逻辑分析、催化剂时间轴等
+2. **炫酷的视觉设计** - 使用渐变色、玻璃态效果、动画过渡等现代设计元素
+3. **股票数据表格** - 清晰展示相关股票及其关联度，使用星级评价系统
+4. **响应式布局** - 完美适配移动端和桌面端
+5. **交互式导航** - 标签页切换不同内容模块
+6. **数据可视化** - 进度条、时间轴、卡片等多种数据展示方式
+
+## 设计亮点：
+- 渐变色主题贯穿全站
+- 卡片悬浮效果增强交互感
+- 时间轴清晰展示发展路径
+- 星级评价直观展示股票关联度
+- 风险提示醒目突出
+- 移动端友好的触控交互
+
+页面内容深度与视觉效果并重，既保留了专业金融分析的严谨性，又具有现代化的审美体验。

public/htmls/华为Mate80.html

@@ -0,0 +1,530 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>华为Mate80 - 国产替代与AI创新的双轮驱动</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
+        body { font-family: 'Inter', sans-serif; }
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        .timeline-connector {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        .hover-lift {
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+        .hover-lift:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.3);
+        }
+        .table-responsive {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        @keyframes pulse {
+            0%, 100% { opacity: 1; }
+            50% { opacity: 0.5; }
+        }
+        .tech-card {
+            background: linear-gradient(145deg, rgba(99, 102, 241, 0.1), rgba(168, 85, 247, 0.1));
+            border: 1px solid rgba(99, 102, 241, 0.2);
+        }
+        .risk-card {
+            background: linear-gradient(145deg, rgba(239, 68, 68, 0.1), rgba(245, 158, 11, 0.1));
+            border: 1px solid rgba(239, 68, 68, 0.2);
+        }
+    </style>
+</head>
+<body class="bg-gray-900 text-gray-100">
+    <!-- Navigation -->
+    <div class="navbar glass-effect fixed top-0 z-50">
+        <div class="navbar-start">
+            <div class="dropdown">
+                <label tabindex="0" class="btn btn-ghost lg:hidden">
+                    <i class="fas fa-bars"></i>
+                </label>
+                <ul tabindex="0" class="menu menu-sm dropdown-content mt-3 z-[1] p-2 shadow glass-effect rounded-box w-52">
+                    <li><a href="#events">概念事件</a></li>
+                    <li><a href="#insights">核心观点</a></li>
+                    <li><a href="#industry">产业链</a></li>
+                    <li><a href="#risks">风险挑战</a></li>
+                    <li><a href="#conclusion">投资启示</a></li>
+                </ul>
+            </div>
+            <a class="btn btn-ghost text-xl font-bold bg-gradient-to-r from-purple-400 to-pink-400 bg-clip-text text-transparent">
+                华为Mate80
+            </a>
+        </div>
+        <div class="navbar-center hidden lg:flex">
+            <ul class="menu menu-horizontal px-1">
+                <li><a href="#events" class="hover:text-purple-400 transition">概念事件</a></li>
+                <li><a href="#insights" class="hover:text-purple-400 transition">核心观点</a></li>
+                <li><a href="#industry" class="hover:text-purple-400 transition">产业链</a></li>
+                <li><a href="#risks" class="hover:text-purple-400 transition">风险挑战</a></li>
+                <li><a href="#conclusion" class="hover:text-purple-400 transition">投资启示</a></li>
+            </ul>
+        </div>
+        <div class="navbar-end">
+            <div class="badge badge-warning gap-2">
+                <span class="pulse-dot w-2 h-2 bg-yellow-400 rounded-full inline-block"></span>
+                高热度概念
+            </div>
+        </div>
+    </div>
+
+    <!-- Hero Section -->
+    <div class="hero min-h-screen gradient-bg flex items-center" style="padding-top: 60px;">
+        <div class="hero-content text-center text-white max-w-5xl">
+            <div class="max-w-4xl">
+                <h1 class="mb-5 text-5xl font-bold">
+                    华为Mate80
+                    <span class="block text-3xl mt-2 text-purple-200">国产替代与AI创新的双轮驱动</span>
+                </h1>
+                <p class="mb-5 text-xl">
+                    承载中国核心技术全面回归与超越的重任<br>
+                    从"功能手机"向"AI智能终端"的战略转型
+                </p>
+                <div class="flex flex-wrap justify-center gap-4 mt-8">
+                    <div class="glass-effect px-6 py-3 rounded-full">
+                        <i class="fas fa-microchip mr-2"></i>麒麟9030芯片
+                    </div>
+                    <div class="glass-effect px-6 py-3 rounded-full">
+                        <i class="fas fa-robot mr-2"></i>鸿蒙OS 6.0 + AI Agent
+                    </div>
+                    <div class="glass-effect px-6 py-3 rounded-full">
+                        <i class="fas fa-satellite mr-2"></i>卫星通信 + eSIM
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Core Events Timeline -->
+    <section id="events" class="py-20 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 bg-gradient-to-r from-purple-400 to-pink-400 bg-clip-text text-transparent">
+                概念事件时间轴
+            </h2>
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 h-full w-1 timeline-connector"></div>
+                
+                <!-- Timeline Items -->
+                <div class="relative mb-12">
+                    <div class="flex items-center justify-end w-full lg:w-1/2 pr-8">
+                        <div class="glass-effect p-6 rounded-lg hover-lift max-w-md">
+                            <div class="text-sm text-purple-400 mb-2">2025年8月</div>
+                            <h3 class="text-xl font-semibold mb-2">技术突破预告</h3>
+                            <p class="text-gray-300">麒麟9030芯片采用创新先进封装和SRAM后置设计，性能追平骁龙8 Gen 3</p>
+                        </div>
+                    </div>
+                    <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-500 rounded-full"></div>
+                </div>
+
+                <div class="relative mb-12">
+                    <div class="flex items-center justify-start w-full lg:w-1/2 pl-8 lg:ml-auto">
+                        <div class="glass-effect p-6 rounded-lg hover-lift max-w-md">
+                            <div class="text-sm text-purple-400 mb-2">2025年9月</div>
+                            <h3 class="text-xl font-semibold mb-2">三折叠手机发布</h3>
+                            <p class="text-gray-300">Mate XTs发布，首次公开麒麟9020芯片，为Mate80预热</p>
+                        </div>
+                    </div>
+                    <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-500 rounded-full"></div>
+                </div>
+
+                <div class="relative mb-12">
+                    <div class="flex items-center justify-end w-full lg:w-1/2 pr-8">
+                        <div class="glass-effect p-6 rounded-lg hover-lift max-w-md">
+                            <div class="text-sm text-purple-400 mb-2">2025年10月</div>
+                            <h3 class="text-xl font-semibold mb-2">供应链细节曝光</h3>
+                            <p class="text-gray-300">5款机型规划，OCA胶、AR镀膜等供应链细节流出</p>
+                        </div>
+                    </div>
+                    <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-500 rounded-full"></div>
+                </div>
+
+                <div class="relative">
+                    <div class="flex items-center justify-start w-full lg:w-1/2 pl-8 lg:ml-auto">
+                        <div class="glass-effect p-6 rounded-lg hover-lift max-w-md">
+                            <div class="text-sm text-purple-400 mb-2">2025年11月中下旬</div>
+                            <h3 class="text-xl font-semibold mb-2">全球发布会</h3>
+                            <p class="text-gray-300">华为Mate80系列正式发布，所有预期集中验证</p>
+                        </div>
+                    </div>
+                    <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-500 rounded-full pulse-dot"></div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Core Insights -->
+    <section id="insights" class="py-20 px-4 bg-gray-800">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 bg-gradient-to-r from-purple-400 to-pink-400 bg-clip-text text-transparent">
+                核心观点摘要
+            </h2>
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="glass-effect p-8 rounded-lg hover-lift">
+                    <div class="text-4xl mb-4 text-purple-400">
+                        <i class="fas fa-microchip"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">半导体技术破局</h3>
+                    <p class="text-gray-300">通过架构创新实现弯道超车，拉动国产半导体产业链全面发展</p>
+                </div>
+                <div class="glass-effect p-8 rounded-lg hover-lift">
+                    <div class="text-4xl mb-4 text-purple-400">
+                        <i class="fas fa-brain"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">端侧AI范式转移</h3>
+                    <p class="text-gray-300">AI Agent从功能助手向智能体进化，形成软硬芯云协同闭环</p>
+                </div>
+                <div class="glass-effect p-8 rounded-lg hover-lift">
+                    <div class="text-4xl mb-4 text-purple-400">
+                        <i class="fas fa-satellite-dish"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">通信生态升维</h3>
+                    <p class="text-gray-300">卫星直连+eSIM打破传统限制，实现天地一体化网络互联</p>
+                </div>
+            </div>
+
+            <!-- Market Analysis -->
+            <div class="mt-12">
+                <h3 class="text-2xl font-semibold mb-6">市场认知分析</h3>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="tech-card p-6 rounded-lg">
+                        <h4 class="text-lg font-semibold mb-3 text-purple-300">
+                            <i class="fas fa-fire mr-2"></i>市场热度
+                        </h4>
+                        <ul class="space-y-2 text-gray-300">
+                            <li>• 舆情榜单反复出现，资金关注度极高</li>
+                            <li>• 研报目标涨幅数倍，情绪极其高涨</li>
+                            <li>• 乐观情绪占绝对主导，市场倾向相信技术突破</li>
+                        </ul>
+                    </div>
+                    <div class="risk-card p-6 rounded-lg">
+                        <h4 class="text-lg font-semibold mb-3 text-orange-300">
+                            <i class="fas fa-exclamation-triangle mr-2"></i>预期差分析
+                        </h4>
+                        <ul class="space-y-2 text-gray-300">
+                            <li>• 主动散热技术可靠性未经验证</li>
+                            <li>• 产业链订单确定性存在夸大成分</li>
+                            <li>• AI生态实际体验被市场忽略</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Chain Analysis -->
+    <section id="industry" class="py-20 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 bg-gradient-to-r from-purple-400 to-pink-400 bg-clip-text text-transparent">
+                产业链与核心公司
+            </h2>
+
+            <!-- Stock Data Table -->
+            <div class="mb-12">
+                <h3 class="text-2xl font-semibold mb-6">核心标的梳理</h3>
+                <div class="table-responsive">
+                    <table class="table table-zebra w-full glass-effect">
+                        <thead>
+                            <tr class="text-purple-300">
+                                <th>股票名称</th>
+                                <th>行业环节</th>
+                                <th>关联项目</th>
+                                <th>产业链定位</th>
+                                <th>投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="hover:bg-purple-900/20 transition">
+                                <td class="font-semibold">艾为电子</td>
+                                <td><span class="badge badge-primary">微泵液冷</span></td>
+                                <td>压电微泵液冷驱动芯片</td>
+                                <td>智能终端液冷散热芯片供应</td>
+                                <td>应用于智能手机/平板/PC等终端产品</td>
+                            </tr>
+                            <tr class="hover:bg-purple-900/20 transition">
+                                <td class="font-semibold">南芯科技</td>
+                                <td><span class="badge badge-primary">微泵液冷</span></td>
+                                <td>压电微泵液冷驱动芯片</td>
+                                <td>移动智能终端液冷散热</td>
+                                <td>已在客户导入验证，实现低功耗散热</td>
+                            </tr>
+                            <tr class="hover:bg-purple-900/20 transition">
+                                <td class="font-semibold">飞荣达</td>
+                                <td><span class="badge badge-secondary">散热方案</span></td>
+                                <td>热管理产品</td>
+                                <td>消费电子/通信设备散热</td>
+                                <td>热管产品应用于消费电子和通信设备</td>
+                            </tr>
+                            <tr class="hover:bg-purple-900/20 transition">
+                                <td class="font-semibold">沃特股份</td>
+                                <td><span class="badge badge-secondary">散热材料</span></td>
+                                <td>散热材料方案</td>
+                                <td>高算力芯片散热材料供应</td>
+                                <td>LCF散热风扇材料用于英伟达等客户</td>
+                            </tr>
+                            <tr class="hover:bg-purple-900/20 transition">
+                                <td class="font-semibold">蜂助手</td>
+                                <td><span class="badge badge-accent">智能体</span></td>
+                                <td>云手机产品</td>
+                                <td>运营商云手机生态</td>
+                                <td>与华为云深度协同打造云手机产品</td>
+                            </tr>
+                            <tr class="hover:bg-purple-900/20 transition">
+                                <td class="font-semibold">彩讯股份</td>
+                                <td><span class="badge badge-accent">智能体</span></td>
+                                <td>智能体应用开发</td>
+                                <td>华为云生态合作</td>
+                                <td>接入华为"小艺"智能体实现业务直达</td>
+                            </tr>
+                            <tr class="hover:bg-purple-900/20 transition">
+                                <td class="font-semibold">欧菲光</td>
+                                <td><span class="badge badge-info">摄像头</span></td>
+                                <td>摄像头模组</td>
+                                <td>3D结构光国产化</td>
+                                <td>为华为Mate系列供应摄像头相关模组</td>
+                            </tr>
+                            <tr class="hover:bg-purple-900/20 transition">
+                                <td class="font-semibold">思特威</td>
+                                <td><span class="badge badge-info">传感器</span></td>
+                                <td>Pura80 Pro主摄传感器</td>
+                                <td>高端CMOS传感器国产化</td>
+                                <td>首款国产定制化一英寸大底CMOS</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- Investment Value Analysis -->
+            <div class="grid md:grid-cols-3 gap-6 mt-12">
+                <div class="glass-effect p-6 rounded-lg border-l-4 border-green-500">
+                    <h4 class="text-lg font-semibold mb-3 text-green-400">
+                        <i class="fas fa-star mr-2"></i>首选投资标的
+                    </h4>
+                    <p class="text-gray-300 mb-3">主动散热产业链</p>
+                    <ul class="space-y-1 text-sm text-gray-400">
+                        <li>• 艾为电子：驱动芯片核心</li>
+                        <li>• 南芯科技：电源管理关键</li>
+                        <li>• 逻辑纯粹，AI端侧化直接受益</li>
+                    </ul>
+                </div>
+                <div class="glass-effect p-6 rounded-lg border-l-4 border-blue-500">
+                    <h4 class="text-lg font-semibold mb-3 text-blue-400">
+                        <i class="fas fa-shield-alt mr-2"></i>稳健投资选择
+                    </h4>
+                    <p class="text-gray-300 mb-3">国产核心芯片供应链</p>
+                    <ul class="space-y-1 text-sm text-gray-400">
+                        <li>• 北京君正：SRAM龙头</li>
+                        <li>• 确定性高，阿尔法显著</li>
+                        <li>• 与华为深度绑定</li>
+                    </ul>
+                </div>
+                <div class="glass-effect p-6 rounded-lg border-l-4 border-orange-500">
+                    <h4 class="text-lg font-semibold mb-3 text-orange-400">
+                        <i class="fas fa-exclamation-circle mr-2"></i>谨慎对待标的
+                    </h4>
+                    <p class="text-gray-300 mb-3">主题性过强环节</p>
+                    <ul class="space-y-1 text-sm text-gray-400">
+                        <li>• 日海智能：eSIM独待验证</li>
+                        <li>• 部分新材料：远期故事长</li>
+                        <li>• 赔率高但胜率低</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risk Analysis -->
+    <section id="risks" class="py-20 px-4 bg-gray-800">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 bg-gradient-to-r from-purple-400 to-pink-400 bg-clip-text text-transparent">
+                潜在风险与挑战
+            </h2>
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="risk-card p-6 rounded-lg">
+                    <div class="text-3xl mb-4 text-red-400">
+                        <i class="fas fa-wrench"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">技术风险</h3>
+                    <ul class="space-y-2 text-gray-300">
+                        <li>• 主动散热可靠性挑战</li>
+                        <li>• 麒麟9030良率爬坡</li>
+                        <li>• 实际性能待第三方验证</li>
+                    </ul>
+                </div>
+                <div class="risk-card p-6 rounded-lg">
+                    <div class="text-3xl mb-4 text-red-400">
+                        <i class="fas fa-dollar-sign"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">商业化风险</h3>
+                    <ul class="space-y-2 text-gray-300">
+                        <li>• 成本控制压力巨大</li>
+                        <li>• 高溢价接受度存疑</li>
+                        <li>• 市场竞争日趋激烈</li>
+                    </ul>
+                </div>
+                <div class="risk-card p-6 rounded-lg">
+                    <div class="text-3xl mb-4 text-red-400">
+                        <i class="fas fa-gavel"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">政策与竞争</h3>
+                    <ul class="space-y-2 text-gray-300">
+                        <li>• 外部制裁加剧风险</li>
+                        <li>• 行业巨头快速迭代</li>
+                        <li>• 信息交叉验证风险突出</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Conclusion -->
+    <section id="conclusion" class="py-20 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 bg-gradient-to-r from-purple-400 to-pink-400 bg-clip-text text-transparent">
+                综合结论与投资启示
+            </h2>
+            <div class="glass-effect p-8 rounded-lg">
+                <div class="grid md:grid-cols-2 gap-8">
+                    <div>
+                        <h3 class="text-xl font-semibold mb-4 text-purple-300">最终看法</h3>
+                        <p class="text-gray-300 leading-relaxed">
+                            华为Mate80概念正处于由宏大预期驱动向基本面验证过渡的关键阶段。它具备强大的技术内核和国家战略意义，但市场当前情绪已部分超前于现实，存在交易性拥挤的风险。
+                        </p>
+                    </div>
+                    <div>
+                        <h3 class="text-xl font-semibold mb-4 text-purple-300">关键跟踪指标</h3>
+                        <ul class="space-y-2 text-gray-300">
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-green-400 mr-2 mt-1"></i>
+                                <span>发布后第三方评测数据</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-green-400 mr-2 mt-1"></i>
+                                <span>核心供应商财报验证</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-green-400 mr-2 mt-1"></i>
+                                <span>eSIM进展官方确认</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-green-400 mr-2 mt-1"></i>
+                                <span>出货量与市场反馈</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="mt-8 p-6 bg-gradient-to-r from-purple-900/30 to-pink-900/30 rounded-lg border border-purple-500/30">
+                    <p class="text-center text-lg italic">
+                        "投资启示：在确定性中寻找阿尔法，在不确定性中控制风险"
+                    </p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="footer p-10 bg-gray-800 text-gray-400">
+        <div class="max-w-7xl mx-auto">
+            <div class="grid md:grid-cols-4 gap-8">
+                <div>
+                    <h3 class="text-white text-lg font-semibold mb-4">关于概念</h3>
+                    <p class="text-sm">华为Mate80代表中国科技创新的里程碑，是国产替代与AI创新的核心载体。</p>
+                </div>
+                <div>
+                    <h3 class="text-white text-lg font-semibold mb-4">快速链接</h3>
+                    <ul class="space-y-2 text-sm">
+                        <li><a href="#events" class="hover:text-purple-400 transition">概念事件</a></li>
+                        <li><a href="#insights" class="hover:text-purple-400 transition">核心观点</a></li>
+                        <li><a href="#industry" class="hover:text-purple-400 transition">产业链</a></li>
+                    </ul>
+                </div>
+                <div>
+                    <h3 class="text-white text-lg font-semibold mb-4">相关资源</h3>
+                    <ul class="space-y-2 text-sm">
+                        <li><a href="#" class="hover:text-purple-400 transition">研究报告</a></li>
+                        <li><a href="#" class="hover:text-purple-400 transition">新闻动态</a></li>
+                        <li><a href="#" class="hover:text-purple-400 transition">数据分析</a></li>
+                    </ul>
+                </div>
+                <div>
+                    <h3 class="text-white text-lg font-semibold mb-4">免责声明</h3>
+                    <p class="text-sm">本文档仅供参考，不构成投资建议。投资有风险，入市需谨慎。</p>
+                </div>
+            </div>
+            <div class="divider divider-gray-700"></div>
+            <div class="text-center text-sm">
+                <p>&copy; 2025 华为Mate80概念分析. All rights reserved.</p>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // Smooth scrolling for navigation links
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({
+                        behavior: 'smooth',
+                        block: 'start'
+                    });
+                }
+            });
+        });
+
+        // Add scroll effect to navbar
+        window.addEventListener('scroll', function() {
+            const navbar = document.querySelector('.navbar');
+            if (window.scrollY > 50) {
+                navbar.classList.add('shadow-lg');
+            } else {
+                navbar.classList.remove('shadow-lg');
+            }
+        });
+
+        // Intersection Observer for fade-in animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver(function(entries) {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        // Apply observer to sections
+        document.querySelectorAll('section').forEach(section => {
+            section.style.opacity = '0';
+            section.style.transform = 'translateY(20px)';
+            section.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(section);
+        });
+    </script>
+</body>
+</html>

public/htmls/叠层钙钛矿.html

@@ -0,0 +1,908 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="light">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>叠层钙钛矿 - 下一代光伏革命核心概念</title>
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.6.1/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <style>
+        :root {
+            --primary-gradient: linear-gradient(135deg, #00ADFF 0%, #00FFAA 100%);
+            --secondary-gradient: linear-gradient(135deg, #6366f1 0%, #8b5cf6 100%);
+            --accent-gradient: linear-gradient(135deg, #ff6b6b 0%, #ffa500 100%);
+            --glass-bg: rgba(255, 255, 255, 0.08);
+            --glass-border: rgba(255, 255, 255, 0.18);
+        }
+        
+        body {
+            font-family: 'Segoe UI', system-ui, -apple-system, sans-serif;
+            background: radial-gradient(circle at 10% 20%, rgba(0, 173, 255, 0.05) 0%, transparent 20%),
+                        radial-gradient(circle at 90% 80%, rgba(0, 255, 170, 0.05) 0%, transparent 20%),
+                        #0c0e1d;
+            color: #e2e8f0;
+            min-height: 100vh;
+        }
+        
+        .hero-section {
+            background: var(--primary-gradient);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+            position: relative;
+            overflow: hidden;
+        }
+        
+        .hero-section::before {
+            content: '';
+            position: absolute;
+            top: -50%;
+            left: -50%;
+            width: 200%;
+            height: 200%;
+            background: radial-gradient(circle, rgba(255,255,255,0.1) 0%, transparent 70%);
+            animation: pulse 4s ease-in-out infinite;
+        }
+        
+        .glass-card {
+            background: var(--glass-bg);
+            backdrop-filter: blur(12px);
+            -webkit-backdrop-filter: blur(12px);
+            border: 1px solid var(--glass-border);
+            border-radius: 16px;
+            box-shadow: 0 8px 32px rgba(0, 0, 0, 0.3);
+            transition: all 0.4s cubic-bezier(0.175, 0.885, 0.32, 1.275);
+        }
+        
+        .glass-card:hover {
+            transform: translateY(-8px) scale(1.02);
+            box-shadow: 0 12px 40px rgba(0, 173, 255, 0.25);
+            border-color: rgba(0, 255, 170, 0.4);
+        }
+        
+        .timeline-item {
+            position: relative;
+            padding-left: 2.5rem;
+            margin-bottom: 2rem;
+        }
+        
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: 0;
+            top: 0.5rem;
+            width: 12px;
+            height: 12px;
+            border-radius: 50%;
+            background: var(--primary-gradient);
+            box-shadow: 0 0 15px rgba(0, 173, 255, 0.7);
+        }
+        
+        .timeline-item::after {
+            content: '';
+            position: absolute;
+            left: 5px;
+            top: 1.5rem;
+            width: 2px;
+            height: calc(100% + 1rem);
+            background: linear-gradient(to bottom, #00ADFF, transparent);
+        }
+        
+        .timeline-item:last-child::after {
+            display: none;
+        }
+        
+        .alert-glass {
+            background: var(--glass-bg);
+            backdrop-filter: blur(10px);
+            border: 1px solid var(--glass-border);
+            border-left: 4px solid #00ADFF;
+        }
+        
+        .table-responsive-custom {
+            overflow-x: visible;
+            width: 100%;
+        }
+        
+        .table-hover-custom tbody tr {
+            transition: all 0.3s ease;
+        }
+        
+        .table-hover-custom tbody tr:hover {
+            background: rgba(0, 173, 255, 0.1);
+            transform: scale(1.01);
+        }
+        
+        .efficiency-badge {
+            background: var(--accent-gradient);
+            color: white;
+            font-weight: 800;
+            animation: glow 2s ease-in-out infinite alternate;
+        }
+        
+        @keyframes pulse {
+            0%, 100% { transform: scale(1); opacity: 0.3; }
+            50% { transform: scale(1.1); opacity: 0.5; }
+        }
+        
+        @keyframes glow {
+            from { box-shadow: 0 0 5px rgba(255, 107, 107, 0.5); }
+            to { box-shadow: 0 0 20px rgba(255, 165, 0, 0.8); }
+        }
+        
+        .nav-pills .nav-link {
+            border-radius: 50px;
+            margin: 0 0.5rem;
+            transition: all 0.3s ease;
+        }
+        
+        .nav-pills .nav-link.active {
+            background: var(--primary-gradient);
+            transform: scale(1.05);
+        }
+        
+        .progress-custom {
+            height: 8px;
+            background: rgba(255,255,255,0.1);
+            border-radius: 4px;
+            overflow: visible;
+        }
+        
+        .progress-bar-custom {
+            background: var(--primary-gradient);
+            border-radius: 4px;
+            position: relative;
+            box-shadow: 0 0 10px rgba(0, 173, 255, 0.5);
+        }
+        
+        .company-card {
+            border-left: 4px solid #00ADFF;
+            transition: all 0.3s ease;
+        }
+        
+        .company-card:hover {
+            border-left-color: #00FFAA;
+            transform: translateX(5px);
+        }
+        
+        .rating-stars {
+            color: #FFD700;
+            text-shadow: 0 0 8px rgba(255, 215, 0, 0.6);
+        }
+        
+        @media (max-width: 768px) {
+            .hero-title { font-size: 2.5rem !important; }
+            .timeline-item { padding-left: 2rem; }
+            .table-responsive-custom { font-size: 0.85rem; }
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <div class="relative overflow-hidden mb-8">
+        <div class="container mx-auto px-4 py-12">
+            <div class="text-center relative z-10">
+                <h1 class="hero-title text-5xl md:text-7xl font-black mb-4">叠层钙钛矿</h1>
+                <p class="text-xl md:text-2xl text-slate-300 mb-6 font-light">下一代光伏技术革命 · 理论效率突破46%</p>
+                <div class="flex flex-wrap justify-center gap-4 mt-8">
+                    <span class="badge badge-lg glass-card text-white px-4 py-2">
+                        <i class="fas fa-bolt mr-2"></i>GW级产线密集落地
+                    </span>
+                    <span class="badge badge-lg glass-card text-white px-4 py-2">
+                        <i class="fas fa-chart-line mr-2"></i>效率突破33.1%
+                    </span>
+                    <span class="badge badge-lg glass-card text-white px-4 py-2">
+                        <i class="fas fa-coins mr-2"></i>成本有望降至0.6元/W
+                    </span>
+                </div>
+            </div>
+        </div>
+        <div class="absolute inset-0 bg-gradient-to-br from-transparent via-transparent to-slate-900/50 pointer-events-none"></div>
+    </div>
+
+    <div class="container mx-auto px-4">
+        
+        <!-- 核心洞察摘要 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-lightbulb text-yellow-400 mr-3"></i>
+                    核心洞察摘要
+                </h2>
+                <div class="alert alert-glass">
+                    <div class="flex items-start">
+                        <i class="fas fa-exclamation-triangle text-orange-400 mt-1 mr-3"></i>
+                        <div>
+                            <strong>阶段判断：</strong>叠层钙钛矿处于<strong>"技术突破验证期"向"产业化导入期"过渡的关键节点</strong>。当前市场存在<strong>12-18个月的预期差</strong>——新闻与研报呈现高度乐观，但实际产线仍处于百兆瓦级验证、良率仅60%-65%的谨慎阶段。
+                        </div>
+                    </div>
+                </div>
+                <p class="text-lg leading-relaxed mt-4">
+                    <strong>核心驱动力：</strong>晶硅电池效率逼近极限（25%-26%）后的技术迭代刚性需求。短期催化剂为设备订单落地和GW级产线调试进度，但<strong>大面积制备良率、长期稳定性、成本经济性</strong>三大瓶颈尚未完全攻克。<strong>投资逻辑：设备环节确定性最高，组件环节风险收益比不对称，材料环节需等待技术路线明确。</strong>
+                </p>
+            </div>
+        </section>
+
+        <!-- 关键事件时间线 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-history text-cyan-400 mr-3"></i>
+                    关键事件时间线
+                </h2>
+                <div class="space-y-4">
+                    <div class="timeline-item">
+                        <div class="flex flex-wrap items-center gap-2 mb-2">
+                            <span class="badge badge-primary text-xs">2025-09-08</span>
+                            <span class="badge badge-success text-xs"><i class="fas fa-flask"></i> 技术突破</span>
+                            <span class="badge badge-warning text-xs"><i class="fas fa-bolt"></i> 效率记录</span>
+                        </div>
+                        <p class="font-semibold">国际团队在《科学》杂志发表成果，攻克硅底电池纹理化结构上的钙钛矿钝化难题，实现<strong class="efficiency-badge px-2 py-1 rounded text-sm">33.1%</strong>的光电转换效率</p>
+                        <p class="text-sm text-slate-400 mt-1">推动叠层电池从实验室走向大规模生产的关键里程碑</p>
+                    </div>
+                    
+                    <div class="timeline-item">
+                        <div class="flex flex-wrap items-center gap-2 mb-2">
+                            <span class="badge badge-primary text-xs">2025-04-11</span>
+                            <span class="badge badge-info text-xs"><i class="fas fa-handshake"></i> 合作</span>
+                            <span class="badge badge-warning text-xs"><i class="fas fa-trophy"></i> 世界纪录</span>
+                        </div>
+                        <p class="font-semibold">天合光能与牛津光伏达成独家专利许可协议，210mm大面积钙钛矿/晶体硅叠层电池效率达<strong class="efficiency-badge px-2 py-1 rounded text-sm">31.1%</strong>，刷新世界纪录</p>
+                        <p class="text-sm text-slate-400 mt-1">获得中国内地研发、制造、销售钙钛矿叠层产品的独家权利</p>
+                    </div>
+                    
+                    <div class="timeline-item">
+                        <div class="flex flex-wrap items-center gap-2 mb-2">
+                            <span class="badge badge-primary text-xs">2025-06-16</span>
+                            <span class="badge badge-accent text-xs"><i class="fas fa-users"></i> 行业展会</span>
+                        </div>
+                        <p class="font-semibold">SNEC展会调研反馈：叠层路线进步显著，参展企业数量、组件面积（实验级→大版型）、效率（平米级26%-27%）均大幅提升</p>
+                        <p class="text-sm text-slate-400 mt-1">玩家数量大幅增加，产品百花齐放，产业化进程加速</p>
+                    </div>
+                    
+                    <div class="timeline-item">
+                        <div class="flex flex-wrap items-center gap-2 mb-2">
+                            <span class="badge badge-primary text-xs">2024-12-11</span>
+                            <span class="badge badge-secondary text-xs"><i class="fas fa-gavel"></i> 政策支持</span>
+                        </div>
+                        <p class="font-semibold">河南省政策明确推动异质结、钙钛矿/叠层等新型晶硅太阳能电池技术研究</p>
+                        <p class="text-sm text-slate-400 mt-1">首次获得省级政府层面实质性支持，后续或引发其他省份跟进</p>
+                    </div>
+                    
+                    <div class="timeline-item">
+                        <div class="flex flex-wrap items-center gap-2 mb-2">
+                            <span class="badge badge-primary text-xs">2023-2024</span>
+                            <span class="badge badge-secondary text-xs"><i class="fas fa-exclamation-triangle"></i> 技术瓶颈</span>
+                        </div>
+                        <p class="font-semibold">行业处于百兆瓦级中试验证阶段，良率仅60%-65%，成本约1-1.5元/W</p>
+                        <p class="text-sm text-slate-400 mt-1">叠层技术"仍处于过渡性阶段"，大面积制备和稳定性问题待解决</p>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心逻辑分析 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-cogs text-purple-400 mr-3"></i>
+                    核心逻辑与市场认知分析
+                </h2>
+                
+                <div class="grid md:grid-cols-3 gap-6 mb-8">
+                    <div class="text-center">
+                        <div class="radial-progress text-cyan-400" style="--value:95;" role="progressbar">95%</div>
+                        <h4 class="mt-3 font-bold">技术天花板突破</h4>
+                        <p class="text-sm text-slate-400">晶硅效率逼近26%极限</p>
+                    </div>
+                    <div class="text-center">
+                        <div class="radial-progress text-emerald-400" style="--value:60;" role="progressbar">60%</div>
+                        <h4 class="mt-3 font-bold">成本下降路径</h4>
+                        <p class="text-sm text-slate-400">GW级成本有望降至0.6元/W</p>
+                    </div>
+                    <div class="text-center">
+                        <div class="radial-progress text-orange-400" style="--value:30;" role="progressbar">30%</div>
+                        <h4 class="mt-3 font-bold">产业化进度</h4>
+                        <p class="text-sm text-slate-400">实际良率与量产差距</p>
+                    </div>
+                </div>
+                
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="alert alert-glass">
+                        <h4 class="font-bold text-success"><i class="fas fa-check-circle mr-2"></i>核心驱动力</h4>
+                        <ul class="mt-2 space-y-1 text-sm">
+                            <li>• 晶硅效率见顶，行业转向效率驱动</li>
+                            <li>• 钙钛矿理论效率极限44%-46%</li>
+                            <li>• 工艺流程短，材料纯度要求低</li>
+                        </ul>
+                    </div>
+                    <div class="alert alert-glass border-l-danger">
+                        <h4 class="font-bold text-danger"><i class="fas fa-exclamation-circle mr-2"></i>预期差风险</h4>
+                        <ul class="mt-2 space-y-1 text-sm">
+                            <li>• 技术路线分歧（2T vs 4T）被低估</li>
+                            <li>• 良率数据"报喜不报忧"</li>
+                            <li>• 成本测算过于理想化</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 产业链图谱 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-project-diagram text-indigo-400 mr-3"></i>
+                    产业链图谱
+                </h2>
+                <div class="space-y-4">
+                    <div class="text-center">
+                        <span class="badge badge-lg" style="background: var(--secondary-gradient); color: white; border: none;">
+                            上游材料 (价值占比30%+)
+                        </span>
+                    </div>
+                    <div class="flex flex-wrap justify-center gap-3 text-sm">
+                        <span class="badge badge-outline">TCO玻璃: 金晶科技、耀皮玻璃</span>
+                        <span class="badge badge-outline">封装胶膜: 福斯特、海优新材、赛伍技术</span>
+                        <span class="badge badge-outline">靶材: 2030年市场50亿元</span>
+                    </div>
+                    
+                    <div class="text-center mt-4">
+                        <span class="badge badge-lg" style="background: var(--primary-gradient); color: white; border: none;">
+                            中游设备 (价值占比50%)
+                        </span>
+                    </div>
+                    <div class="grid md:grid-cols-4 gap-3 text-sm">
+                        <div class="text-center">
+                            <div class="badge badge-accent mb-1">镀膜设备 (50%)</div>
+                            <div>捷佳伟创、奥来德、微导纳米</div>
+                        </div>
+                        <div class="text-center">
+                            <div class="badge badge-info mb-1">涂布设备 (25%)</div>
+                            <div>曼恩斯特</div>
+                        </div>
+                        <div class="text-center">
+                            <div class="badge badge-warning mb-1">激光设备 (15%)</div>
+                            <div>德龙激光、大族激光</div>
+                        </div>
+                        <div class="text-center">
+                            <div class="badge badge-secondary mb-1">封装设备 (10%)</div>
+                            <div>未明确</div>
+                        </div>
+                    </div>
+                    
+                    <div class="text-center mt-4">
+                        <span class="badge badge-lg" style="background: var(--accent-gradient); color: white; border: none;">
+                            下游组件 (市场近400亿)
+                        </span>
+                    </div>
+                    <div class="grid md:grid-cols-3 gap-3 text-sm">
+                        <div class="text-center">
+                            <div class="badge badge-primary mb-1">晶硅大厂</div>
+                            <div>天合光能、隆基绿能、晶澳科技</div>
+                        </div>
+                        <div class="text-center">
+                            <div class="badge badge-secondary mb-1">钙钛矿初创</div>
+                            <div>协鑫光电、纤纳光电、极电光能</div>
+                        </div>
+                        <div class="text-center">
+                            <div class="badge badge-accent mb-1">跨界巨头</div>
+                            <div>宁德时代、京东方</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 股票数据表格 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-table text-green-400 mr-3"></i>
+                    核心标的股票数据
+                </h2>
+                <div class="table-responsive-custom">
+                    <table class="table table-hover-custom w-full text-sm">
+                        <thead class="bg-gradient-to-r from-slate-800 to-slate-700 sticky top-0">
+                            <tr>
+                                <th class="text-left py-3 px-4">股票代码</th>
+                                <th class="text-left py-3 px-4">公司名称</th>
+                                <th class="text-left py-3 px-4">分类</th>
+                                <th class="text-left py-3 px-4">产品/业务</th>
+                                <th class="text-left py-3 px-4">业务进展</th>
+                                <th class="text-left py-3 px-4">消息来源</th>
+                                <th class="text-left py-3 px-4">投资亮点</th>
+                            </tr>
+                        </thead>
+                        <tbody class="bg-slate-800/30">
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">300751</td>
+                                <td class="py-3 px-4 font-semibold">迈为股份</td>
+                                <td class="py-3 px-4"><span class="badge badge-primary badge-sm">整线设备供应商</span></td>
+                                <td class="py-3 px-4">钙钛矿叠层电池生产设备整线、原子层沉积ALD设备</td>
+                                <td class="py-3 px-4">2025年拟投资约21亿元用于钙钛矿叠层太阳能电池制造设备生产</td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">机构研报</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">大规模投资</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">300724</td>
+                                <td class="py-3 px-4 font-semibold">捷佳伟创</td>
+                                <td class="py-3 px-4"><span class="badge badge-primary badge-sm">整线设备供应商</span></td>
+                                <td class="py-3 px-4">钙钛矿及钙钛矿叠层电池整线设备</td>
+                                <td class="py-3 px-4">2024年大规格涂布设备、大尺寸闪蒸炉(VC)及磁控溅射式真空镀膜设备出货</td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">机构研报</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">已交付设备</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">000821</td>
+                                <td class="py-3 px-4 font-semibold">京山轻机</td>
+                                <td class="py-3 px-4"><span class="badge badge-primary badge-sm">整线设备供应商</span></td>
+                                <td class="py-3 px-4">钙钛矿单结及叠层设备的整体解决方案(可覆盖GW级量产)</td>
+                                <td class="py-3 px-4">2024年中标头部企业钙钛矿项目订单(PVD、RPD)</td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">机构研报</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">中标订单</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">688516</td>
+                                <td class="py-3 px-4 font-semibold">奥特维</td>
+                                <td class="py-3 px-4"><span class="badge badge-primary badge-sm">整线设备供应商</span></td>
+                                <td class="py-3 px-4">钙钛矿叠层设备已完成研发</td>
+                                <td class="py-3 px-4">预计今年可发往客户端进行验证</td>
+                                <td class="py-3 px-4"><span class="badge badge-warning badge-sm">公告</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">研发完成</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">688378</td>
+                                <td class="py-3 px-4 font-semibold">奥来德</td>
+                                <td class="py-3 px-4"><span class="badge badge-secondary badge-sm">镀膜设备供应商</span></td>
+                                <td class="py-3 px-4">钙钛矿蒸镀设备</td>
+                                <td class="py-3 px-4">与头部企业深入交流，开发的550*450钙钛矿功能层蒸镀机在膜厚均匀性等指标达标</td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">机构研报</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">技术达标</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">688147</td>
+                                <td class="py-3 px-4 font-semibold">微导纳米</td>
+                                <td class="py-3 px-4"><span class="badge badge-secondary badge-sm">镀膜设备供应商</span></td>
+                                <td class="py-3 px-4">覆盖MW级钙钛矿电池整线工艺设备，包括ALD设备、磁控溅射设备</td>
+                                <td class="py-3 px-4">2024年应用于钙钛矿/钙钛矿叠层电池的ALD设备在客户端验证并获重复订单</td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">机构研报</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">重复订单</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">688170</td>
+                                <td class="py-3 px-4 font-semibold">德龙激光</td>
+                                <td class="py-3 px-4"><span class="badge badge-accent badge-sm">激光设备</span></td>
+                                <td class="py-3 px-4">钙钛矿薄膜太阳能电池生产整段设备，包括前段P1/P2/P3激光打标设备、P4激光清边设备等</td>
+                                <td class="py-3 px-4">2022年交付首条钙钛矿薄膜太阳能电池激光加工设备，2023年获GW级产线订单</td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">机构研报</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">GW级订单</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">002008</td>
+                                <td class="py-3 px-4 font-semibold">大族激光</td>
+                                <td class="py-3 px-4"><span class="badge badge-accent badge-sm">激光设备</span></td>
+                                <td class="py-3 px-4">钙钛矿激光刻划相关设备</td>
+                                <td class="py-3 px-4">持续获得钙钛矿领域激光模切设备订单，部分订单已验收</td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">机构研报</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">订单验收</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">688025</td>
+                                <td class="py-3 px-4 font-semibold">杰普特</td>
+                                <td class="py-3 px-4"><span class="badge badge-accent badge-sm">激光设备</span></td>
+                                <td class="py-3 px-4">激光模切设备(覆盖P1至P4的激光模切以及激光清边工艺)</td>
+                                <td class="py-3 px-4">2024年配合客户落地GW级产线</td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">机构研报</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">GW级落地</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">002309</td>
+                                <td class="py-3 px-4 font-semibold">中利集团</td>
+                                <td class="py-3 px-4"><span class="badge badge-ghost badge-sm">专利</span></td>
+                                <td class="py-3 px-4">叠层钙钛矿相关技术已形成知识产权专利5项(其中已授权2项)</td>
+                                <td class="py-3 px-4">已形成知识产权</td>
+                                <td class="py-3 px-4"><span class="badge badge-secondary badge-sm">互动</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">专利布局</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">688680</td>
+                                <td class="py-3 px-4 font-semibold">海优新材</td>
+                                <td class="py-3 px-4"><span class="badge badge-ghost badge-sm">其它</span></td>
+                                <td class="py-3 px-4">针对二代叠层钙钛矿对封装可靠性要求更高的需求，推出低温固化胶膜</td>
+                                <td class="py-3 px-4">产品低温固化胶膜成为叠层钙钛矿更优选</td>
+                                <td class="py-3 px-4"><span class="badge badge-warning badge-sm">公告</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">材料创新</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">002329</td>
+                                <td class="py-3 px-4 font-semibold">皇氏集团</td>
+                                <td class="py-3 px-4"><span class="badge badge-ghost badge-sm">其它</span></td>
+                                <td class="py-3 px-4">高效叠层太阳能电池研发，产品系列包括钙钛矿/晶硅叠层、钙钛矿/钙钛矿叠层及半透明钙钛矿组件等</td>
+                                <td class="py-3 px-4">研发阶段</td>
+                                <td class="py-3 px-4"><span class="badge badge-secondary badge-sm">互动</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">技术储备</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">002506</td>
+                                <td class="py-3 px-4 font-semibold">协鑫集成</td>
+                                <td class="py-3 px-4"><span class="badge badge-ghost badge-sm">其它</span></td>
+                                <td class="py-3 px-4">新一代高效GTC电池技术的开发</td>
+                                <td class="py-3 px-4">研发阶段</td>
+                                <td class="py-3 px-4"><span class="badge badge-secondary badge-sm">互动</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">技术布局</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">300393</td>
+                                <td class="py-3 px-4 font-semibold">中来股份</td>
+                                <td class="py-3 px-4"><span class="badge badge-ghost badge-sm">其它</span></td>
+                                <td class="py-3 px-4">钙钛矿晶硅叠层电池处于研发阶段</td>
+                                <td class="py-3 px-4">研发投入量产仍需一定时间</td>
+                                <td class="py-3 px-4"><span class="badge badge-secondary badge-sm">互动</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-info badge-sm">早期研发</span></td>
+                            </tr>
+                            <tr class="hover:bg-cyan-900/20">
+                                <td class="py-3 px-4 font-bold">603212</td>
+                                <td class="py-3 px-4 font-semibold">赛伍技术</td>
+                                <td class="py-3 px-4"><span class="badge badge-ghost badge-sm">其它</span></td>
+                                <td class="py-3 px-4">与头部钙钛矿企业建立协同创新项目</td>
+                                <td class="py-3 px-4">开发适用于叠层钙钛矿的光伏膜产品</td>
+                                <td class="py-3 px-4"><span class="badge badge-warning badge-sm">公告</span></td>
+                                <td class="py-3 px-4"><span class="badge badge-success badge-sm">协同创新</span></td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+                <div class="alert alert-glass mt-4">
+                    <i class="fas fa-info-circle mr-2"></i>
+                    <span><strong>注：</strong>表格展示核心钙钛矿叠层概念标的，按业务类型分类。信息来源包括机构研报、公司公告和投资者互动平台。</span>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心公司深度对比 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-balance-scale text-teal-400 mr-3"></i>
+                    核心公司深度对比
+                </h2>
+                <div class="overflow-x-auto">
+                    <table class="table w-full">
+                        <thead>
+                            <tr class="bg-slate-800/50 text-white">
+                                <th class="py-3 px-4">类型</th>
+                                <th class="py-3 px-4">代表公司</th>
+                                <th class="py-3 px-4">竞争优势</th>
+                                <th class="py-3 px-4">业务进展</th>
+                                <th class="py-3 px-4">潜在风险</th>
+                                <th class="py-3 px-4">评级</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b border-slate-700 hover:bg-slate-800/30">
+                                <td rowspan="2" class="font-bold bg-blue-900/20">晶硅转型者</td>
+                                <td class="font-semibold text-cyan-300">天合光能</td>
+                                <td>专利壁垒（牛津光伏独占授权）、品牌渠道、资金雄厚</td>
+                                <td>210mm叠层效率<strong>31.1%</strong>，第32次刷新纪录</td>
+                                <td>存量晶硅资产拖累，技术失败将面临双重损失</td>
+                                <td><span class="rating-stars">★★★★☆</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-slate-800/30">
+                                <td class="font-semibold text-cyan-300">隆基绿能</td>
+                                <td>硅片-电池-组件一体化，研发实力强</td>
+                                <td>未披露叠层具体效率，大概率自研路线</td>
+                                <td>技术路线不确定性高，后发劣势</td>
+                                <td><span class="rating-stars">★★★☆☆</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-slate-800/30">
+                                <td rowspan="2" class="font-bold bg-green-900/20">钙钛矿原生者</td>
+                                <td class="font-semibold text-emerald-300">协鑫光电</td>
+                                <td>专注钙钛矿10年，百兆瓦线达产率>80%</td>
+                                <td>1m×2m组件效率目标18%，GW线设备调试中</td>
+                                <td>良率数据不透明，叠层技术储备弱</td>
+                                <td><span class="rating-stars">★★★☆☆</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-slate-800/30">
+                                <td class="font-semibold text-emerald-300">纤纳光电</td>
+                                <td>率先实现商业化交付，通过严苛认证</td>
+                                <td>阿尔法组件发布，GW线规划</td>
+                                <td>体量较小，资金承压，叠层进度慢于协鑫</td>
+                                <td><span class="rating-stars">★★☆☆☆</span></td>
+                            </tr>
+                            <tr class="border-b border-slate-700 hover:bg-slate-800/30">
+                                <td rowspan="2" class="font-bold bg-purple-900/20">跨界破局者</td>
+                                <td class="font-semibold text-purple-300">宁德时代</td>
+                                <td>资金雄厚（千亿级），锂电与钙钛矿工艺协同</td>
+                                <td>GW级产线2025H2投产，未披露技术细节</td>
+                                <td>光伏行业经验不足，技术整合难度大</td>
+                                <td><span class="rating-stars">★★★★☆</span></td>
+                            </tr>
+                            <tr class="hover:bg-slate-800/30">
+                                <td class="font-semibold text-purple-300">京东方</td>
+                                <td>面板级真空镀膜技术积累，大面积制备经验丰富</td>
+                                <td>与天合合作开发叠层，采用2T路线</td>
+                                <td>技术迁移可行性待验证，商业化动机弱于宁德</td>
+                                <td><span class="rating-stars">★★★☆☆</span></td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+                <div class="alert alert-glass mt-4">
+                    <strong>领导者判定：</strong>天合光能凭借<strong>牛津光伏专利独占性</strong>和<strong>持续效率突破</strong>，占据技术制高点；宁德时代凭借<strong>资金实力和工艺协同</strong>，产业化落地确定性最强。二者构成<strong>"技术+资本"双龙头格局</strong>。
+                </div>
+            </div>
+        </section>
+
+        <!-- 阶段判断与投资启示 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-chart-area text-orange-400 mr-3"></i>
+                    阶段判断与投资启示
+                </h2>
+                <div class="grid md:grid-cols-3 gap-6 mb-6">
+                    <div class="text-center glass-card p-6">
+                        <h3 class="text-xl font-bold text-cyan-400 mb-2">短期 (2025年)</h3>
+                        <div class="radial-progress text-cyan-400 mx-auto mb-2" style="--value:75;" role="progressbar">75%</div>
+                        <p class="text-sm text-slate-400">市场基于GW级规划和效率突破给予高估值，但设备订单兑现度、产线调试进度、良率爬坡数据将决定预期能否落地。当前情绪乐观度>技术成熟度</p>
+                        <div class="mt-3"><span class="badge badge-warning">风险较高</span></div>
+                    </div>
+                    <div class="text-center glass-card p-6">
+                        <h3 class="text-xl font-bold text-emerald-400 mb-2">中期 (2026-2027)</h3>
+                        <div class="radial-progress text-emerald-400 mx-auto mb-2" style="--value:50;" role="progressbar">50%</div>
+                        <p class="text-sm text-slate-400">若2-3条GW级产线实现85%+良率和0.8元/W成本，将确认商业化拐点，进入基本面驱动阶段</p>
+                        <div class="mt-3"><span class="badge badge-info">等待验证</span></div>
+                    </div>
+                    <div class="text-center glass-card p-6">
+                        <h3 class="text-xl font-bold text-purple-400 mb-2">长期 (2028年后)</h3>
+                        <div class="radial-progress text-purple-400 mx-auto mb-2" style="--value:25;" role="progressbar">25%</div>
+                        <p class="text-sm text-slate-400">若钙钛矿-晶硅叠层渗透率超20%，将重塑光伏产业格局，但需警惕全钙钛矿叠层技术颠覆风险</p>
+                        <div class="mt-3"><span class="badge badge-success">潜力巨大</span></div>
+                    </div>
+                </div>
+                
+                <div class="grid md:grid-cols-3 gap-4">
+                    <div class="alert alert-glass border-l-success">
+                        <h4 class="font-bold text-success"><i class="fas fa-tools mr-2"></i>设备端 (★★★★★)</h4>
+                        <p class="text-sm mt-1">确定性最强。无论2T还是4T路线，镀膜、激光、涂布设备均为刚需。GW级规划即使仅兑现30%，也带来20-30亿元设备订单。</p>
+                        <div class="mt-2">
+                            <span class="badge badge-success badge-sm">优选：捷佳伟创、微导纳米</span>
+                            <span class="badge badge-warning badge-sm">规避：大族激光、科恒股份</span>
+                        </div>
+                    </div>
+                    <div class="alert alert-glass border-l-info">
+                        <h4 class="font-bold text-info"><i class="fas fa-box mr-2"></i>材料端 (★★★★☆)</h4>
+                        <p class="text-sm mt-1">等待认证，客户粘性强。TCO玻璃、低温固化胶膜一旦通过组件厂认证，供应关系稳固。2030年市场空间超200亿元。</p>
+                        <div class="mt-2">
+                            <span class="badge badge-info badge-sm">优选：金晶科技、海优新材</span>
+                            <span class="badge badge-ghost badge-sm">观望：福斯特</span>
+                        </div>
+                    </div>
+                    <div class="alert alert-glass border-l-warning">
+                        <h4 class="font-bold text-warning"><i class="fas fa-solar-panel mr-2"></i>组件端 (★★★☆☆)</h4>
+                        <p class="text-sm mt-1">高风险高收益。环节同质化竞争激烈，2-3年亏损期是常态。只有技术+资金双龙头能熬过商业化阵痛期。</p>
+                        <div class="mt-2">
+                            <span class="badge badge-warning badge-sm">优选：天合光能、宁德时代</span>
+                            <span class="badge badge-error badge-sm">规避：协鑫集成、中来股份</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心跟踪指标 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-bullseye text-red-400 mr-3"></i>
+                    核心跟踪指标与验证清单
+                </h2>
+                
+                <ul class="nav nav-pills mb-6 flex flex-wrap gap-2" role="tablist">
+                    <li><a class="nav-link active" data-bs-toggle="pill" href="#short-term">短期 (2025Q4)</a></li>
+                    <li><a class="nav-link" data-bs-toggle="pill" href="#mid-term">中期 (2026)</a></li>
+                    <li><a class="nav-link" data-bs-toggle="pill" href="#long-term">长期 (2027后)</a></li>
+                </ul>
+                
+                <div class="tab-content">
+                    <div class="tab-pane fade show active" id="short-term">
+                        <div class="space-y-3">
+                            <div class="flex items-center p-3 glass-card rounded-lg">
+                                <i class="fas fa-industry text-2xl text-cyan-400 mr-4"></i>
+                                <div>
+                                    <strong>GW级产线投产数量</strong>
+                                    <p class="text-sm text-slate-400">实际建成≠规划，需跟踪设备进厂、首片下线、良率爬坡三阶段</p>
+                                    <div class="progress progress-custom mt-2">
+                                        <div class="progress-bar progress-bar-custom" role="progressbar" style="width: 30%">预计3-5条</div>
+                                    </div>
+                                </div>
+                            </div>
+                            <div class="flex items-center p-3 glass-card rounded-lg">
+                                <i class="fas fa-file-contract text-2xl text-orange-400 mr-4"></i>
+                                <div>
+                                    <strong>设备订单兑现</strong>
+                                    <p class="text-sm text-slate-400">捷佳伟创、微导纳米季度订单额是否持续超2亿元</p>
+                                    <div class="progress progress-custom mt-2">
+                                        <div class="progress-bar progress-bar-custom" role="progressbar" style="width: 60%">部分兑现</div>
+                                    </div>
+                                </div>
+                            </div>
+                            <div class="flex items-center p-3 glass-card rounded-lg">
+                                <i class="fas fa-chart-bar text-2xl text-green-400 mr-4"></i>
+                                <div>
+                                    <strong>平米级效率稳定性</strong>
+                                    <p class="text-sm text-slate-400">1m×2m组件26%+效率的第三方认证报告，良率>80%</p>
+                                    <div class="progress progress-custom mt-2">
+                                        <div class="progress-bar progress-bar-custom" role="progressbar" style="width: 40%">部分达标</div>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="tab-pane fade" id="mid-term">
+                        <div class="space-y-3">
+                            <div class="flex items-center p-3 glass-card rounded-lg">
+                                <i class="fas fa-dollar-sign text-2xl text-emerald-400 mr-4"></i>
+                                <div>
+                                    <strong>成本数据</strong>
+                                    <p class="text-sm text-slate-400">GW级产线是否实现0.8元/W以下成本</p>
+                                </div>
+                            </div>
+                            <div class="flex items-center p-3 glass-card rounded-lg">
+                                <i class="fas fa-sun text-2xl text-yellow-400 mr-4"></i>
+                                <div>
+                                    <strong>户外实证数据</strong>
+                                    <p class="text-sm text-slate-400">已建电站1年期衰减率是否<2%，25年寿命模型是否成立</p>
+                                </div>
+                            </div>
+                            <div class="flex items-center p-3 glass-card rounded-lg">
+                                <i class="fas fa-shopping-cart text-2xl text-blue-400 mr-4"></i>
+                                <div>
+                                    <strong>下游采购</strong>
+                                    <p class="text-sm text-slate-400">五大四小发电集团是否将钙钛矿叠层纳入年度集采目录</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="tab-pane fade" id="long-term">
+                        <div class="space-y-3">
+                            <div class="flex items-center p-3 glass-card rounded-lg">
+                                <i class="fas fa-chart-pie text-2xl text-purple-400 mr-4"></i>
+                                <div>
+                                    <strong>渗透率</strong>
+                                    <p class="text-sm text-slate-400">全球钙钛矿叠层组件出货量占比是否突破5%</p>
+                                </div>
+                            </div>
+                            <div class="flex items-center p-3 glass-card rounded-lg">
+                                <i class="fas fa-rocket text-2xl text-indigo-400 mr-4"></i>
+                                <div>
+                                    <strong>技术迭代</strong>
+                                    <p class="text-sm text-slate-400">全钙钛矿叠层效率是否突破35%</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="alert alert-error alert-glass mt-6">
+                    <i class="fas fa-exclamation-triangle mr-3"></i>
+                    <strong>警示信号：</strong>若2025年底实际投产GW线<3条或良率<75%，则产业化进度远低预期，需果断降低仓位。
+                </div>
+            </div>
+        </section>
+
+        <!-- 风险与挑战 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-shield-alt text-rose-400 mr-3"></i>
+                    潜在风险与挑战
+                </h2>
+                
+                <div class="grid md:grid-cols-2 gap-4">
+                    <div class="alert alert-glass border-l-rose-500">
+                        <h4 class="font-bold text-rose-400"><i class="fas fa-cogs mr-2"></i>技术风险</h4>
+                        <ul class="mt-2 text-sm space-y-1">
+                            <li>• <strong>大面积制备均匀性：</strong>晶硅绒面导致钙钛矿溶液涂布难均匀，2T路线需依赖真空蒸镀，经济性与技术成熟度不可兼得</li>
+                            <li>• <strong>稳定性与铅污染：</strong>双85测试后性能保持率仅95%，铅元素封装可缓解污染，但环保法规趋严可能限制应用</li>
+                            <li>• <strong>光电流匹配与热斑效应：</strong>2T结构需电流精确匹配，光照不均导致MPPT跟踪困难</li>
+                        </ul>
+                    </div>
+                    <div class="alert alert-glass border-l-orange-500">
+                        <h4 class="font-bold text-orange-400"><i class="fas fa-briefcase mr-2"></i>商业化风险</h4>
+                        <ul class="mt-2 text-sm space-y-1">
+                            <li>• <strong>成本倒挂风险：</strong>核心设备国产化率不足30%，降本速度或慢于预期</li>
+                            <li>• <strong>应用场景局限：</strong>4T结构需额外TCO玻璃，重量增加15%-20%，不适合屋顶分布式</li>
+                            <li>• <strong>客户认证周期长：</strong>国内大型央企采购目录尚未纳入，短期出货量依赖示范项目</li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="mt-6">
+                    <h4 class="font-bold mb-3"><i class="fas fa-info-circle text-yellow-400 mr-2"></i>信息交叉验证风险</h4>
+                    <div class="grid md:grid-cols-3 gap-3 text-sm">
+                        <div class="p-3 glass-card rounded">
+                            <strong>"GW级元年"定义模糊</strong>
+                            <p class="text-slate-400 mt-1">实际在建或投产可能不足5条，市场预期基于"规划"而非"落地"</p>
+                        </div>
+                        <div class="p-3 glass-card rounded">
+                            <strong>效率数据选择性披露</strong>
+                            <p class="text-slate-400 mt-1">强调实验室效率33.1%，但避谈平米级效率26%-27%和良率数据</p>
+                        </div>
+                        <div class="p-3 glass-card rounded">
+                            <strong>订单数据重复计算</strong>
+                            <p class="text-slate-400 mt-1">意向订单与确认订单混淆，统计口径存在差异</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 最终结论 -->
+        <section class="mb-12">
+            <div class="glass-card p-6 md:p-8 text-center">
+                <h2 class="text-3xl font-bold mb-4 flex items-center justify-center">
+                    <i class="fas fa-flag-checkered text-emerald-400 mr-3"></i>
+                    综合结论与投资启示
+                </h2>
+                <div class="text-xl leading-relaxed mb-6">
+                    叠层钙钛矿是<strong>未来5年光伏产业最大变量</strong>，但当前<strong>预期过度透支</strong>。适合<strong>配置5%-10%仓位</strong>作为战略前沿布局，<strong>重仓时机需等待2026年良率与成本数据验证</strong>。
+                </div>
+                <div class="grid md:grid-cols-3 gap-4">
+                    <div class="glass-card p-4">
+                        <div class="text-3xl font-black text-cyan-400 mb-2">5-10%</div>
+                        <div class="text-sm">建议配置比例</div>
+                    </div>
+                    <div class="glass-card p-4">
+                        <div class="text-3xl font-black text-emerald-400 mb-2">2026</div>
+                        <div class="text-sm">验证关键年</div>
+                    </div>
+                    <div class="glass-card p-4">
+                        <div class="text-3xl font-black text-purple-400 mb-2">设备端</div>
+                        <div class="text-sm">唯一业绩安全垫</div>
+                    </div>
+                </div>
+            </div>
+        </section>
+    </div>
+
+    <!-- Footer -->
+    <footer class="mt-16 py-8 border-t border-slate-800">
+        <div class="container mx-auto px-4 text-center text-slate-500">
+            <p>本报告基于公开信息整理，仅供参考，不构成投资建议。投资有风险，入市需谨慎。</p>
+            <p class="text-sm mt-2">数据更新时间：2025年11月11日 | AI智能研报生成系统</p>
+        </div>
+    </footer>
+
+    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
+    <script>
+        // 页面加载动画
+        document.addEventListener('DOMContentLoaded', function() {
+            const elements = document.querySelectorAll('.glass-card');
+            elements.forEach((el, index) => {
+                el.style.opacity = '0';
+                el.style.transform = 'translateY(30px)';
+                setTimeout(() => {
+                    el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+                    el.style.opacity = '1';
+                    el.style.transform = 'translateY(0)';
+                }, index * 100);
+            });
+            
+            // 添加鼠标悬停效果
+            document.querySelectorAll('.table tbody tr').forEach(row => {
+                row.addEventListener('mouseenter', function() {
+                    this.style.boxShadow = '0 0 15px rgba(0, 173, 255, 0.3)';
+                });
+                row.addEventListener('mouseleave', function() {
+                    this.style.boxShadow = 'none';
+                });
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/台资企业.html

@@ -0,0 +1,931 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>台资企业概念 - 两岸融合新机遇</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700;900&display=swap');
+        
+        body {
+            font-family: 'Noto Sans SC', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-morphism {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: -6px;
+            top: 50%;
+            transform: translateY(-50%);
+            width: 12px;
+            height: 12px;
+            border-radius: 50%;
+            background: #fbbf24;
+            box-shadow: 0 0 0 4px rgba(251, 191, 36, 0.2);
+        }
+        
+        .card-hover {
+            transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% {
+                opacity: 1;
+            }
+            50% {
+                opacity: 0.5;
+            }
+        }
+        
+        .stock-row:hover {
+            background: linear-gradient(90deg, rgba(99, 102, 241, 0.1) 0%, rgba(139, 92, 246, 0.1) 100%);
+            transform: scale(1.02);
+            transition: all 0.2s ease;
+        }
+        
+        .insight-card {
+            background: linear-gradient(135deg, rgba(255,255,255,0.9) 0%, rgba(255,255,255,0.8) 100%);
+            backdrop-filter: blur(10px);
+        }
+        
+        .news-ticker {
+            animation: scroll 30s linear infinite;
+        }
+        
+        @keyframes scroll {
+            0% {
+                transform: translateX(100%);
+            }
+            100% {
+                transform: translateX(-100%);
+            }
+        }
+        
+        ::-webkit-scrollbar {
+            width: 8px;
+            height: 8px;
+        }
+        
+        ::-webkit-scrollbar-track {
+            background: rgba(255, 255, 255, 0.1);
+        }
+        
+        ::-webkit-scrollbar-thumb {
+            background: rgba(139, 92, 246, 0.5);
+            border-radius: 4px;
+        }
+        
+        ::-webkit-scrollbar-thumb:hover {
+            background: rgba(139, 92, 246, 0.7);
+        }
+    </style>
+</head>
+<body>
+    <!-- Navigation -->
+    <nav class="glass-morphism fixed top-0 w-full z-50 px-6 py-3">
+        <div class="container mx-auto flex justify-between items-center">
+            <div class="flex items-center space-x-3">
+                <i class="fas fa-chart-line text-2xl text-white"></i>
+                <span class="text-xl font-bold text-white">台资企业概念</span>
+            </div>
+            <div class="hidden md:flex space-x-6">
+                <a href="#concept" class="text-white hover:text-yellow-300 transition">概念解析</a>
+                <a href="#timeline" class="text-white hover:text-yellow-300 transition">时间轴</a>
+                <a href="#companies" class="text-white hover:text-yellow-300 transition">核心公司</a>
+                <a href="#stocks" class="text-white hover:text-yellow-300 transition">股票数据</a>
+            </div>
+            <button class="md:hidden text-white" onclick="toggleMenu()">
+                <i class="fas fa-bars text-xl"></i>
+            </button>
+        </div>
+    </nav>
+
+    <!-- Hero Section -->
+    <section class="min-h-screen flex items-center justify-center relative overflow-hidden pt-20">
+        <div class="absolute inset-0">
+            <div class="absolute top-20 left-10 w-72 h-72 bg-purple-300 rounded-full mix-blend-multiply filter blur-xl opacity-70 animate-blob"></div>
+            <div class="absolute top-40 right-10 w-72 h-72 bg-yellow-300 rounded-full mix-blend-multiply filter blur-xl opacity-70 animate-blob animation-delay-2000"></div>
+            <div class="absolute -bottom-8 left-20 w-72 h-72 bg-pink-300 rounded-full mix-blend-multiply filter blur-xl opacity-70 animate-blob animation-delay-4000"></div>
+        </div>
+        
+        <div class="container mx-auto px-6 relative z-10">
+            <div class="text-center text-white">
+                <div class="inline-flex items-center space-x-2 bg-white/20 px-4 py-2 rounded-full mb-6">
+                    <span class="pulse-dot w-2 h-2 bg-green-400 rounded-full"></span>
+                    <span class="text-sm">实时更新 | 2025年最新政策驱动</span>
+                </div>
+                <h1 class="text-5xl md:text-7xl font-bold mb-6">
+                    台资企业<br>
+                    <span class="text-yellow-300">两岸融合新机遇</span>
+                </h1>
+                <p class="text-xl md:text-2xl mb-8 max-w-3xl mx-auto opacity-90">
+                    政策红利 · 产业升级 · 全球布局
+                </p>
+                <div class="flex flex-wrap justify-center gap-4">
+                    <div class="bg-white/20 px-6 py-3 rounded-lg">
+                        <div class="text-3xl font-bold">50%+</div>
+                        <div class="text-sm opacity-80">福建利用台资占比</div>
+                    </div>
+                    <div class="bg-white/20 px-6 py-3 rounded-lg">
+                        <div class="text-3xl font-bold">6.4亿</div>
+                        <div class="text-sm opacity-80">Q1实际利用台资(美元)</div>
+                    </div>
+                    <div class="bg-white/20 px-6 py-3 rounded-lg">
+                        <div class="text-3xl font-bold">45+</div>
+                        <div class="text-sm opacity-80">A股台资企业</div>
+                    </div>
+                </div>
+                <div class="mt-12">
+                    <a href="#concept" class="inline-flex items-center space-x-2 bg-yellow-400 text-gray-900 px-8 py-4 rounded-full font-semibold hover:bg-yellow-300 transition transform hover:scale-105">
+                        <span>探索投资机会</span>
+                        <i class="fas fa-arrow-right"></i>
+                    </a>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- News Ticker -->
+    <div class="bg-black/20 text-white py-2 overflow-hidden">
+        <div class="news-ticker whitespace-nowrap">
+            <span class="inline-block px-4">📈 央行推动更多台资企业在大陆上市</span>
+            <span class="inline-block px-4">💼 福建一季度利用台资6.4亿美元</span>
+            <span class="inline-block px-4">🏭 圣晖集成新签订单增长70%</span>
+            <span class="inline-block px-4">🔋 铜冠铜箔HVLP产品供不应求</span>
+            <span class="inline-block px-4">🌏 台积电加速全球产能布局</span>
+        </div>
+    </div>
+
+    <!-- Concept Insight -->
+    <section id="concept" class="py-20 bg-white/10">
+        <div class="container mx-auto px-6">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold text-white mb-4">概念深度解析</h2>
+                <p class="text-xl text-white/80">政策驱动与产业变革的交汇点</p>
+            </div>
+
+            <div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6">
+                <!-- Core Logic Card -->
+                <div class="insight-card rounded-2xl p-6 card-hover">
+                    <div class="text-purple-600 text-3xl mb-4">
+                        <i class="fas fa-brain"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-3">核心逻辑</h3>
+                    <ul class="space-y-2 text-gray-700">
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                            <span>政策顶层设计推动融合发展</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                            <span>全球产业链重构带来新机遇</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
+                            <span>产业互补与技术粘性深度融合</span>
+                        </li>
+                    </ul>
+                </div>
+
+                <!-- Market Sentiment Card -->
+                <div class="insight-card rounded-2xl p-6 card-hover">
+                    <div class="text-blue-600 text-3xl mb-4">
+                        <i class="fas fa-chart-pie"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-3">市场情绪</h3>
+                    <div class="space-y-3">
+                        <div class="flex justify-between items-center">
+                            <span class="text-gray-700">政策热度</span>
+                            <div class="flex space-x-1">
+                                <div class="w-8 h-2 bg-green-500 rounded"></div>
+                                <div class="w-8 h-2 bg-green-500 rounded"></div>
+                                <div class="w-8 h-2 bg-green-500 rounded"></div>
+                                <div class="w-8 h-2 bg-green-500 rounded"></div>
+                                <div class="w-8 h-2 bg-gray-300 rounded"></div>
+                            </div>
+                        </div>
+                        <div class="flex justify-between items-center">
+                            <span class="text-gray-700">产业热度</span>
+                            <div class="flex space-x-1">
+                                <div class="w-8 h-2 bg-blue-500 rounded"></div>
+                                <div class="w-8 h-2 bg-blue-500 rounded"></div>
+                                <div class="w-8 h-2 bg-blue-500 rounded"></div>
+                                <div class="w-8 h-2 bg-gray-300 rounded"></div>
+                                <div class="w-8 h-2 bg-gray-300 rounded"></div>
+                            </div>
+                        </div>
+                        <div class="text-sm text-gray-600 mt-3">
+                            谨慎乐观，机会与风险并存
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Expected Gap Card -->
+                <div class="insight-card rounded-2xl p-6 card-hover">
+                    <div class="text-yellow-600 text-3xl mb-4">
+                        <i class="fas fa-lightbulb"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-3">预期差分析</h3>
+                    <ul class="space-y-2 text-gray-700">
+                        <li>• 宏观叙事 vs 微观现实</li>
+                        <li>• "被扶持者" vs "赋能者"</li>
+                        <li>• "单一板块" vs "分化格局"</li>
+                        <li class="text-sm text-gray-600 mt-2">
+                            忽略分化是最大预期差
+                        </li>
+                    </ul>
+                </div>
+            </div>
+
+            <!-- Catalyst Section -->
+            <div class="mt-12 insight-card rounded-2xl p-8">
+                <h3 class="text-2xl font-bold mb-6 gradient-text">关键催化剂</h3>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="border-l-4 border-purple-500 pl-4">
+                        <h4 class="font-semibold mb-2">近期催化剂（3-6个月）</h4>
+                        <ul class="space-y-1 text-gray-700">
+                            <li>• 政策细则落地，明确"优质台资企业"标准</li>
+                            <li>• 首批试点IPO启动，福建"台资板"升级</li>
+                            <li>• 台积电等巨头资本开支新动向</li>
+                        </ul>
+                    </div>
+                    <div class="border-l-4 border-blue-500 pl-4">
+                        <h4 class="font-semibold mb-2">长期发展路径</h4>
+                        <ul class="space-y-1 text-gray-700">
+                            <li>• 阶段一：金融融合与试点示范</li>
+                            <li>• 阶段二：双向出海与全球协同</li>
+                            <li>• 阶段三：生态融合与标准统一</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Timeline Section -->
+    <section id="timeline" class="py-20 bg-gradient-to-br from-purple-900 to-indigo-900">
+        <div class="container mx-auto px-6">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold text-white mb-4">重要事件时间轴</h2>
+                <p class="text-xl text-white/80">政策与产业演进历程</p>
+            </div>
+
+            <div class="max-w-4xl mx-auto">
+                <div class="relative">
+                    <div class="absolute left-4 top-0 bottom-0 w-0.5 bg-white/20"></div>
+                    
+                    <div class="relative pl-12 mb-8 timeline-item">
+                        <div class="glass-morphism rounded-lg p-6 text-white">
+                            <div class="flex items-center justify-between mb-2">
+                                <span class="text-yellow-300 font-semibold">2025年9月</span>
+                                <span class="text-sm text-white/60">产业合作</span>
+                            </div>
+                            <h4 class="font-bold mb-2">工信部副部长会见两岸企业家峰会</h4>
+                            <p class="text-sm text-white/80">双方就两岸产业交流合作等议题交换意见</p>
+                        </div>
+                    </div>
+
+                    <div class="relative pl-12 mb-8 timeline-item">
+                        <div class="glass-morphism rounded-lg p-6 text-white">
+                            <div class="flex items-center justify-between mb-2">
+                                <span class="text-yellow-300 font-semibold">2025年8月</span>
+                                <span class="text-sm text-white/60">金融支持</span>
+                            </div>
+                            <h4 class="font-bold mb-2">金融监管总局推进两岸银行业保险业融合</h4>
+                            <p class="text-sm text-white/80">深化闽台金融业务合作，支持台资金融机构发展</p>
+                        </div>
+                    </div>
+
+                    <div class="relative pl-12 mb-8 timeline-item">
+                        <div class="glass-morphism rounded-lg p-6 text-white">
+                            <div class="flex items-center justify-between mb-2">
+                                <span class="text-yellow-300 font-semibold">2025年6月</span>
+                                <span class="text-sm bg-red-500 px-2 py-1 rounded">核心催化</span>
+                            </div>
+                            <h4 class="font-bold mb-2">央行、外管局发布重磅政策</h4>
+                            <p class="text-sm text-white/80">推动更多台资企业在大陆上市，建设两岸融合发展示范区</p>
+                        </div>
+                    </div>
+
+                    <div class="relative pl-12 mb-8 timeline-item">
+                        <div class="glass-morphism rounded-lg p-6 text-white">
+                            <div class="flex items-center justify-between mb-2">
+                                <span class="text-yellow-300 font-semibold">2025年5月</span>
+                                <span class="text-sm text-white/60">产业数据</span>
+                            </div>
+                            <h4 class="font-bold mb-2">福建Q1利用台资6.4亿美元</h4>
+                            <p class="text-sm text-white/80">同比增长，占全国比重超过50%</p>
+                        </div>
+                    </div>
+
+                    <div class="relative pl-12 mb-8 timeline-item">
+                        <div class="glass-morphism rounded-lg p-6 text-white">
+                            <div class="flex items-center justify-between mb-2">
+                                <span class="text-yellow-300 font-semibold">2025年3月</span>
+                                <span class="text-sm text-orange-400 px-2 py-1 rounded">风险提示</span>
+                            </div>
+                            <h4 class="font-bold mb-2">国家安全部发声</h4>
+                            <p class="text-sm text-white/80">台湾资通电军"倚网谋独"终是死路一条</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Companies Analysis -->
+    <section id="companies" class="py-20 bg-white/10">
+        <div class="container mx-auto px-6">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold text-white mb-4">核心公司深度剖析</h2>
+                <p class="text-xl text-white/80">产业链关键节点企业</p>
+            </div>
+
+            <div class="grid lg:grid-cols-2 gap-8">
+                <!-- 圣晖集成 -->
+                <div class="insight-card rounded-2xl p-8">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-2xl font-bold">圣晖集成 (603163)</h3>
+                        <span class="bg-green-100 text-green-800 px-3 py-1 rounded-full text-sm">领导者</span>
+                    </div>
+                    <div class="mb-4">
+                        <div class="flex flex-wrap gap-2 mb-3">
+                            <span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm">台资背景</span>
+                            <span class="bg-blue-100 text-blue-700 px-3 py-1 rounded-full text-sm">半导体洁净室</span>
+                            <span class="bg-yellow-100 text-yellow-700 px-3 py-1 rounded-full text-sm">全球化布局</span>
+                        </div>
+                    </div>
+                    <div class="space-y-3 text-gray-700">
+                        <div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
+                            <span class="font-medium">新签订单增速</span>
+                            <span class="text-green-600 font-bold">+70%</span>
+                        </div>
+                        <div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
+                            <span class="font-medium">在手订单增长</span>
+                            <span class="text-green-600 font-bold">+63%</span>
+                        </div>
+                        <div class="p-4 bg-gradient-to-r from-purple-50 to-blue-50 rounded-lg">
+                            <p class="text-sm leading-relaxed">
+                                深度绑定台积电、鸿海等顶级客户，凭借台资身份获得海外客户信任，同时受益于大陆工程师红利和高效项目管理能力。
+                            </p>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 亚翔集成 -->
+                <div class="insight-card rounded-2xl p-8">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-2xl font-bold">亚翔集成 (603929)</h3>
+                        <span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full text-sm">追赶者</span>
+                    </div>
+                    <div class="mb-4">
+                        <div class="flex flex-wrap gap-2 mb-3">
+                            <span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm">台资背景</span>
+                            <span class="bg-blue-100 text-blue-700 px-3 py-1 rounded-full text-sm">晶圆厂工程</span>
+                            <span class="bg-yellow-100 text-yellow-700 px-3 py-1 rounded-full text-sm">东南亚布局</span>
+                        </div>
+                    </div>
+                    <div class="space-y-3 text-gray-700">
+                        <div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
+                            <span class="font-medium">新加坡新签订单</span>
+                            <span class="text-green-600 font-bold">31.63亿元</span>
+                        </div>
+                        <div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
+                            <span class="font-medium">2024年毛利率(新加坡)</span>
+                            <span class="text-green-600 font-bold">21.22%</span>
+                        </div>
+                        <div class="p-4 bg-gradient-to-r from-blue-50 to-purple-50 rounded-lg">
+                            <p class="text-sm leading-relaxed">
+                                在新加坡、台湾市场根基深厚，近期斩获新加坡VSMC晶圆厂大额订单，受益于半导体产业链向东南亚转移。
+                            </p>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 铜冠铜箔 -->
+                <div class="insight-card rounded-2xl p-8">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-2xl font-bold">铜冠铜箔 (001217)</h3>
+                        <span class="bg-yellow-100 text-yellow-800 px-3 py-1 rounded-full text-sm">关键配套</span>
+                    </div>
+                    <div class="mb-4">
+                        <div class="flex flex-wrap gap-2 mb-3">
+                            <span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm">高端PCB铜箔</span>
+                            <span class="bg-blue-100 text-blue-700 px-3 py-1 rounded-full text-sm">台资大厂合作</span>
+                            <span class="bg-yellow-100 text-yellow-700 px-3 py-1 rounded-full text-sm">国产替代</span>
+                        </div>
+                    </div>
+                    <div class="space-y-3 text-gray-700">
+                        <div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
+                            <span class="font-medium">HVLP 2出货量(2024)</span>
+                            <span class="text-green-600 font-bold">1000吨+</span>
+                        </div>
+                        <div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
+                            <span class="font-medium">HVLP 2报价</span>
+                            <span class="text-green-600 font-bold">7万元/吨</span>
+                        </div>
+                        <div class="p-4 bg-gradient-to-r from-yellow-50 to-orange-50 rounded-lg">
+                            <p class="text-sm leading-relaxed">
+                                与台光、台耀等台资大厂超十年合作，HVLP产品供不应求，订单已排到数月后，受益于竞争对手扩产停滞。
+                            </p>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 工业富联 -->
+                <div class="insight-card rounded-2xl p-8">
+                    <div class="flex items-center justify-between mb-4">
+                        <h3 class="text-2xl font-bold">工业富联 (601138)</h3>
+                        <span class="bg-indigo-100 text-indigo-800 px-3 py-1 rounded-full text-sm">产业巨头</span>
+                    </div>
+                    <div class="mb-4">
+                        <div class="flex flex-wrap gap-2 mb-3">
+                            <span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm">AI服务器</span>
+                            <span class="bg-blue-100 text-blue-700 px-3 py-1 rounded-full text-sm">云计算</span>
+                            <span class="bg-yellow-100 text-yellow-700 px-3 py-1 rounded-full text-sm">鸿海系</span>
+                        </div>
+                    </div>
+                    <div class="space-y-3 text-gray-700">
+                        <div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
+                            <span class="font-medium">行业地位</span>
+                            <span class="text-green-600 font-bold">全球AI服务器龙头</span>
+                        </div>
+                        <div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
+                            <span class="font-medium">核心优势</span>
+                            <span class="text-green-600 font-bold">规模效应明显</span>
+                        </div>
+                        <div class="p-4 bg-gradient-to-r from-indigo-50 to-purple-50 rounded-lg">
+                            <p class="text-sm leading-relaxed">
+                                鸿海精密在A股核心上市平台，全球AI服务器和消费电子制造绝对龙头，AI算力浪潮核心受益者。
+                            </p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <!-- Risk Analysis -->
+            <div class="mt-12 glass-morphism rounded-2xl p-8">
+                <h3 class="text-2xl font-bold text-white mb-6">⚠️ 风险分析</h3>
+                <div class="grid md:grid-cols-3 gap-6">
+                    <div class="bg-red-500/10 border border-red-500/30 rounded-lg p-4">
+                        <h4 class="font-semibold text-red-400 mb-2">政策风险</h4>
+                        <p class="text-sm text-white/80">
+                            两岸关系变化可能导致政策转向，国家安全警告显示地缘政治风险
+                        </p>
+                    </div>
+                    <div class="bg-orange-500/10 border border-orange-500/30 rounded-lg p-4">
+                        <h4 class="font-semibold text-orange-400 mb-2">执行风险</h4>
+                        <p class="text-sm text-white/80">
+                            IPO审核趋严环境下，台资企业能否享受绿色通道存在不确定性
+                        </p>
+                    </div>
+                    <div class="bg-yellow-500/10 border border-yellow-500/30 rounded-lg p-4">
+                        <h4 class="font-semibold text-yellow-400 mb-2">技术风险</h4>
+                        <p class="text-sm text-white/80">
+                            大陆厂商在尖端领域制造良率与台资巨头仍有差距
+                        </p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Data Table -->
+    <section id="stocks" class="py-20 bg-gradient-to-br from-indigo-900 to-purple-900">
+        <div class="container mx-auto px-6">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold text-white mb-4">台资概念股票全景</h2>
+                <p class="text-xl text-white/80">45+家上市公司详细信息</p>
+            </div>
+
+            <div class="glass-morphism rounded-2xl p-6 overflow-x-auto">
+                <table class="w-full text-white">
+                    <thead>
+                        <tr class="border-b border-white/20">
+                            <th class="text-left py-3 px-4">股票名称</th>
+                            <th class="text-left py-3 px-4">分类</th>
+                            <th class="text-left py-3 px-4">第一大股东/背景</th>
+                            <th class="text-left py-3 px-4">董事长/实控人</th>
+                            <th class="text-left py-3 px-4">投资逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">工业富联</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">鸿海精密(台湾上市)</td>
+                            <td class="py-3 px-4 text-sm">-</td>
+                            <td class="py-3 px-4 text-sm">智能制造，AI服务器</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">鹏鼎控股</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">美港实业</td>
+                            <td class="py-3 px-4 text-sm">沈庆芳(台籍)</td>
+                            <td class="py-3 px-4 text-sm">全球PCB龙头</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">圣晖集成</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">台湾圣晖</td>
+                            <td class="py-3 px-4 text-sm">-</td>
+                            <td class="py-3 px-4 text-sm">半导体洁净室工程</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">亚翔集成</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">亚翔工程(台资)</td>
+                            <td class="py-3 px-4 text-sm">-</td>
+                            <td class="py-3 px-4 text-sm">高端洁净室工程</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">铜冠铜箔</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-blue-500/30 px-2 py-1 rounded text-xs">台资合作</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">铜陵有色集团</td>
+                            <td class="py-3 px-4 text-sm">-</td>
+                            <td class="py-3 px-4 text-sm">高端PCB铜箔，台资客户</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">环旭电子</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">环诚科技(台资)</td>
+                            <td class="py-3 px-4 text-sm">-</td>
+                            <td class="py-3 px-4 text-sm">电子制造服务</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">唯捷创芯</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">Gaintech(联发科)</td>
+                            <td class="py-3 px-4 text-sm">-</td>
+                            <td class="py-3 px-4 text-sm">射频PA芯片</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">新莱应材</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">李水波(台籍)</td>
+                            <td class="py-3 px-4 text-sm">李水波(台籍)</td>
+                            <td class="py-3 px-4 text-sm">半导体高纯材料</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">安集科技</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">俞曙(台籍)</td>
+                            <td class="py-3 px-4 text-sm">俞曙(台籍)</td>
+                            <td class="py-3 px-4 text-sm">半导体CMP材料</td>
+                        </tr>
+                        <tr class="stock-row border-b border-white/10">
+                            <td class="py-3 px-4 font-semibold">沪电股份</td>
+                            <td class="py-3 px-4">
+                                <span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
+                            </td>
+                            <td class="py-3 px-4 text-sm">吴礼淦创立</td>
+                            <td class="py-3 px-4 text-sm">吴礼淦(台籍)</td>
+                            <td class="py-3 px-4 text-sm">高端PCB制造</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+
+            <!-- Stock Statistics -->
+            <div class="mt-12 grid md:grid-cols-4 gap-6">
+                <div class="glass-morphism rounded-lg p-6 text-center text-white">
+                    <div class="text-3xl font-bold mb-2">45+</div>
+                    <div class="text-sm opacity-80">A股台资概念企业</div>
+                </div>
+                <div class="glass-morphism rounded-lg p-6 text-center text-white">
+                    <div class="text-3xl font-bold mb-2">8</div>
+                    <div class="text-sm opacity-80">半导体产业链</div>
+                </div>
+                <div class="glass-morphism rounded-lg p-6 text-center text-white">
+                    <div class="text-3xl font-bold mb-2">6</div>
+                    <div class="text-sm opacity-80">电子制造业</div>
+                </div>
+                <div class="glass-morphism rounded-lg p-6 text-center text-white">
+                    <div class="text-3xl font-bold mb-2">5</div>
+                    <div class="text-sm opacity-80">金融服务业</div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Roadshow Insights -->
+    <section class="py-20 bg-white/10">
+        <div class="container mx-auto px-6">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold text-white mb-4">路演核心洞察</h2>
+                <p class="text-xl text-white/80">来自产业一线的声音</p>
+            </div>
+
+            <div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6">
+                <!-- 菲菱科思 -->
+                <div class="glass-morphism rounded-xl p-6">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center text-white font-bold">
+                            菲
+                        </div>
+                        <div class="ml-3">
+                            <h3 class="font-semibold text-white">菲菱科思</h3>
+                            <p class="text-sm text-white/60">2025-05-22</p>
+                        </div>
+                    </div>
+                    <p class="text-white/80 text-sm mb-3">
+                        台资企业撤出大陆的节奏加快，有利于大陆企业承接中高端产品订单
+                    </p>
+                    <div class="flex flex-wrap gap-2">
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">交换机</span>
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">国产化替代</span>
+                    </div>
+                </div>
+
+                <!-- 铜冠铜箔 -->
+                <div class="glass-morphism rounded-xl p-6">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-green-500 rounded-full flex items-center justify-center text-white font-bold">
+                            铜
+                        </div>
+                        <div class="ml-3">
+                            <h3 class="font-semibold text-white">铜冠铜箔</h3>
+                            <p class="text-sm text-white/60">2025-01-15</p>
+                        </div>
+                    </div>
+                    <p class="text-white/80 text-sm mb-3">
+                        HVLP产品供不应求，订单排到8月后，台资客户无扩产意愿
+                    </p>
+                    <div class="flex flex-wrap gap-2">
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">高端铜箔</span>
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">台资合作</span>
+                    </div>
+                </div>
+
+                <!-- 圣晖集成 -->
+                <div class="glass-morphism rounded-xl p-6">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-purple-500 rounded-full flex items-center justify-center text-white font-bold">
+                            圣
+                        </div>
+                        <div class="ml-3">
+                            <h3 class="font-semibold text-white">圣晖集成</h3>
+                            <p class="text-sm text-white/60">2025-09-29</p>
+                        </div>
+                    </div>
+                    <p class="text-white/80 text-sm mb-3">
+                        在手订单创历史新高，海外订单增长显著，受益东南亚产能转移
+                    </p>
+                    <div class="flex flex-wrap gap-2">
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">洁净室</span>
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">全球化</span>
+                    </div>
+                </div>
+
+                <!-- 麦格米特 -->
+                <div class="glass-morphism rounded-xl p-6">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-orange-500 rounded-full flex items-center justify-center text-white font-bold">
+                            麦
+                        </div>
+                        <div class="ml-3">
+                            <h3 class="font-semibold text-white">麦格米特</h3>
+                            <p class="text-sm text-white/60">2024-12-24</p>
+                        </div>
+                    </div>
+                    <p class="text-white/80 text-sm mb-3">
+                        AI服务器电源市场由台达、光宝等台资巨头主导，大陆厂商仍在追赶
+                    </p>
+                    <div class="flex flex-wrap gap-2">
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">电源</span>
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">AI服务器</span>
+                    </div>
+                </div>
+
+                <!-- 亚翔集成 -->
+                <div class="glass-morphism rounded-xl p-6">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-red-500 rounded-full flex items-center justify-center text-white font-bold">
+                            亚
+                        </div>
+                        <div class="ml-3">
+                            <h3 class="font-semibold text-white">亚翔集成</h3>
+                            <p class="text-sm text-white/60">2025-09-24</p>
+                        </div>
+                    </div>
+                    <p class="text-white/80 text-sm mb-3">
+                        新加坡VSMC晶圆厂订单31.63亿，受益半导体产业向东南亚转移
+                    </p>
+                    <div class="flex flex-wrap gap-2">
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">晶圆厂</span>
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">新加坡</span>
+                    </div>
+                </div>
+
+                <!-- 汇成股份 -->
+                <div class="glass-morphism rounded-xl p-6">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-indigo-500 rounded-full flex items-center justify-center text-white font-bold">
+                            汇
+                        </div>
+                        <div class="ml-3">
+                            <h3 class="font-semibold text-white">汇成股份</h3>
+                            <p class="text-sm text-white/60">2024-06-12</p>
+                        </div>
+                    </div>
+                    <p class="text-white/80 text-sm mb-3">
+                        安徽省首家科创板上市的台资企业，专注显示驱动芯片封测
+                    </p>
+                    <div class="flex flex-wrap gap-2">
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">封测</span>
+                        <span class="text-xs bg-white/20 px-2 py-1 rounded">显示驱动</span>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Recommendation -->
+    <section class="py-20 bg-gradient-to-r from-purple-600 to-indigo-600">
+        <div class="container mx-auto px-6">
+            <div class="max-w-4xl mx-auto text-center">
+                <h2 class="text-4xl font-bold text-white mb-6">投资策略建议</h2>
+                <div class="glass-morphism rounded-2xl p-8 text-white">
+                    <h3 class="text-2xl font-bold mb-4">最具投资价值方向</h3>
+                    <div class="grid md:grid-cols-2 gap-6 text-left">
+                        <div class="bg-white/10 rounded-lg p-6">
+                            <h4 class="font-semibold mb-3 text-yellow-300">🌍 全球化建厂服务商</h4>
+                            <ul class="space-y-2 text-sm">
+                                <li>• 首选：圣晖集成、亚翔集成</li>
+                                <li>• AI算力军备竞赛直接受益者</li>
+                                <li>• 订单可见度高，商业模式清晰</li>
+                                <li>• 完美契合产业链转移趋势</li>
+                            </ul>
+                        </div>
+                        <div class="bg-white/10 rounded-lg p-6">
+                            <h4 class="font-semibold mb-3 text-yellow-300">🔧 高端材料国产替代先锋</h4>
+                            <ul class="space-y-2 text-sm">
+                                <li>• 关注：铜冠铜箔、新莱应材</li>
+                                <li>• 抓住台资对手停滞窗口期</li>
+                                <li>• 产业升级内部循环典型代表</li>
+                                <li>• 高端产品毛利率持续提升</li>
+                            </ul>
+                        </div>
+                    </div>
+                    <div class="mt-8 p-4 bg-yellow-500/20 rounded-lg">
+                        <p class="text-sm">
+                            <strong>重点跟踪指标：</strong> 
+                            福建示范区首批台资IPO进度 | 圣晖/亚翔季度订单 | 铜冠台资客户出货量 | 两岸关系政策变化
+                        </p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-black/30 py-8">
+        <div class="container mx-auto px-6">
+            <div class="flex flex-col md:flex-row justify-between items-center text-white/60">
+                <div class="mb-4 md:mb-0">
+                    <p>© 2025 台资企业概念分析报告</p>
+                    <p class="text-sm">数据来源：公开信息整理 | 仅供研究参考</p>
+                </div>
+                <div class="flex space-x-6">
+                    <a href="#" class="hover:text-white transition">
+                        <i class="fab fa-github text-xl"></i>
+                    </a>
+                    <a href="#" class="hover:text-white transition">
+                        <i class="fab fa-twitter text-xl"></i>
+                    </a>
+                    <a href="#" class="hover:text-white transition">
+                        <i class="fab fa-linkedin text-xl"></i>
+                    </a>
+                </div>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // Smooth scrolling
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Mobile menu toggle
+        function toggleMenu() {
+            const menu = document.querySelector('nav .hidden.md\\:flex');
+            menu.classList.toggle('hidden');
+            menu.classList.toggle('flex');
+            menu.classList.add('flex-col', 'absolute', 'top-full', 'left-0', 'w-full', 'bg-white/10', 'backdrop-blur-lg');
+            menu.classList.remove('space-x-6');
+            menu.classList.add('space-y-4', 'p-6');
+        }
+
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver(function(entries) {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        // Observe all sections
+        document.querySelectorAll('section').forEach(section => {
+            section.style.opacity = '0';
+            section.style.transform = 'translateY(30px)';
+            section.style.transition = 'all 0.6s ease-out';
+            observer.observe(section);
+        });
+
+        // Stock table hover effect
+        document.querySelectorAll('.stock-row').forEach(row => {
+            row.addEventListener('mouseenter', function() {
+                this.style.cursor = 'pointer';
+            });
+            row.addEventListener('click', function() {
+                // Could add modal or navigation to stock detail
+                console.log('Stock clicked:', this.querySelector('td:first-child').textContent);
+            });
+        });
+
+        // Add blob animation styles
+        const style = document.createElement('style');
+        style.textContent = `
+            @keyframes blob {
+                0%, 100% {
+                    transform: translate(0px, 0px) scale(1);
+                }
+                33% {
+                    transform: translate(30px, -50px) scale(1.1);
+                }
+                66% {
+                    transform: translate(-20px, 20px) scale(0.9);
+                }
+            }
+            .animate-blob {
+                animation: blob 7s infinite;
+            }
+            .animation-delay-2000 {
+                animation-delay: 2s;
+            }
+            .animation-delay-4000 {
+                animation-delay: 4s;
+            }
+        `;
+        document.head.appendChild(style);
+    </script>
+</body>
+</html>

public/htmls/大湾区芯片展览会-新凯莱.html

@@ -0,0 +1,427 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>大湾区芯片展览会-新凯莱概念深度分析</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://unpkg.com/lucide@latest"></script>
+    <script>
+        tailwind.config = {
+            theme: {
+                extend: {
+                    colors: {
+                        'primary': '#3b82f6',
+                        'secondary': '#8b5cf6',
+                    }
+                }
+            }
+        }
+    </script>
+    <style>
+        @keyframes fadeInUp {
+            from {
+                opacity: 0;
+                transform: translateY(30px);
+            }
+            to {
+                opacity: 1;
+                transform: translateY(0);
+            }
+        }
+        
+        .fade-in-up {
+            animation: fadeInUp 0.6s ease-out forwards;
+        }
+        
+        .timeline-item {
+            opacity: 0;
+            animation: fadeInUp 0.6s ease-out forwards;
+        }
+        
+        .timeline-item:nth-child(1) { animation-delay: 0.1s; }
+        .timeline-item:nth-child(2) { animation-delay: 0.2s; }
+        .timeline-item:nth-child(3) { animation-delay: 0.3s; }
+        .timeline-item:nth-child(4) { animation-delay: 0.4s; }
+        .timeline-item:nth-child(5) { animation-delay: 0.5s; }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.3);
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .stock-row:hover {
+            background: linear-gradient(90deg, rgba(59, 130, 246, 0.1) 0%, rgba(139, 92, 246, 0.1) 100%);
+            transform: scale(1.02);
+            transition: all 0.3s ease;
+        }
+        
+        .badge-glow {
+            box-shadow: 0 0 20px rgba(59, 130, 246, 0.5);
+        }
+    </style>
+</head>
+<body class="bg-gradient-to-br from-blue-50 via-white to-purple-50 min-h-screen">
+    <!-- Header -->
+    <header class="gradient-bg text-white shadow-2xl">
+        <div class="container mx-auto px-4 py-8">
+            <div class="flex items-center justify-between flex-wrap">
+                <div class="fade-in-up">
+                    <h1 class="text-4xl md:text-5xl font-bold mb-2 flex items-center gap-3">
+                        <i data-lucide="cpu" class="w-10 h-10"></i>
+                        大湾区芯片展览会-新凯莱
+                    </h1>
+                    <p class="text-xl opacity-90">国产半导体设备破局者的投资机遇分析</p>
+                </div>
+                <div class="mt-4 md:mt-0 fade-in-up">
+                    <div class="badge badge-lg badge-warning badge-glow">
+                        <i data-lucide="alert-circle" class="w-4 h-4 mr-1"></i>
+                        2025.10.15 关键节点
+                    </div>
+                </div>
+            </div>
+        </div>
+    </header>
+
+    <!-- Main Content -->
+    <main class="container mx-auto px-4 py-8">
+        <!-- 核心观点 -->
+        <section class="mb-12 fade-in-up">
+            <div class="glass-effect rounded-2xl shadow-xl p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center gap-3">
+                    <i data-lucide="target" class="w-8 h-8 text-primary"></i>
+                    核心观点摘要
+                </h2>
+                <div class="bg-gradient-to-r from-blue-100 to-purple-100 rounded-xl p-6 border-l-4 border-primary">
+                    <p class="text-lg leading-relaxed">
+                        当前"大湾区芯片展览会-新凯莱"概念正处于<strong class="text-primary">由宏大叙事和情绪驱动向基本面验证过渡的关键节点</strong>。
+                        其核心驱动力源于地缘政治倒逼下的国产替代迫切需求与大湾区强力政策支持的共振，
+                        而新凯来作为潜在的"破局者"，其在湾芯展的"惊喜"发布将成为概念能否从短期炒作转向长期价值投资的<strong class="text-secondary">分水岭</strong>。
+                    </p>
+                </div>
+            </div>
+        </section>
+
+        <!-- 时间轴 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl shadow-xl p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center gap-3">
+                    <i data-lucide="timeline" class="w-8 h-8 text-primary"></i>
+                    关键时间轴
+                </h2>
+                <div class="relative">
+                    <div class="absolute left-8 top-0 bottom-0 w-0.5 bg-gradient-to-b from-primary to-secondary"></div>
+                    <div class="space-y-6">
+                        <div class="timeline-item flex items-center gap-4">
+                            <div class="w-16 h-16 rounded-full bg-red-500 flex items-center justify-center text-white font-bold shadow-lg z-10">2024</div>
+                            <div class="flex-1 bg-white rounded-lg p-4 shadow-md">
+                                <h3 class="font-bold text-lg">11月11日</h3>
+                                <p class="text-gray-600">台积电宣布暂停向中国大陆AI/GPU客户供应7nm及更先进制程芯片</p>
+                            </div>
+                        </div>
+                        <div class="timeline-item flex items-center gap-4">
+                            <div class="w-16 h-16 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold shadow-lg z-10">2025</div>
+                            <div class="flex-1 bg-white rounded-lg p-4 shadow-md">
+                                <h3 class="font-bold text-lg">3月26日</h3>
+                                <p class="text-gray-600">新凯来首次参加SEMICON China，展示覆盖薄膜沉积、扩散、刻蚀等多款设备</p>
+                            </div>
+                        </div>
+                        <div class="timeline-item flex items-center gap-4">
+                            <div class="w-16 h-16 rounded-full bg-yellow-500 flex items-center justify-center text-white font-bold shadow-lg z-10">10.10</div>
+                            <div class="flex-1 bg-white rounded-lg p-4 shadow-md border-2 border-yellow-400">
+                                <h3 class="font-bold text-lg text-yellow-600">情绪引爆点</h3>
+                                <p class="text-gray-600">深圳发改委主任预告新凯来将在湾芯展上"带来惊喜"，相关概念股涨停</p>
+                            </div>
+                        </div>
+                        <div class="timeline-item flex items-center gap-4">
+                            <div class="w-16 h-16 rounded-full bg-gradient-to-r from-primary to-secondary flex items-center justify-center text-white font-bold shadow-lg z-10 animate-pulse">10.15</div>
+                            <div class="flex-1 bg-gradient-to-r from-blue-50 to-purple-50 rounded-lg p-4 shadow-md border-2 border-primary">
+                                <h3 class="font-bold text-lg text-primary">审判日</h3>
+                                <p class="text-gray-600">2025湾区半导体芯片展召开，新凯来"惊喜"揭晓，概念进入验证期</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心逻辑 -->
+        <section class="mb-12">
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="glass-effect rounded-xl shadow-lg p-6 hover:shadow-2xl transition-all">
+                    <div class="text-4xl mb-4">🚨</div>
+                    <h3 class="text-xl font-bold mb-3 text-red-600">生存驱动</h3>
+                    <p class="text-gray-700">地缘政治倒逼下的国产替代迫切需求，前道设备自主可控从"可选项"变为"必选项"</p>
+                </div>
+                <div class="glass-effect rounded-xl shadow-lg p-6 hover:shadow-2xl transition-all">
+                    <div class="text-4xl mb-4">🏛️</div>
+                    <h3 class="text-xl font-bold mb-3 text-blue-600">发展驱动</h3>
+                    <p class="text-gray-700">大湾区战略强力赋能，深重投股东背景提供资源整合想象空间</p>
+                </div>
+                <div class="glass-effect rounded-xl shadow-lg p-6 hover:shadow-2xl transition-all">
+                    <div class="text-4xl mb-4">🔬</div>
+                    <h3 class="text-xl font-bold mb-3 text-purple-600">预期驱动</h3>
+                    <p class="text-gray-700">覆盖芯片制造核心环节的产品蓝图，对渴望全产业链自主的国内市场具有极强吸引力</p>
+                </div>
+            </div>
+        </section>
+
+        <!-- 关联股票表格 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl shadow-xl p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center gap-3">
+                    <i data-lucide="bar-chart-3" class="w-8 h-8 text-primary"></i>
+                    产业链关联股票分析
+                </h2>
+                <div class="overflow-x-auto">
+                    <table class="table w-full">
+                        <thead>
+                            <tr class="bg-gradient-to-r from-blue-600 to-purple-600 text-white">
+                                <th class="rounded-tl-lg">股票名称</th>
+                                <th>关联分类</th>
+                                <th>关联性描述</th>
+                                <th>信源</th>
+                                <th class="rounded-tr-lg">投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="stock-row border-b">
+                                <td class="font-bold">新莱应材</td>
+                                <td><span class="badge badge-warning">合作传闻</span></td>
+                                <td>网传纪要显示公司是新凯来核心供应商，涉及真空系统和气体系统</td>
+                                <td>网传</td>
+                                <td class="text-sm">逻辑最纯粹，弹性最大，但风险与机遇并存</td>
+                            </tr>
+                            <tr class="stock-row border-b">
+                                <td class="font-bold">深振业A</td>
+                                <td><span class="badge badge-info">深重投</span></td>
+                                <td>新凯来的控股股东深圳市重大产业投资集团的董事黄秀章同时担任深振业监事</td>
+                                <td>公开资料</td>
+                                <td class="text-sm">纯正度最低，投机性最强，基本面支撑最弱</td>
+                            </tr>
+                            <tr class="stock-row border-b">
+                                <td class="font-bold">奥普光电</td>
+                                <td><span class="badge badge-primary">合资公司</span></td>
+                                <td>公司与长光集智有业务往来；长光集智第一大股东新凯来（持股60%）</td>
+                                <td>互动/工商</td>
+                                <td class="text-sm">业务关联度高，与新凯来景气度直接挂钩</td>
+                            </tr>
+                            <tr class="stock-row border-b">
+                                <td class="font-bold">正帆科技</td>
+                                <td><span class="badge badge-success">供应链</span></td>
+                                <td>新凯来的重要供应商，主要提供气体输送模组Gas box用于干法刻蚀设备</td>
+                                <td>互动</td>
+                                <td class="text-sm">稳健的"卖水人"，分享行业增长红利，风险较低</td>
+                            </tr>
+                            <tr class="stock-row border-b">
+                                <td class="font-bold">至纯科技</td>
+                                <td><span class="badge badge-success">供应链</span></td>
+                                <td>2021年年报中主要预付账款中新凯来金额3083.82万元，供应半导体清洗设备</td>
+                                <td>公告</td>
+                                <td class="text-sm">成熟供应商，客户群体广泛，新凯来合作锦上添花</td>
+                            </tr>
+                            <tr class="stock-row border-b">
+                                <td class="font-bold">波长光电</td>
+                                <td><span class="badge badge-secondary">字量昇</span></td>
+                                <td>供应非物镜镜片（照明系统、激光器光源、工台量测镜片等）</td>
+                                <td>券商纪要</td>
+                                <td class="text-sm">光学元件供应商，技术壁垒较高</td>
+                            </tr>
+                            <tr class="stock-row border-b">
+                                <td class="font-bold">同惠电子</td>
+                                <td><span class="badge badge-success">供应链</span></td>
+                                <td>新凯来供应商，2022年年报应收账款中新凯来排名第三</td>
+                                <td>公告</td>
+                                <td class="text-sm">北交所标的，业务直接关联</td>
+                            </tr>
+                            <tr class="stock-row border-b">
+                                <td class="font-bold">利和兴</td>
+                                <td><span class="badge badge-success">供应链</span></td>
+                                <td>公司为新凯来提供精密结构件和测试平台等产品</td>
+                                <td>互动</td>
+                                <td class="text-sm">"准核心"标的，需跟踪来自新凯来的收入占比</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </section>
+
+        <!-- 投资启示 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl shadow-xl p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center gap-3">
+                    <i data-lucide="lightbulb" class="w-8 h-8 text-yellow-500"></i>
+                    投资启示与风险提示
+                </h2>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="bg-green-50 rounded-xl p-6 border-l-4 border-green-500">
+                        <h3 class="text-xl font-bold mb-4 text-green-700 flex items-center gap-2">
+                            <i data-lucide="trending-up" class="w-6 h-6"></i>
+                            投资机会
+                        </h3>
+                        <ul class="space-y-3">
+                            <li class="flex items-start gap-2">
+                                <i data-lucide="check-circle" class="w-5 h-5 text-green-600 mt-0.5"></i>
+                                <span><strong>首选上游核心供应商：</strong>新莱应材等业务高度绑定的供应商，业绩弹性最大</span>
+                            </li>
+                            <li class="flex items-start gap-2">
+                                <i data-lucide="check-circle" class="w-5 h-5 text-green-600 mt-0.5"></i>
+                                <span><strong>次选平台型龙头：</strong>正帆科技等分享行业整体增长红利，投资逻辑更稳健</span>
+                            </li>
+                            <li class="flex items-start gap-2">
+                                <i data-lucide="check-circle" class="w-5 h-5 text-green-600 mt-0.5"></i>
+                                <span><strong>关注关键验证指标：</strong>10月15日发布会内容、供应商订单增长、第三方验证报道</span>
+                            </li>
+                        </ul>
+                    </div>
+                    <div class="bg-red-50 rounded-xl p-6 border-l-4 border-red-500">
+                        <h3 class="text-xl font-bold mb-4 text-red-700 flex items-center gap-2">
+                            <i data-lucide="alert-triangle" class="w-6 h-6"></i>
+                            风险提示
+                        </h3>
+                        <ul class="space-y-3">
+                            <li class="flex items-start gap-2">
+                                <i data-lucide="x-circle" class="w-5 h-5 text-red-600 mt-0.5"></i>
+                                <span><strong>技术风险：</strong>半导体设备技术壁垒极高，"有"和"好用"是两回事</span>
+                            </li>
+                            <li class="flex items-start gap-2">
+                                <i data-lucide="x-circle" class="w-5 h-5 text-red-600 mt-0.5"></i>
+                                <span><strong>商业化风险：</strong>获得客户信任、建立服务体系、实现规模化生产挑战巨大</span>
+                            </li>
+                            <li class="flex items-start gap-2">
+                                <i data-lucide="x-circle" class="w-5 h-5 text-red-600 mt-0.5"></i>
+                                <span><strong>信息质量风险：</strong>市场信息混杂，大量未经证实的"网传纪要"存在误导风险</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 关键跟踪指标 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl shadow-xl p-8">
+                <h2 class="text-3xl font-bold mb-6 flex items-center gap-3">
+                    <i data-lucide="radar" class="w-8 h-8 text-primary"></i>
+                    关键跟踪指标雷达图
+                </h2>
+                <div class="grid md:grid-cols-4 gap-4">
+                    <div class="text-center p-4 bg-gradient-to-br from-blue-100 to-blue-200 rounded-xl">
+                        <div class="text-3xl mb-2">📅</div>
+                        <h4 class="font-bold">短期指标</h4>
+                        <p class="text-sm mt-2">10月15日发布会内容</p>
+                    </div>
+                    <div class="text-center p-4 bg-gradient-to-br from-purple-100 to-purple-200 rounded-xl">
+                        <div class="text-3xl mb-2">📊</div>
+                        <h4 class="font-bold">中期指标</h4>
+                        <p class="text-sm mt-2">供应商订单增长</p>
+                    </div>
+                    <div class="text-center p-4 bg-gradient-to-br from-green-100 to-green-200 rounded-xl">
+                        <div class="text-3xl mb-2">🏭</div>
+                        <h4 class="font-bold">验证指标</h4>
+                        <p class="text-sm mt-2">客户产线导入进展</p>
+                    </div>
+                    <div class="text-center p-4 bg-gradient-to-br from-yellow-100 to-yellow-200 rounded-xl">
+                        <div class="text-3xl mb-2">🌐</div>
+                        <h4 class="font-bold">生态指标</h4>
+                        <p class="text-sm mt-2">深重投后续动作</p>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 最终结论 -->
+        <section class="mb-12">
+            <div class="gradient-bg rounded-2xl shadow-2xl p-8 text-white">
+                <h2 class="text-3xl font-bold mb-6 flex items-center gap-3">
+                    <i data-lucide="award" class="w-8 h-8"></i>
+                    综合结论
+                </h2>
+                <div class="bg-white/20 backdrop-blur rounded-xl p-6">
+                    <p class="text-lg leading-relaxed">
+                        目前，"大湾区芯片展览会-新凯莱"概念仍处于<strong>典型的主题炒作阶段</strong>，但其内核具备向基本面驱动转化的巨大潜力。
+                        10月15日的"惊喜"发布是决定其命运的<strong>"审判日"</strong>。
+                        如果发布内容超预期，概念将进入价值发现阶段；反之，则可能是一地鸡毛。
+                        投资者应重点关注上游核心供应商，同时保持对技术验证进展的密切跟踪，在把握机遇的同时控制风险。
+                    </p>
+                </div>
+            </div>
+        </section>
+    </main>
+
+    <!-- Footer -->
+    <footer class="bg-gray-800 text-white py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">💡 专业投资分析 · 数据仅供参考</p>
+            <p class="text-sm opacity-75">最后更新：2025年10月10日</p>
+        </div>
+    </footer>
+
+    <script>
+        // Initialize Lucide icons
+        lucide.createIcons();
+
+        // Add scroll animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.fade-in-up').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(30px)';
+            el.style.transition = 'all 0.6s ease-out';
+            observer.observe(el);
+        });
+
+        // Add hover effect to cards
+        document.querySelectorAll('.glass-effect').forEach(card => {
+            card.addEventListener('mouseenter', function() {
+                this.style.transform = 'translateY(-5px)';
+                this.style.transition = 'all 0.3s ease';
+            });
+            card.addEventListener('mouseleave', function() {
+                this.style.transform = 'translateY(0)';
+            });
+        });
+
+        // Add click to copy functionality for stock names
+        document.querySelectorAll('.stock-row td:first-child').forEach(cell => {
+            cell.style.cursor = 'pointer';
+            cell.addEventListener('click', function() {
+                const text = this.innerText;
+                navigator.clipboard.writeText(text);
+                
+                // Show tooltip
+                const tooltip = document.createElement('div');
+                tooltip.className = 'fixed bg-gray-800 text-white px-3 py-1 rounded text-sm z-50';
+                tooltip.innerText = '已复制: ' + text;
+                tooltip.style.top = (event.pageY - 30) + 'px';
+                tooltip.style.left = (event.pageX - 50) + 'px';
+                document.body.appendChild(tooltip);
+                
+                setTimeout(() => {
+                    tooltip.remove();
+                }, 1500);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/太空旅行.html

@@ -0,0 +1,607 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>太空旅行：从星辰大海到数字宇宙</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700;900&display=swap');
+        
+        body {
+            background: linear-gradient(135deg, #0f0c29 0%, #302b63 50%, #24243e 100%);
+            font-family: 'Orbitron', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
+        }
+        
+        .hero-title {
+            background: linear-gradient(45deg, #00ffff, #ff00ff, #ffff00);
+            -webkit-background-clip: text;
+            background-clip: text;
+            -webkit-text-fill-color: transparent;
+            animation: gradient 3s ease infinite;
+            font-weight: 900;
+        }
+        
+        @keyframes gradient {
+            0%, 100% { filter: hue-rotate(0deg); }
+            50% { filter: hue-rotate(180deg); }
+        }
+        
+        .glass-card {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+            transition: all 0.3s ease;
+        }
+        
+        .glass-card:hover {
+            background: rgba(255, 255, 255, 0.08);
+            transform: translateY(-2px);
+            box-shadow: 0 10px 30px rgba(0, 255, 255, 0.2);
+        }
+        
+        .timeline-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { box-shadow: 0 0 0 0 rgba(0, 255, 255, 0.7); }
+            70% { box-shadow: 0 0 0 10px rgba(0, 255, 255, 0); }
+            100% { box-shadow: 0 0 0 0 rgba(0, 255, 255, 0); }
+        }
+        
+        .tech-card {
+            position: relative;
+            overflow: hidden;
+        }
+        
+        .tech-card::before {
+            content: '';
+            position: absolute;
+            top: -2px;
+            left: -2px;
+            right: -2px;
+            bottom: -2px;
+            background: linear-gradient(45deg, #00ffff, #ff00ff, #ffff00, #00ffff);
+            border-radius: inherit;
+            opacity: 0;
+            transition: opacity 0.3s;
+            z-index: -1;
+        }
+        
+        .tech-card:hover::before {
+            opacity: 1;
+            animation: rotate 2s linear infinite;
+        }
+        
+        @keyframes rotate {
+            0% { transform: rotate(0deg); }
+            100% { transform: rotate(360deg); }
+        }
+        
+        .table-container {
+            overflow-x: auto;
+            scrollbar-width: thin;
+            scrollbar-color: #00ffff #1a1a2e;
+        }
+        
+        .table-container::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .table-container::-webkit-scrollbar-track {
+            background: #1a1a2e;
+        }
+        
+        .table-container::-webkit-scrollbar-thumb {
+            background: linear-gradient(45deg, #00ffff, #ff00ff);
+            border-radius: 4px;
+        }
+        
+        .neon-text {
+            text-shadow: 0 0 10px currentColor;
+        }
+        
+        .float-animation {
+            animation: float 3s ease-in-out infinite;
+        }
+        
+        @keyframes float {
+            0%, 100% { transform: translateY(0px); }
+            50% { transform: translateY(-10px); }
+        }
+    </style>
+</head>
+<body class="min-h-screen text-gray-100">
+    <!-- Hero Section -->
+    <section class="relative min-h-screen flex items-center justify-center overflow-hidden">
+        <div class="absolute inset-0">
+            <div class="absolute top-20 left-20 w-72 h-72 bg-purple-500 rounded-full mix-blend-multiply filter blur-xl opacity-20 animate-blob"></div>
+            <div class="absolute top-40 right-20 w-72 h-72 bg-yellow-500 rounded-full mix-blend-multiply filter blur-xl opacity-20 animate-blob animation-delay-2000"></div>
+            <div class="absolute -bottom-8 left-40 w-72 h-72 bg-pink-500 rounded-full mix-blend-multiply filter blur-xl opacity-20 animate-blob animation-delay-4000"></div>
+        </div>
+        
+        <div class="relative z-10 text-center px-6">
+            <h1 class="hero-title text-6xl md:text-8xl mb-6 float-animation">太空旅行</h1>
+            <p class="text-2xl md:text-3xl text-cyan-300 mb-4">从星辰大海到数字宇宙</p>
+            <p class="text-lg md:text-xl text-gray-300 max-w-3xl mx-auto">
+                产业变革：从载人航天旅游到AI驱动的太空算力中心
+            </p>
+            <div class="mt-8 flex gap-4 justify-center">
+                <span class="badge badge-info badge-lg">AI算力上太空</span>
+                <span class="badge badge-success badge-lg">万亿级市场</span>
+                <span class="badge badge-warning badge-lg">新基建革命</span>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心概念 -->
+    <section class="py-16 px-6">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 neon-text text-cyan-300">
+                <i class="fas fa-rocket mr-3"></i>概念核心逻辑
+            </h2>
+            
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="glass-card rounded-2xl p-6 tech-card">
+                    <div class="text-5xl mb-4 text-center">⚡</div>
+                    <h3 class="text-xl font-bold mb-3 text-yellow-300">能源革命</h3>
+                    <p class="text-sm text-gray-300">
+                        太空数据中心PUE接近1，太阳能年发电时长超8000小时，能源成本降低10倍以上。地面能源瓶颈催生太空算力需求。
+                    </p>
+                    <div class="mt-4 stats stats-vertical w-full bg-black/30">
+                        <div class="stat">
+                            <div class="stat-value text-cyan-300">1</div>
+                            <div class="stat-title text-xs">理想PUE值</div>
+                        </div>
+                        <div class="stat">
+                            <div class="stat-value text-green-300">8000+</div>
+                            <div class="stat-title text-xs">年发电小时</div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-card rounded-2xl p-6 tech-card">
+                    <div class="text-5xl mb-4 text-center">🚀</div>
+                    <h3 class="text-xl font-bold mb-3 text-pink-300">技术突破</h3>
+                    <p class="text-sm text-gray-300">
+                        SpaceX星舰将发射成本降至1000元/公斤，激光通信、抗辐射芯片、空间太阳能技术成熟，为大规模部署奠定基础。
+                    </p>
+                    <div class="mt-4 flex flex-wrap gap-2">
+                        <span class="badge badge-outline badge-sm">激光通信</span>
+                        <span class="badge badge-outline badge-sm">钙钛矿电池</span>
+                        <span class="badge badge-outline badge-sm">抗辐射芯片</span>
+                    </div>
+                </div>
+                
+                <div class="glass-card rounded-2xl p-6 tech-card">
+                    <div class="text-5xl mb-4 text-center">🌍</div>
+                    <h3 class="text-xl font-bold mb-3 text-purple-300">大国博弈</h3>
+                    <p class="text-sm text-gray-300">
+                        太空成为大国竞争新高地，中美加速布局，"逐日工程"、"三体星座"等国家级项目抢占产业制高点。
+                    </p>
+                    <div class="mt-4 timeline">
+                        <div class="flex items-center gap-3">
+                            <div class="timeline-dot w-3 h-3 bg-red-500 rounded-full"></div>
+                            <span class="text-xs">美国：SpaceX/亚马逊/谷歌三巨头布局</span>
+                        </div>
+                        <div class="flex items-center gap-3 mt-2">
+                            <div class="timeline-dot w-3 h-3 bg-yellow-500 rounded-full"></div>
+                            <span class="text-xs">中国：星算计划/三体星座/逐日工程</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 关键事件时间轴 -->
+    <section class="py-16 px-6 bg-black/20">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 neon-text text-green-300">
+                <i class="fas fa-clock mr-3"></i>关键事件时间轴
+            </h2>
+            
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 h-full w-0.5 bg-gradient-to-b from-cyan-500 to-purple-500"></div>
+                
+                <div class="space-y-12">
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8 text-right">
+                            <div class="glass-card rounded-xl p-4 inline-block">
+                                <h3 class="font-bold text-yellow-300">2025年5月14日</h3>
+                                <p class="text-sm mt-1">中国成功发射"三体计算星座"首批12颗卫星</p>
+                                <p class="text-xs text-gray-400 mt-2">全球首个在轨组网的太空计算卫星星座</p>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-cyan-500 rounded-full border-4 border-gray-900"></div>
+                        <div class="w-full md:w-1/2 pl-8"></div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8"></div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-500 rounded-full border-4 border-gray-900"></div>
+                        <div class="w-full md:w-1/2 pl-8">
+                            <div class="glass-card rounded-xl p-4 inline-block">
+                                <h3 class="font-bold text-pink-300">2025年10-11月</h3>
+                                <p class="text-sm mt-1">科技巨头密集发布太空AI计划</p>
+                                <p class="text-xs text-gray-400 mt-2">马斯克、贝索斯、谷歌连续表态，引爆市场</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8 text-right">
+                            <div class="glass-card rounded-xl p-4 inline-block">
+                                <h3 class="font-bold text-green-300">2027年目标</h3>
+                                <p class="text-sm mt-1">谷歌计划发射TPU卫星集群</p>
+                                <p class="text-xs text-gray-400 mt-2">"捕光者计划"81颗AI卫星组成</p>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-yellow-500 rounded-full border-4 border-gray-900"></div>
+                        <div class="w-full md:w-1/2 pl-8"></div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 产业链图谱 -->
+    <section class="py-16 px-6">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 neon-text text-purple-300">
+                <i class="fas fa-network-wired mr-3"></i>产业链图谱
+            </h2>
+            
+            <div class="grid md:grid-cols-3 gap-6">
+                <!-- 上游 -->
+                <div class="glass-card rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-center text-cyan-300">
+                        <i class="fas fa-atom mr-2"></i>上游
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="collapse collapse-arrow bg-black/30">
+                            <input type="checkbox" checked />
+                            <div class="collapse-title text-sm font-medium">能源材料</div>
+                            <div class="collapse-content">
+                                <ul class="text-xs space-y-1">
+                                    <li>• 砷化镓/钙钛矿（乾照光电）</li>
+                                    <li>• 特种纤维（隆华新材、凯盛新材）</li>
+                                </ul>
+                            </div>
+                        </div>
+                        <div class="collapse collapse-arrow bg-black/30">
+                            <input type="checkbox" />
+                            <div class="collapse-title text-sm font-medium">核心元器件</div>
+                            <div class="collapse-content">
+                                <ul class="text-xs space-y-1">
+                                    <li>• 抗辐射芯片（复旦微电）</li>
+                                    <li>• 存储芯片（江波龙）</li>
+                                    <li>• 激光模块（光库科技）</li>
+                                </ul>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- 中游 -->
+                <div class="glass-card rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-center text-yellow-300">
+                        <i class="fas fa-industry mr-2"></i>中游
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="collapse collapse-arrow bg-black/30">
+                            <input type="checkbox" checked />
+                            <div class="collapse-title text-sm font-medium">卫星平台与总装</div>
+                            <div class="collapse-content">
+                                <ul class="text-xs space-y-1">
+                                    <li>• 中国卫星、航天电子</li>
+                                </ul>
+                            </div>
+                        </div>
+                        <div class="collapse collapse-arrow bg-black/30">
+                            <input type="checkbox" />
+                            <div class="collapse-title text-sm font-medium">能源系统</div>
+                            <div class="collapse-content">
+                                <ul class="text-xs space-y-1">
+                                    <li>• 上海港湾（核心）</li>
+                                    <li>• 电科蓝天</li>
+                                </ul>
+                            </div>
+                        </div>
+                        <div class="collapse collapse-arrow bg-black/30">
+                            <input type="checkbox" />
+                            <div class="collapse-title text-sm font-medium">通信载荷</div>
+                            <div class="collapse-content">
+                                <ul class="text-xs space-y-1">
+                                    <li>• 烽火通信、上海瀚讯</li>
+                                </ul>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- 下游 -->
+                <div class="glass-card rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-center text-pink-300">
+                        <i class="fas fa-satellite mr-2"></i>下游
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="collapse collapse-arrow bg-black/30">
+                            <input type="checkbox" checked />
+                            <div class="collapse-title text-sm font-medium">算力服务</div>
+                            <div class="collapse-content">
+                                <ul class="text-xs space-y-1">
+                                    <li>• 普天科技</li>
+                                    <li>• 国星宇航（星算计划）</li>
+                                </ul>
+                            </div>
+                        </div>
+                        <div class="collapse collapse-arrow bg-black/30">
+                            <input type="checkbox" />
+                            <div class="collapse-title text-sm font-medium">太空旅游</div>
+                            <div class="collapse-content">
+                                <ul class="text-xs space-y-1">
+                                    <li>• 航宇微（与中科宇航合作）</li>
+                                </ul>
+                            </div>
+                        </div>
+                        <div class="collapse collapse-arrow bg-black/30">
+                            <input type="checkbox" />
+                            <div class="collapse-title text-sm font-medium">发射服务</div>
+                            <div class="collapse-content">
+                                <ul class="text-xs space-y-1">
+                                    <li>• 高华科技、斯瑞新材</li>
+                                </ul>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心标的表格 -->
+    <section class="py-16 px-6 bg-black/20">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 neon-text text-yellow-300">
+                <i class="fas fa-chart-line mr-3"></i>核心上市公司
+            </h2>
+            
+            <div class="table-container">
+                <table class="w-full text-sm">
+                    <thead>
+                        <tr class="border-b border-cyan-500/30">
+                            <th class="p-4 text-left text-cyan-300">股票名称</th>
+                            <th class="p-4 text-left text-cyan-300">分类</th>
+                            <th class="p-4 text-left text-cyan-300">相关性</th>
+                            <th class="p-4 text-left text-cyan-300">消息来源</th>
+                            <th class="p-4 text-left text-cyan-300">投资逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="border-b border-gray-700/30 hover:bg-white/5 transition">
+                            <td class="p-4 font-medium text-yellow-300">探路者</td>
+                            <td class="p-4"><span class="badge badge-info">宇航服</span></td>
+                            <td class="p-4">为神十二至神二十航天员开发舱内服装，参与标准制定</td>
+                            <td class="p-4 text-xs text-gray-400">互动平台</td>
+                            <td class="p-4 text-xs">国家队配套，订单确定性高</td>
+                        </tr>
+                        <tr class="border-b border-gray-700/30 hover:bg-white/5 transition">
+                            <td class="p-4 font-medium text-green-300">上海港湾</td>
+                            <td class="p-4"><span class="badge badge-success">太阳翼</span></td>
+                            <td class="p-4">全系太阳翼/能源系统，方正研报重点推荐</td>
+                            <td class="p-4 text-xs text-gray-400">券商研报</td>
+                            <td class="p-4 text-xs">太空算力核心增量，万亿市场空间</td>
+                        </tr>
+                        <tr class="border-b border-gray-700/30 hover:bg-white/5 transition">
+                            <td class="p-4 font-medium text-purple-300">乾照光电</td>
+                            <td class="p-4"><span class="badge badge-warning">砷化镓</span></td>
+                            <td class="p-4">砷化镓外延片，空间太阳能电池核心材料</td>
+                            <td class="p-4 text-xs text-gray-400">券商研报</td>
+                            <td class="p-4 text-xs">高价值量，技术壁垒高</td>
+                        </tr>
+                        <tr class="border-b border-gray-700/30 hover:bg-white/5 transition">
+                            <td class="p-4 font-medium text-pink-300">国星宇航</td>
+                            <td class="p-4"><span class="badge badge-error">太空算力</span></td>
+                            <td class="p-4">星算计划，三体计算星座已部署12颗卫星</td>
+                            <td class="p-4 text-xs text-gray-400">项目进展</td>
+                            <td class="p-4 text-xs">国内太空算力领跑者，商业化进行中</td>
+                        </tr>
+                        <tr class="border-b border-gray-700/30 hover:bg-white/5 transition">
+                            <td class="p-4 font-medium text-cyan-300">烽火通信</td>
+                            <td class="p-4"><span class="badge badge-primary">激光通信</span></td>
+                            <td class="p-4">星间激光通信，天基网络核心环节</td>
+                            <td class="p-4 text-xs text-gray-400">券商研报</td>
+                            <td class="p-4 text-xs">算力上天必要条件，Tbps级需求</td>
+                        </tr>
+                        <tr class="border-b border-gray-700/30 hover:bg-white/5 transition">
+                            <td class="p-4 font-medium text-orange-300">际华集团</td>
+                            <td class="p-4"><span class="badge badge-secondary">太空靴</span></td>
+                            <td class="p-4">参与研制神五至神十二宇航员出舱靴系列</td>
+                            <td class="p-4 text-xs text-gray-400">互动平台</td>
+                            <td class="p-4 text-xs">航天装备龙头，多代产品供应</td>
+                        </tr>
+                        <tr class="border-b border-gray-700/30 hover:bg-white/5 transition">
+                            <td class="p-4 font-medium text-red-300">航宇微</td>
+                            <td class="p-4"><span class="badge badge-accent">商业运营</span></td>
+                            <td class="p-4">与中科宇航合作开发太空旅游项目</td>
+                            <td class="p-4 text-xs text-gray-400">公开资料</td>
+                            <td class="p-4 text-xs">直接受益太空旅游产业化</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- 风险与机遇 -->
+    <section class="py-16 px-6">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12 neon-text text-green-300">
+                <i class="fas fa-balance-scale mr-3"></i>风险与机遇
+            </h2>
+            
+            <div class="grid md:grid-cols-2 gap-6">
+                <div class="glass-card rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-red-300">
+                        <i class="fas fa-exclamation-triangle mr-2"></i>潜在风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start gap-3">
+                            <div class="w-8 h-8 bg-red-500/20 rounded-full flex items-center justify-center flex-shrink-0">
+                                <i class="fas fa-bolt text-red-400 text-xs"></i>
+                            </div>
+                            <div>
+                                <h4 class="font-semibold text-sm">技术风险</h4>
+                                <p class="text-xs text-gray-400 mt-1">抗辐射芯片性能、激光通信成熟度等关键技术瓶颈</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <div class="w-8 h-8 bg-orange-500/20 rounded-full flex items-center justify-center flex-shrink-0">
+                                <i class="fas fa-coins text-orange-400 text-xs"></i>
+                            </div>
+                            <div>
+                                <h4 class="font-semibold text-sm">商业化风险</h4>
+                                <p class="text-xs text-gray-400 mt-1">成本高昂，一座算力中心发射成本超200亿元</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <div class="w-8 h-8 bg-yellow-500/20 rounded-full flex items-center justify-center flex-shrink-0">
+                                <i class="fas fa-globe text-yellow-400 text-xs"></i>
+                            </div>
+                            <div>
+                                <h4 class="font-semibold text-sm">政策风险</h4>
+                                <p class="text-xs text-gray-400 mt-1">地缘政治、国际监管、频谱资源竞争</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-card rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-green-300">
+                        <i class="fas fa-rocket mr-2"></i>投资机遇
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start gap-3">
+                            <div class="w-8 h-8 bg-green-500/20 rounded-full flex items-center justify-center flex-shrink-0">
+                                <i class="fas fa-sun text-green-400 text-xs"></i>
+                            </div>
+                            <div>
+                                <h4 class="font-semibold text-sm">能源革命</h4>
+                                <p class="text-xs text-gray-400 mt-1">太阳翼系统价值量巨大，TW级需求超万亿市场</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <div class="w-8 h-8 bg-cyan-500/20 rounded-full flex items-center justify-center flex-shrink-0">
+                                <i class="fas fa-network-wired text-cyan-400 text-xs"></i>
+                            </div>
+                            <div>
+                                <h4 class="font-semibold text-sm">天基网络</h4>
+                                <p class="text-xs text-gray-400 mt-1">激光通信是算力上天必要条件，先发优势明显</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <div class="w-8 h-8 bg-purple-500/20 rounded-full flex items-center justify-center flex-shrink-0">
+                                <i class="fas fa-microchip text-purple-400 text-xs"></i>
+                            </div>
+                            <div>
+                                <h4 class="font-semibold text-sm">国产替代</h4>
+                                <p class="text-xs text-gray-400 mt-1">抗辐射芯片、存储等核心器件迫切需要自主可控</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 投资建议 -->
+    <section class="py-16 px-6 bg-gradient-to-b from-transparent to-black/50">
+        <div class="max-w-4xl mx-auto text-center">
+            <h2 class="text-4xl font-bold mb-6 neon-text text-yellow-300">
+                <i class="fas fa-lightbulb mr-3"></i>投资策略
+            </h2>
+            <div class="glass-card rounded-2xl p-8">
+                <p class="text-lg mb-6 text-gray-200">
+                    当前"太空旅行"概念呈现双轨并行格局，建议采取"卖水人"策略
+                </p>
+                
+                <div class="grid md:grid-cols-2 gap-6 text-left">
+                    <div class="bg-gradient-to-br from-cyan-500/10 to-purple-500/10 rounded-xl p-4">
+                        <h3 class="font-bold text-cyan-300 mb-2">优先布局方向</h3>
+                        <ul class="text-sm space-y-1 text-gray-300">
+                            <li>📈 空间能源系统（上海港湾）</li>
+                            <li>📡 激光通信（光库科技、烽火通信）</li>
+                            <li>💾 抗辐射芯片（复旦微电）</li>
+                        </ul>
+                    </div>
+                    
+                    <div class="bg-gradient-to-br from-green-500/10 to-yellow-500/10 rounded-xl p-4">
+                        <h3 class="font-bold text-green-300 mb-2">跟踪验证指标</h3>
+                        <ul class="text-sm space-y-1 text-gray-300">
+                            <li>🚀 发射成本下降曲线</li>
+                            <li>📊 在轨算力与通信速率</li>
+                            <li>💰 关键公司太空业务订单</li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="mt-8 p-4 bg-red-500/10 rounded-xl border border-red-500/30">
+                    <p class="text-sm text-yellow-300">
+                        ⚠️ 风险提示：警惕概念炒作与实际业务贡献度的巨大鸿沟
+                    </p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="py-8 px-6 border-t border-gray-800">
+        <div class="max-w-7xl mx-auto text-center text-sm text-gray-400">
+            <p>数据来源：公开新闻、券商研报、公司公告</p>
+            <p class="mt-2">投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // 添加平滑滚动效果
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({ behavior: 'smooth' });
+                }
+            });
+        });
+
+        // 动态加载动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '0';
+                    entry.target.style.transform = 'translateY(20px)';
+                    setTimeout(() => {
+                        entry.target.style.transition = 'all 0.6s ease';
+                        entry.target.style.opacity = '1';
+                        entry.target.style.transform = 'translateY(0)';
+                    }, 100);
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('section').forEach(section => {
+            observer.observe(section);
+        });
+    </script>
+</body>
+</html>

public/htmls/太空算力.html

@@ -0,0 +1,884 @@
+我将为您创建一个详实且视觉震撼的"太空算力"概念展示页面。这个页面将融合金融分析的深度与未来科技的美感，采用深空主题设计，完整呈现所有关键信息。
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>太空算力 - 突破地面极限，构建天基智能</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <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=Orbitron:wght@400;700;900&family=Inter:wght@300;400;600;700&display=swap');
+        
+        :root {
+            --space-blue: #0a0e27;
+            --neon-cyan: #00ffff;
+            --neon-purple: #9945ff;
+            --neon-pink: #ff006e;
+            --text-primary: #ffffff;
+            --text-secondary: #a0a0a0;
+        }
+
+        * {
+            margin: 0;
+            padding: 0;
+            box-sizing: border-box;
+        }
+
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #0a0e27 0%, #1a1f3a 50%, #0a0e27 100%);
+            color: var(--text-primary);
+            overflow-x: hidden;
+        }
+
+        .orbitron {
+            font-family: 'Orbitron', monospace;
+        }
+
+        /* 滚动条样式 */
+        ::-webkit-scrollbar {
+            width: 8px;
+        }
+
+        ::-webkit-scrollbar-track {
+            background: rgba(255, 255, 255, 0.1);
+        }
+
+        ::-webkit-scrollbar-thumb {
+            background: linear-gradient(45deg, var(--neon-cyan), var(--neon-purple));
+            border-radius: 4px;
+        }
+
+        /* Hero背景动画 */
+        .hero-bg {
+            position: absolute;
+            top: 0;
+            left: 0;
+            width: 100%;
+            height: 100%;
+            background: radial-gradient(ellipse at center, rgba(0, 255, 255, 0.1) 0%, transparent 70%);
+            animation: pulse 4s ease-in-out infinite;
+        }
+
+        @keyframes pulse {
+            0%, 100% { opacity: 0.5; }
+            50% { opacity: 1; }
+        }
+
+        /* 星星背景 */
+        .stars {
+            position: fixed;
+            top: 0;
+            left: 0;
+            width: 100%;
+            height: 100%;
+            pointer-events: none;
+            z-index: -1;
+        }
+
+        .star {
+            position: absolute;
+            width: 2px;
+            height: 2px;
+            background: white;
+            border-radius: 50%;
+            animation: twinkle 3s infinite;
+        }
+
+        @keyframes twinkle {
+            0%, 100% { opacity: 0; }
+            50% { opacity: 1; }
+        }
+
+        /* 霓虹光效 */
+        .neon-text {
+            text-shadow: 0 0 10px var(--neon-cyan), 0 0 20px var(--neon-cyan), 0 0 30px var(--neon-cyan);
+        }
+
+        .neon-border {
+            border: 2px solid var(--neon-cyan);
+            box-shadow: 0 0 10px var(--neon-cyan), inset 0 0 10px rgba(0, 255, 255, 0.1);
+        }
+
+        /* 卡片悬浮效果 */
+        .hover-card {
+            transition: all 0.3s ease;
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+        }
+
+        .hover-card:hover {
+            transform: translateY(-5px);
+            background: rgba(255, 255, 255, 0.08);
+            box-shadow: 0 10px 30px rgba(0, 255, 255, 0.2);
+        }
+
+        /* 时间线样式 */
+        .timeline {
+            position: relative;
+            padding: 20px 0;
+        }
+
+        .timeline::before {
+            content: '';
+            position: absolute;
+            left: 50%;
+            transform: translateX(-50%);
+            width: 2px;
+            height: 100%;
+            background: linear-gradient(180deg, var(--neon-cyan), var(--neon-purple));
+        }
+
+        .timeline-item {
+            position: relative;
+            margin: 40px 0;
+        }
+
+        .timeline-dot {
+            position: absolute;
+            left: 50%;
+            transform: translateX(-50%);
+            width: 20px;
+            height: 20px;
+            background: var(--neon-cyan);
+            border-radius: 50%;
+            box-shadow: 0 0 20px var(--neon-cyan);
+        }
+
+        /* 表格样式 */
+        .data-table {
+            width: 100%;
+            border-collapse: separate;
+            border-spacing: 0;
+            background: rgba(255, 255, 255, 0.03);
+        }
+
+        .data-table th {
+            background: linear-gradient(90deg, rgba(0, 255, 255, 0.2), rgba(153, 69, 255, 0.2));
+            padding: 15px;
+            text-align: left;
+            font-weight: 600;
+            border-bottom: 2px solid var(--neon-cyan);
+        }
+
+        .data-table td {
+            padding: 12px 15px;
+            border-bottom: 1px solid rgba(255, 255, 255, 0.1);
+        }
+
+        .data-table tr:hover {
+            background: rgba(0, 255, 255, 0.05);
+        }
+
+        /* 进度条 */
+        .progress-bar {
+            height: 6px;
+            background: rgba(255, 255, 255, 0.1);
+            border-radius: 3px;
+            overflow: hidden;
+        }
+
+        .progress-fill {
+            height: 100%;
+            background: linear-gradient(90deg, var(--neon-cyan), var(--neon-purple));
+            transition: width 1s ease;
+        }
+
+        /* 标签样式 */
+        .tag {
+            display: inline-block;
+            padding: 4px 12px;
+            border-radius: 20px;
+            font-size: 12px;
+            font-weight: 500;
+            margin: 2px;
+        }
+
+        .tag-primary {
+            background: rgba(0, 255, 255, 0.2);
+            color: var(--neon-cyan);
+            border: 1px solid var(--neon-cyan);
+        }
+
+        .tag-secondary {
+            background: rgba(153, 69, 255, 0.2);
+            color: var(--neon-purple);
+            border: 1px solid var(--neon-purple);
+        }
+
+        /* 动画类 */
+        .fade-in {
+            animation: fadeIn 1s ease-in;
+        }
+
+        @keyframes fadeIn {
+            from { opacity: 0; transform: translateY(20px); }
+            to { opacity: 1; transform: translateY(0); }
+        }
+
+        /* 响应式调整 */
+        @media (max-width: 768px) {
+            .timeline::before {
+                left: 30px;
+            }
+            
+            .timeline-dot {
+                left: 30px;
+            }
+            
+            .data-table {
+                font-size: 14px;
+            }
+            
+            .data-table th,
+            .data-table td {
+                padding: 8px;
+            }
+        }
+    </style>
+</head>
+<body>
+    <!-- 星星背景 -->
+    <div class="stars" id="stars"></div>
+
+    <!-- 导航栏 -->
+    <nav class="fixed top-0 w-full z-50 backdrop-blur-md bg-black/50 border-b border-cyan-500/20">
+        <div class="container mx-auto px-4 py-3">
+            <div class="flex justify-between items-center">
+                <div class="flex items-center space-x-3">
+                    <i class="fas fa-satellite text-2xl neon-text"></i>
+                    <h1 class="orbitron text-xl font-bold neon-text">太空算力</h1>
+                </div>
+                <div class="hidden md:flex space-x-6">
+                    <a href="#overview" class="hover:text-cyan-400 transition">概念洞察</a>
+                    <a href="#timeline" class="hover:text-cyan-400 transition">发展历程</a>
+                    <a href="#industry" class="hover:text-cyan-400 transition">产业链</a>
+                    <a href="#stocks" class="hover:text-cyan-400 transition">相关股票</a>
+                    <a href="#outlook" class="hover:text-cyan-400 transition">未来展望</a>
+                </div>
+            </div>
+        </div>
+    </nav>
+
+    <!-- Hero Section -->
+    <section class="relative min-h-screen flex items-center justify-center overflow-hidden">
+        <div class="hero-bg"></div>
+        <div class="container mx-auto px-4 z-10 text-center">
+            <h1 class="orbitron text-5xl md:text-7xl font-bold mb-6 fade-in">
+                太空算力
+                <span class="text-transparent bg-clip-text bg-gradient-to-r from-cyan-400 to-purple-600">
+                    Space Computing
+                </span>
+            </h1>
+            <p class="text-xl md:text-2xl text-gray-300 mb-8 max-w-3xl mx-auto fade-in">
+                突破地面算力的能源、散热与效率瓶颈，构建天基智能计算网络
+            </p>
+            <div class="flex flex-wrap justify-center gap-4 fade-in">
+                <div class="hover-card neon-border rounded-lg p-6 min-w-[200px]">
+                    <i class="fas fa-solar-panel text-3xl text-yellow-400 mb-3"></i>
+                    <h3 class="text-lg font-bold">8倍能源效率</h3>
+                    <p class="text-sm text-gray-400">太阳能利用效率提升</p>
+                </div>
+                <div class="hover-card neon-border rounded-lg p-6 min-w-[200px]">
+                    <i class="fas fa-snowflake text-3xl text-cyan-400 mb-3"></i>
+                    <h3 class="text-lg font-bold">3倍散热效率</h3>
+                    <p class="text-sm text-gray-400">真空环境辐射散热</p>
+                </div>
+                <div class="hover-card neon-border rounded-lg p-6 min-w-[200px]">
+                    <i class="fas fa-tachometer-alt text-3xl text-green-400 mb-3"></i>
+                    <h3 class="text-lg font-bold">秒级响应</h3>
+                    <p class="text-sm text-gray-400">数据实时处理能力</p>
+                </div>
+            </div>
+        </div>
+        <div class="absolute bottom-10 left-1/2 transform -translate-x-1/2 animate-bounce">
+            <i class="fas fa-chevron-down text-2xl"></i>
+        </div>
+    </section>
+
+    <!-- 概念洞察 -->
+    <section id="overview" class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <h2 class="orbitron text-4xl font-bold text-center mb-12 neon-text">概念洞察</h2>
+            
+            <div class="grid md:grid-cols-2 gap-8 mb-12">
+                <div class="hover-card rounded-xl p-8">
+                    <h3 class="text-2xl font-bold mb-4 text-cyan-400">
+                        <i class="fas fa-rocket mr-2"></i>核心驱动力
+                    </h3>
+                    <ul class="space-y-3 text-gray-300">
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <div>
+                                <strong>地面算力瓶颈：</strong>美国2030年数据中心将占发电量40%，能源供给难以为继
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <div>
+                                <strong>技术成熟度：</strong>星载计算、百Gbps激光通信已通过在轨验证
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <div>
+                                <strong>大国竞争：</strong>开辟算力自主可控"新赛道"，实现非对称超越
+                            </div>
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="hover-card rounded-xl p-8">
+                    <h3 class="text-2xl font-bold mb-4 text-purple-400">
+                        <i class="fas fa-chart-line mr-2"></i>市场认知
+                    </h3>
+                    <div class="space-y-4">
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span>市场热度</span>
+                                <span class="text-cyan-400">极高</span>
+                            </div>
+                            <div class="progress-bar">
+                                <div class="progress-fill" style="width: 95%"></div>
+                            </div>
+                        </div>
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span>技术成熟度</span>
+                                <span class="text-yellow-400">工程化初期</span>
+                            </div>
+                            <div class="progress-bar">
+                                <div class="progress-fill" style="width: 35%"></div>
+                            </div>
+                        </div>
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span>商业化程度</span>
+                                <span class="text-orange-400">验证阶段</span>
+                            </div>
+                            <div class="progress-bar">
+                                <div class="progress-fill" style="width: 25%"></div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <div class="hover-card rounded-xl p-8">
+                <h3 class="text-2xl font-bold mb-6 text-center">
+                    <i class="fas fa-exclamation-triangle text-yellow-400 mr-2"></i>
+                    关键预期差
+                </h3>
+                <div class="grid md:grid-cols-3 gap-6">
+                    <div class="text-center">
+                        <div class="text-4xl font-bold text-red-400 mb-2">200亿</div>
+                        <p class="text-gray-300">单次部署成本（1000EFLOPS算力中心）</p>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-4xl font-bold text-orange-400 mb-2">2030</div>
+                        <p class="text-gray-300">Tbps级激光通信成熟年份</p>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-4xl font-bold text-purple-400 mb-2">90%→</p>
+                        <p class="text-gray-300">数据利用率提升幅度</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 时间线 -->
+    <section id="timeline" class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <h2 class="orbitron text-4xl font-bold text-center mb-12 neon-text">发展历程</h2>
+            
+            <div class="timeline">
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="md:flex items-center">
+                        <div class="md:w-1/2 md:pr-8 text-right">
+                            <h3 class="text-xl font-bold text-cyan-400">2023年4月</h3>
+                            <p class="text-gray-300">天风电子发布太空数据中心深度报告，预测2027年市场规模366亿美元</p>
+                        </div>
+                        <div class="md:w-1/2 md:pl-8">
+                            <div class="hover-card rounded-lg p-4">
+                                <span class="tag tag-primary">技术孵化</span>
+                                <span class="tag tag-secondary">概念提出</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="md:flex items-center">
+                        <div class="md:w-1/2 md:pr-8 text-right md:order-2">
+                            <h3 class="text-xl font-bold text-purple-400">2025年5月14日</h3>
+                            <p class="text-gray-300">中国"三体计算星座"首批12颗卫星成功发射，完成从0到1突破</p>
+                        </div>
+                        <div class="md:w-1/2 md:pl-8 md:order-1">
+                            <div class="hover-card rounded-lg p-4">
+                                <span class="tag tag-primary">中国在轨验证</span>
+                                <span class="tag tag-secondary">重大突破</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="md:flex items-center">
+                        <div class="md:w-1/2 md:pr-8 text-right">
+                            <h3 class="text-xl font-bold text-cyan-400">2025年11月2-5日</h3>
+                            <p class="text-gray-300">Starcloud发射H100卫星、SpaceX宣布太空数据中心计划、谷歌启动Suncatcher</p>
+                        </div>
+                        <div class="md:w-1/2 md:pl-8">
+                            <div class="hover-card rounded-lg p-4">
+                                <span class="tag tag-primary">国际巨头入局</span>
+                                <span class="tag tag-secondary">集中爆发</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="md:flex items-center">
+                        <div class="md:w-1/2 md:pr-8 text-right md:order-2">
+                            <h3 class="text-xl font-bold text-purple-400">2025年11月9日</h3>
+                            <p class="text-gray-300">国内券商集中发布研报，市场情绪达到高点</p>
+                        </div>
+                        <div class="md:w-1/2 md:pl-8 md:order-1">
+                            <div class="hover-card rounded-lg p-4">
+                                <span class="tag tag-primary">资本市场关注</span>
+                                <span class="tag tag-secondary">舆情高峰</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 产业链分析 -->
+    <section id="industry" class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <h2 class="orbitron text-4xl font-bold text-center mb-12 neon-text">产业链分析</h2>
+            
+            <div class="grid md:grid-cols-3 gap-8 mb-12">
+                <div class="hover-card rounded-xl p-6 border-t-4 border-cyan-400">
+                    <h3 class="text-xl font-bold mb-4 text-cyan-400">
+                        <i class="fas fa-microchip mr-2"></i>上游 - 核心部件
+                    </h3>
+                    <ul class="space-y-2 text-gray-300">
+                        <li>• 空间能源系统（太阳翼、电池片）</li>
+                        <li>• 星载算力芯片（抗辐射CPU/GPU）</li>
+                        <li>• 激光通信终端</li>
+                        <li>• 代表企业：上海港湾、乾照光电、复旦微电</li>
+                    </ul>
+                </div>
+                
+                <div class="hover-card rounded-xl p-6 border-t-4 border-purple-400">
+                    <h3 class="text-xl font-bold mb-4 text-purple-400">
+                        <i class="fas fa-satellite-dish mr-2"></i>中游 - 平台制造
+                    </h3>
+                    <ul class="space-y-2 text-gray-300">
+                        <li>• 卫星总装与制造</li>
+                        <li>• 运载火箭系统</li>
+                        <li>• 地面站建设</li>
+                        <li>• 代表企业：中国卫星、航天动力、超捷股份</li>
+                    </ul>
+                </div>
+                
+                <div class="hover-card rounded-xl p-6 border-t-4 border-pink-400">
+                    <h3 class="text-xl font-bold mb-4 text-pink-400">
+                        <i class="fas fa-network-wired mr-2"></i>下游 - 运营服务
+                    </h3>
+                    <ul class="space-y-2 text-gray-300">
+                        <li>• 星座运营与管理</li>
+                        <li>• 太空算力服务（SAAS）</li>
+                        <li>• 数据处理与应用</li>
+                        <li>• 代表企业：普天科技、中科星图、星图测控</li>
+                    </ul>
+                </div>
+            </div>
+
+            <div class="hover-card rounded-xl p-8">
+                <h3 class="text-2xl font-bold mb-6 text-center">核心投资逻辑对比</h3>
+                <div class="overflow-x-auto">
+                    <table class="w-full text-left">
+                        <thead>
+                            <tr class="border-b border-cyan-500/30">
+                                <th class="pb-4">投资逻辑</th>
+                                <th class="pb-4">代表企业</th>
+                                <th class="pb-4">核心优势</th>
+                                <th class="pb-4">潜在风险</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b border-white/10">
+                                <td class="py-4 text-cyan-400">平台运营商</td>
+                                <td class="py-4">普天科技</td>
+                                <td class="py-4">国家队背景、链长角色</td>
+                                <td class="py-4">商业模式待验证</td>
+                            </tr>
+                            <tr class="border-b border-white/10">
+                                <td class="py-4 text-purple-400">能源系统</td>
+                                <td class="py-4">上海港湾、乾照光电</td>
+                                <td class="py-4">确定性最高、价值量大</td>
+                                <td class="py-4">技术路线竞争</td>
+                            </tr>
+                            <tr>
+                                <td class="py-4 text-pink-400">软件赋能</td>
+                                <td class="py-4">开普云</td>
+                                <td class="py-4">AI能力上天关键</td>
+                                <td class="py-4">地面巨头竞争</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 股票数据表格 -->
+    <section id="stocks" class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <h2 class="orbitron text-4xl font-bold text-center mb-12 neon-text">相关股票</h2>
+            
+            <div class="overflow-x-auto">
+                <table class="data-table rounded-lg overflow-hidden">
+                    <thead>
+                        <tr>
+                            <th>股票名称</th>
+                            <th>分类</th>
+                            <th>项目/合作内容</th>
+                            <th>信源</th>
+                            <th>关联逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr>
+                            <td class="font-bold text-cyan-400">普天科技</td>
+                            <td><span class="tag tag-primary">之江实验室牵头</span></td>
+                            <td>与氦星光联、忆芯科技成立联合企业研发中心，开展空天智能关键技术研究</td>
+                            <td>互动平台</td>
+                            <td>潜在运营商角色，链长地位</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">上海港湾</td>
+                            <td><span class="tag tag-secondary">能源系统</span></td>
+                            <td>天基基础设施能源分系统核心供应商</td>
+                            <td>研报</td>
+                            <td>太阳翼能源系统核心供应商</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">乾照光电</td>
+                            <td><span class="tag tag-secondary">能源系统</span></td>
+                            <td>国内领先的砷化镓太阳能电池供应商</td>
+                            <td>互动平台</td>
+                            <td>空间太阳能电池核心供应商</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">开普云</td>
+                            <td><span class="tag tag-primary">星载算力与AI模型</span></td>
+                            <td>参与"星算计划"，以开悟星云和开悟星核实现AI赋能</td>
+                            <td>互动平台</td>
+                            <td>AI能力上天的软件赋能者</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">中科星图</td>
+                            <td><span class="tag tag-secondary">太空算力相关</span></td>
+                            <td>合作研发高性能低功耗高可靠专用核心部件，建设开放普惠的太空算网</td>
+                            <td>调研</td>
+                            <td>开发太空计算专用硬件</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">航宇微</td>
+                            <td><span class="tag tag-secondary">太空算力相关</span></td>
+                            <td>玉龙810芯片为通用AI芯片，启动"新一代宇航SOC芯片及星载平台计算机项目"</td>
+                            <td>调研/公告</td>
+                            <td>研发宇航级AI芯片</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">星图测控</td>
+                            <td><span class="tag tag-primary">北交所</span></td>
+                            <td>太空云产品体系，提供太空全域数据服务、智能计算服务</td>
+                            <td>年报/调研</td>
+                            <td>提供太空数据与计算服务</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">云南锗业</td>
+                            <td><span class="tag tag-secondary">能源系统</span></td>
+                            <td>空间太阳能电池用锗晶片建设项目（2025年末产能125万片/年）</td>
+                            <td>调研</td>
+                            <td>太阳能电池关键材料供应商</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">航天电子</td>
+                            <td><span class="tag tag-primary">其他合作</span></td>
+                            <td>回复星算计划提问，涉及激光通信终端等卫星载荷</td>
+                            <td>互动平台</td>
+                            <td>激光通信终端供应商</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">千方科技</td>
+                            <td><span class="tag tag-primary">星载算力与AI模型</span></td>
+                            <td>参与"星算计划"，构建天地一体化算力网络</td>
+                            <td>公告</td>
+                            <td>天地一体化算力网络建设</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">杭钢股份</td>
+                            <td><span class="tag tag-primary">之江实验室牵头</span></td>
+                            <td>子公司数据公司实施之江实验室机房基础设施升级改造工程，租期5年</td>
+                            <td>公告</td>
+                            <td>参与之江实验室基础设施建设</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">新疆交建</td>
+                            <td><span class="tag tag-secondary">星算计划</span></td>
+                            <td>持有国星宇航股份比例0.54%</td>
+                            <td>工商信息</td>
+                            <td>通过持股参与卫星通信</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">新华网</td>
+                            <td><span class="tag tag-secondary">星算计划</span></td>
+                            <td>持有国星宇航股份比例0.22%</td>
+                            <td>工商信息</td>
+                            <td>直接持股国星宇航</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">四川金顶</td>
+                            <td><span class="tag tag-secondary">太空算力相关</span></td>
+                            <td>子公司开物星空发布"开物星空V2矿用AI卫星"，搭载超算AI等16项专用模块</td>
+                            <td>新闻/工商</td>
+                            <td>矿用AI卫星解决方案</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">顺灏股份</td>
+                            <td><span class="tag tag-secondary">太空算力相关</span></td>
+                            <td>子公司轨道辰光核心业务包括"天数天算"和"地数天算"</td>
+                            <td>互动/调研</td>
+                            <td>天地一体化算力服务</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">航天宏图</td>
+                            <td><span class="tag tag-secondary">太空算力相关</span></td>
+                            <td>自主研发PIE-Engine时空云计算平台，提供数据和算力支持</td>
+                            <td>互动平台</td>
+                            <td>构建太空算力基础平台</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">中科曙光</td>
+                            <td><span class="tag tag-secondary">太空算力相关</span></td>
+                            <td>合作研发高性能低功耗高可靠专用核心部件，建设开放普惠的太空算网</td>
+                            <td>调研</td>
+                            <td>开发太空计算专用硬件</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">大众公用</td>
+                            <td><span class="tag tag-secondary">星算计划</span></td>
+                            <td>间接持有国星宇航股份比例0.41%（通过深创投）</td>
+                            <td>工商信息</td>
+                            <td>通过投资机构间接参与</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">深圳能源</td>
+                            <td><span class="tag tag-secondary">星算计划</span></td>
+                            <td>间接持有国星宇航股份比例0.19%（通过深创投）</td>
+                            <td>工商信息</td>
+                            <td>通过投资机构间接参与</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">龙芯中科</td>
+                            <td><span class="tag tag-primary">其他合作</span></td>
+                            <td>星算计划全球合作伙伴</td>
+                            <td>新闻</td>
+                            <td>作为合作伙伴参与计划</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">七匹狼</td>
+                            <td><span class="tag tag-secondary">星算计划</span></td>
+                            <td>控股股东间接持有国星宇航股份比例0.15%（通过深创投）</td>
+                            <td>工商信息</td>
+                            <td>通过投资机构间接参与</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">粤电力A</td>
+                            <td><span class="tag tag-secondary">星算计划</span></td>
+                            <td>间接持有国星宇航股份比例0.14%（通过深创投）</td>
+                            <td>工商信息</td>
+                            <td>通过投资机构间接参与</td>
+                        </tr>
+                        <tr>
+                            <td class="font-bold text-cyan-400">软通动力</td>
+                            <td><span class="tag tag-primary">其他合作</span></td>
+                            <td>与之江实验室、国星宇航发布"星算计划"，共建天地一体化算力网络</td>
+                            <td>新闻</td>
+                            <td>参与天地一体化算力网络</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- 未来展望 -->
+    <section id="outlook" class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <h2 class="orbitron text-4xl font-bold text-center mb-12 neon-text">未来展望</h2>
+            
+            <div class="grid md:grid-cols-3 gap-8 mb-12">
+                <div class="hover-card rounded-xl p-8 text-center">
+                    <div class="text-5xl font-bold text-cyan-400 mb-4">2027</div>
+                    <h3 class="text-xl font-bold mb-3">技术验证期</h3>
+                    <p class="text-gray-300">完成百颗级星座部署，验证核心技术与特定应用场景</p>
+                </div>
+                
+                <div class="hover-card rounded-xl p-8 text-center">
+                    <div class="text-5xl font-bold text-purple-400 mb-4">2030</div>
+                    <h3 class="text-xl font-bold mb-3">商业化初期</h3>
+                    <p class="text-gray-300">千颗级星座建设，"太空算力即服务"模式成熟</p>
+                </div>
+                
+                <div class="hover-card rounded-xl p-8 text-center">
+                    <div class="text-5xl font-bold text-pink-400 mb-4">2035+</div>
+                    <h3 class="text-xl font-bold mb-3">规模化发展</h3>
+                    <p class="text-gray-300">GW级数据中心部署，成为地面算力重要补充</p>
+                </div>
+            </div>
+
+            <div class="hover-card rounded-xl p-8 mb-12">
+                <h3 class="text-2xl font-bold mb-6 text-center text-red-400">
+                    <i class="fas fa-exclamation-triangle mr-2"></i>关键风险提示
+                </h3>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div>
+                        <h4 class="text-lg font-bold mb-3 text-yellow-400">技术风险</h4>
+                        <ul class="space-y-2 text-gray-300">
+                            <li>• 抗辐射技术尚未完全成熟</li>
+                            <li>• Tbps级激光通信2030年才可能成熟</li>
+                            <li>• 空间芯片算力仍落后地面顶级产品</li>
+                        </ul>
+                    </div>
+                    <div>
+                        <h4 class="text-lg font-bold mb-3 text-orange-400">商业化风险</h4>
+                        <ul class="space-y-2 text-gray-300">
+                            <li>• 发射成本仍是最大瓶颈</li>
+                            <li>• 商业模式依赖高价值任务</li>
+                            <li>• 万亿市场规模预期过于乐观</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+
+            <div class="text-center">
+                <p class="text-xl text-gray-300 mb-6">需要重点跟踪的核心指标</p>
+                <div class="flex flex-wrap justify-center gap-3">
+                    <span class="tag tag-primary"><i class="fas fa-rocket mr-1"></i>发射频率与成本</span>
+                    <span class="tag tag-primary"><i class="fas fa-satellite mr-1"></i>星座规模与算力</span>
+                    <span class="tag tag-primary"><i class="fas fa-handshake mr-1"></i>商业化订单</span>
+                    <span class="tag tag-secondary"><i class="fas fa-wifi mr-1"></i>激光通信速率</span>
+                    <span class="tag tag-secondary"><i class="fas fa-solar-panel mr-1"></i>太阳能电池效率</span>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="py-10 border-t border-cyan-500/20">
+        <div class="container mx-auto px-4 text-center">
+            <p class="text-gray-400 mb-4">
+                <i class="fas fa-info-circle mr-2"></i>
+                本报告基于公开信息撰写，不构成任何投资建议
+            </p>
+            <p class="text-sm text-gray-500">
+                数据来源：新闻研报、路演记录、公司公告 | 更新时间：2025年11月
+            </p>
+        </div>
+    </footer>
+
+    <script>
+        // 生成星星背景
+        function createStars() {
+            const starsContainer = document.getElementById('stars');
+            const starCount = 100;
+            
+            for (let i = 0; i < starCount; i++) {
+                const star = document.createElement('div');
+                star.className = 'star';
+                star.style.left = Math.random() * 100 + '%';
+                star.style.top = Math.random() * 100 + '%';
+                star.style.animationDelay = Math.random() * 3 + 's';
+                starsContainer.appendChild(star);
+            }
+        }
+
+        // 滚动动画
+        function handleScroll() {
+            const elements = document.querySelectorAll('.fade-in');
+            elements.forEach(element => {
+                const rect = element.getBoundingClientRect();
+                if (rect.top < window.innerHeight && rect.bottom > 0) {
+                    element.style.opacity = '1';
+                    element.style.transform = 'translateY(0)';
+                }
+            });
+        }
+
+        // 平滑滚动
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({
+                        behavior: 'smooth',
+                        block: 'start'
+                    });
+                }
+            });
+        });
+
+        // 初始化
+        document.addEventListener('DOMContentLoaded', function() {
+            createStars();
+            handleScroll();
+            window.addEventListener('scroll', handleScroll);
+            
+            // 添加渐入动画
+            const observerOptions = {
+                threshold: 0.1,
+                rootMargin: '0px 0px -50px 0px'
+            };
+            
+            const observer = new IntersectionObserver(function(entries) {
+                entries.forEach(entry => {
+                    if (entry.isIntersecting) {
+                        entry.target.classList.add('fade-in');
+                    }
+                });
+            }, observerOptions);
+            
+            document.querySelectorAll('section').forEach(section => {
+                observer.observe(section);
+            });
+        });
+
+        // 进度条动画
+        window.addEventListener('load', function() {
+            const progressBars = document.querySelectorAll('.progress-fill');
+            setTimeout(() => {
+                progressBars.forEach(bar => {
+                    bar.style.width = bar.style.width;
+                });
+            }, 500);
+        });
+    </script>
+</body>
+</html>

public/htmls/安徽国资.html

@@ -0,0 +1,824 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>安徽国资概念深度解析 - 金融洞察报告</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <script src="https://unpkg.com/alpinejs@3.x.x/dist/cdn.min.js" defer></script>
+    <link href="https://cdn.jsdelivr.net/npm/remixicon@3.5.0/fonts/remixicon.css" rel="stylesheet">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
+        }
+        
+        .gold-gradient {
+            background: linear-gradient(135deg, #FFD700, #FFA500, #FFD700);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+        }
+        
+        .card-glow {
+            background: linear-gradient(135deg, rgba(255, 215, 0, 0.1), rgba(255, 165, 0, 0.05));
+            border: 1px solid rgba(255, 215, 0, 0.2);
+            backdrop-filter: blur(10px);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #FFD700, #FFA500);
+        }
+        
+        .stock-table {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .stock-table::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .stock-table::-webkit-scrollbar-track {
+            background: rgba(255, 215, 0, 0.1);
+            border-radius: 4px;
+        }
+        
+        .stock-table::-webkit-scrollbar-thumb {
+            background: rgba(255, 215, 0, 0.3);
+            border-radius: 4px;
+        }
+        
+        .animate-pulse-slow {
+            animation: pulse 3s cubic-bezier(0.4, 0, 0.6, 1) infinite;
+        }
+        
+        @keyframes fadeInUp {
+            from {
+                opacity: 0;
+                transform: translateY(20px);
+            }
+            to {
+                opacity: 1;
+                transform: translateY(0);
+            }
+        }
+        
+        .animate-fadeInUp {
+            animation: fadeInUp 0.6s ease-out;
+        }
+        
+        .glass-effect {
+            background: rgba(17, 24, 39, 0.7);
+            backdrop-filter: blur(20px);
+            border: 1px solid rgba(255, 215, 0, 0.1);
+        }
+    </style>
+</head>
+<body class="bg-gray-950 text-gray-100" x-data="{ activeTab: 'overview', mobileMenu: false, stockSearch: '' }">
+    
+    <!-- Hero Section -->
+    <header class="relative overflow-hidden">
+        <div class="absolute inset-0 bg-gradient-to-br from-gray-950 via-gray-900 to-gray-950"></div>
+        <div class="absolute inset-0 bg-gradient-to-t from-yellow-900/10 to-transparent"></div>
+        
+        <div class="relative z-10 container mx-auto px-4 py-16 lg:py-24">
+            <div class="text-center animate-fadeInUp">
+                <span class="inline-block px-4 py-2 bg-yellow-500/10 border border-yellow-500/30 rounded-full text-yellow-400 text-sm font-semibold mb-6">
+                    <i class="ri-stock-line mr-2"></i>概念深度解析
+                </span>
+                <h1 class="text-4xl lg:text-6xl font-bold mb-6">
+                    <span class="gold-gradient">安徽国资</span>
+                </h1>
+                <p class="text-xl text-gray-400 max-w-3xl mx-auto mb-8">
+                    从地方国企改革到新质生产力培育的战略跃升
+                </p>
+                <div class="flex flex-wrap justify-center gap-4">
+                    <span class="px-4 py-2 bg-gray-800 rounded-lg text-sm">
+                        <i class="ri-time-line text-yellow-400 mr-2"></i>发布时间：2025年10月24日
+                    </span>
+                    <span class="px-4 py-2 bg-gray-800 rounded-lg text-sm">
+                        <i class="ri-bar-chart-box-line text-yellow-400 mr-2"></i>相关股票：42只
+                    </span>
+                    <span class="px-4 py-2 bg-gray-800 rounded-lg text-sm">
+                        <i class="ri-fire-line text-yellow-400 mr-2"></i>热度指数：★★★★★
+                    </span>
+                </div>
+            </div>
+        </div>
+        
+        <!-- Decorative Elements -->
+        <div class="absolute top-20 right-20 w-64 h-64 bg-yellow-500/10 rounded-full blur-3xl"></div>
+        <div class="absolute bottom-20 left-20 w-96 h-96 bg-orange-500/10 rounded-full blur-3xl"></div>
+    </header>
+    
+    <!-- Navigation Tabs -->
+    <nav class="sticky top-0 z-40 glass-effect border-b border-gray-800">
+        <div class="container mx-auto px-4">
+            <div class="flex overflow-x-auto scrollbar-hide">
+                <button @click="activeTab = 'overview'" :class="activeTab === 'overview' ? 'border-yellow-400 text-yellow-400' : 'border-transparent text-gray-400'" 
+                        class="px-6 py-4 border-b-2 font-medium whitespace-nowrap transition-all hover:text-gray-200">
+                    <i class="ri-dashboard-3-line mr-2"></i>核心洞察
+                </button>
+                <button @click="activeTab = 'timeline'" :class="activeTab === 'timeline' ? 'border-yellow-400 text-yellow-400' : 'border-transparent text-gray-400'" 
+                        class="px-6 py-4 border-b-2 font-medium whitespace-nowrap transition-all hover:text-gray-200">
+                    <i class="ri-timeline-line mr-2"></i>事件时间轴
+                </button>
+                <button @click="activeTab = 'companies'" :class="activeTab === 'companies' ? 'border-yellow-400 text-yellow-400' : 'border-transparent text-gray-400'" 
+                        class="px-6 py-4 border-b-2 font-medium whitespace-nowrap transition-all hover:text-gray-200">
+                    <i class="ri-building-line mr-2"></i>核心公司
+                </button>
+                <button @click="activeTab = 'stocks'" :class="activeTab === 'stocks' ? 'border-yellow-400 text-yellow-400' : 'border-transparent text-gray-400'" 
+                        class="px-6 py-4 border-b-2 font-medium whitespace-nowrap transition-all hover:text-gray-200">
+                    <i class="ri-stock-line mr-2"></i>股票池
+                </button>
+                <button @click="activeTab = 'risks'" :class="activeTab === 'risks' ? 'border-yellow-400 text-yellow-400' : 'border-transparent text-gray-400'" 
+                        class="px-6 py-4 border-b-2 font-medium whitespace-nowrap transition-all hover:text-gray-200">
+                    <i class="ri-alert-line mr-2"></i>风险提示
+                </button>
+            </div>
+        </div>
+    </nav>
+    
+    <!-- Main Content -->
+    <main class="container mx-auto px-4 py-12">
+        
+        <!-- Core Overview Section -->
+        <section x-show="activeTab === 'overview'" x-transition class="space-y-12">
+            <!-- Key Insights -->
+            <div class="grid lg:grid-cols-3 gap-6">
+                <div class="card-glow rounded-2xl p-6 hover:transform hover:scale-105 transition-all">
+                    <div class="w-12 h-12 bg-yellow-500/20 rounded-lg flex items-center justify-center mb-4">
+                        <i class="ri-strategy-line text-yellow-400 text-2xl"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-2">战略引领</h3>
+                    <p class="text-gray-400 text-sm">安徽省以国资为核心抓手，推动产业结构转型升级的系统性工程</p>
+                </div>
+                
+                <div class="card-glow rounded-2xl p-6 hover:transform hover:scale-105 transition-all">
+                    <div class="w-12 h-12 bg-yellow-500/20 rounded-lg flex items-center justify-center mb-4">
+                        <i class="ri-stack-line text-yellow-400 text-2xl"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-2">产业基础</h3>
+                    <p class="text-gray-400 text-sm">汽车产量全国第一，形成完整产业链集群，为产业升级提供土壤</p>
+                </div>
+                
+                <div class="card-glow rounded-2xl p-6 hover:transform hover:scale-105 transition-all">
+                    <div class="w-12 h-12 bg-yellow-500/20 rounded-lg flex items-center justify-center mb-4">
+                        <i class="ri-exchange-dollar-line text-yellow-400 text-2xl"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-2">资本运作</h3>
+                    <p class="text-gray-400 text-sm">内整外引的多元化模式，赋予国资平台强大的成长弹性</p>
+                </div>
+            </div>
+            
+            <!-- Core Logic -->
+            <div class="card-glow rounded-2xl p-8">
+                <h2 class="text-2xl font-bold mb-6 gold-gradient">核心逻辑分析</h2>
+                
+                <div class="space-y-6">
+                    <div class="flex gap-4">
+                        <div class="flex-shrink-0 w-8 h-8 bg-yellow-500/20 rounded-full flex items-center justify-center">
+                            <span class="text-yellow-400 font-bold">1</span>
+                        </div>
+                        <div>
+                            <h3 class="text-lg font-semibold mb-2">政策催化与市场认知</h3>
+                            <p class="text-gray-400">《安徽省推进"大资产"统筹管理总体工作方案》引爆概念，但市场认知仍停留在事件驱动层面，对深层次产业逻辑理解尚浅</p>
+                        </div>
+                    </div>
+                    
+                    <div class="flex gap-4">
+                        <div class="flex-shrink-0 w-8 h-8 bg-yellow-500/20 rounded-full flex items-center justify-center">
+                            <span class="text-yellow-400 font-bold">2</span>
+                        </div>
+                        <div>
+                            <h3 class="text-lg font-semibold mb-2">关键预期差</h3>
+                            <ul class="text-gray-400 space-y-2">
+                                <li>• <span class="text-yellow-400">重并购轻整合：</span>市场过度关注并购预期，忽视整合难度与协同释放周期</li>
+                                <li>• <span class="text-yellow-400">重光环轻竞争：</span>国资是加分项非决定项，核心竞争力仍需市场化验证</li>
+                                <li>• <span class="text-yellow-400">重政策轻风险：</span>地方债务、回款压力等现实挑战不容忽视</li>
+                            </ul>
+                        </div>
+                    </div>
+                    
+                    <div class="flex gap-4">
+                        <div class="flex-shrink-0 w-8 h-8 bg-yellow-500/20 rounded-full flex items-center justify-center">
+                            <span class="text-yellow-400 font-bold">3</span>
+                        </div>
+                        <div>
+                            <h3 class="text-lg font-semibold mb-2">发展阶段演进</h3>
+                            <div class="grid md:grid-cols-3 gap-4 mt-4">
+                                <div class="bg-gray-800/50 rounded-lg p-4">
+                                    <h4 class="text-yellow-400 font-semibold mb-2">阶段一：资产盘活</h4>
+                                    <p class="text-sm text-gray-400">当前-1年内，提升效率，修复价值</p>
+                                </div>
+                                <div class="bg-gray-800/50 rounded-lg p-4">
+                                    <h4 class="text-yellow-400 font-semibold mb-2">阶段二：产业整合</h4>
+                                    <p class="text-sm text-gray-400">1-3年，打造产业链主，集中资源</p>
+                                </div>
+                                <div class="bg-gray-800/50 rounded-lg p-4">
+                                    <h4 class="text-yellow-400 font-semibold mb-2">阶段三：创新驱动</h4>
+                                    <p class="text-sm text-gray-400">3-5年，构建创新生态，全球竞争</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- Catalyst -->
+            <div class="card-glow rounded-2xl p-8">
+                <h2 class="text-2xl font-bold mb-6 gold-gradient">关键催化剂</h2>
+                
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="bg-gray-800/30 rounded-xl p-6 border-l-4 border-yellow-400">
+                        <h3 class="text-lg font-semibold mb-3 text-yellow-400">近期催化剂（3-6个月）</h3>
+                        <ul class="space-y-2 text-gray-400 text-sm">
+                            <li><i class="ri-arrow-right-s-line text-yellow-400 mr-2"></i>《大资产统筹方案》细则落地</li>
+                            <li><i class="ri-arrow-right-s-line text-yellow-400 mr-2"></i>市值管理考核细则公布</li>
+                            <li><i class="ri-arrow-right-s-line text-yellow-400 mr-2"></i>安徽机器人项目重大突破</li>
+                            <li><i class="ri-arrow-right-s-line text-yellow-400 mr-2"></i>关键公司财报/订单超预期</li>
+                        </ul>
+                    </div>
+                    
+                    <div class="bg-gray-800/30 rounded-xl p-6 border-l-4 border-orange-400">
+                        <h3 class="text-lg font-semibold mb-3 text-orange-400">长期发展路径</h3>
+                        <ul class="space-y-2 text-gray-400 text-sm">
+                            <li><i class="ri-arrow-right-s-line text-orange-400 mr-2"></i>国有资产证券化率提升</li>
+                            <li><i class="ri-arrow-right-s-line text-orange-400 mr-2"></i>产业并购整合加速</li>
+                            <li><i class="ri-arrow-right-s-line text-orange-400 mr-2"></i>新兴产业集群形成</li>
+                            <li><i class="ri-arrow-right-s-line text-orange-400 mr-2"></i>全球竞争力企业培育</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </section>
+        
+        <!-- Timeline Section -->
+        <section x-show="activeTab === 'timeline'" x-transition class="space-y-12">
+            <div class="card-glow rounded-2xl p-8">
+                <h2 class="text-2xl font-bold mb-8 gold-gradient">概念事件时间轴</h2>
+                
+                <div class="relative">
+                    <div class="absolute left-8 top-0 bottom-0 w-0.5 timeline-line"></div>
+                    
+                    <div class="space-y-8">
+                        <!-- 2024 Q4 -->
+                        <div class="relative flex items-start gap-6">
+                            <div class="flex-shrink-0 w-16 h-16 bg-gray-800 rounded-full flex items-center justify-center border-4 border-yellow-400">
+                                <span class="text-xs font-bold text-yellow-400">2024 Q4</span>
+                            </div>
+                            <div class="flex-1">
+                                <h3 class="text-lg font-semibold mb-2">产业基础奠定期</h3>
+                                <div class="space-y-3">
+                                    <div class="bg-gray-800/50 rounded-lg p-4">
+                                        <span class="text-yellow-400 text-sm">2024-11-29</span>
+                                        <p class="text-gray-300 mt-1">安徽合力收购好运机械、安鑫货叉，完善产业链布局</p>
+                                    </div>
+                                    <div class="bg-gray-800/50 rounded-lg p-4">
+                                        <span class="text-yellow-400 text-sm">2024-12-11/12</span>
+                                        <p class="text-gray-300 mt-1">市场聚焦"安徽机器人"概念，挖掘伯特利、安徽合力等标的</p>
+                                    </div>
+                                    <div class="bg-gray-800/50 rounded-lg p-4">
+                                        <span class="text-yellow-400 text-sm">2024-12-29</span>
+                                        <p class="text-gray-300 mt-1">安徽人工智能产业先导区正式启动</p>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                        
+                        <!-- 2025 Q2-Q3 -->
+                        <div class="relative flex items-start gap-6">
+                            <div class="flex-shrink-0 w-16 h-16 bg-gray-800 rounded-full flex items-center justify-center border-4 border-orange-400">
+                                <span class="text-xs font-bold text-orange-400">2025 Q2-Q3</span>
+                            </div>
+                            <div class="flex-1">
+                                <h3 class="text-lg font-semibold mb-2">政策驱动期</h3>
+                                <div class="space-y-3">
+                                    <div class="bg-gray-800/50 rounded-lg p-4">
+                                        <span class="text-orange-400 text-sm">2025-08-01</span>
+                                        <p class="text-gray-300 mt-1">国资委强调推进"十五五"规划，加速培育新质生产力</p>
+                                    </div>
+                                    <div class="bg-gray-800/50 rounded-lg p-4">
+                                        <span class="text-orange-400 text-sm">2025-08-15</span>
+                                        <p class="text-gray-300 mt-1">安徽马鞍山国资江东产投入主蓝黛科技，并购模式受关注</p>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                        
+                        <!-- 2025 Q4 -->
+                        <div class="relative flex items-start gap-6">
+                            <div class="flex-shrink-0 w-16 h-16 bg-gray-800 rounded-full flex items-center justify-center border-4 border-red-400 animate-pulse-slow">
+                                <span class="text-xs font-bold text-red-400">2025 Q4</span>
+                            </div>
+                            <div class="flex-1">
+                                <h3 class="text-lg font-semibold mb-2">概念引爆期</h3>
+                                <div class="space-y-3">
+                                    <div class="bg-gray-800/50 rounded-lg p-4 border border-red-400/30">
+                                        <span class="text-red-400 text-sm">2025-10-24</span>
+                                        <p class="text-gray-300 mt-1 font-semibold">《安徽省推进"大资产"统筹管理总体工作方案》印发</p>
+                                        <p class="text-gray-400 text-sm mt-2">安徽建工触及涨停，建研设计、合肥城建等跟涨，概念形成板块效应</p>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+        
+        <!-- Companies Analysis -->
+        <section x-show="activeTab === 'companies'" x-transition class="space-y-12">
+            <div class="card-glow rounded-2xl p-8">
+                <h2 class="text-2xl font-bold mb-6 gold-gradient">核心玩家深度剖析</h2>
+                
+                <div class="overflow-x-auto">
+                    <table class="w-full">
+                        <thead>
+                            <tr class="border-b border-gray-700">
+                                <th class="text-left py-4 px-4 font-semibold text-yellow-400">公司</th>
+                                <th class="text-left py-4 px-4 font-semibold text-yellow-400">定位与逻辑</th>
+                                <th class="text-left py-4 px-4 font-semibold text-yellow-400">竞争优势</th>
+                                <th class="text-left py-4 px-4 font-semibold text-yellow-400">风险与挑战</th>
+                                <th class="text-left py-4 px-4 font-semibold text-yellow-400">角色分析</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="py-4 px-4">
+                                    <div class="flex items-center gap-3">
+                                        <div class="w-10 h-10 bg-yellow-500/20 rounded-lg flex items-center justify-center">
+                                            <span class="text-yellow-400 font-bold">合力</span>
+                                        </div>
+                                        <div>
+                                            <div class="font-semibold">安徽合力</div>
+                                            <div class="text-xs text-gray-500">600761.SH</div>
+                                        </div>
+                                    </div>
+                                </td>
+                                <td class="py-4 px-4 text-gray-300">国企"链主"与新质生产力结合的典范，华为机器人合作伙伴</td>
+                                <td class="py-4 px-4">
+                                    <ul class="text-sm text-gray-400 space-y-1">
+                                        <li>• 市场化基因，激励到位</li>
+                                        <li>• 制造能力全球领先</li>
+                                        <li>• 战略卡位精准</li>
+                                    </ul>
+                                </td>
+                                <td class="py-4 px-4">
+                                    <ul class="text-sm text-gray-400 space-y-1">
+                                        <li>• 新业务转化周期</li>
+                                        <li>• 行业竞争加剧</li>
+                                    </ul>
+                                </td>
+                                <td class="py-4 px-4">
+                                    <span class="px-2 py-1 bg-green-500/20 text-green-400 text-xs rounded-full">先锋与转型者</span>
+                                </td>
+                            </tr>
+                            
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="py-4 px-4">
+                                    <div class="flex items-center gap-3">
+                                        <div class="w-10 h-10 bg-blue-500/20 rounded-lg flex items-center justify-center">
+                                            <span class="text-blue-400 font-bold">建工</span>
+                                        </div>
+                                        <div>
+                                            <div class="font-semibold">安徽建工</div>
+                                            <div class="text-xs text-gray-500">600502.SH</div>
+                                        </div>
+                                    </div>
+                                </td>
+                                <td class="py-4 px-4 text-gray-300">区域基建"压舱石"与改革"试验田"</td>
+                                <td class="py-4 px-4">
+                                    <ul class="text-sm text-gray-400 space-y-1">
+                                        <li>• 深度区域绑定(80%+)</li>
+                                        <li>• 全产业链布局</li>
+                                        <li>• 改革意愿强</li>
+                                    </ul>
+                                </td>
+                                <td class="py-4 px-4">
+                                    <ul class="text-sm text-gray-400 space-y-1">
+                                        <li>• 高资产负债率</li>
+                                        <li>• 应收账款近70亿</li>
+                                    </ul>
+                                </td>
+                                <td class="py-4 px-4">
+                                    <span class="px-2 py-1 bg-blue-500/20 text-blue-400 text-xs rounded-full">领导者与整合者</span>
+                                </td>
+                            </tr>
+                            
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="py-4 px-4">
+                                    <div class="flex items-center gap-3">
+                                        <div class="w-10 h-10 bg-purple-500/20 rounded-lg flex items-center justify-center">
+                                            <span class="text-purple-400 font-bold">伯特利</span>
+                                        </div>
+                                        <div>
+                                            <div class="font-semibold">伯特利</div>
+                                            <div class="text-xs text-gray-500">603596.SH</div>
+                                        </div>
+                                    </div>
+                                </td>
+                                <td class="py-4 px-4 text-gray-300">汽车产业链"隐形冠军"，奇瑞核心供应商</td>
+                                <td class="py-4 px-4">
+                                    <ul class="text-sm text-gray-400 space-y-1">
+                                        <li>• 深度绑定核心客户</li>
+                                        <li>• 技术壁垒高</li>
+                                        <li>• 业绩增长确定</li>
+                                    </ul>
+                                </td>
+                                <td class="py-4 px-4">
+                                    <ul class="text-sm text-gray-400 space-y-1">
+                                        <li>• 客户集中度风险</li>
+                                        <li>• 国资属性较弱</li>
+                                    </ul>
+                                </td>
+                                <td class="py-4 px-4">
+                                    <span class="px-2 py-1 bg-purple-500/20 text-purple-400 text-xs rounded-full">产业深度绑定者</span>
+                                </td>
+                            </tr>
+                            
+                            <tr class="hover:bg-gray-800/30 transition-colors">
+                                <td class="py-4 px-4">
+                                    <div class="flex items-center gap-3">
+                                        <div class="w-10 h-10 bg-gray-600/20 rounded-lg flex items-center justify-center">
+                                            <span class="text-gray-400 font-bold">海螺</span>
+                                        </div>
+                                        <div>
+                                            <div class="font-semibold">海螺水泥</div>
+                                            <div class="text-xs text-gray-500">600585.SH</div>
+                                        </div>
+                                    </div>
+                                </td>
+                                <td class="py-4 px-4 text-gray-300">传统周期龙头，价值基石</td>
+                                <td class="py-4 px-4">
+                                    <ul class="text-sm text-gray-400 space-y-1">
+                                        <li>• 行业地位稳固</li>
+                                        <li>• 高分红潜力</li>
+                                    </ul>
+                                </td>
+                                <td class="py-4 px-4">
+                                    <ul class="text-sm text-gray-400 space-y-1">
+                                        <li>• 强周期性</li>
+                                        <li>• 成长性有限</li>
+                                    </ul>
+                                </td>
+                                <td class="py-4 px-4">
+                                    <span class="px-2 py-1 bg-gray-500/20 text-gray-400 text-xs rounded-full">价值基石</span>
+                                </td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+            
+            <!-- Investment Value -->
+            <div class="grid lg:grid-cols-2 gap-6">
+                <div class="card-glow rounded-2xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-yellow-400">最具投资价值方向</h3>
+                    <div class="space-y-4">
+                        <div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-yellow-400">
+                            <h4 class="font-semibold mb-2">首选：新质生产力载体</h4>
+                            <p class="text-sm text-gray-400 mb-2">安徽合力 - "国企+市场化+未来产业"最佳范式</p>
+                            <div class="flex gap-2 flex-wrap">
+                                <span class="text-xs px-2 py-1 bg-yellow-500/20 text-yellow-400 rounded">高成长性</span>
+                                <span class="text-xs px-2 py-1 bg-yellow-500/20 text-yellow-400 rounded">想象空间大</span>
+                                <span class="text-xs px-2 py-1 bg-yellow-500/20 text-yellow-400 rounded">安全边际</span>
+                            </div>
+                        </div>
+                        
+                        <div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-blue-400">
+                            <h4 class="font-semibold mb-2">次选：传统核心平台</h4>
+                            <p class="text-sm text-gray-400 mb-2">安徽建工 - 高确定性与稳健增长</p>
+                            <div class="flex gap-2 flex-wrap">
+                                <span class="text-xs px-2 py-1 bg-blue-500/20 text-blue-400 rounded">股息率5%</span>
+                                <span class="text-xs px-2 py-1 bg-blue-500/20 text-blue-400 rounded">区域壁垒</span>
+                                <span class="text-xs px-2 py-1 bg-blue-500/20 text-blue-400 rounded">改革预期</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="card-glow rounded-2xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-yellow-400">关键跟踪指标</h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center justify-between py-2 border-b border-gray-700">
+                            <span class="text-gray-400">安徽建工经营性现金流</span>
+                            <i class="ri-arrow-up-line text-green-400"></i>
+                        </div>
+                        <div class="flex items-center justify-between py-2 border-b border-gray-700">
+                            <span class="text-gray-400">安徽合力机器人业务占比</span>
+                            <i class="ri-arrow-right-line text-yellow-400"></i>
+                        </div>
+                        <div class="flex items-center justify-between py-2 border-b border-gray-700">
+                            <span class="text-gray-400">应收账款周转率</span>
+                            <i class="ri-arrow-up-line text-green-400"></i>
+                        </div>
+                        <div class="flex items-center justify-between py-2 border-b border-gray-700">
+                            <span class="text-gray-400">市值管理考核细则</span>
+                            <i class="ri-time-line text-yellow-400"></i>
+                        </div>
+                        <div class="flex items-center justify-between py-2">
+                            <span class="text-gray-400">地方专项债流向</span>
+                            <i class="ri-focus-3-line text-orange-400"></i>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+        
+        <!-- Stocks Pool -->
+        <section x-show="activeTab === 'stocks'" x-transition class="space-y-12">
+            <div class="card-glow rounded-2xl p-8">
+                <div class="flex flex-col lg:flex-row justify-between items-start lg:items-center gap-4 mb-6">
+                    <h2 class="text-2xl font-bold gold-gradient">安徽国资股票池</h2>
+                    <div class="relative">
+                        <input x-model="stockSearch" type="text" placeholder="搜索股票代码或名称..." 
+                               class="bg-gray-800 border border-gray-700 rounded-lg px-4 py-2 pl-10 focus:outline-none focus:border-yellow-400 transition-colors">
+                        <i class="ri-search-line absolute left-3 top-3 text-gray-400"></i>
+                    </div>
+                </div>
+                
+                <div class="mb-4 flex gap-2 flex-wrap">
+                    <span class="text-sm text-gray-400">共 <span class="text-yellow-400 font-bold">42</span> 只相关股票</span>
+                    <span class="text-gray-600">|</span>
+                    <button class="text-sm text-yellow-400 hover:text-yellow-300 transition-colors">按行业筛选</button>
+                    <span class="text-gray-600">|</span>
+                    <button class="text-sm text-yellow-400 hover:text-yellow-300 transition-colors">按热度排序</button>
+                </div>
+                
+                <div class="stock-table">
+                    <table class="w-full min-w-[800px]">
+                        <thead>
+                            <tr class="border-b border-gray-700 text-left">
+                                <th class="py-3 px-4 font-semibold text-gray-400">股票代码</th>
+                                <th class="py-3 px-4 font-semibold text-gray-400">股票名称</th>
+                                <th class="py-3 px-4 font-semibold text-gray-400">所属行业</th>
+                                <th class="py-3 px-4 font-semibold text-gray-400">关联逻辑</th>
+                                <th class="py-3 px-4 font-semibold text-gray-400">标签</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <template x-for="stock in [
+                                {code: '600761.SH', name: '安徽合力', industry: '机械制造', reason: '安徽国资控股', tags: ['核心', '机器人']},
+                                {code: '000868.SZ', name: '安凯客车', industry: '汽车制造', reason: '安徽国资控股', tags: ['汽车']},
+                                {code: '000728.SZ', name: '国元证券', industry: '金融', reason: '安徽国资控股', tags: ['金融']},
+                                {code: '000619.SZ', name: '海螺新材', industry: '建材', reason: '安徽国资控股', tags: ['建材']},
+                                {code: '600971.SH', name: '恒源煤电', industry: '能源', reason: '安徽国资控股', tags: ['能源']},
+                                {code: '600735.SH', name: '华塑股份', industry: '化工', reason: '安徽国资控股', tags: ['化工']},
+                                {code: '600718.SH', name: '淮河能源', industry: '能源', reason: '安徽国资控股', tags: ['能源']},
+                                {code: '301167.SZ', name: '建研设计', industry: '工程设计', reason: '安徽国资控股', tags: ['设计']},
+                                {code: '873727.BJ', name: '铜冠矿建', industry: '矿业', reason: '安徽国资控股', tags: ['矿业']},
+                                {code: '301217.SZ', name: '铜冠铜箔', industry: '有色金属', reason: '安徽国资控股', tags: ['有色']}
+                            ].filter(s => s.name.toLowerCase().includes(stockSearch.toLowerCase()) || s.code.toLowerCase().includes(stockSearch.toLowerCase()))" :key="stock.code">
+                                <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                    <td class="py-3 px-4 font-mono text-sm text-gray-400" x-text="stock.code"></td>
+                                    <td class="py-3 px-4 font-semibold" x-text="stock.name"></td>
+                                    <td class="py-3 px-4">
+                                        <span class="text-sm px-2 py-1 bg-gray-800 rounded" x-text="stock.industry"></span>
+                                    </td>
+                                    <td class="py-3 px-4 text-sm text-gray-400" x-text="stock.reason"></td>
+                                    <td class="py-3 px-4">
+                                        <template x-for="tag in stock.tags">
+                                            <span class="inline-block text-xs px-2 py-1 mr-1 rounded"
+                                                  :class="tag === '核心' ? 'bg-yellow-500/20 text-yellow-400' : 
+                                                           tag === '机器人' ? 'bg-green-500/20 text-green-400' :
+                                                           tag === '汽车' ? 'bg-blue-500/20 text-blue-400' :
+                                                           'bg-gray-700 text-gray-400'"
+                                                  x-text="tag"></span>
+                                        </template>
+                                    </td>
+                                </tr>
+                            </template>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+            
+            <!-- Industry Distribution -->
+            <div class="grid lg:grid-cols-2 gap-6">
+                <div class="card-glow rounded-2xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-yellow-400">行业分布</h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">科技</span>
+                            <div class="flex items-center gap-2">
+                                <div class="w-32 bg-gray-800 rounded-full h-2">
+                                    <div class="bg-yellow-400 h-2 rounded-full" style="width: 30%"></div>
+                                </div>
+                                <span class="text-sm text-gray-400">12家</span>
+                            </div>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">能源</span>
+                            <div class="flex items-center gap-2">
+                                <div class="w-32 bg-gray-800 rounded-full h-2">
+                                    <div class="bg-blue-400 h-2 rounded-full" style="width: 20%"></div>
+                                </div>
+                                <span class="text-sm text-gray-400">8家</span>
+                            </div>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">建材</span>
+                            <div class="flex items-center gap-2">
+                                <div class="w-32 bg-gray-800 rounded-full h-2">
+                                    <div class="bg-green-400 h-2 rounded-full" style="width: 15%"></div>
+                                </div>
+                                <span class="text-sm text-gray-400">6家</span>
+                            </div>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-400">汽车</span>
+                            <div class="flex items-center gap-2">
+                                <div class="w-32 bg-gray-800 rounded-full h-2">
+                                    <div class="bg-purple-400 h-2 rounded-full" style="width: 12%"></div>
+                                </div>
+                                <span class="text-sm text-gray-400">5家</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="card-glow rounded-2xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-yellow-400">核心标的精选</h3>
+                    <div class="space-y-3">
+                        <div class="bg-gradient-to-r from-yellow-500/10 to-transparent rounded-lg p-4 border border-yellow-500/20">
+                            <div class="flex justify-between items-start">
+                                <div>
+                                    <h4 class="font-semibold text-yellow-400">安徽合力</h4>
+                                    <p class="text-xs text-gray-400 mt-1">机器人产业链核心标的</p>
+                                </div>
+                                <span class="text-2xl">🌟</span>
+                            </div>
+                        </div>
+                        <div class="bg-gradient-to-r from-blue-500/10 to-transparent rounded-lg p-4 border border-blue-500/20">
+                            <div class="flex justify-between items-start">
+                                <div>
+                                    <h4 class="font-semibold text-blue-400">安徽建工</h4>
+                                    <p class="text-xs text-gray-400 mt-1">基建领域绝对龙头</p>
+                                </div>
+                                <span class="text-2xl">⭐</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+        
+        <!-- Risk Analysis -->
+        <section x-show="activeTab === 'risks'" x-transition class="space-y-12">
+            <div class="card-glow rounded-2xl p-8">
+                <h2 class="text-2xl font-bold mb-6 gold-gradient">潜在风险与挑战</h2>
+                
+                <div class="grid lg:grid-cols-3 gap-6 mb-8">
+                    <div class="bg-red-500/10 border border-red-500/30 rounded-xl p-6">
+                        <div class="w-12 h-12 bg-red-500/20 rounded-lg flex items-center justify-center mb-4">
+                            <i class="ri-money-dollar-circle-line text-red-400 text-2xl"></i>
+                        </div>
+                        <h3 class="text-lg font-bold mb-2 text-red-400">商业化与财务风险</h3>
+                        <p class="text-gray-400 text-sm">地方政府支付能力是最大风险点，安徽建工70亿应收账款悬顶</p>
+                    </div>
+                    
+                    <div class="bg-orange-500/10 border border-orange-500/30 rounded-xl p-6">
+                        <div class="w-12 h-12 bg-orange-500/20 rounded-lg flex items-center justify-center mb-4">
+                            <i class="ri-shield-check-line text-orange-400 text-2xl"></i>
+                        </div>
+                        <h3 class="text-lg font-bold mb-2 text-orange-400">政策与竞争风险</h3>
+                        <p class="text-gray-400 text-sm">政策变动与行业竞争加剧，国企机制能否持续高效是关键</p>
+                    </div>
+                    
+                    <div class="bg-yellow-500/10 border border-yellow-500/30 rounded-xl p-6">
+                        <div class="w-12 h-12 bg-yellow-500/20 rounded-lg flex items-center justify-center mb-4">
+                            <i class="ri-information-line text-yellow-400 text-2xl"></i>
+                        </div>
+                        <h3 class="text-lg font-bold mb-2 text-yellow-400">信息交叉验证风险</h3>
+                        <p class="text-gray-400 text-sm">宏大叙事与微观困境的张力，需平衡预期与现实</p>
+                    </div>
+                </div>
+                
+                <!-- Risk Details -->
+                <div class="space-y-6">
+                    <div class="bg-gray-800/30 rounded-xl p-6">
+                        <h3 class="text-lg font-semibold mb-4 flex items-center">
+                            <span class="w-8 h-8 bg-red-500/20 rounded-lg flex items-center justify-center mr-3">
+                                <i class="ri-alert-line text-red-400"></i>
+                            </span>
+                            核心风险点详解
+                        </h3>
+                        
+                        <div class="grid md:grid-cols-2 gap-6">
+                            <div>
+                                <h4 class="font-semibold text-gray-300 mb-3">财务层面</h4>
+                                <ul class="space-y-2 text-gray-400 text-sm">
+                                    <li class="flex items-start gap-2">
+                                        <i class="ri-checkbox-circle-line text-gray-600 mt-0.5"></i>
+                                        <span>应收账款回收进度不及预期，冲击利润表</span>
+                                    </li>
+                                    <li class="flex items-start gap-2">
+                                        <i class="ri-checkbox-circle-line text-gray-600 mt-0.5"></i>
+                                        <span>高资产负债率制约融资能力与扩张</span>
+                                    </li>
+                                    <li class="flex items-start gap-2">
+                                        <i class="ri-checkbox-circle-line text-gray-600 mt-0.5"></i>
+                                        <span>PPP项目历史包袱影响现金流改善</span>
+                                    </li>
+                                </ul>
+                            </div>
+                            
+                            <div>
+                                <h4 class="font-semibold text-gray-300 mb-3">经营层面</h4>
+                                <ul class="space-y-2 text-gray-400 text-sm">
+                                    <li class="flex items-start gap-2">
+                                        <i class="ri-checkbox-circle-line text-gray-600 mt-0.5"></i>
+                                        <span>并购后整合难度大，协同效应释放慢</span>
+                                    </li>
+                                    <li class="flex items-start gap-2">
+                                        <i class="ri-checkbox-circle-line text-gray-600 mt-0.5"></i>
+                                        <span>新兴业务投入大，短期难见成效</span>
+                                    </li>
+                                    <li class="flex items-start gap-2">
+                                        <i class="ri-checkbox-circle-line text-gray-600 mt-0.5"></i>
+                                        <span>市场化改革进度低于预期</span>
+                                    </li>
+                                </ul>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <!-- Risk Mitigation -->
+                    <div class="bg-gradient-to-r from-blue-500/10 to-green-500/10 rounded-xl p-6 border border-blue-500/30">
+                        <h3 class="text-lg font-semibold mb-4 text-blue-400">风险缓释措施</h3>
+                        <div class="grid md:grid-cols-3 gap-4">
+                            <div class="bg-gray-800/50 rounded-lg p-4">
+                                <h4 class="font-semibold mb-2 text-yellow-400">加强催收机制</h4>
+                                <p class="text-sm text-gray-400">建立专业团队，通过法律途径保障回款</p>
+                            </div>
+                            <div class="bg-gray-800/50 rounded-lg p-4">
+                                <h4 class="font-semibold mb-2 text-yellow-400">优化项目结构</h4>
+                                <p class="text-sm text-gray-400">优先承接支付保障好的政府项目</p>
+                            </div>
+                            <div class="bg-gray-800/50 rounded-lg p-4">
+                                <h4 class="font-semibold mb-2 text-yellow-400">引入战略投资者</h4>
+                                <p class="text-sm text-gray-400">改善治理结构，提升市场化程度</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- Investment Conclusion -->
+            <div class="card-glow rounded-2xl p-8 bg-gradient-to-br from-yellow-500/5 to-orange-500/5">
+                <h2 class="text-2xl font-bold mb-6 gold-gradient">投资启示</h2>
+                
+                <div class="prose prose-invert max-w-none">
+                    <p class="text-lg text-gray-300 leading-relaxed mb-4">
+                        "安徽国资"概念正从<strong class="text-yellow-400">主题炒作</strong>迈向<strong class="text-yellow-400">分化成长</strong>的关键阶段。政策的号角已经吹响，但最终的胜利属于那些能够将政策红利转化为真实业绩、能够穿越经营困境的企业。
+                    </p>
+                    
+                    <div class="grid lg:grid-cols-2 gap-6 mt-6">
+                        <div class="bg-gray-800/50 rounded-xl p-6">
+                            <h3 class="text-lg font-semibold mb-3 text-yellow-400">投资策略建议</h3>
+                            <ul class="space-y-2 text-gray-300">
+                                <li>• <strong class="text-yellow-300">优选标的：</strong>聚焦具备"链主"潜力的新质生产力载体</li>
+                                <li>• <strong class="text-yellow-300">跟踪验证：</strong>密切监控关键经营指标的改善进度</li>
+                                <li>• <strong class="text-yellow-300">风险管理：</strong>平衡成长性与现金流安全</li>
+                                <li>• <strong class="text-yellow-300">长期视角：</strong>关注产业整合与生态构建的长期价值</li>
+                            </ul>
+                        </div>
+                        
+                        <div class="bg-gray-800/50 rounded-xl p-6">
+                            <h3 class="text-lg font-semibold mb-3 text-yellow-400">关键验证时点</h3>
+                            <div class="space-y-3">
+                                <div class="flex justify-between items-center pb-2 border-b border-gray-700">
+                                    <span class="text-sm text-gray-400">Q4 2025</span>
+                                    <span class="text-sm text-yellow-400">政策细则落地</span>
+                                </div>
+                                <div class="flex justify-between items-center pb-2 border-b border-gray-700">
+                                    <span class="text-sm text-gray-400">Q1 2026</span>
+                                    <span class="text-sm text-yellow-400">年报业绩验证</span>
+                                </div>
+                                <div class="flex justify-between items-center">
+                                    <span class="text-sm text-gray-400">H2 2026</span>
+                                    <span class="text-sm text-yellow-400">并购整合成效</span>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+    </main>
+    
+    <!-- Footer -->
+    <footer class="border-t border-gray-800 mt-20">
+        <div class="container mx-auto px-4 py-8">
+            <div class="text-center text-gray-500 text-sm">
+                <p>本报告仅供参考，不构成投资建议 | 数据来源：公开信息整理</p>
+                <p class="mt-2">© 2025 金融洞察分析平台</p>
+            </div>
+        </div>
+    </footer>
+    
+</body>
+</html>

public/htmls/寒潮.html

@@ -0,0 +1,615 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>寒潮投资概念深度解析 - 季节性事件驱动的短期机遇</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.0/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-morphism {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.18);
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .pulse-animation {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { transform: scale(1); }
+            50% { transform: scale(1.05); }
+            100% { transform: scale(1); }
+        }
+        
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: -8px;
+            top: 50%;
+            transform: translateY(-50%);
+            width: 16px;
+            height: 16px;
+            border-radius: 50%;
+            background: #667eea;
+            box-shadow: 0 0 0 4px rgba(102, 126, 234, 0.2);
+        }
+        
+        .timeline-line {
+            position: absolute;
+            left: 0;
+            top: 0;
+            bottom: 0;
+            width: 2px;
+            background: linear-gradient(180deg, #667eea, #764ba2);
+        }
+        
+        .stock-table {
+            display: block;
+            overflow-x: auto;
+            white-space: nowrap;
+        }
+        
+        @media (max-width: 768px) {
+            .stock-table {
+                font-size: 0.75rem;
+            }
+        }
+        
+        .floating-icon {
+            animation: float 3s ease-in-out infinite;
+        }
+        
+        @keyframes float {
+            0%, 100% { transform: translateY(0); }
+            50% { transform: translateY(-10px); }
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea, #764ba2);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <div class="hero-gradient text-white py-20">
+        <div class="container mx-auto px-4">
+            <div class="flex flex-col md:flex-row items-center justify-between">
+                <div class="md:w-2/3 mb-10 md:mb-0">
+                    <div class="flex items-center mb-4">
+                        <i class="fas fa-snowflake text-4xl mr-4 floating-icon"></i>
+                        <h1 class="text-5xl font-bold">寒潮投资概念</h1>
+                    </div>
+                    <p class="text-xl mb-6">季节性事件驱动的短期机遇分析</p>
+                    <div class="grid grid-cols-2 md:grid-cols-4 gap-4">
+                        <div class="bg-white/20 backdrop-blur rounded-lg p-4">
+                            <div class="text-3xl font-bold">15-30</div>
+                            <div class="text-sm">有效窗口期（天）</div>
+                        </div>
+                        <div class="bg-white/20 backdrop-blur rounded-lg p-4">
+                            <div class="text-3xl font-bold">3次</div>
+                            <div class="text-sm">2024-25预警峰值</div>
+                        </div>
+                        <div class="bg-white/20 backdrop-blur rounded-lg p-4">
+                            <div class="text-3xl font-bold">10%</div>
+                            <div class="text-sm">波司登单日涨幅</div>
+                        </div>
+                        <div class="bg-white/20 backdrop-blur rounded-lg p-4">
+                            <div class="text-3xl font-bold">60万吨</div>
+                            <div class="text-sm">东三省日耗峰值</div>
+                        </div>
+                    </div>
+                </div>
+                <div class="md:w-1/3">
+                    <div class="bg-white/10 backdrop-blur rounded-2xl p-6">
+                        <h3 class="text-xl font-semibold mb-4">当前阶段判断</h3>
+                        <div class="space-y-3">
+                            <div class="flex items-center">
+                                <i class="fas fa-fire text-yellow-400 mr-3"></i>
+                                <span>季节性事件驱动高峰期</span>
+                            </div>
+                            <div class="flex items-center">
+                                <i class="fas fa-chart-line text-green-400 mr-3"></i>
+                                <span>短期主题投资机会</span>
+                            </div>
+                            <div class="flex items-center">
+                                <i class="fas fa-exclamation-triangle text-orange-400 mr-3"></i>
+                                <span>非长期产业趋势</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Main Content -->
+    <div class="container mx-auto px-4 py-10">
+        <!-- 时间轴 -->
+        <div class="glass-morphism rounded-2xl p-8 mb-8">
+            <h2 class="text-3xl font-bold gradient-text mb-6">概念事件时间轴</h2>
+            <div class="relative">
+                <div class="timeline-line"></div>
+                <div class="space-y-6">
+                    <div class="timeline-item relative pl-8">
+                        <div class="bg-blue-50 rounded-lg p-4">
+                            <div class="font-semibold text-blue-600">2024年11月下旬</div>
+                            <div>首轮预警启动，寒潮蓝色预警，0℃线南压至苏皖北部</div>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative pl-8">
+                        <div class="bg-orange-50 rounded-lg p-4">
+                            <div class="font-semibold text-orange-600">2025年1月23日</div>
+                            <div>中国气象局启动寒潮暴雪Ⅲ级应急响应，局地降温超20℃</div>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative pl-8">
+                        <div class="bg-purple-50 rounded-lg p-4">
+                            <div class="font-semibold text-purple-600">2025年1-2月</div>
+                            <div>欧美同步寒潮，德国天然气消费激增，TTF价格突破50美元</div>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative pl-8">
+                        <div class="bg-green-50 rounded-lg p-4">
+                            <div class="font-semibold text-green-600">2025年3月</div>
+                            <div>寒潮延续至春季，北京发布蓝色预警，0℃线南压至秦岭</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 核心逻辑 -->
+        <div class="grid md:grid-cols-3 gap-6 mb-8">
+            <div class="glass-morphism rounded-xl p-6 card-hover">
+                <div class="text-blue-500 text-4xl mb-4">
+                    <i class="fas fa-cloud-showers-heavy"></i>
+                </div>
+                <h3 class="text-xl font-bold mb-3">气象灾害冲击</h3>
+                <p class="text-gray-600">全国大部降温6-10℃，局地超20℃，官方定调"极端天气事件"</p>
+                <div class="mt-4 pt-4 border-t">
+                    <span class="text-sm text-gray-500">东三省日耗从35万→60万吨/天</span>
+                </div>
+            </div>
+            <div class="glass-morphism rounded-xl p-6 card-hover">
+                <div class="text-purple-500 text-4xl mb-4">
+                    <i class="fas fa-link"></i>
+                </div>
+                <h3 class="text-xl font-bold mb-3">供应链脆弱性</h3>
+                <p class="text-gray-600">上游原料紧张、中游订单爆单、下游需求即时</p>
+                <div class="mt-4 pt-4 border-t">
+                    <span class="text-sm text-gray-500">古麒绒材羽绒收入占比99.27%</span>
+                </div>
+            </div>
+            <div class="glass-morphism rounded-xl p-6 card-hover">
+                <div class="text-green-500 text-4xl mb-4">
+                    <i class="fas fa-bolt"></i>
+                </div>
+                <h3 class="text-xl font-bold mb-3">能源刚性需求</h3>
+                <p class="text-gray-600">空调制热+煤炭/天然气供暖叠加，需求非线性增长</p>
+                <div class="mt-4 pt-4 border-t">
+                    <span class="text-sm text-gray-500">提前10天供暖多耗5000万吨煤</span>
+                </div>
+            </div>
+        </div>
+
+        <!-- 产业链分析 -->
+        <div class="glass-morphism rounded-2xl p-8 mb-8">
+            <h2 class="text-3xl font-bold gradient-text mb-6">产业链四象限模型</h2>
+            <div class="grid md:grid-cols-2 gap-6">
+                <div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-6">
+                    <h3 class="text-lg font-bold text-blue-700 mb-4">能源链（需求强度：★★★★★）</h3>
+                    <div class="space-y-2">
+                        <div class="flex justify-between">
+                            <span>上游资源：</span>
+                            <span class="font-semibold">中国神华、陕西煤业</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span>中游制造：</span>
+                            <span class="font-semibold">古麒绒材</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span>下游消费：</span>
+                            <span class="font-semibold">波司登</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl p-6">
+                    <h3 class="text-lg font-bold text-green-700 mb-4">设备链（需求强度：★★★★）</h3>
+                    <div class="space-y-2">
+                        <div class="flex justify-between">
+                            <span>核心原料：</span>
+                            <span class="font-semibold">棉花/鸭绒</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span>热泵设备：</span>
+                            <span class="font-semibold">日出东方、双良节能</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span>终端零售：</span>
+                            <span class="font-semibold">彩虹集团</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl p-6">
+                    <h3 class="text-lg font-bold text-purple-700 mb-4">服务链（需求强度：★★★）</h3>
+                    <div class="space-y-2">
+                        <div class="flex justify-between">
+                            <span>电力供应：</span>
+                            <span class="font-semibold">华能、华电</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span>智能温控：</span>
+                            <span class="font-semibold">瑞纳智能</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span>热力服务：</span>
+                            <span class="font-semibold">联美控股</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-gradient-to-br from-orange-50 to-yellow-50 rounded-xl p-6">
+                    <h3 class="text-lg font-bold text-orange-700 mb-4">消费品链（需求强度：★★）</h3>
+                    <div class="space-y-2">
+                        <div class="flex justify-between">
+                            <span>品牌服装：</span>
+                            <span class="font-semibold">波司登、太平鸟</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span>家居保暖：</span>
+                            <span class="font-semibold">真爱美家</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span>小家电：</span>
+                            <span class="font-semibold">彩虹集团</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 股票数据表格 -->
+        <div class="glass-morphism rounded-2xl p-8 mb-8">
+            <h2 class="text-3xl font-bold gradient-text mb-6">相关上市公司一览</h2>
+            
+            <!-- 供热/暖板块 -->
+            <div class="mb-8">
+                <h3 class="text-xl font-semibold mb-4 text-blue-600">
+                    <i class="fas fa-fire mr-2"></i>供热/暖板块
+                </h3>
+                <div class="stock-table">
+                    <table class="table table-zebra table-compact w-full">
+                        <thead>
+                            <tr class="bg-blue-100">
+                                <th>股票代码</th>
+                                <th>公司名称</th>
+                                <th>相关性描述</th>
+                                <th>核心逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td>-</td>
+                                <td>联美控股</td>
+                                <td>2025H1供暖及蒸汽收入14.16亿元，占比74.62%</td>
+                                <td>供暖收入占比高，直接受益寒潮</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>惠天热电</td>
+                                <td>沈阳市大型专业供热上市公司，2025H1供暖供热气11.66亿元，占比96.35%</td>
+                                <td>专业供热且收入占比极高</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>京能热力</td>
+                                <td>实控人北京市国资委（持股28.46%）；2025H1热力服务收入6.55亿元，占比84.67%</td>
+                                <td>国资控股保障，区域垄断性强</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>金房能源</td>
+                                <td>2025H1供热行业6.55亿元，占比97.59%；北京地区占比62.11%</td>
+                                <td>供热收入占比极高，区域集中</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>瑞纳智能</td>
+                                <td>2025H1供热节能服务0.74亿元，占比79.59%</td>
+                                <td>智慧供暖，技术壁垒高</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- 热泵板块 -->
+            <div class="mb-8">
+                <h3 class="text-xl font-semibold mb-4 text-green-600">
+                    <i class="fas fa-temperature-high mr-2"></i>热泵板块
+                </h3>
+                <div class="stock-table">
+                    <table class="table table-zebra table-compact w-full">
+                        <thead>
+                            <tr class="bg-green-100">
+                                <th>股票代码</th>
+                                <th>公司名称</th>
+                                <th>相关性描述</th>
+                                <th>核心逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td>-</td>
+                                <td>日出东方</td>
+                                <td>推进以空气能热泵为龙头业务的战略布局；空气能热泵产能10万套左右</td>
+                                <td>热泵为核心业务，西藏项目17.67亿</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>万和电气</td>
+                                <td>2024年推出的R290热泵产品成为行业内的佼佼者</td>
+                                <td>R290热泵技术领先</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>双良节能</td>
+                                <td>中国最大的溴化锂制冷机、吸收式热泵和空冷器生产商和集成商</td>
+                                <td>溴化锂热泵领域龙头</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>振邦智能</td>
+                                <td>空气能热泵是公司主要产品智能电器控制器的主要应用之一</td>
+                                <td>热泵控制器核心供应商</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- 御寒产品板块 -->
+            <div class="mb-8">
+                <h3 class="text-xl font-semibold mb-4 text-purple-600">
+                    <i class="fas fa-tshirt mr-2"></i>御寒产品板块
+                </h3>
+                <div class="stock-table">
+                    <table class="table table-zebra table-compact w-full">
+                        <thead>
+                            <tr class="bg-purple-100">
+                                <th>股票代码</th>
+                                <th>公司名称</th>
+                                <th>相关性描述</th>
+                                <th>核心逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td>-</td>
+                                <td>古麒绒材</td>
+                                <td>主要产品为高规格羽绒材料，2025H1羽绒行业5.33亿元，占比99.27%</td>
+                                <td>最纯粹的羽绒原料标的</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>华英农业</td>
+                                <td>2025H1羽绒13.55亿元，占比65.43%</td>
+                                <td>羽绒收入占比较高</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>真爱美家</td>
+                                <td>2025H1毛毯3.45亿元，占比88%，保暖性和舒适度高</td>
+                                <td>毛毯收入占比极高</td>
+                            </tr>
+                            <tr>
+                                <td>-</td>
+                                <td>彩虹集团</td>
+                                <td>电热毯行业龙头；2025H1家用柔性取暖系列3.56亿元，占比65.73%</td>
+                                <td>电热毯龙头，需求反馈最快</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- 能源板块 -->
+            <div class="mb-8">
+                <h3 class="text-xl font-semibold mb-4 text-orange-600">
+                    <i class="fas fa-oil-can mr-2"></i>能源板块
+                </h3>
+                <div class="stock-table">
+                    <table class="table table-zebra table-compact w-full">
+                        <thead>
+                            <tr class="bg-orange-100">
+                                <th>股票代码</th>
+                                <th>公司名称</th>
+                                <th>相关性描述</th>
+                                <th>核心逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td>601088</td>
+                                <td>中国神华</td>
+                                <td>煤炭产业链龙头，股息率4.8%</td>
+                                <td>长协煤保供能力强，现金流稳定</td>
+                            </tr>
+                            <tr>
+                                <td>601225</td>
+                                <td>陕西煤业</td>
+                                <td>煤炭产业链，股息率4.5%</td>
+                                <td>资源禀赋优秀，成本优势明显</td>
+                            </tr>
+                            <tr>
+                                <td>600188</td>
+                                <td>兖矿能源</td>
+                                <td>煤炭产业链，澳洲产能占比高</td>
+                                <td>受益国际煤价上涨，弹性大</td>
+                            </tr>
+                            <tr>
+                                <td>601018</td>
+                                <td>中煤能源</td>
+                                <td>煤炭产业链，央企背景</td>
+                                <td>产能规模大，保供主力</td>
+                            </tr>
+                            <tr>
+                                <td>600997</td>
+                                <td>开滦股份</td>
+                                <td>焦炭产业链，煤焦一体化</td>
+                                <td>焦煤涨价受益，弹性较好</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+
+        <!-- 投资策略 -->
+        <div class="grid md:grid-cols-2 gap-6 mb-8">
+            <div class="glass-morphism rounded-xl p-6">
+                <h3 class="text-xl font-bold mb-4 text-green-600">
+                    <i class="fas fa-chess-rook mr-2"></i>操作策略
+                </h3>
+                <div class="space-y-4">
+                    <div class="bg-green-50 rounded-lg p-4">
+                        <div class="font-semibold mb-2">三日法则</div>
+                        <p class="text-sm text-gray-600">每3日评估一次，若数据未达预期立即减半</p>
+                    </div>
+                    <div class="bg-yellow-50 rounded-lg p-4">
+                        <div class="font-semibold mb-2">止损纪律</div>
+                        <p class="text-sm text-gray-600">买入3日内若下跌超5%，立即止损</p>
+                    </div>
+                    <div class="bg-blue-50 rounded-lg p-4">
+                        <div class="font-semibold mb-2">仓位控制</div>
+                        <p class="text-sm text-gray-600">主题配置不超过10%，卫星策略定位</p>
+                    </div>
+                </div>
+            </div>
+            <div class="glass-morphism rounded-xl p-6">
+                <h3 class="text-xl font-bold mb-4 text-red-600">
+                    <i class="fas fa-exclamation-triangle mr-2"></i>关键风险
+                </h3>
+                <div class="space-y-4">
+                    <div class="bg-red-50 rounded-lg p-4">
+                        <div class="font-semibold mb-2">可持续性风险</div>
+                        <p class="text-sm text-gray-600">天气红利难持续，寒潮结束需求断崖</p>
+                    </div>
+                    <div class="bg-orange-50 rounded-lg p-4">
+                        <div class="font-semibold mb-2">技术风险</div>
+                        <p class="text-sm text-gray-600">热泵低温性能衰减，-10℃以下COP降至2.5</p>
+                    </div>
+                    <div class="bg-purple-50 rounded-lg p-4">
+                        <div class="font-semibold mb-2">政策风险</div>
+                        <p class="text-sm text-gray-600">保供压制煤价，长协上限770元/吨</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 关键跟踪指标 -->
+        <div class="glass-morphism rounded-2xl p-8">
+            <h2 class="text-3xl font-bold gradient-text mb-6">关键跟踪指标</h2>
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="bg-gradient-to-r from-red-500 to-orange-500 text-white rounded-xl p-6">
+                    <div class="text-2xl font-bold mb-2">一级指标（每日）</div>
+                    <ul class="space-y-2 text-sm">
+                        <li>• 中央气象台预警等级</li>
+                        <li>• 东三省电厂日耗（>60万吨）</li>
+                        <li>• 生猪日屠宰量（>17万头）</li>
+                    </ul>
+                </div>
+                <div class="bg-gradient-to-r from-blue-500 to-indigo-500 text-white rounded-xl p-6">
+                    <div class="text-2xl font-bold mb-2">二级指标（每周）</div>
+                    <ul class="space-y-2 text-sm">
+                        <li>• 秦皇岛港库存（<500万吨）</li>
+                        <li>• 羽绒原料价格指数（周涨>5%）</li>
+                        <li>• 小家电换手率（>5%）</li>
+                    </ul>
+                </div>
+                <div class="bg-gradient-to-r from-green-500 to-teal-500 text-white rounded-xl p-6">
+                    <div class="text-2xl font-bold mb-2">三级指标（每月）</div>
+                    <ul class="space-y-2 text-sm">
+                        <li>• 天猫京东羽绒服销量</li>
+                        <li>• 企业月度经营数据</li>
+                        <li>• 能源库存变动</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="hero-gradient text-white py-8 mt-20">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">寒潮投资概念解析 - 数据更新至2025年</p>
+            <p class="text-sm opacity-75">本内容仅供参考，不构成投资建议</p>
+        </div>
+    </footer>
+
+    <script>
+        // 动态效果
+        document.addEventListener('DOMContentLoaded', function() {
+            // 滚动动画
+            const observerOptions = {
+                threshold: 0.1,
+                rootMargin: '0px 0px -100px 0px'
+            };
+
+            const observer = new IntersectionObserver(function(entries) {
+                entries.forEach(entry => {
+                    if (entry.isIntersecting) {
+                        entry.target.style.opacity = '1';
+                        entry.target.style.transform = 'translateY(0)';
+                    }
+                });
+            }, observerOptions);
+
+            document.querySelectorAll('.card-hover').forEach(el => {
+                el.style.opacity = '0';
+                el.style.transform = 'translateY(20px)';
+                el.style.transition = 'all 0.6s ease';
+                observer.observe(el);
+            });
+
+            // 表格行悬停效果
+            document.querySelectorAll('tbody tr').forEach(row => {
+                row.addEventListener('mouseenter', function() {
+                    this.style.transform = 'scale(1.02)';
+                    this.style.transition = 'all 0.2s ease';
+                });
+                row.addEventListener('mouseleave', function() {
+                    this.style.transform = 'scale(1)';
+                });
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/对日反制.html

@@ -0,0 +1,746 @@
+我将为您创建一个专业的金融投资分析页面，展示"对日反制"投资概念的深度分析。这个页面将融合金融严谨性与现代设计美学。
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>对日反制投资概念深度分析</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <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=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', system-ui, -apple-system, sans-serif;
+        }
+        
+        .glass-morphism {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .gradient-border {
+            position: relative;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            padding: 2px;
+            border-radius: 1rem;
+        }
+        
+        .gradient-border-inner {
+            background: #0f172a;
+            border-radius: calc(1rem - 2px);
+            padding: 1.5rem;
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
+        }
+        
+        .hover-card {
+            transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+        }
+        
+        .hover-card:hover {
+            transform: translateY(-4px);
+            box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.3);
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s cubic-bezier(0.4, 0, 0.6, 1) infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% { opacity: 1; }
+            50% { opacity: .5; }
+        }
+        
+        .stock-table {
+            overflow-x: auto;
+        }
+        
+        .stock-table::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .stock-table::-webkit-scrollbar-track {
+            background: rgba(255, 255, 255, 0.05);
+            border-radius: 4px;
+        }
+        
+        .stock-table::-webkit-scrollbar-thumb {
+            background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
+            border-radius: 4px;
+        }
+        
+        .tag-primary {
+            background: linear-gradient(135deg, #3b82f6 0%, #2563eb 100%);
+        }
+        
+        .tag-secondary {
+            background: linear-gradient(135deg, #8b5cf6 0%, #7c3aed 100%);
+        }
+        
+        .tag-accent {
+            background: linear-gradient(135deg, #f59e0b 0%, #d97706 100%);
+        }
+        
+        .number-stat {
+            background: linear-gradient(135deg, #10b981 0%, #059669 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .risk-high { border-left: 4px solid #ef4444; }
+        .risk-medium { border-left: 4px solid #f59e0b; }
+        .risk-low { border-left: 4px solid #10b981; }
+    </style>
+</head>
+<body class="bg-gray-950 text-white">
+    <!-- Hero Section -->
+    <div class="relative min-h-screen flex items-center justify-center overflow-hidden">
+        <div class="absolute inset-0 bg-gradient-to-br from-blue-900/20 via-purple-900/20 to-gray-950"></div>
+        <div class="absolute inset-0 bg-[url('data:image/svg+xml,%3Csvg width="60" height="60" viewBox="0 0 60 60" xmlns="http://www.w3.org/2000/svg"%3E%3Cg fill="none" fill-rule="evenodd"%3E%3Cg fill="%239C92AC" fill-opacity="0.05"%3E%3Cpath d="M36 34v-4h-2v4h-4v2h4v4h2v-4h4v-2h-4zm0-30V0h-2v4h-4v2h4v4h2V6h4V4h-4zM6 34v-4H4v4H0v2h4v4h2v-4h4v-2H6zM6 4V0H4v4H0v2h4v4h2V6h4V4H6z"/%3E%3C/g%3E%3C/g%3E%3C/svg%3E')]"></div>
+        
+        <div class="relative z-10 max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-20">
+            <div class="text-center mb-12">
+                <div class="inline-flex items-center px-4 py-2 rounded-full bg-gradient-to-r from-blue-500/20 to-purple-500/20 backdrop-blur-sm mb-6">
+                    <span class="pulse-dot w-2 h-2 bg-green-400 rounded-full mr-2"></span>
+                    <span class="text-sm font-medium text-gray-300">2025年下半年地缘政治驱动的投资机会</span>
+                </div>
+                <h1 class="text-5xl md:text-7xl font-bold mb-6 bg-gradient-to-r from-blue-400 via-purple-400 to-pink-400 bg-clip-text text-transparent">
+                    对日反制概念
+                </h1>
+                <p class="text-xl text-gray-400 max-w-3xl mx-auto leading-relaxed">
+                    地缘政治博弈下的国产替代加速，从精准制裁到产业链重构的投资逻辑梳理
+                </p>
+            </div>
+            
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6 mt-16">
+                <div class="glass-morphism rounded-2xl p-6 hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 rounded-xl bg-gradient-to-r from-red-500 to-orange-500 flex items-center justify-center">
+                            <i class="fas fa-exclamation-triangle text-white text-xl"></i>
+                        </div>
+                        <h3 class="ml-4 text-lg font-semibold">风险警示</h3>
+                    </div>
+                    <p class="text-gray-400">主题炒作早期阶段，警惕情绪退潮风险，政策不确定性高</p>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 rounded-xl bg-gradient-to-r from-blue-500 to-cyan-500 flex items-center justify-center">
+                            <i class="fas fa-industry text-white text-xl"></i>
+                        </div>
+                        <h3 class="ml-4 text-lg font-semibold">核心机会</h3>
+                    </div>
+                    <p class="text-gray-400">资源管制 > 材料替代 > 水产出口，关注实质性国产替代标的</p>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 rounded-xl bg-gradient-to-r from-purple-500 to-pink-500 flex items-center justify-center">
+                            <i class="fas fa-chart-line text-white text-xl"></i>
+                        </div>
+                        <h3 class="ml-4 text-lg font-semibold">时间窗口</h3>
+                    </div>
+                    <p class="text-gray-400">3-6个月关键观察期，等待政策验证，不赌情绪溢价</p>
+                </div>
+            </div>
+        </div>
+    </div>
+    
+    <!-- Timeline Section -->
+    <div class="py-20 px-4 sm:px-6 lg:px-8">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl md:text-4xl font-bold mb-12 text-center">
+                <span class="bg-gradient-to-r from-blue-400 to-purple-400 bg-clip-text text-transparent">
+                    关键事件时间轴
+                </span>
+            </h2>
+            
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 w-1 h-full timeline-line rounded-full"></div>
+                
+                <div class="space-y-12">
+                    <!-- Event 1 -->
+                    <div class="flex items-center justify-center">
+                        <div class="w-full md:w-5/12 text-right pr-8 hidden md:block">
+                            <div class="gradient-border">
+                                <div class="gradient-border-inner">
+                                    <div class="text-sm text-purple-400 mb-2">2025年5月19日</div>
+                                    <h4 class="text-lg font-semibold mb-2">背景伏笔：资源管制启动</h4>
+                                    <p class="text-gray-400 text-sm">缅甸成为日本T金属第一大供应国，但货源依赖中国境内非法走私，中方加强全链条管控</p>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-blue-500 rounded-full border-4 border-gray-950"></div>
+                        <div class="w-full md:w-5/12 pl-8 md:hidden">
+                            <div class="gradient-border">
+                                <div class="gradient-border-inner">
+                                    <div class="text-sm text-purple-400 mb-2">2025年5月19日</div>
+                                    <h4 class="text-lg font-semibold mb-2">背景伏笔：资源管制启动</h4>
+                                    <p class="text-gray-400 text-sm">缅甸成为日本T金属第一大供应国，但货源依赖中国境内非法走私，中方加强全链条管控</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <!-- Event 2 -->
+                    <div class="flex items-center justify-center">
+                        <div class="w-full md:w-5/12 text-right pr-8 hidden md:block">
+                            <div class="gradient-border">
+                                <div class="gradient-border-inner">
+                                    <div class="text-sm text-orange-400 mb-2">2025年9月8日</div>
+                                    <h4 class="text-lg font-semibold mb-2">精准制裁落地</h4>
+                                    <p class="text-gray-400 text-sm">外交部依据《反外国制裁法》对日本参议员石平实施制裁，冻结资产、禁止交易、人员禁入</p>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-orange-500 rounded-full border-4 border-gray-950 pulse-dot"></div>
+                        <div class="w-full md:w-5/12 pl-8 md:hidden">
+                            <div class="gradient-border">
+                                <div class="gradient-border-inner">
+                                    <div class="text-sm text-orange-400 mb-2">2025年9月8日</div>
+                                    <h4 class="text-lg font-semibold mb-2">精准制裁落地</h4>
+                                    <p class="text-gray-400 text-sm">外交部依据《反外国制裁法》对日本参议员石平实施制裁，冻结资产、禁止交易、人员禁入</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <!-- Event 3 -->
+                    <div class="flex items-center justify-center">
+                        <div class="w-full md:w-5/12 text-right pr-8 hidden md:block">
+                            <div class="gradient-border">
+                                <div class="gradient-border-inner">
+                                    <div class="text-sm text-red-400 mb-2">2025年11月15日</div>
+                                    <h4 class="text-lg font-semibold mb-2">事态升级信号</h4>
+                                    <p class="text-gray-400 text-sm">"玉渊谭天"发布：针对高市早苗挑衅，中方表态从"敦促"升级为"一切后果由日方承担"</p>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-red-500 rounded-full border-4 border-gray-950 pulse-dot"></div>
+                        <div class="w-full md:w-5/12 pl-8 md:hidden">
+                            <div class="gradient-border">
+                                <div class="gradient-border-inner">
+                                    <div class="text-sm text-red-400 mb-2">2025年11月15日</div>
+                                    <h4 class="text-lg font-semibold mb-2">事态升级信号</h4>
+                                    <p class="text-gray-400 text-sm">"玉渊谭天"发布：针对高市早苗挑衅，中方表态从"敦促"升级为"一切后果由日方承担"</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+    
+    <!-- Core Logic Section -->
+    <div class="py-20 px-4 sm:px-6 lg:px-8 bg-gradient-to-b from-gray-950 to-gray-900">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl md:text-4xl font-bold mb-12 text-center">
+                <span class="bg-gradient-to-r from-cyan-400 to-blue-400 bg-clip-text text-transparent">
+                    核心逻辑三层递进
+                </span>
+            </h2>
+            
+            <div class="grid grid-cols-1 lg:grid-cols-3 gap-8">
+                <div class="relative">
+                    <div class="absolute inset-0 bg-gradient-to-r from-blue-500/20 to-transparent rounded-2xl blur-xl"></div>
+                    <div class="relative glass-morphism rounded-2xl p-8 h-full">
+                        <div class="flex items-center mb-4">
+                            <div class="w-10 h-10 rounded-lg bg-blue-500/20 flex items-center justify-center">
+                                <span class="text-2xl font-bold text-blue-400">1</span>
+                            </div>
+                            <h3 class="ml-3 text-xl font-semibold">政治惩戒必要性</h3>
+                        </div>
+                        <p class="text-gray-400 mb-4">
+                            石平案开创对日政治人物精准制裁先例，法律依据明确，手段涵盖资产冻结、人员禁入、供应链隔离，形成强力震慑。
+                        </p>
+                        <div class="flex flex-wrap gap-2">
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-primary">《反外国制裁法》</span>
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-primary">精准制裁</span>
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-primary">民意基础</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="relative">
+                    <div class="absolute inset-0 bg-gradient-to-r from-purple-500/20 to-transparent rounded-2xl blur-xl"></div>
+                    <div class="relative glass-morphism rounded-2xl p-8 h-full">
+                        <div class="flex items-center mb-4">
+                            <div class="w-10 h-10 rounded-lg bg-purple-500/20 flex items-center justify-center">
+                                <span class="text-2xl font-bold text-purple-400">2</span>
+                            </div>
+                            <h3 class="ml-3 text-xl font-semibold">资源反制可行性</h3>
+                        </div>
+                        <p class="text-gray-400 mb-4">
+                            日本在半导体材料、高性能陶瓷、OLED材料等领域深度依赖中国供应链。中方已在战略矿产实施全链条管控，具备"卡脖子"能力。
+                        </p>
+                        <div class="flex flex-wrap gap-2">
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-secondary">半导体材料</span>
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-secondary">稀土管制</span>
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-secondary">全链条管控</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="relative">
+                    <div class="absolute inset-0 bg-gradient-to-r from-orange-500/20 to-transparent rounded-2xl blur-xl"></div>
+                    <div class="relative glass-morphism rounded-2xl p-8 h-full">
+                        <div class="flex items-center mb-4">
+                            <div class="w-10 h-10 rounded-lg bg-orange-500/20 flex items-center justify-center">
+                                <span class="text-2xl font-bold text-orange-400">3</span>
+                            </div>
+                            <h3 class="ml-3 text-xl font-semibold">国力博弈战略性</h3>
+                        </div>
+                        <p class="text-gray-400 mb-4">
+                            日本面临"美关税压力+国内加息+经济疲软"三重困境，GDP连续负增长，对华出口依存度超20%，此时反制可精准打击其执政基础。
+                        </p>
+                        <div class="flex flex-wrap gap-2">
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-accent">两线承压</span>
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-accent">战略筹码</span>
+                            <span class="px-3 py-1 rounded-full text-xs font-medium tag-accent">以点破面</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+    
+    <!-- Stock Data Tables -->
+    <div class="py-20 px-4 sm:px-6 lg:px-8">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl md:text-4xl font-bold mb-12 text-center">
+                <span class="bg-gradient-to-r from-green-400 to-emerald-400 bg-clip-text text-transparent">
+                    核心标的深度剖析
+                </span>
+            </h2>
+            
+            <div class="space-y-8">
+                <!-- Semiconductor Materials -->
+                <div class="gradient-border">
+                    <div class="gradient-border-inner">
+                        <h3 class="text-2xl font-bold mb-6 flex items-center">
+                            <i class="fas fa-microchip mr-3 text-blue-400"></i>
+                            半导体材料板块
+                        </h3>
+                        <div class="stock-table">
+                            <table class="w-full text-sm">
+                                <thead>
+                                    <tr class="border-b border-gray-700">
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">股票代码</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">细分领域</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">日本产业地位</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">核心竞争力</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">风险等级</th>
+                                    </tr>
+                                </thead>
+                                <tbody>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-blue-400">彤程新材</td>
+                                        <td class="py-3 px-4">ArF/KrF光刻胶</td>
+                                        <td class="py-3 px-4">日系及杜邦主导</td>
+                                        <td class="py-3 px-4">KrF量产，ArF验证中</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-yellow-500/20 text-yellow-400">中等</span></td>
+                                    </tr>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-blue-400">南大光电</td>
+                                        <td class="py-3 px-4">ArF光刻胶</td>
+                                        <td class="py-3 px-4">日系及杜邦主导</td>
+                                        <td class="py-3 px-4">通过02专项验收</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-yellow-500/20 text-yellow-400">中等</span></td>
+                                    </tr>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-purple-400">华懋科技</td>
+                                        <td class="py-3 px-4">PSPI</td>
+                                        <td class="py-3 px-4">日本东丽、旭化成主导</td>
+                                        <td class="py-3 px-4">收购徐州博康，PSPI量产</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-red-500/20 text-red-400">高</span></td>
+                                    </tr>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-purple-400">鼎龙股份</td>
+                                        <td class="py-3 px-4">PSPI</td>
+                                        <td class="py-3 px-4">日本东丽、旭化成主导</td>
+                                        <td class="py-3 px-4">PSPI产品国内领先</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-red-500/20 text-red-400">高</span></td>
+                                    </tr>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-green-400">华海诚科</td>
+                                        <td class="py-3 px-4">环氧塑封料EMC</td>
+                                        <td class="py-3 px-4">日本住友电工、力森诺科主导</td>
+                                        <td class="py-3 px-4">H1营收占比92.8%</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-green-500/20 text-green-400">低</span></td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- High Performance Ceramics -->
+                <div class="gradient-border">
+                    <div class="gradient-border-inner">
+                        <h3 class="text-2xl font-bold mb-6 flex items-center">
+                            <i class="fas fa-cube mr-3 text-purple-400"></i>
+                            高性能陶瓷板块
+                        </h3>
+                        <div class="stock-table">
+                            <table class="w-full text-sm">
+                                <thead>
+                                    <tr class="border-b border-gray-700">
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">股票代码</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">细分领域</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">日本产业地位</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">技术优势</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">风险等级</th>
+                                    </tr>
+                                </thead>
+                                <tbody>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-purple-400">国瓷材料</td>
+                                        <td class="py-3 px-4">MLCC陶瓷粉体</td>
+                                        <td class="py-3 px-4">日本京瓷、TDK主导</td>
+                                        <td class="py-3 px-4">全球MLCC粉体龙头</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-green-500/20 text-green-400">低</span></td>
+                                    </tr>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-purple-400">三环集团</td>
+                                        <td class="py-3 px-4">陶瓷电容</td>
+                                        <td class="py-3 px-4">日本京瓷、TDK主导</td>
+                                        <td class="py-3 px-4">国内MLCC龙头</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-green-500/20 text-green-400">低</span></td>
+                                    </tr>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-purple-400">中瓷电子</td>
+                                        <td class="py-3 px-4">电子陶瓷外壳</td>
+                                        <td class="py-3 px-4">日本京瓷、TDK主导</td>
+                                        <td class="py-3 px-4">军用电子陶瓷领先</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-yellow-500/20 text-yellow-400">中等</span></td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- Other Related Stocks -->
+                <div class="gradient-border">
+                    <div class="gradient-border-inner">
+                        <h3 class="text-2xl font-bold mb-6 flex items-center">
+                            <i class="fas fa-water mr-3 text-cyan-400"></i>
+                            其他相关板块
+                        </h3>
+                        <div class="stock-table">
+                            <table class="w-full text-sm">
+                                <thead>
+                                    <tr class="border-b border-gray-700">
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">股票代码</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">细分领域</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">关联逻辑</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">实际受益度</th>
+                                        <th class="text-left py-3 px-4 font-semibold text-gray-300">投资建议</th>
+                                    </tr>
+                                </thead>
+                                <tbody>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-cyan-400">中水渔业</td>
+                                        <td class="py-3 px-4">水产养殖</td>
+                                        <td class="py-3 px-4">对日出口占比10%</td>
+                                        <td class="py-3 px-4"><span class="text-red-400">受损方</span></td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-red-500/20 text-red-400">规避</span></td>
+                                    </tr>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-cyan-400">乐凯胶片</td>
+                                        <td class="py-3 px-4">偏光片TAC膜</td>
+                                        <td class="py-3 px-4">唯一国产TFT-TAC膜</td>
+                                        <td class="py-3 px-4">技术突破但规模小</td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-yellow-500/20 text-yellow-400">观察</span></td>
+                                    </tr>
+                                    <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
+                                        <td class="py-3 px-4 font-medium text-cyan-400">中国稀土</td>
+                                        <td class="py-3 px-4">稀土资源</td>
+                                        <td class="py-3 px-4">潜在反制工具</td>
+                                        <td class="py-3 px-4"><span class="text-green-400">高</span></td>
+                                        <td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-green-500/20 text-green-400">关注</span></td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+    
+    <!-- Risk Analysis -->
+    <div class="py-20 px-4 sm:px-6 lg:px-8 bg-gradient-to-b from-gray-900 to-gray-950">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl md:text-4xl font-bold mb-12 text-center">
+                <span class="bg-gradient-to-r from-red-400 to-orange-400 bg-clip-text text-transparent">
+                    风险提示与挑战
+                </span>
+            </h2>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
+                <div class="glass-morphism rounded-2xl p-6 risk-high hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-10 h-10 rounded-lg bg-red-500/20 flex items-center justify-center">
+                            <i class="fas fa-exclamation-triangle text-red-400"></i>
+                        </div>
+                        <h3 class="ml-3 text-lg font-semibold">技术风险</h3>
+                    </div>
+                    <p class="text-gray-400 text-sm mb-3">
+                        光刻胶需12-18个月验证期，国产良率低、价格高20-30%，若日方断供将导致停产风险
+                    </p>
+                    <div class="text-xs text-gray-500">
+                        关键指标：良率稳定性 &lt; 90%
+                    </div>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 risk-high hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-10 h-10 rounded-lg bg-red-500/20 flex items-center justify-center">
+                            <i class="fas fa-sync-alt text-red-400"></i>
+                        </div>
+                        <h3 class="ml-3 text-lg font-semibold">反制螺旋风险</h3>
+                    </div>
+                    <p class="text-gray-400 text-sm mb-3">
+                        日本可能对半导体设备、精密仪器实施出口管制，影响长江存储、中芯国际扩产计划
+                    </p>
+                    <div class="text-xs text-gray-500">
+                        关键指标：东京电子设备出口许可
+                    </div>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 risk-medium hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-10 h-10 rounded-lg bg-yellow-500/20 flex items-center justify-center">
+                            <i class="fas fa-dollar-sign text-yellow-400"></i>
+                        </div>
+                        <h3 class="ml-3 text-lg font-semibold">商业化风险</h3>
+                    </div>
+                    <p class="text-gray-400 text-sm mb-3">
+                        规模不经济导致国产替代成本高，晶圆厂替换动力不足，商业化进程缓慢
+                    </p>
+                    <div class="text-xs text-gray-500">
+                        关键指标：国产替代成本差异 &gt; 15%
+                    </div>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 risk-medium hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-10 h-10 rounded-lg bg-yellow-500/20 flex items-center justify-center">
+                            <i class="fas fa-users text-yellow-400"></i>
+                        </div>
+                        <h3 class="ml-3 text-lg font-semibold">客户集中度风险</h3>
+                    </div>
+                    <p class="text-gray-400 text-sm mb-3">
+                        华海诚科等公司前五大客户占比超70%，若终端需求下滑将大幅影响业绩
+                    </p>
+                    <div class="text-xs text-gray-500">
+                        关键指标：CR5 &gt; 70%
+                    </div>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 risk-low hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-10 h-10 rounded-lg bg-green-500/20 flex items-center justify-center">
+                            <i class="fas fa-shield-alt text-green-400"></i>
+                        </div>
+                        <h3 class="ml-3 text-lg font-semibold">政策持续性</h3>
+                    </div>
+                    <p class="text-gray-400 text-sm mb-3">
+                        国产替代政策具有长期性，即使地缘缓和，产业链安全仍是核心诉求
+                    </p>
+                    <div class="text-xs text-gray-500">
+                        关键指标："十四五"规划延续性
+                    </div>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 risk-low hover-card">
+                    <div class="flex items-center mb-4">
+                        <div class="w-10 h-10 rounded-lg bg-green-500/20 flex items-center justify-center">
+                            <i class="fas fa-chart-line text-green-400"></i>
+                        </div>
+                        <h3 class="ml-3 text-lg font-semibold">市场需求确定</h3>
+                    </div>
+                    <p class="text-gray-400 text-sm mb-3">
+                        半导体、新能源等下游需求旺盛，为国产替代提供确定的市场空间
+                    </p>
+                    <div class="text-xs text-gray-500">
+                        关键指标：半导体CAPEX增速 &gt; 10%
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+    
+    <!-- Investment Strategy -->
+    <div class="py-20 px-4 sm:px-6 lg:px-8">
+        <div class="max-w-7xl mx-auto">
+            <div class="gradient-border mb-12">
+                <div class="gradient-border-inner text-center">
+                    <h2 class="text-3xl md:text-4xl font-bold mb-4">
+                        <span class="bg-gradient-to-r from-emerald-400 to-cyan-400 bg-clip-text text-transparent">
+                            投资策略与操作建议
+                        </span>
+                    </h2>
+                    <p class="text-gray-400 text-lg">
+                        当前阶段，观望优于参与。等待政策验证，不赌情绪溢价
+                    </p>
+                </div>
+            </div>
+            
+            <div class="grid grid-cols-1 lg:grid-cols-3 gap-8 mb-12">
+                <div class="glass-morphism rounded-2xl p-6 hover-card">
+                    <div class="text-center mb-6">
+                        <div class="inline-flex items-center justify-center w-16 h-16 rounded-full bg-gradient-to-r from-green-500 to-emerald-500 mb-4">
+                            <i class="fas fa-check-circle text-white text-2xl"></i>
+                        </div>
+                        <h3 class="text-xl font-bold mb-2">重点配置</h3>
+                        <p class="text-sm text-gray-400">资源管制 > 材料替代 > 水产出口</p>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-green-400 rounded-full mr-3"></span>
+                            <span class="text-sm">中国稀土（资源定价权）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-green-400 rounded-full mr-3"></span>
+                            <span class="text-sm">华海诚科（EMC龙头）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-green-400 rounded-full mr-3"></span>
+                            <span class="text-sm">鼎龙股份（PSPI量产）</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 hover-card">
+                    <div class="text-center mb-6">
+                        <div class="inline-flex items-center justify-center w-16 h-16 rounded-full bg-gradient-to-r from-yellow-500 to-orange-500 mb-4">
+                            <i class="fas fa-eye text-white text-2xl"></i>
+                        </div>
+                        <h3 class="text-xl font-bold mb-2">观察等待</h3>
+                        <p class="text-sm text-gray-400">技术突破但规模尚小</p>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-yellow-400 rounded-full mr-3"></span>
+                            <span class="text-sm">彤程新材（光刻胶验证）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-yellow-400 rounded-full mr-3"></span>
+                            <span class="text-sm">乐凯胶片（TAC膜研发）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-yellow-400 rounded-full mr-3"></span>
+                            <span class="text-sm">南大光电（ArF进展）</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-morphism rounded-2xl p-6 hover-card">
+                    <div class="text-center mb-6">
+                        <div class="inline-flex items-center justify-center w-16 h-16 rounded-full bg-gradient-to-r from-red-500 to-pink-500 mb-4">
+                            <i class="fas fa-times-circle text-white text-2xl"></i>
+                        </div>
+                        <h3 class="text-xl font-bold mb-2">坚决规避</h3>
+                        <p class="text-sm text-gray-400">逻辑错误，将直接受损</p>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-red-400 rounded-full mr-3"></span>
+                            <span class="text-sm">中水渔业（水产出口）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-red-400 rounded-full mr-3"></span>
+                            <span class="text-sm">国联水产（对日依赖）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <span class="w-2 h-2 bg-red-400 rounded-full mr-3"></span>
+                            <span class="text-sm">獐子岛（贸易风险）</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- Key Metrics -->
+            <div class="glass-morphism rounded-2xl p-8">
+                <h3 class="text-2xl font-bold mb-6">关键跟踪指标</h3>
+                <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
+                    <div class="text-center">
+                        <div class="text-3xl font-bold number-stat mb-2">≥2次/月</div>
+                        <div class="text-sm text-gray-400">部级官员提及反制</div>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-3xl font-bold number-stat mb-2">≥1项</div>
+                        <div class="text-sm text-gray-400">贸易救济立案</div>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-3xl font-bold number-stat mb-2">>30天</div>
+                        <div class="text-sm text-gray-400">出口许可周期</div>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-3xl font-bold number-stat mb-2">>15%</div>
+                        <div class="text-sm text-gray-400">概念股换手率</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+    
+    <!-- Footer -->
+    <footer class="py-12 px-4 border-t border-gray-800">
+        <div class="max-w-7xl mx-auto text-center">
+            <p class="text-gray-500 text-sm">
+                * 本分析基于公开信息整理，不构成投资建议。投资有风险，决策需谨慎。
+            </p>
+            <p class="text-gray-600 text-xs mt-4">
+                数据来源：外交部、产业库、公司财报、机构调研 | 更新时间：2025年11月
+            </p>
+        </div>
+    </footer>
+    
+    <script>
+        // Add smooth scroll behavior
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({ behavior: 'smooth' });
+                }
+            });
+        });
+        
+        // Add intersection observer for fade-in animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+        
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+        
+        document.querySelectorAll('.hover-card').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(card);
+        });
+    </script>
+</body>
+</html>

public/htmls/己内酰胺.html

@@ -0,0 +1,695 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>己内酰胺行业深度洞察 - 周期底部反转在即</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap" 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;600;700&display=swap');
+        
+        * {
+            font-family: 'Inter', 'Noto Sans SC', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            background-size: 400% 400%;
+            animation: gradient 15s ease infinite;
+        }
+        
+        .gradient-bg-2 {
+            background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
+            background-size: 400% 400%;
+            animation: gradient 15s ease infinite;
+        }
+        
+        @keyframes gradient {
+            0% { background-position: 0% 50%; }
+            50% { background-position: 100% 50%; }
+            100% { background-position: 0% 50%; }
+        }
+        
+        .card-hover {
+            transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-8px);
+            box-shadow: 0 25px 50px -12px rgba(0, 0, 0, 0.25);
+        }
+        
+        .timeline-item {
+            opacity: 0;
+            transform: translateY(30px);
+            animation: slideUp 0.6s ease-out forwards;
+        }
+        
+        @keyframes slideUp {
+            to {
+                opacity: 1;
+                transform: translateY(0);
+            }
+        }
+        
+        .highlight-red {
+            background: linear-gradient(120deg, #ff6b6b 0%, #ff4757 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .highlight-green {
+            background: linear-gradient(120deg, #2ed573 0%, #1dd1a1 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .highlight-blue {
+            background: linear-gradient(120deg, #3742fa 0%, #2f3542 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .table-responsive {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .table-responsive table {
+            min-width: 0;
+        }
+        
+        @media (max-width: 768px) {
+            .table-responsive table {
+                font-size: 0.875rem;
+            }
+            .table-responsive th,
+            .table-responsive td {
+                padding: 0.5rem;
+            }
+        }
+        
+        .badge {
+            display: inline-block;
+            padding: 0.25rem 0.75rem;
+            border-radius: 9999px;
+            font-size: 0.75rem;
+            font-weight: 600;
+            text-transform: uppercase;
+            letter-spacing: 0.05em;
+        }
+        
+        .badge-danger {
+            background-color: rgba(239, 68, 68, 0.2);
+            color: #ef4444;
+            border: 1px solid rgba(239, 68, 68, 0.3);
+        }
+        
+        .badge-success {
+            background-color: rgba(34, 197, 94, 0.2);
+            color: #22c55e;
+            border: 1px solid rgba(34, 197, 94, 0.3);
+        }
+        
+        .badge-warning {
+            background-color: rgba(245, 158, 11, 0.2);
+            color: #f59e0b;
+            border: 1px solid rgba(245, 158, 11, 0.3);
+        }
+        
+        .badge-info {
+            background-color: rgba(59, 130, 246, 0.2);
+            color: #3b82f6;
+            border: 1px solid rgba(59, 130, 246, 0.3);
+        }
+        
+        .pulse {
+            animation: pulse 2s cubic-bezier(0.4, 0, 0.6, 1) infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% { opacity: 1; }
+            50% { opacity: .5; }
+        }
+        
+        .glow {
+            box-shadow: 0 0 20px rgba(102, 126, 234, 0.5);
+        }
+        
+        .section-divider {
+            height: 1px;
+            background: linear-gradient(to right, transparent, rgba(102, 126, 234, 0.5), transparent);
+            margin: 3rem 0;
+        }
+    </style>
+</head>
+<body class="bg-gray-900 text-white antialiased">
+    <!-- Header -->
+    <header class="gradient-bg text-white py-12 px-6 relative overflow-hidden">
+        <div class="container mx-auto max-w-7xl">
+            <div class="absolute inset-0 opacity-20">
+                <div class="absolute top-0 left-0 w-64 h-64 bg-white rounded-full filter blur-3xl -translate-x-1/2 -translate-y-1/2"></div>
+                <div class="absolute bottom-0 right-0 w-64 h-64 bg-purple-300 rounded-full filter blur-3xl translate-x-1/2 translate-y-1/2"></div>
+            </div>
+            <div class="relative z-10 text-center">
+                <h1 class="text-4xl md:text-6xl font-bold mb-4 tracking-tight">
+                    己内酰胺行业深度洞察
+                </h1>
+                <p class="text-xl md:text-2xl opacity-90 max-w-3xl mx-auto mb-6">
+                    周期底部供需重构 · 反内卷驱动格局优化
+                </p>
+                <div class="flex flex-wrap justify-center gap-4 mt-8">
+                    <span class="badge badge-danger pulse">周期底部</span>
+                    <span class="badge badge-warning">供给收缩</span>
+                    <span class="badge badge-success">需求刚性</span>
+                    <span class="badge badge-info">技术突破</span>
+                </div>
+            </div>
+        </div>
+    </header>
+
+    <!-- Executive Summary -->
+    <section class="py-16 px-6">
+        <div class="container mx-auto max-w-7xl">
+            <div class="card-hover bg-gray-800 rounded-2xl p-8 shadow-2xl glow mb-12">
+                <h2 class="text-3xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-chart-line text-purple-500 mr-3"></i>
+                    核心观点摘要
+                </h2>
+                <div class="grid md:grid-cols-2 gap-8">
+                    <div>
+                        <h3 class="text-xl font-semibold mb-4 text-purple-400">当前格局</h3>
+                        <p class="text-gray-300 leading-relaxed">
+                            己内酰胺行业处于<span class="highlight-red font-bold">"亏损驱动供给收缩、需求增长托底价格、低效产能出清在即"</span>的周期性拐点。核心矛盾在于行业长期维持84%以上高开工率与接近现金亏损的严重盈利恶化并存。
+                        </p>
+                    </div>
+                    <div>
+                        <h3 class="text-xl font-semibold mb-4 text-green-400">投资主线</h3>
+                        <ul class="space-y-2 text-gray-300">
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-green-500 mt-1 mr-2 flex-shrink-0"></i>
+                                <span><strong class="text-white">低成本龙头：</strong>华鲁恒升、鲁西化工</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-green-500 mt-1 mr-2 flex-shrink-0"></i>
+                                <span><strong class="text-white">价格弹性：</strong>旭阳集团、鲁西化工</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-check-circle text-green-500 mt-1 mr-2 flex-shrink-0"></i>
+                                <span><strong class="text-white">技术溢价：</strong>恒逸石化、中国化学</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Timeline -->
+    <section class="py-16 px-6 bg-gray-800">
+        <div class="container mx-auto max-w-7xl">
+            <h2 class="text-3xl font-bold mb-12 text-center">
+                <span class="highlight-blue">核心时间轴</span>
+            </h2>
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 h-full w-1 bg-gradient-to-b from-purple-500 to-pink-500"></div>
+                <div class="space-y-12">
+                    <div class="timeline-item flex items-center justify-center">
+                        <div class="bg-red-600 p-4 rounded-full z-10 shadow-lg">
+                            <i class="fas fa-exclamation-triangle text-white text-xl"></i>
+                        </div>
+                        <div class="ml-6 bg-gray-900 p-6 rounded-xl shadow-xl max-w-xl">
+                            <h3 class="text-lg font-bold text-red-400">2025年6月8日</h3>
+                            <p class="mt-2">平煤神马集团尼龙科技爆炸事故，<span class="highlight-red font-semibold">40万吨/年产能停产（占行业5.6%）</span></p>
+                        </div>
+                    </div>
+                    <div class="timeline-item flex items-center justify-center">
+                        <div class="bg-yellow-600 p-4 rounded-full z-10 shadow-lg">
+                            <i class="fas fa-chart-line text-white text-xl"></i>
+                        </div>
+                        <div class="ml-6 bg-gray-900 p-6 rounded-xl shadow-xl max-w-xl">
+                            <h3 class="text-lg font-bold text-yellow-400">2025年10月-11月</h3>
+                            <p class="mt-2">行业开启"反内卷"自救，开工率降至<span class="highlight-yellow font-semibold">84.6%</span>，11月5日达成减产20%共识，价格立即上涨100元/吨至8150元/吨</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item flex items-center justify-center">
+                        <div class="bg-green-600 p-4 rounded-full z-10 shadow-lg">
+                            <i class="fas fa-trending-up text-white text-xl"></i>
+                        </div>
+                        <div class="ml-6 bg-gray-900 p-6 rounded-xl shadow-xl max-w-xl">
+                            <h3 class="text-lg font-bold text-green-400">2025年后</h3>
+                            <p class="mt-2">恒逸钦州60万吨产能完成后，新增产能显著放缓，行业有望<span class="highlight-green font-semibold">企稳回升</span></p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Analysis -->
+    <section class="py-16 px-6">
+        <div class="container mx-auto max-w-7xl">
+            <h2 class="text-3xl font-bold mb-12 text-center">
+                <span class="highlight-blue">核心逻辑与市场认知</span>
+            </h2>
+            <div class="grid lg:grid-cols-3 gap-8">
+                <div class="card-hover bg-gray-800 p-8 rounded-2xl shadow-xl">
+                    <div class="flex items-center mb-6">
+                        <i class="fas fa-cogs text-purple-500 text-3xl mr-4"></i>
+                        <h3 class="text-xl font-bold">核心驱动力</h3>
+                    </div>
+                    <div class="space-y-4 text-gray-300">
+                        <div class="p-4 bg-gray-900 rounded-lg">
+                            <h4 class="font-semibold text-red-400 mb-2">成本曲线陡峭化</h4>
+                            <p>加工费从6500元/吨暴跌至3000元/吨，行业毛利<span class="highlight-red font-bold">-1653元/吨</span>，但开工率仍维持84.6%</p>
+                        </div>
+                        <div class="p-4 bg-gray-900 rounded-lg">
+                            <h4 class="font-semibold text-yellow-400 mb-2">政策引导"反内卷"</h4>
+                            <p>11月行业会议达成减产20%共识，行政力量介入市场化去产能</p>
+                        </div>
+                        <div class="p-4 bg-gray-900 rounded-lg">
+                            <h4 class="font-semibold text-green-400 mb-2">下游需求刚性</h4>
+                            <p>2025年前10个月表观需求增速<span class="highlight-green font-bold">14%</span>，锦纶纤维替代+工程塑料需求支撑</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="card-hover bg-gray-800 p-8 rounded-2xl shadow-xl">
+                    <div class="flex items-center mb-6">
+                        <i class="fas fa-fire text-orange-500 text-3xl mr-4"></i>
+                        <h3 class="text-xl font-bold">市场热度</h3>
+                    </div>
+                    <div class="space-y-4">
+                        <div class="flex justify-between items-center">
+                            <span class="text-gray-300">机构研报密度</span>
+                            <span class="badge badge-danger">极高</span>
+                        </div>
+                        <div class="flex justify-between items-center">
+                            <span class="text-gray-300">情绪分化程度</span>
+                            <span class="badge badge-warning">显著</span>
+                        </div>
+                        <div class="p-4 bg-gray-900 rounded-lg mt-4">
+                            <p class="text-sm text-gray-400">乐观派强调"反内卷"右侧机会，谨慎派提示需求不及预期风险，基本面派聚焦龙头底部价值</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="card-hover bg-gray-800 p-8 rounded-2xl shadow-xl">
+                    <div class="flex items-center mb-6">
+                        <i class="fas fa-exclamation-circle text-red-500 text-3xl mr-4"></i>
+                        <h3 class="text-xl font-bold">预期差分析</h3>
+                    </div>
+                    <div class="space-y-4 text-gray-300">
+                        <div class="p-4 bg-gray-900 rounded-lg border-l-4 border-red-500">
+                            <h4 class="font-semibold mb-2">名义产能≠有效产能</h4>
+                            <p>实际开机率可达<span class="highlight-red font-bold">100%+</span>，有效供给可能高出名义产能10-15%</p>
+                        </div>
+                        <div class="p-4 bg-gray-900 rounded-lg border-l-4 border-yellow-500">
+                            <h4 class="font-semibold mb-2">减产≠盈利修复</h4>
+                            <p>单吨亏损1653元，涨价100元仅覆盖6%缺口，成本传导存疑</p>
+                        </div>
+                        <div class="p-4 bg-gray-900 rounded-lg border-l-4 border-orange-500">
+                            <h4 class="font-semibold mb-2">技术突破≠业绩兑现</h4>
+                            <p>气相氧化、己内酰胺法PA66等技术存在工业化放大风险</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Catalysts -->
+    <section class="py-16 px-6 bg-gray-800">
+        <div class="container mx-auto max-w-7xl">
+            <h2 class="text-3xl font-bold mb-12 text-center">
+                <span class="highlight-blue">关键催化剂与路径</span>
+            </h2>
+            <div class="grid lg:grid-cols-2 gap-8 mb-12">
+                <div class="card-hover bg-gray-900 p-8 rounded-2xl shadow-xl">
+                    <h3 class="text-xl font-bold mb-6 text-purple-400 flex items-center">
+                        <i class="fas fa-clock mr-3"></i>
+                        近期催化剂（3-6个月）
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex justify-between items-center p-4 bg-gray-800 rounded-lg">
+                            <span class="text-gray-300">减产协议执行力度</span>
+                            <span class="badge badge-warning">中概率 | 高影响</span>
+                        </div>
+                        <div class="flex justify-between items-center p-4 bg-gray-800 rounded-lg">
+                            <span class="text-gray-300">事故产能恢复进度</span>
+                            <span class="badge badge-danger">高概率 | 中影响</span>
+                        </div>
+                        <div class="flex justify-between items-center p-4 bg-gray-800 rounded-lg">
+                            <span class="text-gray-300">旺季需求兑现</span>
+                            <span class="badge badge-warning">中概率 | 高影响</span>
+                        </div>
+                        <div class="flex justify-between items-center p-4 bg-gray-800 rounded-lg">
+                            <span class="text-gray-300">纯苯价格走势</span>
+                            <span class="badge badge-danger">高概率 | 极高影响</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="card-hover bg-gray-900 p-8 rounded-2xl shadow-xl">
+                    <h3 class="text-xl font-bold mb-6 text-green-400 flex items-center">
+                        <i class="fas fa-route mr-3"></i>
+                        长期发展路径
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="p-4 bg-gray-800 rounded-lg">
+                            <h4 class="font-semibold text-yellow-400 mb-2">路径一：传统产能周期反转</h4>
+                            <p class="text-sm text-gray-400">亏损深化→小产能退出→开工率降至75-80%→加工费修复至4000-5000元/吨</p>
+                        </div>
+                        <div class="p-4 bg-gray-800 rounded-lg">
+                            <h4 class="font-semibold text-blue-400 mb-2">路径二：技术革命重塑成本</h4>
+                            <p class="text-sm text-gray-400">气相氧化法产业化→己内酰胺法PA66突破→成本曲线重构</p>
+                        </div>
+                        <div class="p-4 bg-gray-800 rounded-lg">
+                            <h4 class="font-semibold text-purple-400 mb-2">路径三：出口市场结构性增长</h4>
+                            <p class="text-sm text-gray-400">日韩台产能退出→中国成为全球成本洼地→出口量提升至30-40万吨/年</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Company Analysis -->
+    <section class="py-16 px-6">
+        <div class="container mx-auto max-w-7xl">
+            <h2 class="text-3xl font-bold mb-12 text-center">
+                <span class="highlight-blue">核心公司深度对比</span>
+            </h2>
+            <div class="table-responsive">
+                <table class="w-full bg-gray-800 rounded-2xl overflow-hidden shadow-2xl">
+                    <thead class="gradient-bg">
+                        <tr>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">公司</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">产能(万吨)</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">成本优势</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">技术特色</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">盈利现状</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">投资逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody class="divide-y divide-gray-700">
+                        <tr class="hover:bg-gray-700 transition-colors">
+                            <td class="px-6 py-4 font-bold text-white">鲁西化工</td>
+                            <td class="px-6 py-4 text-blue-400 font-semibold">70</td>
+                            <td class="px-6 py-4 text-green-400">★★★★★<br><span class="text-xs text-gray-400">24年9月新项目成本最低</span></td>
+                            <td class="px-6 py-4 text-gray-300">一体化园区，蒸汽电力自给</td>
+                            <td class="px-6 py-4 text-yellow-400">新项目微利，老旧装置亏损</td>
+                            <td class="px-6 py-4 text-purple-400 font-semibold">纯粹CPL弹性标的，单吨涨1000元→税前利润+7亿</td>
+                        </tr>
+                        <tr class="hover:bg-gray-700 transition-colors">
+                            <td class="px-6 py-4 font-bold text-white">华鲁恒升</td>
+                            <td class="px-6 py-4 text-blue-400 font-semibold">30-45</td>
+                            <td class="px-6 py-4 text-green-400">★★★★★<br><span class="text-xs text-gray-400">煤制氢+荆州先进气化炉</span></td>
+                            <td class="px-6 py-4 text-gray-300">煤化工龙头，多产品协同</td>
+                            <td class="px-6 py-4 text-yellow-400">CPL微利，靠其他产品平衡</td>
+                            <td class="px-6 py-4 text-purple-400 font-semibold">防御性龙头，底部现金流稳健，股息率2.8%</td>
+                        </tr>
+                        <tr class="hover:bg-gray-700 transition-colors">
+                            <td class="px-6 py-4 font-bold text-white">恒逸石化</td>
+                            <td class="px-6 py-4 text-blue-400 font-semibold">22.5权益+60在建</td>
+                            <td class="px-6 py-4 text-yellow-400">★★★★☆<br><span class="text-xs text-gray-400">钦州项目合成氨自制+气相氧化</span></td>
+                            <td class="px-6 py-4 text-gray-300">气相氧化技术（未验证）</td>
+                            <td class="px-6 py-4 text-red-400">24年Q4亏损</td>
+                            <td class="px-6 py-4 text-purple-400 font-semibold">技术期权标的，若气相氧化成功将颠覆行业</td>
+                        </tr>
+                        <tr class="hover:bg-gray-700 transition-colors">
+                            <td class="px-6 py-4 font-bold text-white">神马股份</td>
+                            <td class="px-6 py-4 text-blue-400 font-semibold">40</td>
+                            <td class="px-6 py-4 text-yellow-400">★★★☆☆</td>
+                            <td class="px-6 py-4 text-gray-300">平煤神马集团配套</td>
+                            <td class="px-6 py-4 text-red-400">事故前已亏损</td>
+                            <td class="px-6 py-4 text-purple-400 font-semibold">困境反转，需观察安全管理整改</td>
+                        </tr>
+                        <tr class="hover:bg-gray-700 transition-colors">
+                            <td class="px-6 py-4 font-bold text-white">中国旭阳集团</td>
+                            <td class="px-6 py-4 text-blue-400 font-semibold">75</td>
+                            <td class="px-6 py-4 text-green-400">★★★★☆<br><span class="text-xs text-gray-400">水合法降本1600-1900元/吨</span></td>
+                            <td class="px-6 py-4 text-gray-300">水合法工艺成熟，出口占比高</td>
+                            <td class="px-6 py-4 text-green-400">2024年吨净利200-300元</td>
+                            <td class="px-6 py-4 text-purple-400 font-semibold">出口龙头+成本杀手，固体CPL全球竞争力强</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Data -->
+    <section class="py-16 px-6 bg-gray-800">
+        <div class="container mx-auto max-w-7xl">
+            <h2 class="text-3xl font-bold mb-12 text-center">
+                <span class="highlight-blue">核心股票数据</span>
+            </h2>
+            <div class="table-responsive">
+                <table class="w-full bg-gray-900 rounded-2xl overflow-hidden shadow-2xl">
+                    <thead class="gradient-bg-2">
+                        <tr>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">股票代码</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">公司名称</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">分类</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">产能/项目</th>
+                            <th class="px-6 py-4 text-left text-sm font-semibold uppercase tracking-wider">数据来源</th>
+                        </tr>
+                    </thead>
+                    <tbody class="divide-y divide-gray-700">
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">000830.SZ</td>
+                            <td class="px-6 py-4 font-bold">鲁西化工</td>
+                            <td class="px-6 py-4 text-green-400">公司产能</td>
+                            <td class="px-6 py-4 text-yellow-400 font-semibold">70万吨/年</td>
+                            <td class="px-6 py-4 text-gray-400">互动平台</td>
+                        </tr>
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">600426.SH</td>
+                            <td class="px-6 py-4 font-bold">华鲁恒升</td>
+                            <td class="px-6 py-4 text-green-400">公司产能</td>
+                            <td class="px-6 py-4 text-yellow-400 font-semibold">30万吨/年</td>
+                            <td class="px-6 py-4 text-gray-400">半年报</td>
+                        </tr>
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">000703.SZ</td>
+                            <td class="px-6 py-4 font-bold">恒逸石化</td>
+                            <td class="px-6 py-4 text-blue-400">公司产能</td>
+                            <td class="px-6 py-4 text-yellow-400">参股40万吨/年（钦州一期试生产）</td>
+                            <td class="px-6 py-4 text-gray-400">互动平台</td>
+                        </tr>
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">600810.SH</td>
+                            <td class="px-6 py-4 font-bold">神马股份</td>
+                            <td class="px-6 py-4 text-orange-400">集团产能</td>
+                            <td class="px-6 py-4 text-yellow-400">神马集团30万吨/年（拟扩至60万吨）</td>
+                            <td class="px-6 py-4 text-gray-400">公告</td>
+                        </tr>
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">000695.SZ</td>
+                            <td class="px-6 py-4 font-bold">滨海能源</td>
+                            <td class="px-6 py-4 text-purple-400">拟收购</td>
+                            <td class="px-6 py-4 text-yellow-400 font-semibold">拟收购沧州旭阳75万吨/年</td>
+                            <td class="px-6 py-4 text-gray-400">会议纪要</td>
+                        </tr>
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">601117.SH</td>
+                            <td class="px-6 py-4 font-bold">中国化学</td>
+                            <td class="px-6 py-4 text-green-400">公司产能</td>
+                            <td class="px-6 py-4 text-yellow-400">持股60%，天辰齐翔53万吨/年</td>
+                            <td class="px-6 py-4 text-gray-400">年报/工商</td>
+                        </tr>
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">600123.SH</td>
+                            <td class="px-6 py-4 font-bold">兰花科创</td>
+                            <td class="px-6 py-4 text-green-400">公司产能</td>
+                            <td class="px-6 py-4 text-yellow-400 font-semibold">14万吨/年</td>
+                            <td class="px-6 py-4 text-gray-400">年报</td>
+                        </tr>
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">600346.SH</td>
+                            <td class="px-6 py-4 font-bold">恒力石化</td>
+                            <td class="px-6 py-4 text-green-400">公司产能</td>
+                            <td class="px-6 py-4 text-yellow-400">己内酰胺-聚酰胺一体化项目</td>
+                            <td class="px-6 py-4 text-gray-400">互动</td>
+                        </tr>
+                        <tr class="hover:bg-gray-800 transition-colors">
+                            <td class="px-6 py-4 font-mono text-blue-400">1907.HK</td>
+                            <td class="px-6 py-4 font-bold">中国旭阳集团</td>
+                            <td class="px-6 py-4 text-orange-400">集团产能</td>
+                            <td class="px-6 py-4 text-yellow-400 font-semibold">75万吨/年（全球最大单套）</td>
+                            <td class="px-6 py-4 text-gray-400">纪要</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risks -->
+    <section class="py-16 px-6">
+        <div class="container mx-auto max-w-7xl">
+            <h2 class="text-3xl font-bold mb-12 text-center">
+                <span class="highlight-red">潜在风险与挑战</span>
+            </h2>
+            <div class="grid md:grid-cols-2 lg:grid-cols-3 gap-8">
+                <div class="card-hover bg-gray-800 p-6 rounded-2xl shadow-xl border-l-4 border-red-500">
+                    <h3 class="text-xl font-bold mb-4 text-red-400 flex items-center">
+                        <i class="fas fa-exclamation-triangle mr-3"></i>
+                        技术风险
+                    </h3>
+                    <ul class="space-y-2 text-gray-300 text-sm">
+                        <li>• 气相氧化技术工业化失败风险</li>
+                        <li>• 己内酰胺法PA66工艺放大风险</li>
+                        <li>• 新技术稳定运行需1-2年周期</li>
+                    </ul>
+                </div>
+                <div class="card-hover bg-gray-800 p-6 rounded-2xl shadow-xl border-l-4 border-orange-500">
+                    <h3 class="text-xl font-bold mb-4 text-orange-400 flex items-center">
+                        <i class="fas fa-chart-line mr-3"></i>
+                        商业化风险
+                    </h3>
+                    <ul class="space-y-2 text-gray-300 text-sm">
+                        <li>• 中美贸易摩擦打击纺织品出口</li>
+                        <li>• 纯苯价格飙涨吞噬涨价成果</li>
+                        <li>• 下游竞争激烈成本传导失灵</li>
+                    </ul>
+                </div>
+                <div class="card-hover bg-gray-800 p-6 rounded-2xl shadow-xl border-l-4 border-yellow-500">
+                    <h3 class="text-xl font-bold mb-4 text-yellow-400 flex items-center">
+                        <i class="fas fa-balance-scale mr-3"></i>
+                        政策与竞争风险
+                    </h3>
+                    <ul class="space-y-2 text-gray-300 text-sm">
+                        <li>• 安全环保政策突变增加合规成本</li>
+                        <li>• "反内卷"减产沦为口号</li>
+                        <li>• 产能退出低于预期</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Conclusion -->
+    <section class="py-16 px-6 gradient-bg">
+        <div class="container mx-auto max-w-7xl">
+            <div class="card-hover bg-white bg-opacity-10 backdrop-blur-lg rounded-3xl p-12 shadow-2xl">
+                <h2 class="text-3xl font-bold mb-8 text-center text-white">
+                    综合结论与投资启示
+                </h2>
+                <div class="grid lg:grid-cols-3 gap-8">
+                    <div class="bg-white bg-opacity-10 rounded-2xl p-6">
+                        <h3 class="text-xl font-bold mb-4 text-yellow-300 flex items-center">
+                            <i class="fas fa-compass mr-3"></i>
+                            概念阶段
+                        </h3>
+                        <p class="text-gray-200 mb-4">当前处于<span class="bg-yellow-400 text-gray-900 px-2 py-1 rounded font-bold">"周期底部左侧布局期"</span>，尚未进入右侧主升浪</p>
+                        <ul class="text-gray-300 text-sm space-y-2">
+                            <li>• 主题炒作成分：反内卷、新技术易引发脉冲</li>
+                            <li>• 基本面筑底：亏损面超60%，小产能退出</li>
+                            <li>• 催化剂待验证：减产执行、复产时间、旺季需求</li>
+                        </ul>
+                    </div>
+                    <div class="bg-white bg-opacity-10 rounded-2xl p-6">
+                        <h3 class="text-xl font-bold mb-4 text-green-300 flex items-center">
+                            <i class="fas fa-trophy mr-3"></i>
+                            投资优先级
+                        </h3>
+                        <ol class="text-gray-200 space-y-2">
+                            <li><span class="bg-green-500 text-white px-2 py-1 rounded text-sm mr-2">1</span><strong>华鲁恒升：</strong>防御性龙头，股息率2.8%</li>
+                            <li><span class="bg-blue-500 text-white px-2 py-1 rounded text-sm mr-2">2</span><strong>鲁西化工：</strong>进攻性弹性，70万吨产能</li>
+                            <li><span class="bg-purple-500 text-white px-2 py-1 rounded text-sm mr-2">3</span><strong>恒逸石化：</strong>技术期权，高风险高回报</li>
+                            <li><span class="bg-gray-500 text-white px-2 py-1 rounded text-sm mr-2">4</span><strong>神马股份：</strong>主题投机，不宜恋战</li>
+                        </ol>
+                    </div>
+                    <div class="bg-white bg-opacity-10 rounded-2xl p-6">
+                        <h3 class="text-xl font-bold mb-4 text-blue-300 flex items-center">
+                            <i class="fas fa-chart-bar mr-3"></i>
+                            关键指标
+                        </h3>
+                        <div class="space-y-3 text-gray-200 text-sm">
+                            <div class="flex justify-between">
+                                <span>行业开工率</span>
+                                <span class="text-red-300 font-bold">&lt;80%</span>
+                            </div>
+                            <div class="flex justify-between">
+                                <span>库存天数</span>
+                                <span class="text-green-300 font-bold">&lt;15天</span>
+                            </div>
+                            <div class="flex justify-between">
+                                <span>CPL-纯苯价差</span>
+                                <span class="text-blue-300 font-bold">&gt;3500元/吨</span>
+                            </div>
+                            <div class="flex justify-between">
+                                <span>龙头毛利率</span>
+                                <span class="text-yellow-300 font-bold">转正</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                <div class="mt-12 text-center">
+                    <p class="text-xl text-white font-semibold bg-red-500 bg-opacity-30 inline-block px-8 py-4 rounded-full">
+                        <i class="fas fa-lightbulb mr-3"></i>
+                        操作建议：当前不宜追高"反内卷"主题，而应逢调整布局华鲁恒升或鲁西化工。若3个月内开工率降至75%且库存去化超20%，则右侧买点出现
+                    </p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="py-8 px-6 bg-gray-900 border-t border-gray-700">
+        <div class="container mx-auto max-w-7xl text-center">
+            <p class="text-gray-400 text-sm">
+                本报告基于公开信息整理，仅供参考，不构成投资建议。投资有风险，入市需谨慎。
+            </p>
+            <div class="mt-4 flex justify-center space-x-6 text-gray-500">
+                <span>更新时间：2025年11月</span>
+                <span>数据来源：百川盈孚、卓创资讯、公司公告、券商研报</span>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // Add smooth scroll for anchor links
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add staggered animation for timeline items
+        document.querySelectorAll('.timeline-item').forEach((item, index) => {
+            item.style.animationDelay = `${index * 0.2}s`;
+        });
+
+        // Add intersection observer for card animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card-hover').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(card);
+        });
+    </script>
+</body>
+</html>

public/htmls/忆阻器.html

@@ -0,0 +1,604 @@
+我将为您生成一个专业、详实的忆阻器概念分析页面，融合金融分析深度与现代前端美学。
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>忆阻器 - 下一代AI硬件的颠覆性力量</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', system-ui, -apple-system, sans-serif;
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .tech-card {
+            transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+        }
+        
+        .tech-card:hover {
+            transform: translateY(-8px) scale(1.02);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.15);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, transparent, #667eea, #764ba2, transparent);
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% {
+                opacity: 1;
+                transform: scale(1);
+            }
+            50% {
+                opacity: 0.5;
+                transform: scale(1.5);
+            }
+        }
+        
+        .stock-table {
+            font-size: 14px;
+        }
+        
+        .stock-table th {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: white;
+            font-weight: 600;
+        }
+        
+        .risk-badge {
+            animation: glow 2s ease-in-out infinite alternate;
+        }
+        
+        @keyframes glow {
+            from { box-shadow: 0 0 5px #ef4444; }
+            to { box-shadow: 0 0 20px #ef4444, 0 0 30px #ef4444; }
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            position: relative;
+            overflow: hidden;
+        }
+        
+        .hero-gradient::before {
+            content: '';
+            position: absolute;
+            top: -50%;
+            right: -50%;
+            width: 200%;
+            height: 200%;
+            background: radial-gradient(circle, rgba(255,255,255,0.1) 0%, transparent 70%);
+            animation: rotate 30s linear infinite;
+        }
+        
+        @keyframes rotate {
+            from { transform: rotate(0deg); }
+            to { transform: rotate(360deg); }
+        }
+        
+        .tech-grid {
+            display: grid;
+            grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));
+            gap: 20px;
+        }
+        
+        @media (max-width: 768px) {
+            .stock-table {
+                font-size: 12px;
+            }
+            .tech-grid {
+                grid-template-columns: 1fr;
+            }
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <header class="hero-gradient text-white relative">
+        <div class="container mx-auto px-4 py-16 relative z-10">
+            <div class="text-center">
+                <div class="inline-block mb-4">
+                    <span class="glass-effect px-4 py-2 rounded-full text-sm">
+                        <i class="fas fa-microchip mr-2"></i>前沿科技 · 金融洞察
+                    </span>
+                </div>
+                <h1 class="text-5xl md:text-6xl font-bold mb-6">
+                    忆阻器
+                    <span class="block text-3xl md:text-4xl mt-2 opacity-90">
+                        Memristor - 破解AI算力能耗之谜
+                    </span>
+                </h1>
+                <p class="text-xl max-w-3xl mx-auto mb-8 opacity-90">
+                    第四代无源电路元件，存算一体架构核心，将AI芯片能耗降低57.2%
+                </p>
+                <div class="flex flex-wrap justify-center gap-4">
+                    <span class="bg-white/20 px-4 py-2 rounded-lg">
+                        <i class="fas fa-chart-line mr-2"></i>Gartner技术成熟度：期望膨胀期
+                    </span>
+                    <span class="bg-white/20 px-4 py-2 rounded-lg">
+                        <i class="fas fa-fire mr-2"></i>市场热度：脉冲式上升
+                    </span>
+                    <span class="bg-white/20 px-4 py-2 rounded-lg">
+                        <i class="fas fa-shield-alt mr-2"></i>投资策略：早布局 · 长周期
+                    </span>
+                </div>
+            </div>
+        </div>
+    </header>
+
+    <!-- 核心观点摘要 -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">
+                核心观点摘要
+            </h2>
+            
+            <div class="tech-grid">
+                <div class="tech-card bg-gradient-to-br from-purple-50 to-indigo-50 p-6 rounded-xl border border-purple-200">
+                    <div class="text-purple-600 mb-4">
+                        <i class="fas fa-bolt text-3xl"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">技术突破验证期</h3>
+                    <p class="text-gray-700">
+                        已从理论验证进入工程化突破关键期，AI芯片能耗锐减57.2%，脑机接口实现四自由度操控
+                    </p>
+                </div>
+                
+                <div class="tech-card bg-gradient-to-br from-blue-50 to-cyan-50 p-6 rounded-xl border border-blue-200">
+                    <div class="text-blue-600 mb-4">
+                        <i class="fas fa-industry text-3xl"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">0到1的幼稚期</h3>
+                    <p class="text-gray-700">
+                        产业整体处于"0到1"幼稚期，代工厂缺失构成最大瓶颈，创业公司被迫自建产线
+                    </p>
+                </div>
+                
+                <div class="tech-card bg-gradient-to-br from-green-50 to-emerald-50 p-6 rounded-xl border border-green-200">
+                    <div class="text-green-600 mb-4">
+                        <i class="fas fa-chart-line text-3xl"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">研报零覆盖</h3>
+                    <p class="text-gray-700">
+                        市场关注度极低，6份研报零提及，存在巨大预期差，属于典型的"高壁垒、长周期"主题
+                    </p>
+                </div>
+                
+                <div class="tech-card bg-gradient-to-br from-orange-50 to-red-50 p-6 rounded-xl border border-orange-200">
+                    <div class="text-orange-600 mb-4">
+                        <i class="fas fa-exclamation-triangle text-3xl"></i>
+                    </div>
+                    <h3 class="text-xl font-semibold mb-3">核心风险</h3>
+                    <p class="text-gray-700">
+                        代工厂断链、材料可靠性、技术路线竞争，从实验室到商业化仍需跨越"死亡谷"
+                    </p>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 技术突破时间轴 -->
+    <section class="py-16 bg-gray-100">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                <span class="gradient-text">技术突破时间轴</span>
+            </h2>
+            
+            <div class="relative max-w-4xl mx-auto">
+                <div class="timeline-line absolute left-8 md:left-1/2 transform md:-translate-x-1/2 w-1 h-full"></div>
+                
+                <!-- 2023年5月 -->
+                <div class="relative flex items-center mb-12">
+                    <div class="absolute left-8 md:left-1/2 transform md:-translate-x-1/2 w-4 h-4 bg-indigo-600 rounded-full pulse-dot"></div>
+                    <div class="ml-16 md:ml-0 md:w-1/2 md:pr-8 md:text-right">
+                        <div class="bg-white p-4 rounded-lg shadow-lg">
+                            <h3 class="font-semibold text-indigo-600">2023年5月29日</h3>
+                            <p class="text-gray-700">中国移动联合清华大学完成业界首次忆阻器存算一体芯片端到端技术验证</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- 2025年2月 -->
+                <div class="relative flex items-center mb-12 md:flex-row-reverse">
+                    <div class="absolute left-8 md:left-1/2 transform md:-translate-x-1/2 w-4 h-4 bg-purple-600 rounded-full pulse-dot"></div>
+                    <div class="ml-16 md:ml-0 md:w-1/2 md:pl-8">
+                        <div class="bg-white p-4 rounded-lg shadow-lg">
+                            <h3 class="font-semibold text-purple-600">2025年2月17日</h3>
+                            <p class="text-gray-700">清华-天大团队在《自然·电子》发表基于忆阻器的"双环路"脑机接口系统</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- 2025年7月 -->
+                <div class="relative flex items-center mb-12">
+                    <div class="absolute left-8 md:left-1/2 transform md:-translate-x-1/2 w-4 h-4 bg-green-600 rounded-full pulse-dot"></div>
+                    <div class="ml-16 md:ml-0 md:w-1/2 md:pr-8 md:text-right">
+                        <div class="bg-white p-4 rounded-lg shadow-lg">
+                            <h3 class="font-semibold text-green-600">2025年7月29日</h3>
+                            <p class="text-gray-700">福晶科技披露少量供应镍酸锂晶体，忆阻器关键功能层材料量产突破</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- 2025年11月 -->
+                <div class="relative flex items-center mb-12">
+                    <div class="absolute left-8 md:left-1/2 transform md:-translate-x-1/2 w-4 h-4 bg-red-600 rounded-full pulse-dot"></div>
+                    <div class="ml-16 md:ml-0 md:w-1/2 md:pr-8 md:text-right">
+                        <div class="bg-white p-4 rounded-lg shadow-lg">
+                            <h3 class="font-semibold text-red-600">2025年11月17日</h3>
+                            <p class="text-gray-700">港大团队宣布忆阻器AI芯片能耗锐减57.2%，能效比展现颠覆性潜力</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 产业链图谱 -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">
+                产业链图谱
+            </h2>
+            
+            <div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-xl p-8 mb-8">
+                <div class="grid md:grid-cols-3 gap-6">
+                    <div class="text-center">
+                        <div class="bg-white rounded-lg p-6 shadow-md">
+                            <i class="fas fa-layer-group text-4xl text-indigo-600 mb-4"></i>
+                            <h3 class="font-semibold text-lg mb-2">上游：材料与设备</h3>
+                            <p class="text-sm text-gray-600">功能材料、制造设备、EDA工具</p>
+                            <div class="mt-4 space-y-2">
+                                <div class="text-sm bg-indigo-100 rounded px-2 py-1">天通股份(镍酸锂薄膜)</div>
+                                <div class="text-sm bg-indigo-100 rounded px-2 py-1">福晶科技(晶体供应)</div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="text-center">
+                        <div class="bg-white rounded-lg p-6 shadow-md">
+                            <i class="fas fa-microchip text-4xl text-purple-600 mb-4"></i>
+                            <h3 class="font-semibold text-lg mb-2">中游：器件与芯片</h3>
+                            <p class="text-sm text-gray-600">技术验证、设计制造、代工厂</p>
+                            <div class="mt-4 space-y-2">
+                                <div class="text-sm bg-purple-100 rounded px-2 py-1">亿铸科技(POC芯片)</div>
+                                <div class="text-sm bg-red-100 rounded px-2 py-1">代工厂：空缺(核心瓶颈)</div>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="text-center">
+                        <div class="bg-white rounded-lg p-6 shadow-md">
+                            <i class="fas fa-robot text-4xl text-green-600 mb-4"></i>
+                            <h3 class="font-semibold text-lg mb-2">下游：系统与应用</h3>
+                            <p class="text-sm text-gray-600">脑机接口、AI芯片、边缘设备</p>
+                            <div class="mt-4 space-y-2">
+                                <div class="text-sm bg-green-100 rounded px-2 py-1">中国移动(边缘计算)</div>
+                                <div class="text-sm bg-green-100 rounded px-2 py-1">清华-天大(脑机接口)</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 股票数据表格 -->
+    <section class="py-16 bg-gray-100">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">
+                核心相关公司
+            </h2>
+            
+            <div class="bg-white rounded-xl shadow-xl overflow-hidden">
+                <div class="overflow-x-auto">
+                    <table class="stock-table w-full">
+                        <thead>
+                            <tr>
+                                <th class="px-4 py-3 text-left">股票名称</th>
+                                <th class="px-4 py-3 text-left">产业链定位</th>
+                                <th class="px-4 py-3 text-left">具体项目</th>
+                                <th class="px-4 py-3 text-left">信源</th>
+                                <th class="px-4 py-3 text-left">纯度评级</th>
+                                <th class="px-4 py-3 text-left">关键逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-semibold text-indigo-600">天通股份</td>
+                                <td class="px-4 py-3">镍酸锂晶片薄膜(材料)</td>
+                                <td class="px-4 py-3">大尺寸镍酸锂晶片</td>
+                                <td class="px-4 py-3">互动/研报</td>
+                                <td class="px-4 py-3">
+                                    <span class="bg-yellow-500 text-white px-2 py-1 rounded">★★★★★</span>
+                                </td>
+                                <td class="px-4 py-3 text-sm">销量国内第一，受益于忆阻器放量的核心材料商</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-semibold text-indigo-600">盛视科技</td>
+                                <td class="px-4 py-3">参股亿铸科技(3.42%)</td>
+                                <td class="px-4 py-3">基于忆阻器ReRAM的POC芯片</td>
+                                <td class="px-4 py-3">公告</td>
+                                <td class="px-4 py-3">
+                                    <span class="bg-blue-500 text-white px-2 py-1 rounded">★★★☆☆</span>
+                                </td>
+                                <td class="px-4 py-3 text-sm">财务投资+业务协同，参股国内领先忆阻器芯片公司</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-semibold text-indigo-600">中国移动</td>
+                                <td class="px-4 py-3">产品验证方</td>
+                                <td class="px-4 py-3">忆阻器存算一体芯片端到端技术验证</td>
+                                <td class="px-4 py-3">新闻</td>
+                                <td class="px-4 py-3">
+                                    <span class="bg-blue-500 text-white px-2 py-1 rounded">★★★☆☆</span>
+                                </td>
+                                <td class="px-4 py-3 text-sm">央企龙头，完成技术验证，具备采购拉动能力</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-semibold text-indigo-600">福晶科技</td>
+                                <td class="px-4 py-3">镍酸锂晶体(材料)</td>
+                                <td class="px-4 py-3">少量供应镍酸锂晶体</td>
+                                <td class="px-4 py-3">互动</td>
+                                <td class="px-4 py-3">
+                                    <span class="bg-orange-500 text-white px-2 py-1 rounded">★★☆☆☆</span>
+                                </td>
+                                <td class="px-4 py-3 text-sm">少量供应，非核心业务，贡献有限</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-semibold text-indigo-600">金百泽</td>
+                                <td class="px-4 py-3">设计制造服务</td>
+                                <td class="px-4 py-3">高校忆阻器研究的电子服务</td>
+                                <td class="px-4 py-3">互动</td>
+                                <td class="px-4 py-3">
+                                    <span class="bg-orange-500 text-white px-2 py-1 rounded">★★☆☆☆</span>
+                                </td>
+                                <td class="px-4 py-3 text-sm">"卖铲人"角色，为学术团队提供原型服务</td>
+                            </tr>
+                            <tr class="hover:bg-gray-50">
+                                <td class="px-4 py-3 font-semibold text-indigo-600">风华高科</td>
+                                <td class="px-4 py-3">产品</td>
+                                <td class="px-4 py-3">忆阻器研究</td>
+                                <td class="px-4 py-3">互动</td>
+                                <td class="px-4 py-3">
+                                    <span class="bg-gray-500 text-white px-2 py-1 rounded">★☆☆☆☆</span>
+                                </td>
+                                <td class="px-4 py-3 text-sm">明确无专项投入，概念纯度最低</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 风险与挑战 -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12 gradient-text">
+                核心风险与挑战
+            </h2>
+            
+            <div class="grid md:grid-cols-2 gap-8">
+                <div class="bg-red-50 rounded-xl p-6 border-l-4 border-red-500">
+                    <h3 class="text-xl font-semibold text-red-700 mb-4">
+                        <i class="fas fa-exclamation-circle mr-2"></i>技术风险
+                    </h3>
+                    <ul class="space-y-3 text-gray-700">
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
+                            <span>代工厂缺失：创业公司被迫自建产线，良率可能&lt;30%</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
+                            <span>材料可靠性：循环寿命仅10⁵次，远低于DRAM的10¹⁵次</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
+                            <span>集成密度：当前1Kb-1Mb，商业需&gt;1Gb，差3个数量级</span>
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="bg-orange-50 rounded-xl p-6 border-l-4 border-orange-500">
+                    <h3 class="text-xl font-semibold text-orange-700 mb-4">
+                        <i class="fas fa-coins mr-2"></i>商业化风险
+                    </h3>
+                    <ul class="space-y-3 text-gray-700">
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-orange-500 mt-1 mr-2"></i>
+                            <span>成本倒挂：自建产线成本&gt;$100，边缘AI芯片仅$5-10</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-orange-500 mt-1 mr-2"></i>
+                            <span>市场错配：脑机接口市场规模&lt;1亿，无法支撑量产</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-orange-500 mt-1 mr-2"></i>
+                            <span>路线竞争：SRAM/MRAM/PCRAM多路线竞争，忆阻器无绝对优势</span>
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="bg-yellow-50 rounded-xl p-6 border-l-4 border-yellow-500">
+                    <h3 class="text-xl font-semibold text-yellow-700 mb-4">
+                        <i class="fas fa-gavel mr-2"></i>政策与竞争风险
+                    </h3>
+                    <ul class="space-y-3 text-gray-700">
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-yellow-500 mt-1 mr-2"></i>
+                            <span>政策优先度：未在"卡脖子"清单明确提及</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-yellow-500 mt-1 mr-2"></i>
+                            <span>国际竞争：IBM/惠普专利储备领先，可能封锁代工渠道</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-yellow-500 mt-1 mr-2"></i>
+                            <span>知识产权：基础专利到期，但工艺改进专利仍在快速申请</span>
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="bg-purple-50 rounded-xl p-6 border-l-4 border-purple-500">
+                    <h3 class="text-xl font-semibold text-purple-700 mb-4">
+                        <i class="fas fa-chart-line mr-2"></i>投资风险
+                    </h3>
+                    <ul class="space-y-3 text-gray-700">
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-purple-500 mt-1 mr-2"></i>
+                            <span>预期差：新闻乐观叙事与路演负面现实形成矛盾</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-purple-500 mt-1 mr-2"></i>
+                            <span>信息真空：0篇研报覆盖，财务模型无法建立</span>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-purple-500 mt-1 mr-2"></i>
+                            <span>概念混淆：市场存在大量"伪概念股"需仔细甄别</span>
+                        </li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 投资建议 -->
+    <section class="py-16 bg-gradient-to-br from-indigo-600 to-purple-600 text-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-4xl font-bold text-center mb-12">
+                投资策略建议
+            </h2>
+            
+            <div class="grid md:grid-cols-3 gap-8">
+                <div class="glass-effect rounded-xl p-6">
+                    <h3 class="text-2xl font-bold mb-4">
+                        <i class="fas fa-lightbulb mr-2"></i>当前策略
+                    </h3>
+                    <p class="mb-4">
+                        轻仓配置天通股份，作为"不对称期权"。仓位控制2-3%，向下有底，向上空间巨大。
+                    </p>
+                    <div class="bg-white/10 rounded-lg p-4">
+                        <p class="text-sm">
+                            天通股份作为材料龙头，无论技术路线如何，薄膜外延材料都是刚性需求。
+                        </p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-xl p-6">
+                    <h3 class="text-2xl font-bold mb-4">
+                        <i class="fas fa-rocket mr-2"></i>加仓条件
+                    </h3>
+                    <ul class="space-y-2 mb-4">
+                        <li>✓ 中芯国际宣布忆阻器工艺平台</li>
+                        <li>✓ 天通股份单季采购额>1000万</li>
+                        <li>✓ 科技部设立忆阻器重大专项</li>
+                    </ul>
+                    <div class="bg-green-500/20 rounded-lg p-4">
+                        <p class="text-sm">
+                            满足任一条件，仓位可提升至5-8%
+                        </p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-xl p-6">
+                    <h3 class="text-2xl font-bold mb-4">
+                        <i class="fas fa-shield-alt mr-2"></i>风控纪律
+                    </h3>
+                    <p class="mb-4">
+                        若2年内未现代工厂合作，或亿铸科技等头部公司倒闭，应清仓离场。
+                    </p>
+                    <div class="bg-red-500/20 rounded-lg p-4">
+                        <p class="text-sm">
+                            保持70%观察、20%研究、10%参与的"狙击手"姿态
+                        </p>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="mt-12 text-center">
+                <p class="text-xl opacity-90">
+                    忆阻器的命运不取决于技术多先进，而取决于产业生态能否在2026年前疏通
+                </p>
+                <div class="mt-4 flex justify-center gap-4">
+                    <span class="bg-white/20 px-4 py-2 rounded-lg">
+                        <i class="fas fa-clock mr-2"></i>耐心等待基本面质变
+                    </span>
+                    <span class="bg-white/20 px-4 py-2 rounded-lg">
+                        <i class="fas fa-chart-pie mr-2"></i>不宜重仓 · 适合配置
+                    </span>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-gray-300 py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">
+                <i class="fas fa-info-circle mr-2"></i>
+                本页面基于公开信息整理，不构成投资建议
+            </p>
+            <p class="text-sm">
+                数据来源：新闻、路演、公司公告 | 更新时间：2025年11月
+            </p>
+        </div>
+    </footer>
+
+    <script>
+        // 添加滚动动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.tech-card, section').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(el);
+        });
+
+        // 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>

public/htmls/新凯来示波器.html

@@ -0,0 +1,584 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="light">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>新凯来示波器概念 - 国产高端测试仪器突破</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.2/dist/full.min.css" rel="stylesheet">
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
+    <style>
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        .card-hover {
+            transition: transform 0.3s, box-shadow 0.3s;
+        }
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        .timeline-dot {
+            animation: pulse 2s infinite;
+        }
+        @keyframes pulse {
+            0% { opacity: 1; }
+            50% { opacity: 0.5; }
+            100% { opacity: 1; }
+        }
+        .tech-card {
+            background: linear-gradient(145deg, #f3f4f6, #ffffff);
+            border-left: 4px solid #667eea;
+        }
+        .risk-badge {
+            animation: shake 3s infinite;
+        }
+        @keyframes shake {
+            0%, 100% { transform: translateX(0); }
+            25% { transform: translateX(-2px); }
+            75% { transform: translateX(2px); }
+        }
+    </style>
+</head>
+<body class="bg-base-200">
+    <!-- Header -->
+    <div class="gradient-bg text-white">
+        <div class="container mx-auto px-4 py-8">
+            <div class="flex items-center justify-between flex-wrap">
+                <div>
+                    <h1 class="text-3xl md:text-4xl font-bold mb-2">
+                        <i class="fas fa-wave-square mr-3"></i>新凯来示波器概念
+                    </h1>
+                    <p class="text-xl opacity-90">打破国外垄断，实现90GHz带宽突破</p>
+                </div>
+                <div class="mt-4 md:mt-0">
+                    <div class="badge badge-warning badge-lg">
+                        <i class="fas fa-fire mr-2"></i>热门概念
+                    </div>
+                    <div class="badge badge-success badge-lg ml-2">
+                        <i class="fas fa-chart-line mr-2"></i>国产替代
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Key Metrics -->
+    <div class="container mx-auto px-4 -mt-8">
+        <div class="grid grid-cols-1 md:grid-cols-4 gap-4">
+            <div class="card bg-white shadow-xl card-hover">
+                <div class="card-body p-4">
+                    <div class="flex items-center justify-between">
+                        <div>
+                            <p class="text-gray-500 text-sm">技术水平</p>
+                            <p class="text-2xl font-bold text-primary">90GHz</p>
+                        </div>
+                        <div class="text-3xl text-primary">
+                            <i class="fas fa-rocket"></i>
+                        </div>
+                    </div>
+                    <p class="text-xs text-success mt-2">全球第二，国内第一</p>
+                </div>
+            </div>
+            <div class="card bg-white shadow-xl card-hover">
+                <div class="card-body p-4">
+                    <div class="flex items-center justify-between">
+                        <div>
+                            <p class="text-gray-500 text-sm">采样率</p>
+                            <p class="text-2xl font-bold text-secondary">200GSa/s</p>
+                        </div>
+                        <div class="text-3xl text-secondary">
+                            <i class="fas fa-tachometer-alt"></i>
+                        </div>
+                    </div>
+                    <p class="text-xs text-info mt-2">每通道超高速采样</p>
+                </div>
+            </div>
+            <div class="card bg-white shadow-xl card-hover">
+                <div class="card-body p-4">
+                    <div class="flex items-center justify-between">
+                        <div>
+                            <p class="text-gray-500 text-sm">市场规模</p>
+                            <p class="text-2xl font-bold text-accent">千亿级</p>
+                        </div>
+                        <div class="text-3xl text-accent">
+                            <i class="fas fa-globe"></i>
+                        </div>
+                    </div>
+                    <p class="text-xs text-warning mt-2">全球测试仪器市场</p>
+                </div>
+            </div>
+            <div class="card bg-white shadow-xl card-hover">
+                <div class="card-body p-4">
+                    <div class="flex items-center justify-between">
+                        <div>
+                            <p class="text-gray-500 text-sm">发布时间</p>
+                            <p class="text-2xl font-bold text-info">2025.10</p>
+                        </div>
+                        <div class="text-3xl text-info">
+                            <i class="fas fa-calendar-check"></i>
+                        </div>
+                    </div>
+                    <p class="text-xs text-gray-600 mt-2">深圳湾芯展发布</p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Main Content -->
+    <div class="container mx-auto px-4 py-8">
+        <div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
+            <!-- Left Column -->
+            <div class="lg:col-span-2 space-y-6">
+                <!-- Timeline -->
+                <div class="card bg-white shadow-xl">
+                    <div class="card-body">
+                        <h2 class="card-title text-xl mb-4">
+                            <i class="fas fa-timeline mr-2 text-primary"></i>关键时间节点
+                        </h2>
+                        <ul class="timeline timeline-vertical">
+                            <li>
+                                <div class="timeline-start timeline-box bg-primary text-white">
+                                    2025年3月27日
+                                </div>
+                                <div class="timeline-middle">
+                                    <div class="timeline-dot bg-primary"></div>
+                                </div>
+                                <div class="timeline-end">
+                                    <p class="font-semibold">概念初现</p>
+                                    <p class="text-sm text-gray-600">新凯来首次出现相关信息</p>
+                                </div>
+                                <hr/>
+                            </li>
+                            <li>
+                                <div class="timeline-start timeline-box bg-secondary text-white">
+                                    2025年10月13日
+                                </div>
+                                <div class="timeline-middle">
+                                    <div class="timeline-dot bg-secondary"></div>
+                                </div>
+                                <div class="timeline-end">
+                                    <p class="font-semibold">预热发布</p>
+                                    <p class="text-sm text-gray-600">湾芯展前夕信息披露</p>
+                                </div>
+                                <hr/>
+                            </li>
+                            <li>
+                                <div class="timeline-start timeline-box bg-accent text-white">
+                                    2025年10月15日
+                                </div>
+                                <div class="timeline-middle">
+                                    <div class="timeline-dot bg-accent timeline-dot"></div>
+                                </div>
+                                <div class="timeline-end">
+                                    <p class="font-semibold">正式发布</p>
+                                    <p class="text-sm text-gray-600">90GHz示波器震撼登场</p>
+                                </div>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+
+                <!-- Tech Breakthrough -->
+                <div class="card bg-white shadow-xl">
+                    <div class="card-body">
+                        <h2 class="card-title text-xl mb-4">
+                            <i class="fas fa-microchip mr-2 text-secondary"></i>技术突破亮点
+                        </h2>
+                        <div class="grid grid-cols-1 md:grid-cols-2 gap-4">
+                            <div class="tech-card p-4 rounded-lg">
+                                <h3 class="font-bold text-primary mb-2">性能突破</h3>
+                                <ul class="text-sm space-y-1">
+                                    <li><i class="fas fa-check text-success mr-2"></i>90GHz超高带宽</li>
+                                    <li><i class="fas fa-check text-success mr-2"></i>200GSa/s采样率</li>
+                                    <li><i class="fas fa-check text-success mr-2"></i>4Gpts深存储</li>
+                                </ul>
+                            </div>
+                            <div class="tech-card p-4 rounded-lg">
+                                <h3 class="font-bold text-secondary mb-2">智能化创新</h3>
+                                <ul class="text-sm space-y-1">
+                                    <li><i class="fas fa-check text-success mr-2"></i>全球首个超高速智能示波器</li>
+                                    <li><i class="fas fa-check text-success mr-2"></i>智能参数寻优</li>
+                                    <li><i class="fas fa-check text-success mr-2"></i>智能噪声抑制</li>
+                                </ul>
+                            </div>
+                            <div class="tech-card p-4 rounded-lg">
+                                <h3 class="font-bold text-accent mb-2">交互革新</h3>
+                                <ul class="text-sm space-y-1">
+                                    <li><i class="fas fa-check text-success mr-2"></i>全球首个全面屏设计</li>
+                                    <li><i class="fas fa-check text-success mr-2"></i>智能终端式交互</li>
+                                    <li><i class="fas fa-check text-success mr-2"></i>用户体验优化</li>
+                                </ul>
+                            </div>
+                            <div class="tech-card p-4 rounded-lg">
+                                <h3 class="font-bold text-info mb-2">应用领域</h3>
+                                <ul class="text-sm space-y-1">
+                                    <li><i class="fas fa-check text-success mr-2"></i>6G通信研发</li>
+                                    <li><i class="fas fa-check text-success mr-2"></i>半导体测试</li>
+                                    <li><i class="fas fa-check text-success mr-2"></i>智能驾驶验证</li>
+                                </ul>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Stock Table -->
+                <div class="card bg-white shadow-xl">
+                    <div class="card-body">
+                        <h2 class="card-title text-xl mb-4">
+                            <i class="fas fa-chart-bar mr-2 text-accent"></i>概念股票池
+                        </h2>
+                        <div class="overflow-x-auto">
+                            <table class="table table-zebra w-full">
+                                <thead>
+                                    <tr class="bg-base-200">
+                                        <th class="text-left">股票名称</th>
+                                        <th class="text-left">细分领域</th>
+                                        <th class="text-left">核心亮点</th>
+                                        <th class="text-left">市场地位</th>
+                                        <th class="text-center">关注度</th>
+                                    </tr>
+                                </thead>
+                                <tbody>
+                                    <tr class="hover">
+                                        <td class="font-semibold text-primary">普源精电</td>
+                                        <td>示波器制造</td>
+                                        <td>高端数字示波器(≥2GHz)</td>
+                                        <td>A股营收第一，全球第八</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold text-primary">鼎阳科技</td>
+                                        <td>示波器制造</td>
+                                        <td>12-bit高分辨率(8GHz)</td>
+                                        <td>A股第二，全球0.4%份额</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold text-secondary">大众公用</td>
+                                        <td>间接参股</td>
+                                        <td>持深创投13.93%股权</td>
+                                        <td>间接参股万里眼</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold text-accent">成都华微</td>
+                                        <td>上游器件</td>
+                                        <td>高速高精度ADC芯片</td>
+                                        <td>核心器件供应商</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold">深圳能源</td>
+                                        <td>间接参股</td>
+                                        <td>持深创投5.305%股权</td>
+                                        <td>间接参股万里眼</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold">优利德</td>
+                                        <td>示波器制造</td>
+                                        <td>12位高分辨率</td>
+                                        <td>中低端市场</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold">天银机电</td>
+                                        <td>示波器制造</td>
+                                        <td>子公司华清瑞达</td>
+                                        <td>具备研制能力</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold">粤电力A</td>
+                                        <td>间接参股</td>
+                                        <td>持深创投3.67%股权</td>
+                                        <td>间接参股万里眼</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold">广深铁路</td>
+                                        <td>间接参股</td>
+                                        <td>持深创投1.40%股权</td>
+                                        <td>间接参股万里眼</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                    <tr class="hover">
+                                        <td class="font-semibold">中兴通讯</td>
+                                        <td>间接参股</td>
+                                        <td>通过深创投参股</td>
+                                        <td>间接参股万里眼</td>
+                                        <td class="text-center">
+                                            <div class="rating rating-sm">
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                                <input type="radio" class="mask mask-star-2 bg-warning" disabled/>
+                                            </div>
+                                        </td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <!-- Right Column -->
+            <div class="space-y-6">
+                <!-- Investment Value -->
+                <div class="card bg-white shadow-xl">
+                    <div class="card-body">
+                        <h2 class="card-title text-lg mb-4">
+                            <i class="fas fa-gem mr-2 text-warning"></i>投资价值分析
+                        </h2>
+                        <div class="space-y-3">
+                            <div class="alert alert-success">
+                                <i class="fas fa-arrow-trend-up"></i>
+                                <div>
+                                    <p class="font-semibold">长期价值</p>
+                                    <p class="text-sm">国产替代+技术突破双轮驱动</p>
+                                </div>
+                            </div>
+                            <div class="alert alert-info">
+                                <i class="fas fa-lightbulb"></i>
+                                <div>
+                                    <p class="font-semibold">正向预期差</p>
+                                    <p class="text-sm">产品成熟度和智能化超预期</p>
+                                </div>
+                            </div>
+                            <div class="alert alert-warning">
+                                <i class="fas fa-clock"></i>
+                                <div>
+                                    <p class="font-semibold">关键节点</p>
+                                    <p class="text-sm">Q4-Q1首批订单落地</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Catalysts -->
+                <div class="card bg-white shadow-xl">
+                    <div class="card-body">
+                        <h2 class="card-title text-lg mb-4">
+                            <i class="fas fa-rocket mr-2 text-primary"></i>催化剂监控
+                        </h2>
+                        <div class="space-y-2">
+                            <div class="flex items-center justify-between p-2 bg-base-100 rounded">
+                                <span class="text-sm">商业订单</span>
+                                <span class="badge badge-primary badge-sm">近期</span>
+                            </div>
+                            <div class="flex items-center justify-between p-2 bg-base-100 rounded">
+                                <span class="text-sm">行业标准</span>
+                                <span class="badge badge-secondary badge-sm">Q1</span>
+                            </div>
+                            <div class="flex items-center justify-between p-2 bg-base-100 rounded">
+                                <span class="text-sm">产能爬坡</span>
+                                <span class="badge badge-accent badge-sm">Q2</span>
+                            </div>
+                            <div class="flex items-center justify-between p-2 bg-base-100 rounded">
+                                <span class="text-sm">政策支持</span>
+                                <span class="badge badge-info badge-sm">待定</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Risk Alert -->
+                <div class="card bg-white shadow-xl border-l-4 border-error">
+                    <div class="card-body">
+                        <h2 class="card-title text-lg mb-4 text-error">
+                            <i class="fas fa-exclamation-triangle mr-2 risk-badge"></i>风险提示
+                        </h2>
+                        <ul class="space-y-2 text-sm">
+                            <li class="flex items-start">
+                                <i class="fas fa-circle text-error text-xs mt-1.5 mr-2"></i>
+                                <span>良率和产能尚未验证</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-circle text-error text-xs mt-1.5 mr-2"></i>
+                                <span>客户认证周期6-12个月</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-circle text-error text-xs mt-1.5 mr-2"></i>
+                                <span>国际巨头降价竞争风险</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-circle text-error text-xs mt-1.5 mr-2"></i>
+                                <span>关键器件进口依赖</span>
+                            </li>
+                            <li class="flex items-start">
+                                <i class="fas fa-circle text-warning text-xs mt-1.5 mr-2"></i>
+                                <span>市场存在概念混淆风险</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+
+                <!-- Market Share -->
+                <div class="card bg-white shadow-xl">
+                    <div class="card-body">
+                        <h2 class="card-title text-lg mb-4">
+                            <i class="fas fa-chart-pie mr-2 text-secondary"></i>市场格局
+                        </h2>
+                        <div class="space-y-3">
+                            <div>
+                                <div class="flex justify-between mb-1">
+                                    <span class="text-sm">外资品牌</span>
+                                    <span class="text-sm font-semibold">~98%</span>
+                                </div>
+                                <progress class="progress progress-error" value="98" max="100"></progress>
+                            </div>
+                            <div>
+                                <div class="flex justify-between mb-1">
+                                    <span class="text-sm">普源精电</span>
+                                    <span class="text-sm font-semibold">1.1%</span>
+                                </div>
+                                <progress class="progress progress-primary" value="1.1" max="100"></progress>
+                            </div>
+                            <div>
+                                <div class="flex justify-between mb-1">
+                                    <span class="text-sm">鼎阳科技</span>
+                                    <span class="text-sm font-semibold">0.4%</span>
+                                </div>
+                                <progress class="progress progress-secondary" value="0.4" max="100"></progress>
+                            </div>
+                            <div>
+                                <div class="flex justify-between mb-1">
+                                    <span class="text-sm">其他国产</span>
+                                    <span class="text-sm font-semibold">0.5%</span>
+                                </div>
+                                <progress class="progress progress-accent" value="0.5" max="100"></progress>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Investment Strategy -->
+        <div class="card bg-gradient-to-r from-primary to-secondary text-white shadow-xl mt-6">
+            <div class="card-body">
+                <h2 class="card-title text-2xl mb-4">
+                    <i class="fas fa-chess-king mr-3"></i>投资策略建议
+                </h2>
+                <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                    <div class="bg-white/20 backdrop-blur rounded-lg p-4">
+                        <h3 class="font-bold mb-2 flex items-center">
+                            <i class="fas fa-star mr-2"></i>重点关注
+                        </h3>
+                        <ul class="text-sm space-y-1">
+                            <li>• 大众公用（深创投最高持股）</li>
+                            <li>• 成都华微（核心器件供应）</li>
+                            <li>• 普源精电（行业龙头）</li>
+                        </ul>
+                    </div>
+                    <div class="bg-white/20 backdrop-blur rounded-lg p-4">
+                        <h3 class="font-bold mb-2 flex items-center">
+                            <i class="fas fa-chart-line mr-2"></i>操作建议
+                        </h3>
+                        <ul class="text-sm space-y-1">
+                            <li>• 分批建仓，逢低布局</li>
+                            <li>• 重点跟踪商业化进展</li>
+                            <li>• 关注产业链整合机会</li>
+                        </ul>
+                    </div>
+                    <div class="bg-white/20 backdrop-blur rounded-lg p-4">
+                        <h3 class="font-bold mb-2 flex items-center">
+                            <i class="fas fa-eye mr-2"></i>跟踪指标
+                        </h3>
+                        <ul class="text-sm space-y-1">
+                            <li>• 首批订单金额和客户</li>
+                            <li>• 产品良率和月产能</li>
+                            <li>• 国产替代政策动向</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="footer footer-center p-4 bg-base-300 text-base-content mt-8">
+        <div>
+            <p>© 2025 新凯来示波器概念分析 | 数据来源：公开资料整理</p>
+            <p class="text-sm text-gray-500 mt-1">投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+</body>
+</html>

public/htmls/机器人皮肤仿生皮肤.html

@@ -0,0 +1,466 @@
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>机器人皮肤/仿生皮肤 - 概念深度分析</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <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=Inter:wght@300;400;500;600;700&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .timeline-dot {
+            position: relative;
+        }
+        
+        .timeline-dot::before {
+            content: '';
+            position: absolute;
+            width: 20px;
+            height: 20px;
+            border-radius: 50%;
+            background: #667eea;
+            left: -10px;
+            top: 6px;
+        }
+        
+        .hover-scale {
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+        
+        .hover-scale:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .tech-tag {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            font-weight: 600;
+        }
+        
+        .table-scroll-custom {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .table-scroll-custom::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .table-scroll-custom::-webkit-scrollbar-track {
+            background: #f1f1f1;
+            border-radius: 10px;
+        }
+        
+        .table-scroll-custom::-webkit-scrollbar-thumb {
+            background: #888;
+            border-radius: 10px;
+        }
+        
+        .table-scroll-custom::-webkit-scrollbar-thumb:hover {
+            background: #555;
+        }
+
+        @keyframes pulse {
+            0% { transform: scale(1); }
+            50% { transform: scale(1.05); }
+            100% { transform: scale(1); }
+        }
+        
+        .pulse-animation {
+            animation: pulse 2s infinite;
+        }
+
+        .risk-card {
+            border-left: 4px solid #ef4444;
+        }
+
+        .opportunity-card {
+            border-left: 4px solid #10b981;
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <section class="gradient-bg text-white py-20">
+        <div class="container mx-auto px-4">
+            <div class="flex flex-col items-center text-center">
+                <div class="mb-6 pulse-animation">
+                    <i class="fas fa-robot text-6xl"></i>
+                </div>
+                <h1 class="text-5xl font-bold mb-4">机器人皮肤/仿生皮肤</h1>
+                <p class="text-xl mb-8 opacity-90">从前沿技术到商业化落地的关键转折</p>
+                <div class="flex flex-wrap gap-4 justify-center">
+                    <span class="bg-white/20 px-4 py-2 rounded-full backdrop-blur-sm">
+                        <i class="fas fa-chart-line mr-2"></i>具身智能核心
+                    </span>
+                    <span class="bg-white/20 px-4 py-2 rounded-full backdrop-blur-sm">
+                        <i class="fas fa-hand-sparkles mr-2"></i>触觉感知革命
+                    </span>
+                    <span class="bg-white/20 px-4 py-2 rounded-full backdrop-blur-sm">
+                        <i class="fas fa-atom mr-2"></i>万亿级市场
+                    </span>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心数据展示 -->
+    <section class="py-12 -mt-8">
+        <div class="container mx-auto px-4">
+            <div class="grid grid-cols-1 md:grid-cols-4 gap-6">
+                <div class="glass-effect rounded-xl p-6 hover-scale">
+                    <div class="text-3xl font-bold text-purple-600 mb-2">2000-8000</div>
+                    <div class="text-gray-600">单机器人手部价值量(元)</div>
+                </div>
+                <div class="glass-effect rounded-xl p-6 hover-scale">
+                    <div class="text-3xl font-bold text-purple-600 mb-2">10倍</div>
+                    <div class="text-gray-600">2025年出货量增长</div>
+                </div>
+                <div class="glass-effect rounded-xl p-6 hover-scale">
+                    <div class="text-3xl font-bold text-purple-600 mb-2">30+</div>
+                    <div class="text-gray-600">汉威科技覆盖客户数</div>
+                </div>
+                <div class="glass-effect rounded-xl p-6 hover-scale">
+                    <div class="text-3xl font-bold text-purple-600 mb-2">300万+</div>
+                    <div class="text-gray-600">商业化按压寿命要求</div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 事件时间轴 -->
+    <section class="py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">核心催化事件</h2>
+            <div class="max-w-4xl mx-auto">
+                <div class="space-y-6">
+                    <div class="flex items-start glass-effect rounded-lg p-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="font-semibold text-purple-600">2025年2月</div>
+                            <div class="text-gray-700 mt-1">产业链初步联动 - 唯科科技将仿生机器人电子 skin 作为重点项目</div>
+                        </div>
+                    </div>
+                    <div class="flex items-start glass-effect rounded-lg p-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="font-semibold text-purple-600">2025年4月21日</div>
+                            <div class="text-gray-700 mt-1">情绪引爆点 - 央视报道订单爆发式增长，企业24小时赶工</div>
+                        </div>
+                    </div>
+                    <div class="flex items-start glass-effect rounded-lg p-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="font-semibold text-purple-600">2025年6-8月</div>
+                            <div class="text-gray-700 mt-1">认知深化 - 特斯拉Gen3采用"压阻+电容"混合方案</div>
+                        </div>
+                    </div>
+                    <div class="flex items-start glass-effect rounded-lg p-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="font-semibold text-purple-600">2025年10-11月</div>
+                            <div class="text-gray-700 mt-1">应用具象化 - 小鹏发布全包覆柔性 skin，Figure 03展示织物 skin</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心逻辑分析 -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-12 text-center">核心逻辑与市场认知</h2>
+            <div class="grid grid-cols-1 lg:grid-cols-3 gap-8">
+                <div class="hover-scale">
+                    <div class="bg-gradient-to-br from-blue-50 to-indigo-100 rounded-xl p-6 h-full">
+                        <i class="fas fa-microchip text-4xl text-blue-600 mb-4"></i>
+                        <h3 class="text-xl font-semibold mb-3">技术刚需驱动</h3>
+                        <p class="text-gray-600">解决人形机器人"好用"问题的关键，实现全身覆盖和精细触觉感知，是具身智能的终极触觉方案</p>
+                    </div>
+                </div>
+                <div class="hover-scale">
+                    <div class="bg-gradient-to-br from-green-50 to-emerald-100 rounded-xl p-6 h-full">
+                        <i class="fas fa-dollar-sign text-4xl text-green-600 mb-4"></i>
+                        <h3 class="text-xl font-semibold mb-3">成本优势显著</h3>
+                        <p class="text-gray-600">单手成本2000-8000元，对比单个六维力矩传感器1万元，性价比优势明显，覆盖面积更大</p>
+                    </div>
+                </div>
+                <div class="hover-scale">
+                    <div class="bg-gradient-to-br from-purple-50 to-pink-100 rounded-xl p-6 h-full">
+                        <i class="fas fa-chart-line text-4xl text-purple-600 mb-4"></i>
+                        <h3 class="text-xl font-semibold mb-3">商业化拐点</h3>
+                        <p class="text-gray-600">订单爆发、产能提升、技术迭代成熟，客户从单手指试用扩展到全手甚至身体关节安装</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 预期差分析 -->
+    <section class="py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">预期差分析</h2>
+            <div class="max-w-5xl mx-auto">
+                <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                    <div class="risk-card bg-red-50 rounded-lg p-6">
+                        <div class="flex items-center mb-3">
+                            <i class="fas fa-exclamation-triangle text-red-600 text-2xl mr-3"></i>
+                            <h3 class="text-lg font-semibold text-red-800">市场过热预期</h3>
+                        </div>
+                        <ul class="space-y-2 text-gray-700">
+                            <li>• "订单爆发"实为低基数增长</li>
+                            <li>• 多数订单处于送样/小批量阶段</li>
+                            <li>• 技术领先不等于量产能力</li>
+                        </ul>
+                    </div>
+                    <div class="opportunity-card bg-green-50 rounded-lg p-6">
+                        <div class="flex items-center mb-3">
+                            <i class="fas fa-lightbulb text-green-600 text-2xl mr-3"></i>
+                            <h3 class="text-lg font-semibold text-green-800">产业实际进展</h3>
+                        </div>
+                        <ul class="space-y-2 text-gray-700">
+                            <li>• "从0到1"的早期量产阶段</li>
+                            <li>• 良率控制是当前最大挑战</li>
+                            <li>• 供应商格局仍有变数</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 股票数据表格 -->
+    <section class="py-16 bg-gray-100">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">产业链核心标的</h2>
+            <div class="table-scroll-custom">
+                <table class="w-full bg-white rounded-lg overflow-hidden shadow-lg">
+                    <thead class="gradient-bg text-white">
+                        <tr>
+                            <th class="px-6 py-4 text-left">股票名称</th>
+                            <th class="px-6 py-4 text-left">核心业务</th>
+                            <th class="px-6 py-4 text-left">业务进展</th>
+                            <th class="px-6 py-4 text-left">信息来源</th>
+                            <th class="px-6 py-4 text-left">投资逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody class="divide-y divide-gray-200">
+                        <!-- 核心中游 -->
+                        <tr class="hover:bg-purple-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold text-purple-600">汉威科技</td>
+                            <td class="px-6 py-4">电子皮肤</td>
+                            <td class="px-6 py-4">已向部分机器人厂家小批量供货</td>
+                            <td class="px-6 py-4">年报</td>
+                            <td class="px-6 py-4">中游核心，覆盖30+客户</td>
+                        </tr>
+                        <tr class="hover:bg-blue-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold text-blue-600">福莱新材</td>
+                            <td class="px-6 py-4">传感器材料</td>
+                            <td class="px-6 py-4">高性能柔性传感器材料，二代曲面设计</td>
+                            <td class="px-6 py-4">公告</td>
+                            <td class="px-6 py-4">中游追赶者，技术储备深厚</td>
+                        </tr>
+                        <!-- 上游材料 -->
+                        <tr class="hover:bg-green-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold text-green-600">道恩股份</td>
+                            <td class="px-6 py-4">热塑弹性体</td>
+                            <td class="px-6 py-4">重点开发仿生皮肤应用，解决材料发粘问题</td>
+                            <td class="px-6 py-4">互动</td>
+                            <td class="px-6 py-4">上游核心材料供应商</td>
+                        </tr>
+                        <tr class="hover:bg-green-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold text-green-600">浙江众成</td>
+                            <td class="px-6 py-4">热塑弹性体</td>
+                            <td class="px-6 py-4">TPE材料成本降低30%，供货头部厂商</td>
+                            <td class="px-6 py-4">机构研报</td>
+                            <td class="px-6 py-4">性价比优势明显</td>
+                        </tr>
+                        <tr class="hover:bg-green-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold text-green-600">硅宝科技</td>
+                            <td class="px-6 py-4">硅橡胶</td>
+                            <td class="px-6 py-4">中国有机硅密封胶行业龙头，总产能21万吨/年</td>
+                            <td class="px-6 py-4">研报</td>
+                            <td class="px-6 py-4">上游基础材料龙头</td>
+                        </tr>
+                        <!-- 其他关键标的 -->
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold text-indigo-600">申昊科技</td>
+                            <td class="px-6 py-4">柔性传感器</td>
+                            <td class="px-6 py-4">已小批量应用于公司操作类机器人</td>
+                            <td class="px-6 py-4">调研</td>
+                            <td class="px-6 py-4">技术差异化，应用明确</td>
+                        </tr>
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold text-indigo-600">奥迪威</td>
+                            <td class="px-6 py-4">检测</td>
+                            <td class="px-6 py-4">电子皮肤是公司新技术发展路线之一</td>
+                            <td class="px-6 py-4">调研</td>
+                            <td class="px-6 py-4">离电式/电容式技术路线</td>
+                        </tr>
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="px-6 py-4 font-semibold text-indigo-600">唯科科技</td>
+                            <td class="px-6 py-4">传感器材料</td>
+                            <td class="px-6 py-4">IME模内电子技术应用开发中</td>
+                            <td class="px-6 py-4">调研</td>
+                            <td class="px-6 py-4">塑胶人皮+电子技术结合</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- 投资启示 -->
+    <section class="py-16 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-12 text-center">投资启示与风险提示</h2>
+            <div class="max-w-4xl mx-auto">
+                <div class="bg-gradient-to-r from-purple-100 to-pink-100 rounded-xl p-8 mb-8">
+                    <h3 class="text-2xl font-bold mb-4 text-purple-800">
+                        <i class="fas fa-star mr-2"></i>核心投资策略
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start">
+                            <span class="bg-purple-600 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</span>
+                            <div>
+                                <h4 class="font-semibold text-purple-800">首选核心标的</h4>
+                                <p class="text-gray-700">汉威科技 - 11年技术积累，广泛客户覆盖，明确量产规划</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <span class="bg-purple-600 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</span>
+                            <div>
+                                <h4 class="font-semibold text-purple-800">次选配置方向</h4>
+                                <p class="text-gray-700">技术差异化玩家(奥迪威、申昊科技) + 上游关键材料(道恩股份、浙江众成)</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <span class="bg-purple-600 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</span>
+                            <div>
+                                <h4 class="font-semibold text-purple-800">关键跟踪指标</h4>
+                                <p class="text-gray-700">汉威科技季度财报、头部机器人厂商供应商名单、行业渗透率数据</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="bg-gradient-to-r from-red-100 to-orange-100 rounded-xl p-8">
+                    <h3 class="text-2xl font-bold mb-4 text-red-800">
+                        <i class="fas fa-exclamation-circle mr-2"></i>主要风险提示
+                    </h3>
+                    <div class="grid grid-cols-1 md:grid-cols-2 gap-4">
+                        <div class="risk-card bg-white rounded-lg p-4">
+                            <h4 class="font-semibold text-red-700 mb-2">技术风险</h4>
+                            <ul class="text-sm text-gray-600 space-y-1">
+                                <li>• 多模态集成难题</li>
+                                <li>• 300万次寿命要求</li>
+                                <li>• 标准化缺失</li>
+                            </ul>
+                        </div>
+                        <div class="risk-card bg-white rounded-lg p-4">
+                            <h4 class="font-semibold text-red-700 mb-2">商业化风险</h4>
+                            <ul class="text-sm text-gray-600 space-y-1">
+                                <li>• 成本下降曲线不确定</li>
+                                <li>• ROI验证待观察</li>
+                                <li>• 价格战风险</li>
+                            </ul>
+                        </div>
+                        <div class="risk-card bg-white rounded-lg p-4">
+                            <h4 class="font-semibold text-red-700 mb-2">竞争风险</h4>
+                            <ul class="text-sm text-gray-600 space-y-1">
+                                <li>• 供应商格局未定</li>
+                                <li>• 特斯拉最终选择不明</li>
+                                <li>• 知识产权纠纷可能</li>
+                            </ul>
+                        </div>
+                        <div class="risk-card bg-white rounded-lg p-4">
+                            <h4 class="font-semibold text-red-700 mb-2">信息风险</h4>
+                            <ul class="text-sm text-gray-600 space-y-1">
+                                <li>• 市场情绪过热</li>
+                                <li>• 关键数据不透明</li>
+                                <li>• 概念炒作与实际差距</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="gradient-bg text-white py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">本报告仅供参考，不构成投资建议</p>
+            <p class="text-sm opacity-75">数据来源：公开信息整理 | 更新时间：2025年11月</p>
+        </div>
+    </footer>
+
+    <script>
+        // 添加滚动动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -100px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        // 观察所有卡片元素
+        document.querySelectorAll('.hover-scale').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(el);
+        });
+
+        // 表格行点击高亮
+        document.querySelectorAll('tbody tr').forEach(row => {
+            row.addEventListener('click', function() {
+                // 移除其他高亮
+                document.querySelectorAll('tbody tr').forEach(r => {
+                    r.classList.remove('ring-2', 'ring-purple-500');
+                });
+                // 添加当前高亮
+                this.classList.add('ring-2', 'ring-purple-500');
+            });
+        });
+
+        // 添加平滑滚动
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({
+                        behavior: 'smooth',
+                        block: 'start'
+                    });
+                }
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/林地资源.html

@@ -0,0 +1,736 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>林地资源：战略资产的三重价值重构</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <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=Inter:wght@300;400;500;600;700;800;900&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-morphism {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .timeline-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(99, 102, 241, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(99, 102, 241, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(99, 102, 241, 0);
+            }
+        }
+        
+        .gradient-text {
+            background: linear-gradient(90deg, #667eea 0%, #764ba2 100%);
+            -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 20px 40px rgba(0, 0, 0, 0.1);
+        }
+        
+        .number-highlight {
+            font-size: 2.5rem;
+            font-weight: 800;
+            line-height: 1;
+        }
+        
+        .progress-bar {
+            position: relative;
+            overflow: hidden;
+        }
+        
+        .progress-bar::after {
+            content: '';
+            position: absolute;
+            top: 0;
+            left: 0;
+            bottom: 0;
+            right: 0;
+            background: linear-gradient(90deg, transparent, rgba(255, 255, 255, 0.3), transparent);
+            animation: shimmer 2s infinite;
+        }
+        
+        @keyframes shimmer {
+            0% { transform: translateX(-100%); }
+            100% { transform: translateX(100%); }
+        }
+        
+        .sticky-nav {
+            position: sticky;
+            top: 0;
+            z-index: 40;
+            backdrop-filter: blur(10px);
+            background: rgba(255, 255, 255, 0.95);
+        }
+        
+        .section-divider {
+            height: 1px;
+            background: linear-gradient(90deg, transparent, #e5e7eb, transparent);
+            margin: 3rem 0;
+        }
+    </style>
+</head>
+<body>
+    <!-- 导航栏 -->
+    <div class="sticky-nav shadow-lg">
+        <div class="navbar bg-base-100 px-4 lg:px-8">
+            <div class="flex-1">
+                <a href="#" class="btn btn-ghost text-xl font-bold gradient-text">
+                    <i class="fas fa-tree mr-2"></i>林地资源分析
+                </a>
+            </div>
+            <div class="flex-none">
+                <button class="btn btn-circle btn-ghost">
+                    <i class="fas fa-chart-line"></i>
+                </button>
+                <button class="btn btn-circle btn-ghost">
+                    <i class="fas fa-share-alt"></i>
+                </button>
+            </div>
+        </div>
+    </div>
+
+    <!-- Hero Section -->
+    <section class="relative overflow-hidden">
+        <div class="container mx-auto px-4 py-16">
+            <div class="glass-morphism rounded-3xl p-8 lg:p-12">
+                <div class="flex flex-col lg:flex-row items-center gap-8">
+                    <div class="flex-1 text-white">
+                        <div class="badge badge-warning badge-lg mb-4">战略资产重构</div>
+                        <h1 class="text-4xl lg:text-6xl font-bold mb-6">
+                            林地资源：从传统资产到<span class="text-yellow-300">三重价值</span>跃迁
+                        </h1>
+                        <p class="text-lg lg:text-xl mb-8 opacity-90">
+                            政策市场化改革 + 产业链上游紧缩 + 碳汇价值商业化，开启林地资源新时代
+                        </p>
+                        <div class="flex flex-wrap gap-4">
+                            <div class="stat bg-white/20 rounded-lg px-4 py-3">
+                                <div class="stat-title text-white/80">2024年</div>
+                                <div class="stat-value text-2xl text-white">政策破冰期</div>
+                            </div>
+                            <div class="stat bg-white/20 rounded-lg px-4 py-3">
+                                <div class="stat-title text-white/80">2025年</div>
+                                <div class="stat-value text-2xl text-white">碳汇元年</div>
+                            </div>
+                            <div class="stat bg-white/20 rounded-lg px-4 py-3">
+                                <div class="stat-title text-white/80">2027年</div>
+                                <div class="stat-value text-2xl text-white">价值爆发期</div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="flex-1">
+                        <div class="bg-white/10 rounded-2xl p-6">
+                            <canvas id="trendChart" width="400" height="300"></canvas>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 时间轴 -->
+    <section class="container mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-white mb-8">概念事件与背景时间轴</h2>
+        <div class="timeline">
+            <div class="relative">
+                <!-- 时间轴线 -->
+                <div class="absolute left-8 top-0 bottom-0 w-0.5 bg-white/30"></div>
+                
+                <!-- 时间节点 -->
+                <div class="relative flex items-center mb-8">
+                    <div class="timeline-dot absolute left-8 w-4 h-4 bg-yellow-400 rounded-full -translate-x-1/2"></div>
+                    <div class="ml-16 glass-morphism rounded-xl p-6 card-hover flex-1">
+                        <div class="text-yellow-400 font-bold text-lg mb-2">2024年6月</div>
+                        <h3 class="text-xl font-semibold text-white mb-2">政策破冰期</h3>
+                        <p class="text-white/80">国家林草局印发《集体林地经营权流转管理办法》，确立市场化机制</p>
+                    </div>
+                </div>
+                
+                <div class="relative flex items-center mb-8">
+                    <div class="timeline-dot absolute left-8 w-4 h-4 bg-blue-400 rounded-full -translate-x-1/2"></div>
+                    <div class="ml-16 glass-morphism rounded-xl p-6 card-hover flex-1">
+                        <div class="text-blue-400 font-bold text-lg mb-2">2023-2024年</div>
+                        <h3 class="text-xl font-semibold text-white mb-2">产业觉醒期</h3>
+                        <p class="text-white/80">全球新增商品浆产能超800万吨，木片资源日趋紧张</p>
+                    </div>
+                </div>
+                
+                <div class="relative flex items-center mb-8">
+                    <div class="timeline-dot absolute left-8 w-4 h-4 bg-green-400 rounded-full -translate-x-1/2"></div>
+                    <div class="ml-16 glass-morphism rounded-xl p-6 card-hover flex-1">
+                        <div class="text-green-400 font-bold text-lg mb-2">2024年9月10日</div>
+                        <h3 class="text-xl font-semibold text-white mb-2">碳汇商业化元年</h3>
+                        <p class="text-white/80">CCER交易规则最终确定，岳阳林纸中标云南254.4万亩林业碳汇项目</p>
+                    </div>
+                </div>
+                
+                <div class="relative flex items-center">
+                    <div class="timeline-dot absolute left-8 w-4 h-4 bg-red-400 rounded-full -translate-x-1/2"></div>
+                    <div class="ml-16 glass-morphism rounded-xl p-6 card-hover flex-1">
+                        <div class="text-red-400 font-bold text-lg mb-2">2024年</div>
+                        <h3 class="text-xl font-semibold text-white mb-2">地缘政治映射</h3>
+                        <p class="text-white/80">印尼通过林地许可查封部分镍矿，林地成为资源国调控工具</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心观点 -->
+    <section class="container mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-white mb-8">核心观点摘要</h2>
+        <div class="grid md:grid-cols-2 gap-6">
+            <div class="glass-morphism rounded-2xl p-6 card-hover">
+                <div class="text-6xl mb-4">📊</div>
+                <h3 class="text-2xl font-bold text-white mb-3">市场认知严重滞后</h3>
+                <p class="text-white/80 mb-4">10篇主流研报中0篇涉及林地资源，关注度处于冰点</p>
+                <div class="flex gap-2">
+                    <span class="badge badge-error">预期差极大</span>
+                    <span class="badge badge-warning">主题发酵期</span>
+                </div>
+            </div>
+            
+            <div class="glass-morphism rounded-2xl p-6 card-hover">
+                <div class="text-6xl mb-4">💰</div>
+                <h3 class="text-2xl font-bold text-white mb-3">三重价值重构</h3>
+                <p class="text-white/80 mb-4">造纸产业链成本护城河 + 双碳战略绿色金融资产 + 地缘政策缓冲器</p>
+                <div class="flex gap-2">
+                    <span class="badge badge-success">成本优势</span>
+                    <span class="badge badge-info">碳汇价值</span>
+                </div>
+            </div>
+        </div>
+        
+        <div class="mt-8 p-8 bg-gradient-to-r from-purple-500/20 to-pink-500/20 rounded-2xl border border-white/20">
+            <p class="text-xl text-white font-medium italic">
+                "林地资源已不再是传统意义上的农林资产，而是造纸产业链的'成本护城河'、双碳战略下的'绿色金融资产'以及资源民族主义的'政策缓冲器'"
+            </p>
+        </div>
+    </section>
+
+    <!-- 核心逻辑 -->
+    <section class="container mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-white mb-8">三重核心驱动力</h2>
+        <div class="space-y-8">
+            <!-- 政策市场化 -->
+            <div class="glass-morphism rounded-2xl p-8">
+                <div class="flex items-center gap-4 mb-4">
+                    <div class="w-12 h-12 bg-yellow-500 rounded-full flex items-center justify-center">
+                        <i class="fas fa-gavel text-white text-xl"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold text-white">政策市场化改革</h3>
+                </div>
+                <div class="grid md:grid-cols-3 gap-4 mt-6">
+                    <div class="bg-white/10 rounded-lg p-4">
+                        <div class="text-yellow-400 font-semibold mb-2">确权到流转闭环</div>
+                        <p class="text-white/80 text-sm">林地可从分散农户集中至企业，实现规模化经营</p>
+                    </div>
+                    <div class="bg-white/10 rounded-lg p-4">
+                        <div class="text-yellow-400 font-semibold mb-2">金融属性激活</div>
+                        <p class="text-white/80 text-sm">经营权可抵押、可融资，资产估值转向现金流折现</p>
+                    </div>
+                    <div class="bg-white/10 rounded-lg p-4">
+                        <div class="text-yellow-400 font-semibold mb-2">流动性溢价</div>
+                        <p class="text-white/80 text-sm">拥有流转渠道的企业将获得流动性溢价</p>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 产业链紧缩 -->
+            <div class="glass-morphism rounded-2xl p-8">
+                <div class="flex items-center gap-4 mb-4">
+                    <div class="w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center">
+                        <i class="fas fa-industry text-white text-xl"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold text-white">产业链上游资源紧缩</h3>
+                </div>
+                <div class="grid md:grid-cols-2 gap-6 mt-6">
+                    <div>
+                        <div class="text-3xl font-bold text-blue-400 mb-2">2027年前无新增项目</div>
+                        <p class="text-white/80">全球新增商品浆产能超800万吨，下一个大型项目需等到2027年</p>
+                    </div>
+                    <div>
+                        <div class="text-3xl font-bold text-blue-400 mb-2">成本差100美元+</div>
+                        <p class="text-white/80">太阳纸业自制木片成本50-100美元/吨，外购价150-200美元/吨</p>
+                    </div>
+                </div>
+                <div class="mt-6">
+                    <div class="flex justify-between text-white/80 mb-2">太阳纸业老挝木片自供率</div>
+                    <div class="w-full bg-white/20 rounded-full h-6 progress-bar">
+                        <div class="bg-gradient-to-r from-blue-400 to-blue-600 h-6 rounded-full flex items-center justify-center text-white font-semibold" style="width: 60%">
+                            60% (2024年)
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 碳汇价值 -->
+            <div class="glass-morphism rounded-2xl p-8">
+                <div class="flex items-center gap-4 mb-4">
+                    <div class="w-12 h-12 bg-green-500 rounded-full flex items-center justify-center">
+                        <i class="fas fa-leaf text-white text-xl"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold text-white">碳汇价值商业化</h3>
+                </div>
+                <div class="stats shadow w-full">
+                    <div class="stat place-items-center bg-white/10 rounded-lg">
+                        <div class="stat-title">碳汇毛利率</div>
+                        <div class="stat-value text-green-400">70-80%</div>
+                    </div>
+                    <div class="stat place-items-center bg-white/10 rounded-lg">
+                        <div class="stat-title">岳阳林纸储备</div>
+                        <div class="stat-value text-green-400">8000万亩+</div>
+                    </div>
+                    <div class="stat place-items-center bg-white/10 rounded-lg">
+                        <div class="stat-title">CCER价格预期</div>
+                        <div class="stat-value text-green-400">年增30-40%</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心公司对比 -->
+    <section class="container mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-white mb-8">核心玩家深度对比</h2>
+        <div class="overflow-x-auto">
+            <table class="table w-full glass-morphism rounded-2xl overflow-hidden">
+                <thead class="bg-white/20">
+                    <tr>
+                        <th class="text-white">公司</th>
+                        <th class="text-white">核心逻辑</th>
+                        <th class="text-white">资源规模</th>
+                        <th class="text-white">商业模式</th>
+                        <th class="text-white">竞争优势</th>
+                        <th class="text-white">投资价值</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold text-yellow-400">太阳纸业</td>
+                        <td>林浆纸一体化</td>
+                        <td>老挝6万公顷</td>
+                        <td>木片自给降本</td>
+                        <td>16年深耕，成本优势</td>
+                        <td><span class="badge badge-success badge-lg">★★★★★</span></td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold text-green-400">岳阳林纸</td>
+                        <td>林业碳汇第一股</td>
+                        <td>8000万亩储备</td>
+                        <td>碳汇高毛利</td>
+                        <td>央企背景，开发能力</td>
+                        <td><span class="badge badge-success badge-lg">★★★★☆</span></td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold text-blue-400">仙鹤股份</td>
+                        <td>特种纸原料锁定</td>
+                        <td>100万亩桉树</td>
+                        <td>政府排他支持</td>
+                        <td>运输成本最低</td>
+                        <td><span class="badge badge-warning badge-lg">★★★★☆</span></td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">永安林业</td>
+                        <td>纯资源持有</td>
+                        <td>114.1万亩</td>
+                        <td>传统采伐</td>
+                        <td>区域垄断</td>
+                        <td><span class="badge badge-warning badge-lg">★★☆☆☆</span></td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">东珠生态</td>
+                        <td>碳汇开发服务</td>
+                        <td>421.5万亩</td>
+                        <td>轻资产模式</td>
+                        <td>快速扩张</td>
+                        <td><span class="badge badge-error badge-lg">★★☆☆☆</span></td>
+                    </tr>
+                </tbody>
+            </table>
+        </div>
+    </section>
+
+    <!-- 股票数据表格 -->
+    <section class="container mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-white mb-8">林地资源相关股票数据</h2>
+        <div class="glass-morphism rounded-2xl p-6 overflow-x-auto">
+            <table class="table table-zebra w-full text-white">
+                <thead class="bg-white/20">
+                    <tr>
+                        <th class="text-white">股票代码</th>
+                        <th class="text-white">股票名称</th>
+                        <th class="text-white">分类</th>
+                        <th class="text-white">项目详情</th>
+                        <th class="text-white">地理位置</th>
+                        <th class="text-white">股东背景</th>
+                        <th class="text-white">持股比例</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">岳阳林纸</td>
+                        <td>岳阳林纸</td>
+                        <td><span class="badge badge-info">自有林地</span></td>
+                        <td>公司拥有林业面积180万亩</td>
+                        <td>-</td>
+                        <td>国务院国资委</td>
+                        <td>30.9%</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">岳阳林纸</td>
+                        <td>岳阳林纸</td>
+                        <td><span class="badge badge-success">林业碳汇</span></td>
+                        <td>累计完成项目储备8246.79万亩</td>
+                        <td>-</td>
+                        <td>-</td>
+                        <td>-</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">康欣新材</td>
+                        <td>康欣新材</td>
+                        <td><span class="badge badge-info">自有林地</span></td>
+                        <td>速生杨林地等138万余亩</td>
+                        <td>-</td>
+                        <td>无锡国资委</td>
+                        <td>19.86%</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">永安林业</td>
+                        <td>永安林业</td>
+                        <td><span class="badge badge-info">自有林地</span></td>
+                        <td>森林资源总面积114.1万亩</td>
+                        <td>福建永安市</td>
+                        <td>国务院国资委</td>
+                        <td>5.31%</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">福建金森</td>
+                        <td>福建金森</td>
+                        <td><span class="badge badge-info">自有林地</span></td>
+                        <td>森林资源面积近80万亩</td>
+                        <td>福建省将乐县</td>
+                        <td>将乐县财政局</td>
+                        <td>63.83%</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">平潭发展</td>
+                        <td>平潭发展</td>
+                        <td><span class="badge badge-info">自有林地</span></td>
+                        <td>自有林地约60万亩、托管约30万亩</td>
+                        <td>福建省平潭综合实验区</td>
+                        <td>-</td>
+                        <td>-</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">丰林集团</td>
+                        <td>丰林集团</td>
+                        <td><span class="badge badge-info">自有林地</span></td>
+                        <td>拥有近20万亩产权林地</td>
+                        <td>-</td>
+                        <td>-</td>
+                        <td>-</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">东珠生态</td>
+                        <td>东珠生态</td>
+                        <td><span class="badge badge-success">林业碳汇</span></td>
+                        <td>开发面积林地421.5万亩</td>
+                        <td>-</td>
+                        <td>-</td>
+                        <td>-</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">海南橡胶</td>
+                        <td>海南橡胶</td>
+                        <td><span class="badge badge-warning">其他</span></td>
+                        <td>公司胶园土地390万亩</td>
+                        <td>-</td>
+                        <td>海南国资委</td>
+                        <td>57.92%</td>
+                    </tr>
+                    <tr class="hover:bg-white/10">
+                        <td class="font-bold">泉阳泉</td>
+                        <td>泉阳泉</td>
+                        <td><span class="badge badge-warning">其他</span></td>
+                        <td>控股股东拥有林地128.96万公顷</td>
+                        <td>-</td>
+                        <td>吉林国资委</td>
+                        <td>15.99%</td>
+                    </tr>
+                </tbody>
+            </table>
+        </div>
+    </section>
+
+    <!-- 关键催化剂 -->
+    <section class="container mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-white mb-8">关键催化剂</h2>
+        <div class="grid md:grid-cols-2 gap-6">
+            <div class="bg-gradient-to-br from-yellow-500/20 to-orange-500/20 glass-morphism rounded-2xl p-6 border border-yellow-500/30">
+                <div class="flex items-center gap-3 mb-4">
+                    <i class="fas fa-clock text-yellow-400 text-2xl"></i>
+                    <h3 class="text-xl font-bold text-white">近期催化剂（3-6个月）</h3>
+                </div>
+                <ul class="space-y-3 text-white/80">
+                    <li class="flex items-start gap-2">
+                        <i class="fas fa-circle text-xs mt-2 text-yellow-400"></i>
+                        <span>岳阳林纸2024年报：碳汇利润达5000万+</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i class="fas fa-circle text-xs mt-2 text-yellow-400"></i>
+                        <span>CCER价格落地：80-100元/吨</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i class="fas fa-circle text-xs mt-2 text-yellow-400"></i>
+                        <span>太阳纸业中报：木片自供率提升</span>
+                    </li>
+                    <li class="flex items-start gap-2">
+                        <i class="fas fa-circle text-xs mt-2 text-yellow-400"></i>
+                        <span>仙鹤股份：广西林地协议签署</span>
+                    </li>
+                </ul>
+            </div>
+            
+            <div class="bg-gradient-to-br from-blue-500/20 to-purple-500/20 glass-morphism rounded-2xl p-6 border border-blue-500/30">
+                <div class="flex items-center gap-3 mb-4">
+                    <i class="fas fa-rocket text-blue-400 text-2xl"></i>
+                    <h3 class="text-xl font-bold text-white">长期发展路径（2025-2030）</h3>
+                </div>
+                <div class="space-y-4">
+                    <div class="flex items-center gap-3">
+                        <div class="w-8 h-8 bg-blue-500 rounded-full flex items-center justify-center text-white font-bold">1</div>
+                        <div>
+                            <div class="text-white font-semibold">2025-2026：商业模式兑现期</div>
+                            <div class="text-white/60 text-sm">木片自给率80%+，碳汇收入占比15-20%</div>
+                        </div>
+                    </div>
+                    <div class="flex items-center gap-3">
+                        <div class="w-8 h-8 bg-purple-500 rounded-full flex items-center justify-center text-white font-bold">2</div>
+                        <div>
+                            <div class="text-white font-semibold">2027-2028：证券化与金融化</div>
+                            <div class="text-white/60 text-sm">林地经营权ABS、碳汇期货</div>
+                        </div>
+                    </div>
+                    <div class="flex items-center gap-3">
+                        <div class="w-8 h-8 bg-pink-500 rounded-full flex items-center justify-center text-white font-bold">3</div>
+                        <div>
+                            <div class="text-white font-semibold">2029-2030：产业整合</div>
+                            <div class="text-white/60 text-sm">国内并购潮，海外基地复制</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 风险提示 -->
+    <section class="container mx-auto px-4 py-12">
+        <h2 class="text-3xl font-bold text-white mb-8">潜在风险与挑战</h2>
+        <div class="grid md:grid-cols-3 gap-6">
+            <div class="glass-morphism rounded-2xl p-6 border-red-500/30 border">
+                <div class="flex items-center gap-3 mb-4">
+                    <i class="fas fa-exclamation-triangle text-red-400 text-xl"></i>
+                    <h3 class="text-xl font-bold text-white">政策风险</h3>
+                </div>
+                <ul class="text-white/80 space-y-2 text-sm">
+                    <li>• CCER政策变动</li>
+                    <li>• 海外林地租约不确定性</li>
+                    <li>• 碳汇价格波动</li>
+                </ul>
+            </div>
+            
+            <div class="glass-morphism rounded-2xl p-6 border-orange-500/30 border">
+                <div class="flex items-center gap-3 mb-4">
+                    <i class="fas fa-tools text-orange-400 text-xl"></i>
+                    <h3 class="text-xl font-bold text-white">执行风险</h3>
+                </div>
+                <ul class="text-white/80 space-y-2 text-sm">
+                    <li>• 砍伐面积爬坡不及预期</li>
+                    <li>• 碳汇项目签发周期长</li>
+                    <li>• 本土化运营挑战</li>
+                </ul>
+            </div>
+            
+            <div class="glass-morphism rounded-2xl p-6 border-yellow-500/30 border">
+                <div class="flex items-center gap-3 mb-4">
+                    <i class="fas fa-globe text-yellow-400 text-xl"></i>
+                    <h3 class="text-xl font-bold text-white">地缘风险</h3>
+                </div>
+                <ul class="text-white/80 space-y-2 text-sm">
+                    <li>• 资源民族主义蔓延</li>
+                    <li>• 政权更迭影响</li>
+                    <li>• 社区关系维护</li>
+                </ul>
+            </div>
+        </div>
+    </section>
+
+    <!-- 投资建议 -->
+    <section class="container mx-auto px-4 py-12 mb-12">
+        <h2 class="text-3xl font-bold text-white mb-8">投资启示</h2>
+        <div class="glass-morphism rounded-2xl p-8 bg-gradient-to-br from-green-500/20 to-blue-500/20 border-green-400/30 border">
+            <div class="grid md:grid-cols-2 gap-8">
+                <div>
+                    <h3 class="text-2xl font-bold text-white mb-4">阶段判断</h3>
+                    <p class="text-white/80 mb-4">
+                        当前处于"主题发酵期向基本面兑现期过渡"的关键节点。与纯主题概念不同，林地资源具备明确的成本节约和利润贡献。
+                    </p>
+                    <div class="flex gap-2">
+                        <span class="badge badge-success">PB普遍1-2倍</span>
+                        <span class="badge badge-info">修复空间>50%</span>
+                    </div>
+                </div>
+                
+                <div>
+                    <h3 class="text-2xl font-bold text-white mb-4">核心配置</h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center justify-between bg-white/10 rounded-lg p-3">
+                            <span class="text-white font-semibold">第一顺位</span>
+                            <span class="text-yellow-400">太阳纸业</span>
+                        </div>
+                        <div class="flex items-center justify-between bg-white/10 rounded-lg p-3">
+                            <span class="text-white font-semibold">第二顺位</span>
+                            <span class="text-green-400">岳阳林纸</span>
+                        </div>
+                        <div class="flex items-center justify-between bg-white/10 rounded-lg p-3">
+                            <span class="text-white font-semibold">第三顺位</span>
+                            <span class="text-blue-400">仙鹤股份</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="mt-8 p-6 bg-white/10 rounded-xl">
+                <p class="text-xl text-white font-medium text-center">
+                    "2025年是林地资源基本面兑现元年，静待估值修复与戴维斯双击"
+                </p>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="glass-morphism py-8">
+        <div class="container mx-auto px-4 text-center text-white/80">
+            <p>© 2024 林地资源概念分析 | 数据来源：公开信息整理</p>
+            <p class="mt-2 text-sm">投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // 趋势图表
+        const ctx = document.getElementById('trendChart').getContext('2d');
+        const gradient = ctx.createLinearGradient(0, 0, 0, 300);
+        gradient.addColorStop(0, 'rgba(255, 255, 255, 0.5)');
+        gradient.addColorStop(1, 'rgba(255, 255, 255, 0.1)');
+        
+        new Chart(ctx, {
+            type: 'line',
+            data: {
+                labels: ['2023', '2024', '2025', '2026', '2027', '2028'],
+                datasets: [{
+                    label: '林地资源价值指数',
+                    data: [100, 135, 180, 250, 350, 480],
+                    borderColor: 'rgba(255, 255, 255, 0.8)',
+                    backgroundColor: gradient,
+                    tension: 0.4,
+                    fill: true
+                }]
+            },
+            options: {
+                responsive: true,
+                maintainAspectRatio: false,
+                plugins: {
+                    legend: {
+                        display: false
+                    },
+                    tooltip: {
+                        backgroundColor: 'rgba(0, 0, 0, 0.8)',
+                        titleColor: '#fff',
+                        bodyColor: '#fff',
+                        borderColor: 'rgba(255, 255, 255, 0.2)',
+                        borderWidth: 1
+                    }
+                },
+                scales: {
+                    x: {
+                        grid: {
+                            color: 'rgba(255, 255, 255, 0.1)'
+                        },
+                        ticks: {
+                            color: 'rgba(255, 255, 255, 0.8)'
+                        }
+                    },
+                    y: {
+                        grid: {
+                            color: 'rgba(255, 255, 255, 0.1)'
+                        },
+                        ticks: {
+                            color: 'rgba(255, 255, 255, 0.8)'
+                        }
+                    }
+                }
+            }
+        });
+
+        // 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'
+                });
+            });
+        });
+
+        // 滚动动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card-hover').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(card);
+        });
+    </script>
+</body>
+</html>

public/htmls/核电钍基熔盐堆.html

@@ -0,0 +1,567 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>核电钍基熔盐堆深度分析 - 第四代核能革命</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <script src="https://unpkg.com/lucide@latest"></script>
+    <style>
+        @keyframes pulse-glow {
+            0%, 100% { box-shadow: 0 0 20px rgba(34, 197, 94, 0.5); }
+            50% { box-shadow: 0 0 40px rgba(34, 197, 94, 0.8); }
+        }
+        .hero-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        .stock-table {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        @media (max-width: 768px) {
+            .stock-table table {
+                min-width: 800px;
+            }
+        }
+        .tech-card:hover {
+            transform: translateY(-5px);
+            transition: all 0.3s ease;
+        }
+        .risk-meter {
+            background: linear-gradient(90deg, #10b981 0%, #eab308 50%, #ef4444 100%);
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <div class="hero-gradient text-white">
+        <div class="container mx-auto px-4 py-16 lg:py-24">
+            <div class="flex flex-col lg:flex-row items-center justify-between">
+                <div class="lg:w-2/3 mb-8 lg:mb-0">
+                    <h1 class="text-4xl lg:text-6xl font-bold mb-4 animate-fade-in">
+                        核电钍基熔盐堆
+                    </h1>
+                    <p class="text-xl lg:text-2xl mb-6 opacity-90">
+                        第四代核能技术的革命性突破
+                    </p>
+                    <div class="flex flex-wrap gap-4 mb-8">
+                        <span class="badge badge-primary badge-lg">全球唯一运行</span>
+                        <span class="badge badge-secondary badge-lg">100%国产化</span>
+                        <span class="badge badge-accent badge-lg">钍燃料突破</span>
+                    </div>
+                    <p class="text-lg leading-relaxed opacity-80">
+                        2025年11月1日，中国宣布甘肃武威2兆瓦钍基熔盐实验堆成功实现首次钍铀核燃料转换，
+                        标志着中国在全球第四代核能竞赛中占据领先地位。
+                    </p>
+                </div>
+                <div class="lg:w-1/3 text-center">
+                    <div class="glass-effect rounded-2xl p-8 animate-pulse-slow">
+                        <i data-lucide="atom" class="w-32 h-32 mx-auto mb-4"></i>
+                        <p class="text-2xl font-bold">技术领先</p>
+                        <p class="text-lg opacity-80">钍资源利用革命</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Core Stats -->
+    <div class="bg-white shadow-xl -mt-10 mx-4 lg:mx-8 rounded-2xl relative z-10">
+        <div class="container mx-auto px-4 py-8">
+            <div class="grid grid-cols-1 md:grid-cols-4 gap-6">
+                <div class="text-center p-6 bg-gradient-to-br from-blue-50 to-indigo-100 rounded-xl">
+                    <i data-lucide="zap" class="w-12 h-12 mx-auto mb-2 text-blue-600"></i>
+                    <p class="text-3xl font-bold text-blue-600">2MW</p>
+                    <p class="text-gray-600">实验堆功率</p>
+                </div>
+                <div class="text-center p-6 bg-gradient-to-br from-green-50 to-emerald-100 rounded-xl">
+                    <i data-lucide="shield-check" class="w-12 h-12 mx-auto mb-2 text-green-600"></i>
+                    <p class="text-3xl font-bold text-green-600">100%</p>
+                    <p class="text-gray-600">核心设备国产化</p>
+                </div>
+                <div class="text-center p-6 bg-gradient-to-br from-purple-50 to-pink-100 rounded-xl">
+                    <i data-lucide="globe" class="w-12 h-12 mx-auto mb-2 text-purple-600"></i>
+                    <p class="text-3xl font-bold text-purple-600">全球唯一</p>
+                    <p class="text-gray-600">钍燃料入堆运行</p>
+                </div>
+                <div class="text-center p-6 bg-gradient-to-br from-orange-50 to-red-100 rounded-xl">
+                    <i data-lucide="target" class="w-12 h-12 mx-auto mb-2 text-orange-600"></i>
+                    <p class="text-3xl font-bold text-orange-600">2035</p>
+                    <p class="text-gray-600">百兆瓦示范堆目标</p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Timeline -->
+    <div class="container mx-auto px-4 py-16">
+        <h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
+            <i data-lucide="clock" class="inline w-8 h-8 mr-2"></i>
+            发展时间轴
+        </h2>
+        <div class="relative">
+            <div class="timeline-line absolute left-8 lg:left-1/2 transform lg:-translate-x-1/2 w-1 h-full"></div>
+            <div class="space-y-12">
+                <div class="flex items-center">
+                    <div class="timeline-dot bg-green-500 w-16 h-16 rounded-full flex items-center justify-center text-white font-bold z-10">
+                        <span>2023</span>
+                    </div>
+                    <div class="ml-8 lg:ml-16 bg-white p-6 rounded-xl shadow-lg tech-card">
+                        <h3 class="text-xl font-bold mb-2">实验堆试运行</h3>
+                        <p class="text-gray-600">甘肃武威2MW实验堆获安全局试运行许可，9月进入试运行阶段</p>
+                    </div>
+                </div>
+                <div class="flex items-center flex-row-reverse">
+                    <div class="timeline-dot bg-blue-500 w-16 h-16 rounded-full flex items-center justify-center text-white font-bold z-10">
+                        <span>2025</span>
+                    </div>
+                    <div class="mr-8 lg:mr-16 bg-white p-6 rounded-xl shadow-lg tech-card">
+                        <h3 class="text-xl font-bold mb-2 text-blue-600">重大突破</h3>
+                        <p class="text-gray-600">11月1日宣布首次实现钍铀核燃料转换，技术可行性获验证</p>
+                    </div>
+                </div>
+                <div class="flex items-center">
+                    <div class="timeline-dot bg-purple-500 w-16 h-16 rounded-full flex items-center justify-center text-white font-bold z-10">
+                        <span>2030</span>
+                    </div>
+                    <div class="ml-8 lg:ml-16 bg-white p-6 rounded-xl shadow-lg tech-card">
+                        <h3 class="text-xl font-bold mb-2 text-purple-600">研究堆建设</h3>
+                        <p class="text-gray-600">计划建成30MW研究堆，进一步验证工程技术</p>
+                    </div>
+                </div>
+                <div class="flex items-center flex-row-reverse">
+                    <div class="timeline-dot bg-orange-500 w-16 h-16 rounded-full flex items-center justify-center text-white font-bold z-10">
+                        <span>2035</span>
+                    </div>
+                    <div class="mr-8 lg:mr-16 bg-white p-6 rounded-xl shadow-lg tech-card">
+                        <h3 class="text-xl font-bold mb-2 text-orange-600">商业示范</h3>
+                        <p class="text-gray-600">目标实现百兆瓦级示范堆并网发电，推动商业化应用</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Core Logic -->
+    <div class="bg-gradient-to-r from-indigo-50 to-purple-50 py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
+                <i data-lucide="brain" class="inline w-8 h-8 mr-2"></i>
+                核心逻辑分析
+            </h2>
+            <div class="grid grid-cols-1 lg:grid-cols-3 gap-8">
+                <div class="bg-white rounded-2xl p-8 shadow-xl tech-card">
+                    <div class="text-5xl mb-4">🎯</div>
+                    <h3 class="text-2xl font-bold mb-4">国家能源安全</h3>
+                    <p class="text-gray-600 leading-relaxed">
+                        中国铀资源对外依存度高，而钍资源储量丰富（全球占比10%-20%），发展钍基熔盐堆是实现核燃料自给自足的顶层战略设计。
+                    </p>
+                </div>
+                <div class="bg-white rounded-2xl p-8 shadow-xl tech-card">
+                    <div class="text-5xl mb-4">🚀</div>
+                    <h3 class="text-2xl font-bold mb-4">技术突破</h3>
+                    <p class="text-gray-600 leading-relaxed">
+                        2025年11月事件是技术"从0到1"验证，证明了液态熔盐环境中钍-铀燃料循环的可行性，同时实现关键设备100%国产化。
+                    </p>
+                </div>
+                <div class="bg-white rounded-2xl p-8 shadow-xl tech-card">
+                    <div class="text-5xl mb-4">⚡</div>
+                    <h3 class="text-2xl font-bold mb-4">优越性能</h3>
+                    <p class="text-gray-600 leading-relaxed">
+                        具备本质安全、无水冷却（适合内陆）、高温输出（可用于制氢）等优点，应用场景远超传统核电。
+                    </p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Market Expectation Gap -->
+    <div class="container mx-auto px-4 py-16">
+        <h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
+            <i data-lucide="trending-up" class="inline w-8 h-8 mr-2"></i>
+            市场预期差分析
+        </h2>
+        <div class="bg-yellow-50 border-l-4 border-yellow-400 p-8 rounded-r-xl mb-8">
+            <p class="text-lg font-semibold mb-2">⚠️ 关键发现</p>
+            <p class="text-gray-700">
+                资本市场与科学界对"突破"定义和"商业化"时间表存在根本认知差异
+            </p>
+        </div>
+        <div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
+            <div class="bg-blue-50 rounded-xl p-8">
+                <h3 class="text-xl font-bold mb-4 text-blue-600">
+                    <i data-lucide="trending-up" class="inline w-5 h-5 mr-1"></i>
+                    市场认知
+                </h3>
+                <ul class="space-y-2">
+                    <li class="flex items-start">
+                        <i data-lucide="check-circle" class="w-5 h-5 text-green-500 mr-2 mt-0.5"></i>
+                        <span>聚焦"全球唯一"、"重大突破"</span>
+                    </li>
+                    <li class="flex items-start">
+                        <i data-lucide="check-circle" class="w-5 h-5 text-green-500 mr-2 mt-0.5"></i>
+                        <span>2035年商业化路线图</span>
+                    </li>
+                    <li class="flex items-start">
+                        <i data-lucide="check-circle" class="w-5 h-5 text-green-500 mr-2 mt-0.5"></i>
+                        <span>上游资源股热度高</span>
+                    </li>
+                </ul>
+            </div>
+            <div class="bg-red-50 rounded-xl p-8">
+                <h3 class="text-xl font-bold mb-4 text-red-600">
+                    <i data-lucide="trending-down" class="inline w-5 h-5 mr-1"></i>
+                    产业现实
+                </h3>
+                <ul class="space-y-2">
+                    <li class="flex items-start">
+                        <i data-lucide="alert-circle" class="w-5 h-5 text-yellow-500 mr-2 mt-0.5"></i>
+                        <span>商业化需30年</span>
+                    </li>
+                    <li class="flex items-start">
+                        <i data-lucide="alert-circle" class="w-5 h-5 text-yellow-500 mr-2 mt-0.5"></i>
+                        <span>技术成熟度排第四代堆第三位</span>
+                    </li>
+                    <li class="flex items-start">
+                        <i data-lucide="alert-circle" class="w-5 h-5 text-yellow-500 mr-2 mt-0.5"></i>
+                        <span>瓶颈在技术而非资源</span>
+                    </li>
+                </ul>
+            </div>
+        </div>
+    </div>
+
+    <!-- Industry Chain -->
+    <div class="bg-gradient-to-br from-gray-900 to-gray-800 text-white py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
+                <i data-lucide="network" class="inline w-8 h-8 mr-2"></i>
+                产业链图谱
+            </h2>
+            <div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
+                <div class="glass-effect rounded-xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-green-400">上游资源</h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center">
+                            <i data-lucide="package" class="w-5 h-5 mr-2"></i>
+                            <span>钍资源（独居石伴生）</span>
+                        </div>
+                        <div class="ml-7 space-y-2 text-sm opacity-80">
+                            <p>• 包钢股份（白云鄂博矿）</p>
+                            <p>• 盛和资源（独居石处理）</p>
+                            <p>• 东方锆业（独居石生产）</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="glass-effect rounded-xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-blue-400">中游设备与材料</h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center">
+                            <i data-lucide="settings" class="w-5 h-5 mr-2"></i>
+                            <span>核级设备制造</span>
+                        </div>
+                        <div class="ml-7 space-y-2 text-sm opacity-80">
+                            <p>• 上海电气（主容器）</p>
+                            <p>• 航宇科技（核心锻件）</p>
+                            <p>• 中核科技（阀门）</p>
+                            <p>• 方大炭素（核石墨）</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="glass-effect rounded-xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-purple-400">下游应用</h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center">
+                            <i data-lucide="factory" class="w-5 h-5 mr-2"></i>
+                            <span>建设与运营</span>
+                        </div>
+                        <div class="ml-7 space-y-2 text-sm opacity-80">
+                            <p>• 上海建工（工程建设）</p>
+                            <p>• 中国核电（运营平台）</p>
+                            <p>• 科华数据（核级UPS）</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Stock Data Table -->
+    <div class="container mx-auto px-4 py-16">
+        <h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
+            <i data-lucide="bar-chart-3" class="inline w-8 h-8 mr-2"></i>
+            核心关联股票
+        </h2>
+        <div class="bg-white rounded-2xl shadow-xl overflow-hidden">
+            <div class="stock-table">
+                <table class="w-full">
+                    <thead class="bg-gradient-to-r from-indigo-500 to-purple-600 text-white">
+                        <tr>
+                            <th class="px-4 py-3 text-left">股票名称</th>
+                            <th class="px-4 py-3 text-left">产业链环节</th>
+                            <th class="px-4 py-3 text-left">项目/产品</th>
+                            <th class="px-4 py-3 text-left">核心逻辑</th>
+                            <th class="px-4 py-3 text-center">信息来源</th>
+                        </tr>
+                    </thead>
+                    <tbody class="divide-y divide-gray-200">
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">上海电气</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">设备制造</span></td>
+                            <td class="px-4 py-3">主容器、堆热侧主熔盐、换热装置</td>
+                            <td class="px-4 py-3 text-sm">承制核心主设备，技术壁垒高</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">航宇科技</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">设备制造</span></td>
+                            <td class="px-4 py-3">主容器筒节、法兰、堆内构件等全部锻件</td>
+                            <td class="px-4 py-3 text-sm">供应实验堆全部锻件，绑定最核心供应商</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">上海建工</td>
+                            <td class="px-4 py-3"><span class="badge badge-success">工程建设</span></td>
+                            <td class="px-4 py-3">实验堆及配套工程项目</td>
+                            <td class="px-4 py-3 text-sm">深度参与建设，积累核心工程经验</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">海陆重工</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">设备供应</span></td>
+                            <td class="px-4 py-3">2MWt实验堆安全专设</td>
+                            <td class="px-4 py-3 text-sm">承制安全关键设备，技术要求高</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">中核科技</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">设备供应</span></td>
+                            <td class="px-4 py-3">甘肃钍基熔盐堆配套阀门</td>
+                            <td class="px-4 py-3 text-sm">核级阀门领先供应商</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">包钢股份</td>
+                            <td class="px-4 py-3"><span class="badge badge-warning">上游资源</span></td>
+                            <td class="px-4 py-3">白云鄂博稀土矿</td>
+                            <td class="px-4 py-3 text-sm">拥有丰富钍资源，远期想象空间大</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">中国核电</td>
+                            <td class="px-4 py-3"><span class="badge badge-success">运营平台</span></td>
+                            <td class="px-4 py-3">中核集团钍资源综合利用平台</td>
+                            <td class="px-4 py-3 text-sm">未来可能的商业化运营主体</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">工商资料</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">方大炭素</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">材料供应</span></td>
+                            <td class="px-4 py-3">TMSR专项核石墨</td>
+                            <td class="px-4 py-3 text-sm">2015年合作研发核石墨应用</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">公告</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">兰石重装</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">设备研发</span></td>
+                            <td class="px-4 py-3">第四代反应堆关键装备</td>
+                            <td class="px-4 py-3 text-sm">参与仿真试验平台设备合同</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-semibold text-indigo-600">川润股份</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">设备供应</span></td>
+                            <td class="px-4 py-3">TMSR冷却盐循环泵</td>
+                            <td class="px-4 py-3 text-sm">提供熔盐循环系统核心设备</td>
+                            <td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </div>
+
+    <!-- Risks Analysis -->
+    <div class="bg-gradient-to-br from-red-50 to-orange-50 py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
+                <i data-lucide="alert-triangle" class="inline w-8 h-8 mr-2"></i>
+                风险与挑战
+            </h2>
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
+                <div class="bg-white rounded-xl p-8 shadow-lg">
+                    <h3 class="text-xl font-bold mb-4 text-red-600">
+                        <i data-lucide="cpu" class="inline w-5 h-5 mr-1"></i>
+                        技术风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start">
+                            <i data-lucide="x-circle" class="w-5 h-5 text-red-500 mr-2 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">材料腐蚀</p>
+                                <p class="text-sm text-gray-600">熔盐高温强化学活性对结构材料的腐蚀是世界级难题</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <i data-lucide="x-circle" class="w-5 h-5 text-red-500 mr-2 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">燃料在线处理</p>
+                                <p class="text-sm text-gray-600">在线分离增殖U-233工艺极其复杂，远未达工业应用</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-white rounded-xl p-8 shadow-lg">
+                    <h3 class="text-xl font-bold mb-4 text-orange-600">
+                        <i data-lucide="dollar-sign" class="inline w-5 h-5 mr-1"></i>
+                        商业化风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start">
+                            <i data-lucide="trending-down" class="w-5 h-5 text-orange-500 mr-2 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">经济性挑战</p>
+                                <p class="text-sm text-gray-600">研发建设成本极高，规模化前经济性远低于三代核电</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <i data-lucide="trending-down" class="w-5 h-5 text-orange-500 mr-2 mt-0.5"></i>
+                            <div>
+                                <p class="font-semibold">技术路线竞争</p>
+                                <p class="text-sm text-gray-600">高温气冷堆、钠冷快堆等其他四代堆的竞争分流</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            <div class="mt-8 bg-yellow-100 border-2 border-yellow-400 rounded-xl p-6">
+                <h4 class="text-lg font-bold mb-3">风险等级评估</h4>
+                <div class="h-6 rounded-full risk-meter mb-4"></div>
+                <div class="flex justify-between text-sm">
+                    <span class="text-green-600">低风险</span>
+                    <span class="text-yellow-600">中等风险</span>
+                    <span class="text-red-600">高风险</span>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Investment Insights -->
+    <div class="bg-gradient-to-r from-green-600 to-emerald-700 text-white py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
+                <i data-lucide="lightbulb" class="inline w-8 h-8 mr-2"></i>
+                投资启示
+            </h2>
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
+                <div class="glass-effect rounded-xl p-8">
+                    <h3 class="text-2xl font-bold mb-4">最具投资价值环节</h3>
+                    <div class="space-y-4">
+                        <div class="bg-white bg-opacity-20 rounded-lg p-4">
+                            <h4 class="font-bold mb-2">🏭 高壁垒核心设备制造商</h4>
+                            <p class="text-sm opacity-90">航宇科技、上海电气、中核科技等深度参与实验建设的核心供应商</p>
+                        </div>
+                        <div class="bg-white bg-opacity-20 rounded-lg p-4">
+                            <h4 class="font-bold mb-2">🏗️ 工程建设先锋</h4>
+                            <p class="text-sm opacity-90">上海建工等拥有核能工程建设经验和资质的企业</p>
+                        </div>
+                    </div>
+                </div>
+                <div class="glass-effect rounded-xl p-8">
+                    <h3 class="text-2xl font-bold mb-4">关键跟踪指标</h3>
+                    <div class="space-y-4">
+                        <div class="bg-white bg-opacity-20 rounded-lg p-4">
+                            <h4 class="font-bold mb-2">📅 20MW项目进度</h4>
+                            <p class="text-sm opacity-90">从实验室走向工程化的第一个里程碑</p>
+                        </div>
+                        <div class="bg-white bg-opacity-20 rounded-lg p-4">
+                            <h4 class="font-bold mb-2">📋 新订单公告</h4>
+                            <p class="text-sm opacity-90">核心设备厂商获得后续项目合同</p>
+                        </div>
+                        <div class="bg-white bg-opacity-20 rounded-lg p-4">
+                            <h4 class="font-bold mb-2">🔬 材料技术突破</h4>
+                            <p class="text-sm opacity-90">耐熔盐腐蚀材料等关键技术进展</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">© 2024 核电钍基熔盐堆深度分析报告</p>
+            <p class="text-sm opacity-75">数据来源：公开新闻、路演记录、券商研报</p>
+            <p class="text-xs mt-4 opacity-50">风险提示：本报告仅供参考，不构成投资建议</p>
+        </div>
+    </footer>
+
+    <script>
+        // Initialize Lucide icons
+        lucide.createIcons();
+        
+        // Add smooth scrolling
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.classList.add('animate-fade-in');
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.tech-card').forEach(card => {
+            observer.observe(card);
+        });
+
+        // Timeline animation
+        document.querySelectorAll('.timeline-dot').forEach((dot, index) => {
+            setTimeout(() => {
+                dot.classList.add('animate-pulse-slow');
+            }, index * 200);
+        });
+
+        // Add table row hover effect
+        document.querySelectorAll('tbody tr').forEach(row => {
+            row.addEventListener('mouseenter', function() {
+                this.style.transform = 'scale(1.02)';
+                this.style.transition = 'all 0.3s ease';
+            });
+            row.addEventListener('mouseleave', function() {
+                this.style.transform = 'scale(1)';
+            });
+        });
+
+        // Initialize animations
+        window.addEventListener('load', () => {
+            document.body.classList.add('loaded');
+        });
+    </script>
+</body>
+</html>

public/htmls/毫秒用算.html

@@ -0,0 +1,522 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="corporate">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>毫秒用算 - 算力网络新纪元</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet">
+    <script src="https://cdn.tailwindcss.com"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 10px 40px rgba(0,0,0,0.15);
+        }
+        .timeline-dot {
+            animation: pulse 2s infinite;
+        }
+        @keyframes pulse {
+            0% { box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7); }
+            70% { box-shadow: 0 0 0 10px rgba(102, 126, 234, 0); }
+            100% { box-shadow: 0 0 0 0 rgba(102, 126, 234, 0); }
+        }
+        .stock-table {
+            font-size: 0.9rem;
+        }
+        @media (max-width: 768px) {
+            .stock-table {
+                font-size: 0.8rem;
+            }
+        }
+    </style>
+</head>
+<body class="bg-base-200">
+    <!-- 头部导航 -->
+    <div class="navbar bg-base-100 shadow-lg sticky top-0 z-50">
+        <div class="flex-1">
+            <a class="btn btn-ghost text-xl">⚡ 毫秒用算概念板</a>
+        </div>
+        <div class="flex-none">
+            <div class="badge badge-primary badge-lg">2025.10.16 工信部专项行动</div>
+        </div>
+    </div>
+
+    <!-- 英雄区域 -->
+    <div class="hero min-h-[40vh] gradient-bg text-white">
+        <div class="hero-content text-center">
+            <div>
+                <h1 class="text-5xl font-bold mb-4">毫秒用算</h1>
+                <p class="text-xl mb-4">算力如电力，即插即用的新时代</p>
+                <div class="flex justify-center gap-4 flex-wrap">
+                    <div class="stat bg-white/20 rounded-box">
+                        <div class="stat-title text-white/80">目标时延</div>
+                        <div class="stat-value text-white">&lt;1ms</div>
+                    </div>
+                    <div class="stat bg-white/20 rounded-box">
+                        <div class="stat-title text-white/80">覆盖目标</div>
+                        <div class="stat-value text-white">70%</div>
+                    </div>
+                    <div class="stat bg-white/20 rounded-box">
+                        <div class="stat-title text-white/80">市场规模</div>
+                        <div class="stat-value text-white">万亿级</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 核心观点 -->
+    <div class="container mx-auto px-4 py-8">
+        <div class="card bg-base-100 shadow-xl mb-8">
+            <div class="card-body">
+                <h2 class="card-title text-2xl mb-4">
+                    <span class="badge badge-accent badge-lg">核心观点</span>
+                </h2>
+                <div class="alert alert-info">
+                    <svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 w-6 h-6"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
+                    <span>"毫秒用算"概念正处于<strong>政策强力驱动的产业化加速期</strong>，其核心是通过低时延网络基础设施建设，解决算力调度的"最后一公里"问题。预计2025-2027年将是基础设施建设高峰期。</span>
+                </div>
+            </div>
+        </div>
+
+        <!-- 发展时间轴 -->
+        <div class="card bg-base-100 shadow-xl mb-8">
+            <div class="card-body">
+                <h2 class="card-title text-2xl mb-6">发展时间轴</h2>
+                <ul class="timeline timeline-vertical lg:timeline-horizontal">
+                    <li>
+                        <div class="timeline-start timeline-box">2023年6月<br/>存算一体技术路演</div>
+                        <div class="timeline-middle">
+                            <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
+                        </div>
+                        <hr/>
+                    </li>
+                    <li>
+                        <hr/>
+                        <div class="timeline-middle">
+                            <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
+                        </div>
+                        <div class="timeline-end timeline-box">2024年3-5月<br/>大湾区实现3-10ms时延</div>
+                        <hr/>
+                    </li>
+                    <li>
+                        <hr/>
+                        <div class="timeline-start timeline-box">2024年9月<br/>湖北省5ms目标</div>
+                        <div class="timeline-middle">
+                            <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
+                        </div>
+                        <hr/>
+                    </li>
+                    <li>
+                        <hr/>
+                        <div class="timeline-middle timeline-dot">
+                            <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
+                        </div>
+                        <div class="timeline-end timeline-box bg-primary text-white">2025年10月16日<br/><strong>工信部正式发布专项行动</strong></div>
+                    </li>
+                </ul>
+            </div>
+        </div>
+
+        <!-- 三大预期差 -->
+        <div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-8">
+            <div class="card bg-base-100 shadow-xl card-hover">
+                <div class="card-body">
+                    <h3 class="card-title text-lg">技术路径预期差</h3>
+                    <p class="text-sm">市场关注光纤光缆，但<span class="text-primary font-bold">卫星互联网</span>可能成为破局者</p>
+                    <div class="badge badge-outline">星链时延&lt;20ms</div>
+                </div>
+            </div>
+            <div class="card bg-base-100 shadow-xl card-hover">
+                <div class="card-body">
+                    <h3 class="card-title text-lg">商业模式预期差</h3>
+                    <p class="text-sm">市场认为运营商主导，但<span class="text-primary font-bold">混合模式</span>可能成为主流</p>
+                    <div class="badge badge-outline">运营商+政府+算力商</div>
+                </div>
+            </div>
+            <div class="card bg-base-100 shadow-xl card-hover">
+                <div class="card-body">
+                    <h3 class="card-title text-lg">受益环节预期差</h3>
+                    <p class="text-sm">市场聚焦硬件，忽视<span class="text-primary font-bold">软件调度平台</span>价值</p>
+                    <div class="badge badge-outline">隐形冠军机会</div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 产业链图谱 -->
+        <div class="card bg-base-100 shadow-xl mb-8">
+            <div class="card-body">
+                <h2 class="card-title text-2xl mb-4">产业链图谱</h2>
+                <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                    <div class="card bg-primary/10 border-2 border-primary">
+                        <div class="card-body">
+                            <h3 class="font-bold text-primary mb-2">上游：算力基础设施</h3>
+                            <div class="space-y-2">
+                                <div class="badge badge-ghost">服务器：中科曙光、紫光股份</div>
+                                <div class="badge badge-ghost">IDC：润泽科技(800台H系列)</div>
+                                <div class="badge badge-ghost">芯片：华为昇腾(80-90%份额)</div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="card bg-secondary/10 border-2 border-secondary">
+                        <div class="card-body">
+                            <h3 class="font-bold text-secondary mb-2">中游：网络连接层</h3>
+                            <div class="space-y-2">
+                                <div class="badge badge-ghost">光模块：中际旭创、天孚通信</div>
+                                <div class="badge badge-ghost">交换机：紫光股份、锐捷网络</div>
+                                <div class="badge badge-ghost">光纤：长飞光纤、亨通光电</div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="card bg-accent/10 border-2 border-accent">
+                        <div class="card-body">
+                            <h3 class="font-bold text-accent mb-2">下游：调度与应用</h3>
+                            <div class="space-y-2">
+                                <div class="badge badge-ghost">调度：思特奇、青云科技</div>
+                                <div class="badge badge-ghost">运营商：中国电信、中国移动</div>
+                                <div class="badge badge-ghost">应用：工业互联、智慧医疗</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 核心股票池 -->
+        <div class="card bg-base-100 shadow-xl mb-8">
+            <div class="card-body">
+                <h2 class="card-title text-2xl mb-4">
+                    <span class="badge badge-success badge-lg">核心股票池</span>
+                    <span class="text-sm text-gray-500 ml-2">共72只概念股</span>
+                </h2>
+                
+                <!-- 分类标签 -->
+                <div class="tabs tabs-boxed mb-4">
+                    <a class="tab tab-active" onclick="filterStocks('all')">全部</a>
+                    <a class="tab" onclick="filterStocks('计算')">计算</a>
+                    <a class="tab" onclick="filterStocks('连接')">连接</a>
+                    <a class="tab" onclick="filterStocks('调度')">调度</a>
+                </div>
+
+                <!-- 股票表格 -->
+                <div class="overflow-x-auto">
+                    <table class="table table-zebra stock-table w-full">
+                        <thead>
+                            <tr class="bg-base-300">
+                                <th>股票代码</th>
+                                <th>所属分类</th>
+                                <th>细分领域</th>
+                                <th>入选理由</th>
+                                <th>推荐等级</th>
+                            </tr>
+                        </thead>
+                        <tbody id="stockTableBody">
+                            <!-- 重点推荐 -->
+                            <tr class="hover" data-category="连接">
+                                <td class="font-bold text-primary">中际旭创</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光模块</td>
+                                <td>800G升级周期龙头</td>
+                                <td>⭐⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td class="font-bold text-primary">紫光股份</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>服务器/交换机</td>
+                                <td>全产业链布局</td>
+                                <td>⭐⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="调度">
+                                <td class="font-bold text-primary">思特奇</td>
+                                <td><span class="badge badge-accent">调度</span></td>
+                                <td>调度平台</td>
+                                <td>算力操作系统潜力股</td>
+                                <td>⭐⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td class="font-bold text-primary">润泽科技</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>其他IDC</td>
+                                <td>万卡级算力领先</td>
+                                <td>⭐⭐⭐⭐⭐</td>
+                            </tr>
+                            
+                            <!-- 计算类 -->
+                            <tr class="hover" data-category="计算">
+                                <td>中科曙光</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>服务器</td>
+                                <td>国产服务器龙头</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td>中国长城</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>服务器</td>
+                                <td>信创服务器</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td>神州数码</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>服务器</td>
+                                <td>IT分销龙头</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td>中国电信</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>中央云</td>
+                                <td>大湾区3ms时延领先</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td>中国移动</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>中央云</td>
+                                <td>运营商龙头</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td>光环新网</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>第三方运营</td>
+                                <td>北京区域IDC龙头</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td>宝信软件</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>第三方运营</td>
+                                <td>宝钢旗下IDC</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td>数据港</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>第三方运营/IDC</td>
+                                <td>定制化数据中心</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            
+                            <!-- 连接类 -->
+                            <tr class="hover" data-category="连接">
+                                <td>天孚通信</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光模块</td>
+                                <td>光器件平台龙头</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>新易盛</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光模块</td>
+                                <td>高速光模块受益</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>华工科技</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光模块</td>
+                                <td>激光+光通信双轮</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>光迅科技</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光模块</td>
+                                <td>光器件老牌龙头</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>锐捷网络</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>交换机</td>
+                                <td>企业级网络设备</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>中兴通讯</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>交换机</td>
+                                <td>通信设备巨头</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>长飞光纤</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光纤光缆</td>
+                                <td>光纤光缆龙头</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>亨通光电</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光纤光缆</td>
+                                <td>海缆+光纤双龙头</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            
+                            <!-- 调度类 -->
+                            <tr class="hover" data-category="调度">
+                                <td>青云科技</td>
+                                <td><span class="badge badge-accent">调度</span></td>
+                                <td>调度平台</td>
+                                <td>云原生技术领先</td>
+                                <td>⭐⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="调度">
+                                <td>首都在线</td>
+                                <td><span class="badge badge-accent">调度</span></td>
+                                <td>调度平台</td>
+                                <td>云网融合服务商</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="调度">
+                                <td>直真科技</td>
+                                <td><span class="badge badge-accent">调度</span></td>
+                                <td>调度平台</td>
+                                <td>网络优化专家</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="调度">
+                                <td>恒为科技</td>
+                                <td><span class="badge badge-accent">调度</span></td>
+                                <td>调度调优</td>
+                                <td>网络可视化龙头</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            
+                            <!-- 其他重要股票 -->
+                            <tr class="hover" data-category="计算">
+                                <td>奥飞数据</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>其他IDC</td>
+                                <td>华南IDC龙头</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="计算">
+                                <td>科华数据</td>
+                                <td><span class="badge badge-primary">计算</span></td>
+                                <td>其他IDC</td>
+                                <td>UPS+IDC双轮驱动</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>中天科技</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光纤光缆</td>
+                                <td>海缆+光纤+储能</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                            <tr class="hover" data-category="连接">
+                                <td>烽火通信</td>
+                                <td><span class="badge badge-secondary">连接</span></td>
+                                <td>光纤光缆/服务器</td>
+                                <td>通信设备综合商</td>
+                                <td>⭐⭐⭐</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+
+        <!-- 投资建议 -->
+        <div class="card bg-gradient-to-r from-primary to-secondary text-white shadow-xl mb-8">
+            <div class="card-body">
+                <h2 class="card-title text-2xl mb-4 text-white">投资建议</h2>
+                <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                    <div class="card bg-white/20">
+                        <div class="card-body">
+                            <h3 class="font-bold">短期关注</h3>
+                            <p class="text-sm">光通信硬件投资机会</p>
+                            <div class="badge badge-warning">确定性最高</div>
+                        </div>
+                    </div>
+                    <div class="card bg-white/20">
+                        <div class="card-body">
+                            <h3 class="font-bold">中期布局</h3>
+                            <p class="text-sm">算力调度平台</p>
+                            <div class="badge badge-info">弹性最大</div>
+                        </div>
+                    </div>
+                    <div class="card bg-white/20">
+                        <div class="card-body">
+                            <h3 class="font-bold">长期跟踪</h3>
+                            <p class="text-sm">卫星互联网进展</p>
+                            <div class="badge badge-success">想象空间大</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 风险提示 -->
+        <div class="alert alert-warning shadow-lg mb-8">
+            <svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
+            <div>
+                <h3 class="font-bold">风险提示</h3>
+                <ul class="text-sm mt-2 space-y-1">
+                    <li>• 技术瓶颈：Flash写延迟15毫秒，存储介质成为短板</li>
+                    <li>• 商业化风险：基础设施投资回收期长达5-10年</li>
+                    <li>• 政策执行：各地财政实力差异可能导致建设进度不一</li>
+                    <li>• 国际竞争：英伟达等海外巨头技术领先，国产替代存在差距</li>
+                </ul>
+            </div>
+        </div>
+    </div>
+
+    <!-- 底部 -->
+    <footer class="footer footer-center p-4 bg-base-300 text-base-content">
+        <div>
+            <p>© 2025 毫秒用算概念研究 | 数据更新时间：2025.10.16</p>
+        </div>
+    </footer>
+
+    <script>
+        // 筛选股票功能
+        function filterStocks(category) {
+            const rows = document.querySelectorAll('#stockTableBody tr');
+            const tabs = document.querySelectorAll('.tab');
+            
+            // 更新标签状态
+            tabs.forEach(tab => {
+                tab.classList.remove('tab-active');
+                if (tab.textContent.includes(category) || (category === 'all' && tab.textContent === '全部')) {
+                    tab.classList.add('tab-active');
+                }
+            });
+            
+            // 显示/隐藏行
+            rows.forEach(row => {
+                if (category === 'all') {
+                    row.style.display = '';
+                } else {
+                    const rowCategory = row.getAttribute('data-category');
+                    row.style.display = rowCategory === category ? '' : 'none';
+                }
+            });
+        }
+
+        // 添加滚动动画
+        window.addEventListener('scroll', () => {
+            const cards = document.querySelectorAll('.card-hover');
+            cards.forEach(card => {
+                const rect = card.getBoundingClientRect();
+                if (rect.top < window.innerHeight && rect.bottom > 0) {
+                    card.style.opacity = '1';
+                    card.style.transform = 'translateY(0)';
+                }
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/氟制冷剂.html

@@ -0,0 +1,556 @@
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>氟制冷剂 - 超级景气周期投资分析</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
+        
+        * {
+            font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .timeline-item {
+            position: relative;
+            padding-left: 40px;
+            margin-bottom: 30px;
+        }
+        
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: 0;
+            top: 0;
+            bottom: -30px;
+            width: 2px;
+            background: linear-gradient(180deg, #667eea, #764ba2);
+        }
+        
+        .timeline-item:last-child::before {
+            display: none;
+        }
+        
+        .timeline-dot {
+            position: absolute;
+            left: -6px;
+            top: 5px;
+            width: 14px;
+            height: 14px;
+            border-radius: 50%;
+            background: #667eea;
+            border: 3px solid white;
+            box-shadow: 0 0 0 3px rgba(102, 126, 234, 0.2);
+        }
+        
+        .stock-table {
+            font-size: 0.875rem;
+        }
+        
+        .stock-table th {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: white;
+            font-weight: 600;
+            position: sticky;
+            top: 0;
+            z-index: 10;
+        }
+        
+        .stock-table tr:hover {
+            background-color: rgba(102, 126, 234, 0.05);
+            transition: all 0.3s ease;
+        }
+        
+        .highlight-cell {
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.1), rgba(118, 75, 162, 0.1));
+            font-weight: 600;
+        }
+        
+        .profit-badge {
+            background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
+            color: white;
+            padding: 4px 12px;
+            border-radius: 20px;
+            font-weight: 600;
+            font-size: 0.875rem;
+        }
+        
+        .industry-card {
+            transition: all 0.3s ease;
+            border: 1px solid rgba(102, 126, 234, 0.1);
+        }
+        
+        .industry-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(102, 126, 234, 0.2);
+        }
+        
+        .chart-bar {
+            transition: all 0.5s ease;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        @keyframes fadeInUp {
+            from {
+                opacity: 0;
+                transform: translateY(20px);
+            }
+            to {
+                opacity: 1;
+                transform: translateY(0);
+            }
+        }
+        
+        .animate-fade-in {
+            animation: fadeInUp 0.6s ease-out;
+        }
+        
+        .mobile-scroll {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .mobile-scroll::-webkit-scrollbar {
+            height: 4px;
+        }
+        
+        .mobile-scroll::-webkit-scrollbar-track {
+            background: #f1f1f1;
+        }
+        
+        .mobile-scroll::-webkit-scrollbar-thumb {
+            background: #888;
+            border-radius: 2px;
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Header -->
+    <div class="gradient-bg text-white py-16 px-4">
+        <div class="container mx-auto max-w-7xl">
+            <div class="flex flex-col md:flex-row items-center justify-between">
+                <div class="mb-6 md:mb-0">
+                    <h1 class="text-4xl md:text-5xl font-bold mb-4 animate-fade-in">
+                        <i class="fas fa-snowflake mr-3"></i>氟制冷剂
+                    </h1>
+                    <p class="text-xl opacity-90">政策驱动的超级景气周期投资机会</p>
+                </div>
+                <div class="text-center md:text-right">
+                    <div class="profit-badge mb-2">
+                        <i class="fas fa-chart-line mr-2"></i>高景气度确认
+                    </div>
+                    <p class="text-sm opacity-80">2025年业绩爆发期</p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Main Content -->
+    <div class="container mx-auto max-w-7xl px-4 py-8">
+        
+        <!-- 核心观点摘要 -->
+        <div class="glass-effect rounded-2xl p-6 mb-8 animate-fade-in">
+            <h2 class="text-2xl font-bold mb-4 text-gray-800">
+                <i class="fas fa-lightbulb text-yellow-500 mr-2"></i>核心观点摘要
+            </h2>
+            <div class="grid md:grid-cols-3 gap-4">
+                <div class="industry-card bg-white rounded-xl p-4">
+                    <div class="text-purple-600 text-3xl mb-2">
+                        <i class="fas fa-shield-alt"></i>
+                    </div>
+                    <h3 class="font-semibold text-gray-800 mb-2">政策驱动</h3>
+                    <p class="text-sm text-gray-600">配额制度重塑供给格局，从无序竞争转向寡头垄断</p>
+                </div>
+                <div class="industry-card bg-white rounded-xl p-4">
+                    <div class="text-purple-600 text-3xl mb-2">
+                        <i class="fas fa-rocket"></i>
+                    </div>
+                    <h3 class="font-semibold text-gray-800 mb-2">业绩兑现</h3>
+                    <p class="text-sm text-gray-600">三美股份前三季度预增175%-198%，行业进入利润释放期</p>
+                </div>
+                <div class="industry-card bg-white rounded-xl p-4">
+                    <div class="text-purple-600 text-3xl mb-2">
+                        <i class="fas fa-chart-area"></i>
+                    </div>
+                    <h3 class="font-semibold text-gray-800 mb-2">持续景气</h3>
+                    <p class="text-sm text-gray-600">供给刚性约束+需求稳健增长，景气周期有望持续数年</p>
+                </div>
+            </div>
+        </div>
+
+        <!-- 事件时间轴 -->
+        <div class="glass-effect rounded-2xl p-6 mb-8">
+            <h2 class="text-2xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-history text-blue-500 mr-2"></i>催化事件时间轴
+            </h2>
+            <div class="timeline">
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="bg-white rounded-lg p-4 shadow-sm">
+                        <h3 class="font-semibold text-gray-800">2020-2022年（基线年）</h3>
+                        <p class="text-sm text-gray-600 mt-1">企业"抢份额"大战，供过于求导致价格低迷</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="bg-white rounded-lg p-4 shadow-sm">
+                        <h3 class="font-semibold text-gray-800">2023年下半年（政策拐点）</h3>
+                        <p class="text-sm text-gray-600 mt-1">配额核算方案明确，价格触底回升</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="bg-white rounded-lg p-4 shadow-sm">
+                        <h3 class="font-semibold text-gray-800">2024年初（景气起点）</h3>
+                        <p class="text-sm text-gray-600 mt-1">配额制度正式实施，价格进入单边上涨通道</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="bg-white rounded-lg p-4 shadow-sm">
+                        <h3 class="font-semibold text-gray-800">2025年至今（业绩爆发）</h3>
+                        <p class="text-sm text-gray-600 mt-1">龙头业绩创同期新高，进入利润释放"甜蜜期"</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 产业链图谱 -->
+        <div class="glass-effect rounded-2xl p-6 mb-8">
+            <h2 class="text-2xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-network-wired text-green-500 mr-2"></i>产业链图谱
+            </h2>
+            <div class="grid md:grid-cols-3 gap-4">
+                <div class="bg-gradient-to-br from-blue-50 to-purple-50 rounded-xl p-4">
+                    <h3 class="font-semibold text-gray-800 mb-3">
+                        <i class="fas fa-mountain text-blue-600 mr-2"></i>上游
+                    </h3>
+                    <div class="space-y-2">
+                        <div class="flex items-center justify-between bg-white rounded-lg p-2">
+                            <span class="text-sm">萤石</span>
+                            <span class="text-xs text-gray-500">金石资源、永和股份</span>
+                        </div>
+                        <div class="flex items-center justify-between bg-white rounded-lg p-2">
+                            <span class="text-sm">氢氟酸</span>
+                            <span class="text-xs text-gray-500">多家企业</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl p-4">
+                    <h3 class="font-semibold text-gray-800 mb-3">
+                        <i class="fas fa-industry text-purple-600 mr-2"></i>中游
+                    </h3>
+                    <div class="space-y-2">
+                        <div class="flex items-center justify-between bg-white rounded-lg p-2">
+                            <span class="text-sm">氟制冷剂</span>
+                            <span class="text-xs text-gray-500">巨化、三美、东岳等</span>
+                        </div>
+                        <div class="flex items-center justify-between bg-white rounded-lg p-2">
+                            <span class="text-sm">配额集中度</span>
+                            <span class="text-xs text-red-500">CR3 > 60%</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-gradient-to-br from-green-50 to-blue-50 rounded-xl p-4">
+                    <h3 class="font-semibold text-gray-800 mb-3">
+                        <i class="fas fa-shopping-cart text-green-600 mr-2"></i>下游
+                    </h3>
+                    <div class="space-y-2">
+                        <div class="flex items-center justify-between bg-white rounded-lg p-2">
+                            <span class="text-sm">空调</span>
+                            <span class="text-xs text-gray-500">最大需求方</span>
+                        </div>
+                        <div class="flex items-center justify-between bg-white rounded-lg p-2">
+                            <span class="text-sm">汽车/冷链</span>
+                            <span class="text-xs text-gray-500">快速增长</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 股票数据表格 -->
+        <div class="glass-effect rounded-2xl p-6 mb-8">
+            <h2 class="text-2xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-table text-indigo-500 mr-2"></i>核心公司配额分布
+            </h2>
+            
+            <!-- R32空调制冷剂 -->
+            <div class="mb-6">
+                <h3 class="text-lg font-semibold mb-3 text-gray-700">
+                    <i class="fas fa-snowflake text-blue-400 mr-2"></i>R32 空调制冷剂
+                </h3>
+                <div class="mobile-scroll">
+                    <table class="stock-table w-full bg-white rounded-lg overflow-hidden">
+                        <thead>
+                            <tr>
+                                <th class="px-4 py-3 text-left">公司</th>
+                                <th class="px-4 py-3 text-left">2025年配额</th>
+                                <th class="px-4 py-3 text-left">占比</th>
+                                <th class="px-4 py-3 text-left">核心竞争力</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">巨化股份</td>
+                                <td class="px-4 py-3">12.8万吨</td>
+                                <td class="px-4 py-3 highlight-cell">45.8%</td>
+                                <td class="px-4 py-3 text-sm">绝对龙头，定价权</td>
+                            </tr>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">东岳集团</td>
+                                <td class="px-4 py-3">5.6万吨</td>
+                                <td class="px-4 py-3">20.1%</td>
+                                <td class="px-4 py-3 text-sm">第二大生产商</td>
+                            </tr>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">三美股份</td>
+                                <td class="px-4 py-3">3.3万吨</td>
+                                <td class="px-4 py-3">11.8%</td>
+                                <td class="px-4 py-3 text-sm">盈利弹性强</td>
+                            </tr>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">东阳光</td>
+                                <td class="px-4 py-3">-</td>
+                                <td class="px-4 py-3">10.3%</td>
+                                <td class="px-4 py-3 text-sm">稳定供应</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- R125氟制冷剂 -->
+            <div class="mb-6">
+                <h3 class="text-lg font-semibold mb-3 text-gray-700">
+                    <i class="fas fa-snowflake text-purple-400 mr-2"></i>R125 混配制冷剂
+                </h3>
+                <div class="mobile-scroll">
+                    <table class="stock-table w-full bg-white rounded-lg overflow-hidden">
+                        <thead>
+                            <tr>
+                                <th class="px-4 py-3 text-left">公司</th>
+                                <th class="px-4 py-3 text-left">2025年配额</th>
+                                <th class="px-4 py-3 text-left">占比</th>
+                                <th class="px-4 py-3 text-left">市场地位</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">巨化股份</td>
+                                <td class="px-4 py-3">6.4万吨</td>
+                                <td class="px-4 py-3 highlight-cell">38.4%</td>
+                                <td class="px-4 py-3 text-sm">最大生产商</td>
+                            </tr>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">三美股份</td>
+                                <td class="px-4 py-3">3.1万吨</td>
+                                <td class="px-4 py-3">18.4%</td>
+                                <td class="px-4 py-3 text-sm">成本优势</td>
+                            </tr>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">昊华科技</td>
+                                <td class="px-4 py-3">2.9万吨</td>
+                                <td class="px-4 py-3">17.4%</td>
+                                <td class="px-4 py-3 text-sm">中化系整合</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- R134a汽车制冷剂 -->
+            <div class="mb-6">
+                <h3 class="text-lg font-semibold mb-3 text-gray-700">
+                    <i class="fas fa-snowflake text-green-400 mr-2"></i>R134a 汽车制冷剂
+                </h3>
+                <div class="mobile-scroll">
+                    <table class="stock-table w-full bg-white rounded-lg overflow-hidden">
+                        <thead>
+                            <tr>
+                                <th class="px-4 py-3 text-left">公司</th>
+                                <th class="px-4 py-3 text-left">2025年配额</th>
+                                <th class="px-4 py-3 text-left">占比</th>
+                                <th class="px-4 py-3 text-left">应用领域</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">昊华科技</td>
+                                <td class="px-4 py-3">5.4万吨</td>
+                                <td class="px-4 py-3 highlight-cell">26%</td>
+                                <td class="px-4 py-3 text-sm">汽车空调主导</td>
+                            </tr>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">巨化股份</td>
+                                <td class="px-4 py-3">7.7万吨</td>
+                                <td class="px-4 py-3">36.7%</td>
+                                <td class="px-4 py-3 text-sm">多元化应用</td>
+                            </tr>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">三美股份</td>
+                                <td class="px-4 py-3">5万吨</td>
+                                <td class="px-4 py-3">24%</td>
+                                <td class="px-4 py-3 text-sm">汽车主力</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- 萤石上游 -->
+            <div>
+                <h3 class="text-lg font-semibold mb-3 text-gray-700">
+                    <i class="fas fa-gem text-orange-400 mr-2"></i>萤石上游资源
+                </h3>
+                <div class="mobile-scroll">
+                    <table class="stock-table w-full bg-white rounded-lg overflow-hidden">
+                        <thead>
+                            <tr>
+                                <th class="px-4 py-3 text-left">公司</th>
+                                <th class="px-4 py-3 text-left">资源储备</th>
+                                <th class="px-4 py-3 text-left">市场地位</th>
+                                <th class="px-4 py-3 text-left">投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">金石资源</td>
+                                <td class="px-4 py-3">2700万吨</td>
+                                <td class="px-4 py-3 highlight-cell">A股第一</td>
+                                <td class="px-4 py-3 text-sm">卖铲人角色</td>
+                            </tr>
+                            <tr>
+                                <td class="px-4 py-3 font-semibold">永和股份</td>
+                                <td class="px-4 py-3">485.27万吨</td>
+                                <td class="px-4 py-3">A股第二</td>
+                                <td class="px-4 py-3 text-sm">一体化布局</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+
+        <!-- 风险提示 -->
+        <div class="glass-effect rounded-2xl p-6 mb-8">
+            <h2 class="text-2xl font-bold mb-4 text-gray-800">
+                <i class="fas fa-exclamation-triangle text-red-500 mr-2"></i>潜在风险与挑战
+            </h2>
+            <div class="grid md:grid-cols-2 gap-4">
+                <div class="bg-red-50 border-l-4 border-red-400 p-4 rounded">
+                    <h3 class="font-semibold text-gray-800 mb-2">
+                        <i class="fas fa-microchip text-red-600 mr-2"></i>技术风险
+                    </h3>
+                    <p class="text-sm text-gray-600">四代制冷剂替代威胁：当三代价格达9.6万元/吨时，替代进程将加速</p>
+                </div>
+                <div class="bg-yellow-50 border-l-4 border-yellow-400 p-4 rounded">
+                    <h3 class="font-semibold text-gray-800 mb-2">
+                        <i class="fas fa-chart-line text-yellow-600 mr-2"></i>市场风险
+                    </h3>
+                    <p class="text-sm text-gray-600">下游需求不及预期：房地产低迷影响空调需求，汽车销量波动</p>
+                </div>
+                <div class="bg-orange-50 border-l-4 border-orange-400 p-4 rounded">
+                    <h3 class="font-semibold text-gray-800 mb-2">
+                        <i class="fas fa-balance-scale text-orange-600 mr-2"></i>政策风险
+                    </h3>
+                    <p class="text-sm text-gray-600">配额政策调整：提前或超额发放配额将打破供给刚性</p>
+                </div>
+                <div class="bg-blue-50 border-l-4 border-blue-400 p-4 rounded">
+                    <h3 class="font-semibold text-gray-800 mb-2">
+                        <i class="fas fa-globe text-blue-600 mr-2"></i>竞争风险
+                    </h3>
+                    <p class="text-sm text-gray-600">海外新兴产能：印度、中东等地区新建项目长期可能冲击出口</p>
+                </div>
+            </div>
+        </div>
+
+        <!-- 投资建议 -->
+        <div class="glass-effect rounded-2xl p-6">
+            <h2 class="text-2xl font-bold mb-4 text-gray-800">
+                <i class="fas fa-coins text-yellow-500 mr-2"></i>投资启示
+            </h2>
+            <div class="bg-gradient-to-r from-purple-50 to-pink-50 rounded-xl p-6">
+                <p class="text-lg font-semibold text-gray-800 mb-4">综合结论：</p>
+                <p class="text-gray-700 mb-4">氟制冷剂概念已完全脱离主题炒作，进入基本面业绩驱动的价值投资阶段。这是一个具备清晰长逻辑、高竞争壁垒和强劲盈利兑现能力的"硬资产"板块。</p>
+                
+                <div class="grid md:grid-cols-2 gap-4 mt-6">
+                    <div class="bg-white rounded-lg p-4">
+                        <h3 class="font-semibold text-purple-600 mb-2">
+                            <i class="fas fa-star mr-2"></i>核心配置
+                        </h3>
+                        <ul class="text-sm text-gray-600 space-y-1">
+                            <li>• 巨化股份：R32绝对龙头，配额占比45.8%</li>
+                            <li>• 三美股份：盈利弹性强，业绩兑现能力突出</li>
+                            <li>• 昊华科技：中化系整合，R134a优势明显</li>
+                        </ul>
+                    </div>
+                    <div class="bg-white rounded-lg p-4">
+                        <h3 class="font-semibold text-green-600 mb-2">
+                            <i class="fas fa-chart-line mr-2"></i>关键跟踪指标
+                        </h3>
+                        <ul class="text-sm text-gray-600 space-y-1">
+                            <li>• R32/R125/R134a周度价格</li>
+                            <li>• 龙头公司季度毛利率和净利润</li>
+                            <li>• 2026年配额削减方案</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="gradient-bg text-white py-8 mt-12">
+        <div class="container mx-auto max-w-7xl px-4 text-center">
+            <p class="text-sm opacity-80">© 2025 氟制冷剂行业分析 | 数据来源：公开信息整理</p>
+            <p class="text-xs opacity-60 mt-2">投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // 添加滚动动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.classList.add('animate-fade-in');
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.industry-card, .timeline-item').forEach(el => {
+            observer.observe(el);
+        });
+
+        // 表格行点击效果
+        document.querySelectorAll('tbody tr').forEach(row => {
+            row.addEventListener('click', function() {
+                this.style.transform = 'scale(1.02)';
+                setTimeout(() => {
+                    this.style.transform = 'scale(1)';
+                }, 200);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/河南国资能源集团重组.html

@@ -0,0 +1,756 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>河南国资能源集团重组 - 深度分析报告</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
+    <script>
+        tailwind.config = {
+            theme: {
+                extend: {
+                    colors: {
+                        'primary': '#3b82f6',
+                        'secondary': '#8b5cf6',
+                        'accent': '#ec4899',
+                    }
+                }
+            }
+        }
+    </script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        body { font-family: 'Inter', sans-serif; }
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        .timeline-dot {
+            animation: pulse 2s infinite;
+        }
+        @keyframes pulse {
+            0% { transform: scale(1); opacity: 1; }
+            50% { transform: scale(1.2); opacity: 0.7; }
+            100% { transform: scale(1); opacity: 1; }
+        }
+        .hover-scale {
+            transition: all 0.3s ease;
+        }
+        .hover-scale:hover {
+            transform: translateY(-5px) scale(1.02);
+        }
+        .stock-card {
+            transition: all 0.3s ease;
+            position: relative;
+            overflow: hidden;
+        }
+        .stock-card::before {
+            content: '';
+            position: absolute;
+            top: -2px;
+            left: -2px;
+            right: -2px;
+            bottom: -2px;
+            background: linear-gradient(45deg, #f093fb, #f5576c, #4facfe, #00f2fe);
+            border-radius: inherit;
+            opacity: 0;
+            transition: opacity 0.3s ease;
+            z-index: -1;
+        }
+        .stock-card:hover::before {
+            opacity: 1;
+        }
+        .stock-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.3);
+        }
+        .neon-border {
+            box-shadow: 0 0 20px rgba(59, 130, 246, 0.5),
+                        inset 0 0 20px rgba(59, 130, 246, 0.1);
+        }
+        .chart-bar {
+            animation: growBar 1s ease-out forwards;
+        }
+        @keyframes growBar {
+            from { width: 0; }
+        }
+        .float-animation {
+            animation: float 3s ease-in-out infinite;
+        }
+        @keyframes float {
+            0%, 100% { transform: translateY(0px); }
+            50% { transform: translateY(-10px); }
+        }
+    </style>
+</head>
+<body class="bg-gradient-to-br from-gray-900 via-purple-900 to-violet-900 min-h-screen text-white">
+    
+    <!-- Hero Section -->
+    <div class="hero min-h-[60vh] bg-gradient-to-r from-purple-800 via-pink-800 to-red-800">
+        <div class="hero-overlay bg-opacity-60"></div>
+        <div class="hero-content text-center text-neutral-content p-8">
+            <div class="max-w-4xl">
+                <div class="badge badge-warning badge-lg mb-4">
+                    <i class="fas fa-fire mr-2"></i>热点概念
+                </div>
+                <h1 class="mb-5 text-5xl md:text-7xl font-black gradient-text">
+                    河南国资能源集团重组
+                </h1>
+                <p class="mb-5 text-xl md:text-2xl">
+                    打造省级能源化工航母，重塑区域能源格局
+                </p>
+                <div class="flex flex-wrap justify-center gap-4 mt-8">
+                    <div class="stat glass-effect rounded-lg p-4">
+                        <div class="stat-title text-sm">重组规模</div>
+                        <div class="stat-value text-2xl font-bold">6家上市公司</div>
+                    </div>
+                    <div class="stat glass-effect rounded-lg p-4">
+                        <div class="stat-title text-sm">市场热度</div>
+                        <div class="stat-value text-2xl font-bold text-orange-400">7天6板</div>
+                    </div>
+                    <div class="stat glass-effect rounded-lg p-4">
+                        <div class="stat-title text-sm">核心逻辑</div>
+                        <div class="stat-value text-2xl font-bold text-green-400">政策驱动</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Navigation Tabs -->
+    <div class="sticky top-0 z-40 glass-effect border-b border-white/10">
+        <div class="container mx-auto px-4">
+            <div class="tabs tabs-boxed bg-transparent p-2">
+                <a href="#overview" class="tab tab-md tab-active">核心概览</a>
+                <a href="#timeline" class="tab tab-md">时间轴</a>
+                <a href="#logic" class="tab tab-md">核心逻辑</a>
+                <a href="#stocks" class="tab tab-md">核心公司</a>
+                <a href="#risks" class="tab tab-md">风险分析</a>
+                <a href="#insight" class="tab tab-md">投资启示</a>
+            </div>
+        </div>
+    </div>
+
+    <!-- Main Content -->
+    <div class="container mx-auto px-4 py-8">
+        
+        <!-- 核心概览 -->
+        <section id="overview" class="mb-12">
+            <h2 class="text-4xl font-bold mb-8 flex items-center">
+                <i class="fas fa-chart-line mr-4 text-yellow-400"></i>
+                核心概览
+            </h2>
+            
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="glass-effect rounded-2xl p-6 hover-scale">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center">
+                            <i class="fas fa-rocket text-white"></i>
+                        </div>
+                        <h3 class="text-xl font-bold ml-4">催化事件</h3>
+                    </div>
+                    <p class="text-gray-300">
+                        2025年9月25日，河南省委省政府决定对河南能源集团与平煤神马集团实施战略重组，打造能源化工航母
+                    </p>
+                    <div class="mt-4 text-sm text-yellow-400">
+                        <i class="fas fa-clock mr-2"></i>事件热度：极高
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 hover-scale">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-green-500 rounded-full flex items-center justify-center">
+                            <i class="fas fa-lightbulb text-white"></i>
+                        </div>
+                        <h3 class="text-xl font-bold ml-4">核心逻辑</h3>
+                    </div>
+                    <p class="text-gray-300">
+                        政策驱动下的国企改革，通过强强联合实现规模效应与产业链协同，提升资产证券化价值
+                    </p>
+                    <div class="mt-4 text-sm text-green-400">
+                        <i class="fas fa-arrow-up mr-2"></i>成长潜力：长期向好
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 hover-scale">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-red-500 rounded-full flex items-center justify-center">
+                            <i class="fas fa-exclamation-triangle text-white"></i>
+                        </div>
+                        <h3 class="text-xl font-bold ml-4">主要风险</h3>
+                    </div>
+                    <p class="text-gray-300">
+                        股价已严重透支预期，执行风险高，市场认知与专业分析存在巨大信息鸿沟
+                    </p>
+                    <div class="mt-4 text-sm text-red-400">
+                        <i class="fas fa-shield-alt mr-2"></i>风险等级：中高
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 时间轴 -->
+        <section id="timeline" class="mb-12">
+            <h2 class="text-4xl font-bold mb-8 flex items-center">
+                <i class="fas fa-calendar-alt mr-4 text-blue-400"></i>
+                关键时间轴
+            </h2>
+            
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 h-full w-1 bg-gradient-to-b from-blue-500 to-purple-500"></div>
+                
+                <div class="space-y-8">
+                    <div class="flex items-center justify-end md:justify-start md:odd:justify-end">
+                        <div class="glass-effect rounded-xl p-6 max-w-md hover-scale">
+                            <div class="flex items-center mb-2">
+                                <span class="timeline-dot w-3 h-3 bg-blue-500 rounded-full mr-3"></span>
+                                <span class="text-sm text-gray-400">2025年7月29日</span>
+                            </div>
+                            <h4 class="font-bold text-lg mb-2">改革序幕拉开</h4>
+                            <p class="text-gray-300 text-sm">
+                                河南省政府新闻发布会透露将推动河南国际合作集团与自然资源集团整合，组建河南港航集团
+                            </p>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center justify-start md:justify-start md:even:justify-start">
+                        <div class="glass-effect rounded-xl p-6 max-w-md hover-scale">
+                            <div class="flex items-center mb-2">
+                                <span class="timeline-dot w-3 h-3 bg-purple-500 rounded-full mr-3"></span>
+                                <span class="text-sm text-gray-400">2025年8月12日</span>
+                            </div>
+                            <h4 class="font-bold text-lg mb-2">国际集团成立</h4>
+                            <p class="text-gray-300 text-sm">
+                                中国河南国际集团重组成立，注册资本120亿元，定位为对外开放合作窗口
+                            </p>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center justify-end md:justify-start md:odd:justify-end">
+                        <div class="glass-effect rounded-xl p-6 max-w-md hover-scale neon-border">
+                            <div class="flex items-center mb-2">
+                                <span class="timeline-dot w-3 h-3 bg-red-500 rounded-full mr-3"></span>
+                                <span class="text-sm text-gray-400">2025年9月25日</span>
+                            </div>
+                            <h4 class="font-bold text-lg mb-2 text-red-400">核心催化</h4>
+                            <p class="text-gray-300 text-sm">
+                                河南省委省政府正式决定对河南能源集团与平煤神马集团实施战略重组
+                            </p>
+                            <div class="mt-2">
+                                <span class="badge badge-error">股价暴涨</span>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center justify-start md:justify-start md:even:justify-start">
+                        <div class="glass-effect rounded-xl p-6 max-w-md hover-scale">
+                            <div class="flex items-center mb-2">
+                                <span class="timeline-dot w-3 h-3 bg-green-500 rounded-full mr-3"></span>
+                                <span class="text-sm text-gray-400">2025年9月28日</span>
+                            </div>
+                            <h4 class="font-bold text-lg mb-2">实质推进</h4>
+                            <p class="text-gray-300 text-sm">
+                                审议通过战略重组工作计划，落实"三个承诺"保障职工权益
+                            </p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心逻辑 -->
+        <section id="logic" class="mb-12">
+            <h2 class="text-4xl font-bold mb-8 flex items-center">
+                <i class="fas fa-brain mr-4 text-purple-400"></i>
+                核心逻辑分析
+            </h2>
+            
+            <div class="grid md:grid-cols-2 gap-8">
+                <div class="glass-effect rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-blue-400">
+                        <i class="fas fa-flag mr-2"></i>政策驱动
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <p>国家"国企改革深化提升行动"的地方实践</p>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <p>河南省政府明确要求城投公司向产业投资公司转型</p>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <p>四川、重庆、宁夏等地同步推进，形成全国性改革浪潮</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-green-400">
+                        <i class="fas fa-chart-pie mr-2"></i>规模效应
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <p>重组后拥有6家上市公司，资产规模大幅提升</p>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <p>避免同业竞争，统一采购销售渠道</p>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                            <p>降低运营成本，提升整体盈利能力</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 md:col-span-2">
+                    <h3 class="text-2xl font-bold mb-4 text-yellow-400">
+                        <i class="fas fa-link mr-2"></i>产业链协同
+                    </h3>
+                    <div class="grid md:grid-cols-3 gap-4">
+                        <div class="bg-gradient-to-br from-gray-800 to-gray-700 rounded-lg p-4">
+                            <h4 class="font-bold mb-2">上游：煤炭开采</h4>
+                            <p class="text-sm text-gray-300">平煤股份、大有能源提供稳定现金流和原料基础</p>
+                        </div>
+                        <div class="bg-gradient-to-br from-gray-800 to-gray-700 rounded-lg p-4">
+                            <h4 class="font-bold mb-2">中游：基础化工</h4>
+                            <p class="text-sm text-gray-300">煤炭加工与气化，生产基础化工原料</p>
+                        </div>
+                        <div class="bg-gradient-to-br from-gray-800 to-gray-700 rounded-lg p-4">
+                            <h4 class="font-bold mb-2">下游：新材料</h4>
+                            <p class="text-sm text-gray-300">神马股份、硅烷科技向高附加值领域延伸</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <!-- 市场热度分析 -->
+            <div class="mt-8 glass-effect rounded-2xl p-6">
+                <h3 class="text-2xl font-bold mb-4 text-orange-400">
+                    <i class="fas fa-fire mr-2"></i>市场热度分析
+                </h3>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div>
+                        <h4 class="font-bold mb-3">股价表现</h4>
+                        <div class="space-y-2">
+                            <div class="flex justify-between items-center">
+                                <span>大有能源</span>
+                                <div class="flex items-center">
+                                    <div class="w-32 bg-gray-700 rounded-full h-2 mr-2">
+                                        <div class="bg-red-500 h-2 rounded-full chart-bar" style="width: 95%"></div>
+                                    </div>
+                                    <span class="text-red-400 font-bold">7天6板</span>
+                                </div>
+                            </div>
+                            <div class="flex justify-between items-center">
+                                <span>神马股份</span>
+                                <div class="flex items-center">
+                                    <div class="w-32 bg-gray-700 rounded-full h-2 mr-2">
+                                        <div class="bg-orange-500 h-2 rounded-full chart-bar" style="width: 100%"></div>
+                                    </div>
+                                    <span class="text-orange-400 font-bold">涨停</span>
+                                </div>
+                            </div>
+                            <div class="flex justify-between items-center">
+                                <span>易成新能</span>
+                                <div class="flex items-center">
+                                    <div class="w-32 bg-gray-700 rounded-full h-2 mr-2">
+                                        <div class="bg-orange-500 h-2 rounded-full chart-bar" style="width: 100%"></div>
+                                    </div>
+                                    <span class="text-orange-400 font-bold">涨停</span>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    <div>
+                        <h4 class="font-bold mb-3">预期差警示</h4>
+                        <div class="alert alert-warning">
+                            <i class="fas fa-exclamation-triangle mr-2"></i>
+                            <div>
+                                <p class="font-bold">市场vs研究</p>
+                                <p class="text-sm">路演数据"静默"表明专业分析界仍在观望，与市场狂热形成鲜明对比</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心公司表格 -->
+        <section id="stocks" class="mb-12">
+            <h2 class="text-4xl font-bold mb-8 flex items-center">
+                <i class="fas fa-building mr-4 text-green-400"></i>
+                核心上市公司
+            </h2>
+            
+            <div class="overflow-x-auto">
+                <table class="table w-full glass-effect rounded-2xl overflow-hidden">
+                    <thead>
+                        <tr class="bg-gradient-to-r from-blue-600 to-purple-600">
+                            <th class="text-white">股票名称</th>
+                            <th class="text-white">所属集团</th>
+                            <th class="text-white">行业</th>
+                            <th class="text-white">核心业务</th>
+                            <th class="text-white">竞争优势</th>
+                            <th class="text-white">重组逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="hover:bg-white/10 transition-colors">
+                            <td class="font-bold text-red-400">大有能源</td>
+                            <td><span class="badge badge-info">河南能源</span></td>
+                            <td>煤炭</td>
+                            <td>焦煤龙头</td>
+                            <td>2024年商品煤产量968万吨</td>
+                            <td>资产整合预期强烈，市场弹性最大</td>
+                        </tr>
+                        <tr class="hover:bg-white/10 transition-colors">
+                            <td class="font-bold">平煤股份</td>
+                            <td><span class="badge badge-info">平煤神马</span></td>
+                            <td>煤炭</td>
+                            <td>原煤/精煤生产</td>
+                            <td>2024年原煤产量2753万吨全国第一</td>
+                            <td>产业链基石，提供稳定现金流</td>
+                        </tr>
+                        <tr class="hover:bg-white/10 transition-colors">
+                            <td class="font-bold">神马股份</td>
+                            <td><span class="badge badge-info">平煤神马</span></td>
+                            <td>化工</td>
+                            <td>尼龙66</td>
+                            <td>产能亚洲第一、世界第五</td>
+                            <td>获得低成本原料，巩固龙头地位</td>
+                        </tr>
+                        <tr class="hover:bg-white/10 transition-colors">
+                            <td class="font-bold">硅烷科技</td>
+                            <td><span class="badge badge-info">平煤神马</span></td>
+                            <td>化工</td>
+                            <td>硅烷产品</td>
+                            <td>市占率32.56%，产能1500吨</td>
+                            <td>"硬科技"属性，想象空间大</td>
+                        </tr>
+                        <tr class="hover:bg-white/10 transition-colors">
+                            <td class="font-bold">易成新能</td>
+                            <td><span class="badge badge-info">平煤神马</span></td>
+                            <td>新能源</td>
+                            <td>石墨电极</td>
+                            <td>超高功率石墨电极打破国外垄断</td>
+                            <td>转型预期，获得资源支持</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+            
+            <!-- 公司卡片展示 -->
+            <div class="grid md:grid-cols-3 gap-6 mt-8">
+                <div class="stock-card glass-effect rounded-2xl p-6">
+                    <div class="flex justify-between items-start mb-4">
+                        <h3 class="text-xl font-bold">大有能源</h3>
+                        <span class="badge badge-error">高弹性</span>
+                    </div>
+                    <div class="text-sm space-y-2">
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">行业</span>
+                            <span>煤炭</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">产量</span>
+                            <span>968万吨</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">近期表现</span>
+                            <span class="text-red-400 font-bold">7天6板</span>
+                        </div>
+                    </div>
+                    <div class="mt-4 pt-4 border-t border-gray-700">
+                        <p class="text-xs text-gray-400">河南地区焦煤龙头，市场关注度最高</p>
+                    </div>
+                </div>
+                
+                <div class="stock-card glass-effect rounded-2xl p-6">
+                    <div class="flex justify-between items-start mb-4">
+                        <h3 class="text-xl font-bold">神马股份</h3>
+                        <span class="badge badge-success">龙头</span>
+                    </div>
+                    <div class="text-sm space-y-2">
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">行业</span>
+                            <span>化工</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">地位</span>
+                            <span>亚洲第一</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">产品</span>
+                            <span>尼龙66</span>
+                        </div>
+                    </div>
+                    <div class="mt-4 pt-4 border-t border-gray-700">
+                        <p class="text-xs text-gray-400">产业链向高附加值延伸的典范</p>
+                    </div>
+                </div>
+                
+                <div class="stock-card glass-effect rounded-2xl p-6">
+                    <div class="flex justify-between items-start mb-4">
+                        <h3 class="text-xl font-bold">硅烷科技</h3>
+                        <span class="badge badge-warning">硬科技</span>
+                    </div>
+                    <div class="text-sm space-y-2">
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">行业</span>
+                            <span>化工</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">市占率</span>
+                            <span>32.56%</span>
+                        </div>
+                        <div class="flex justify-between">
+                            <span class="text-gray-400">应用</span>
+                            <span>半导体/光伏</span>
+                        </div>
+                    </div>
+                    <div class="mt-4 pt-4 border-t border-gray-700">
+                        <p class="text-xs text-gray-400">符合新质生产力方向，成长空间大</p>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 风险分析 -->
+        <section id="risks" class="mb-12">
+            <h2 class="text-4xl font-bold mb-8 flex items-center">
+                <i class="fas fa-shield-alt mr-4 text-red-400"></i>
+                风险分析
+            </h2>
+            
+            <div class="grid md:grid-cols-2 gap-6">
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-red-500">
+                    <h3 class="text-xl font-bold mb-4 text-red-400">
+                        <i class="fas fa-exclamation-circle mr-2"></i>执行风险
+                    </h3>
+                    <p class="text-gray-300 mb-3">
+                        两大集团整合涉及复杂的资产、业务、人事和文化融合，历史上国企重组并非一帆风顺
+                    </p>
+                    <div class="bg-red-900/30 rounded-lg p-3">
+                        <p class="text-sm">
+                            <i class="fas fa-info-circle mr-2"></i>
+                            "三个承诺"虽维稳，但可能牺牲效率，导致"大而不强"
+                        </p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-orange-500">
+                    <h3 class="text-xl font-bold mb-4 text-orange-400">
+                        <i class="fas fa-chart-line mr-2"></i>估值风险
+                    </h3>
+                    <p class="text-gray-300 mb-3">
+                        以大有能源为代表的龙头股短期涨幅巨大，股价已严重透支未来多年的重组预期
+                    </p>
+                    <div class="bg-orange-900/30 rounded-lg p-3">
+                        <p class="text-sm">
+                            <i class="fas fa-info-circle mr-2"></i>
+                            一旦重组进展不及预期，股价将面临巨大回调压力
+                        </p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-yellow-500">
+                    <h3 class="text-xl font-bold mb-4 text-yellow-400">
+                        <i class="fas fa-chart-bar mr-2"></i>行业风险
+                    </h3>
+                    <p class="text-gray-300 mb-3">
+                        煤炭、化工行业产能过剩问题依然存在，行业竞争格局并未因重组而立即改变
+                    </p>
+                    <div class="bg-yellow-900/30 rounded-lg p-3">
+                        <p class="text-sm">
+                            <i class="fas fa-info-circle mr-2"></i>
+                            产品价格周期性波动对公司盈利影响较大
+                        </p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-purple-500">
+                    <h3 class="text-xl font-bold mb-4 text-purple-400">
+                        <i class="fas fa-info mr-2"></i>信息不对称
+                    </h3>
+                    <p class="text-gray-300 mb-3">
+                        新闻舆情与专业路演之间存在巨大信息鸿沟，市场认知可能存在偏差
+                    </p>
+                    <div class="bg-purple-900/30 rounded-lg p-3">
+                        <p class="text-sm">
+                            <i class="fas fa-info-circle mr-2"></i>
+                            市场的狂热与研究的冷静形成鲜明对比
+                        </p>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 投资启示 -->
+        <section id="insight" class="mb-12">
+            <h2 class="text-4xl font-bold mb-8 flex items-center">
+                <i class="fas fa-lightbulb mr-4 text-yellow-400"></i>
+                投资启示
+            </h2>
+            
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="grid md:grid-cols-2 gap-8">
+                    <div>
+                        <h3 class="text-2xl font-bold mb-4 text-green-400">
+                            <i class="fas fa-eye mr-2"></i>短期策略
+                        </h3>
+                        <div class="space-y-3">
+                            <div class="flex items-start">
+                                <i class="fas fa-times-circle text-red-400 mt-1 mr-3"></i>
+                                <p>不建议追高，当前估值已严重透支</p>
+                            </div>
+                            <div class="flex items-start">
+                                <i class="fas fa-exclamation-triangle text-yellow-400 mt-1 mr-3"></i>
+                                <p>适合短线交易者，风险极高</p>
+                            </div>
+                            <div class="flex items-start">
+                                <i class="fas fa-pause-circle text-blue-400 mt-1 mr-3"></i>
+                                <p>等待市场情绪降温，保持观望</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div>
+                        <h3 class="text-2xl font-bold mb-4 text-blue-400">
+                            <i class="fas fa-rocket mr-2"></i>长期布局
+                        </h3>
+                        <div class="space-y-3">
+                            <div class="flex items-start">
+                                <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                                <p>关注产业链整合逻辑纯粹的公司</p>
+                            </div>
+                            <div class="flex items-start">
+                                <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                                <p>神马股份、硅烷科技代表转型方向</p>
+                            </div>
+                            <div class="flex items-start">
+                                <i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
+                                <p>平煤股份等低估值龙头存在机会</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="mt-8 p-6 bg-gradient-to-r from-blue-900/50 to-purple-900/50 rounded-xl">
+                    <h4 class="text-xl font-bold mb-4 text-center">
+                        <i class="fas fa-search mr-2"></i>关键跟踪指标
+                    </h4>
+                    <div class="grid md:grid-cols-4 gap-4 text-center">
+                        <div class="bg-black/30 rounded-lg p-3">
+                            <i class="fas fa-file-alt text-2xl mb-2 text-blue-400"></i>
+                            <p class="text-sm font-bold">重组方案细节</p>
+                        </div>
+                        <div class="bg-black/30 rounded-lg p-3">
+                            <i class="fas fa-handshake text-2xl mb-2 text-green-400"></i>
+                            <p class="text-sm font-bold">协同效应量化</p>
+                        </div>
+                        <div class="bg-black/30 rounded-lg p-3">
+                            <i class="fas fa-chart-line text-2xl mb-2 text-yellow-400"></i>
+                            <p class="text-sm font-bold">新集团财务数据</p>
+                        </div>
+                        <div class="bg-black/30 rounded-lg p-3">
+                            <i class="fas fa-users text-2xl mb-2 text-purple-400"></i>
+                            <p class="text-sm font-bold">高层人事变动</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="mt-6 text-center">
+                    <p class="text-lg italic text-gray-300">
+                        "让市场的狂热情绪先过去，待重组路径清晰、价值脉络浮现后，<br>
+                        真正的投资者才能找到属于自己的机会。"
+                    </p>
+                </div>
+            </div>
+        </section>
+    </div>
+
+    <!-- Footer -->
+    <footer class="glass-effect border-t border-white/10 mt-12 py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="text-gray-400">
+                <i class="fas fa-chart-line mr-2"></i>
+                河南国资能源集团重组概念深度分析 | 数据更新时间：2025年10月
+            </p>
+            <p class="text-sm text-gray-500 mt-2">
+                投资有风险，入市需谨慎 | 本分析仅供参考，不构成投资建议
+            </p>
+        </div>
+    </footer>
+
+    <script>
+        // Tab switching functionality
+        document.querySelectorAll('.tab').forEach(tab => {
+            tab.addEventListener('click', function() {
+                document.querySelectorAll('.tab').forEach(t => t.classList.remove('tab-active'));
+                this.classList.add('tab-active');
+                
+                const targetId = this.getAttribute('href').substring(1);
+                const targetSection = document.getElementById(targetId);
+                if (targetSection) {
+                    targetSection.scrollIntoView({ behavior: 'smooth', block: 'start' });
+                }
+            });
+        });
+
+        // Intersection Observer for animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '0';
+                    entry.target.style.transform = 'translateY(20px)';
+                    setTimeout(() => {
+                        entry.target.style.transition = 'all 0.6s ease';
+                        entry.target.style.opacity = '1';
+                        entry.target.style.transform = 'translateY(0)';
+                    }, 100);
+                    observer.unobserve(entry.target);
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('section').forEach(section => {
+            observer.observe(section);
+        });
+
+        // Scroll progress indicator
+        window.addEventListener('scroll', () => {
+            const winScroll = document.body.scrollTop || document.documentElement.scrollTop;
+            const height = document.documentElement.scrollHeight - document.documentElement.clientHeight;
+            const scrolled = (winScroll / height) * 100;
+            
+            if (!document.getElementById('progressBar')) {
+                const progressBar = document.createElement('div');
+                progressBar.id = 'progressBar';
+                progressBar.style.cssText = 'position: fixed; top: 0; left: 0; width: 0%; height: 3px; background: linear-gradient(90deg, #3b82f6, #8b5cf6); z-index: 9999; transition: width 0.3s;';
+                document.body.appendChild(progressBar);
+            }
+            
+            document.getElementById('progressBar').style.width = scrolled + '%';
+        });
+    </script>
+</body>
+</html>

public/htmls/流感.html

@@ -0,0 +1,755 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>流感概念深度分析：全球疫情与产业机遇</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <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=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glass-morphism {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.18);
+        }
+        
+        .hover-scale {
+            transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+        }
+        
+        .hover-scale:hover {
+            transform: translateY(-4px);
+            box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
+        }
+        
+        .timeline-dot {
+            position: relative;
+        }
+        
+        .timeline-dot::after {
+            content: '';
+            position: absolute;
+            width: 2px;
+            background: #e5e7eb;
+            top: 24px;
+            left: 50%;
+            transform: translateX(-50%);
+            height: calc(100% - 24px);
+        }
+        
+        .timeline-item:last-child .timeline-dot::after {
+            display: none;
+        }
+        
+        .stock-table-container {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        @media (min-width: 768px) {
+            .stock-table-container {
+                overflow: visible;
+            }
+        }
+        
+        .fade-in {
+            animation: fadeIn 0.6s ease-in;
+        }
+        
+        @keyframes fadeIn {
+            from { opacity: 0; transform: translateY(20px); }
+            to { opacity: 1; transform: translateY(0); }
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% { transform: scale(1); opacity: 1; }
+            50% { transform: scale(1.1); opacity: 0.7; }
+        }
+        
+        .tab-active {
+            border-bottom: 3px solid #6366f1;
+            color: #6366f1;
+        }
+        
+        .risk-card {
+            background: linear-gradient(135deg, #fee2e2 0%, #fecaca 100%);
+        }
+        
+        .opportunity-card {
+            background: linear-gradient(135deg, #dcfce7 0%, #bbf7d0 100%);
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <div class="hero-gradient text-white py-20 px-6 relative overflow-hidden">
+        <div class="absolute inset-0 bg-black opacity-20"></div>
+        <div class="container mx-auto relative z-10">
+            <div class="text-center fade-in">
+                <div class="inline-flex items-center gap-2 bg-white/20 px-4 py-2 rounded-full mb-6">
+                    <span class="pulse-dot inline-block w-2 h-2 bg-red-400 rounded-full"></span>
+                    <span class="text-sm font-semibold">全球流感季异常活跃</span>
+                </div>
+                <h1 class="text-5xl md:text-6xl font-bold mb-6">流感概念深度分析</h1>
+                <p class="text-xl md:text-2xl mb-8 max-w-4xl mx-auto">从全球疫情蔓延到创新药商业化爆发，产业链投资机会全景透视</p>
+                <div class="flex flex-wrap justify-center gap-4 text-sm">
+                    <div class="glass-morphism text-gray-800 px-6 py-3 rounded-lg">
+                        <i class="fas fa-virus mr-2"></i> H3N2变异株主导
+                    </div>
+                    <div class="glass-morphism text-gray-800 px-6 py-3 rounded-lg">
+                        <i class="fas fa-chart-line mr-2"></i> 季节提前5周
+                    </div>
+                    <div class="glass-morphism text-gray-800 px-6 py-3 rounded-lg">
+                        <i class="fas fa-pills mr-2"></i> 新药商业化窗口
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Key Metrics -->
+    <div class="container mx-auto px-6 -mt-10 relative z-20">
+        <div class="grid grid-cols-1 md:grid-cols-4 gap-6 mb-12">
+            <div class="bg-white rounded-xl shadow-lg p-6 hover-scale">
+                <div class="flex items-center justify-between mb-4">
+                    <div class="bg-indigo-100 p-3 rounded-lg">
+                        <i class="fas fa-globe text-indigo-600 text-xl"></i>
+                    </div>
+                    <span class="text-xs text-gray-500 font-semibold">+127%</span>
+                </div>
+                <h3 class="text-2xl font-bold text-gray-800">全球爆发</h3>
+                <p class="text-gray-600 mt-1">日本/美国/澳门全面进入高峰期</p>
+            </div>
+            
+            <div class="bg-white rounded-xl shadow-lg p-6 hover-scale">
+                <div class="flex items-center justify-between mb-4">
+                    <div class="bg-red-100 p-3 rounded-lg">
+                        <i class="fas fa-virus text-red-600 text-xl"></i>
+                    </div>
+                    <span class="text-xs text-red-500 font-semibold">H3N2</span>
+                </div>
+                <h3 class="text-2xl font-bold text-gray-800">毒株变异</h3>
+                <p class="text-gray-600 mt-1">较H1N1症状更重持续时间更长</p>
+            </div>
+            
+            <div class="bg-white rounded-xl shadow-lg p-6 hover-scale">
+                <div class="flex items-center justify-between mb-4">
+                    <div class="bg-green-100 p-3 rounded-lg">
+                        <i class="fas fa-flask text-green-600 text-xl"></i>
+                    </div>
+                    <span class="text-xs text-gray-500 font-semibold">创新药</span>
+                </div>
+                <h3 class="text-2xl font-bold text-gray-800">3+新药</h3>
+                <p class="text-gray-600 mt-1">RNA聚合酶抑制剂/PA抑制剂上市</p>
+            </div>
+            
+            <div class="bg-white rounded-xl shadow-lg p-6 hover-scale">
+                <div class="flex items-center justify-between mb-4">
+                    <div class="bg-yellow-100 p-3 rounded-lg">
+                        <i class="fas fa-chart-bar text-yellow-600 text-xl"></i>
+                    </div>
+                    <span class="text-xs text-gray-500 font-semibold">50亿+</span>
+                </div>
+                <h3 class="text-2xl font-bold text-gray-800">市场空间</h3>
+                <p class="text-gray-600 mt-1">国内抗流感用药市场规模</p>
+            </div>
+        </div>
+    </div>
+
+    <!-- Tab Navigation -->
+    <div class="container mx-auto px-6 mb-8">
+        <div class="flex flex-wrap gap-2 justify-center md:justify-start" role="tablist">
+            <button onclick="switchTab('overview')" class="tab-btn tab-active px-6 py-3 font-semibold transition-all" role="tab" data-tab="overview">
+                核心洞察
+            </button>
+            <button onclick="switchTab('timeline')" class="tab-btn px-6 py-3 font-semibold text-gray-600 hover:text-gray-900 transition-all" role="tab" data-tab="timeline">
+                事件脉络
+            </button>
+            <button onclick="switchTab('chain')" class="tab-btn px-6 py-3 font-semibold text-gray-600 hover:text-gray-900 transition-all" role="tab" data-tab="chain">
+                产业链图谱
+            </button>
+            <button onclick="switchTab('stocks')" class="tab-btn px-6 py-3 font-semibold text-gray-600 hover:text-gray-900 transition-all" role="tab" data-tab="stocks">
+                核心标的
+            </button>
+            <button onclick="switchTab('risk')" class="tab-btn px-6 py-3 font-semibold text-gray-600 hover:text-gray-900 transition-all" role="tab" data-tab="risk">
+                风险提示
+            </button>
+        </div>
+    </div>
+
+    <!-- Tab Content -->
+    <div class="container mx-auto px-6 pb-20">
+        <!-- Overview Tab -->
+        <div id="overview" class="tab-content fade-in">
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-12">
+                <div class="bg-white rounded-xl shadow-lg p-8">
+                    <h3 class="text-2xl font-bold mb-6 text-gray-800">
+                        <i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心驱动力
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="flex items-start gap-3">
+                            <span class="bg-indigo-100 text-indigo-600 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 font-bold text-sm">1</span>
+                            <div>
+                                <h4 class="font-semibold text-gray-800">需求超预期爆发</h4>
+                                <p class="text-gray-600 text-sm mt-1">流感季提前5周+H3N2变异株导致症状更重，门急诊阳性率跃居第一</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <span class="bg-indigo-100 text-indigo-600 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 font-bold text-sm">2</span>
+                            <div>
+                                <h4 class="font-semibold text-gray-800">供给技术迭代</h4>
+                                <p class="text-gray-600 text-sm mt-1">RNA聚合酶抑制剂/PA抑制剂替代传统神经氨酸酶抑制剂</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start gap-3">
+                            <span class="bg-indigo-100 text-indigo-600 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 font-bold text-sm">3</span>
+                            <div>
+                                <h4 class="font-semibold text-gray-800">政策+流感双催化</h4>
+                                <p class="text-gray-600 text-sm mt-1">中药创新支持+流感需求共振，板块估值修复</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-white rounded-xl shadow-lg p-8">
+                    <h3 class="text-2xl font-bold mb-6 text-gray-800">
+                        <i class="fas fa-chart-line text-green-500 mr-3"></i>市场预期差
+                    </h3>
+                    <div class="space-y-4">
+                        <div class="border-l-4 border-red-500 pl-4">
+                            <h4 class="font-semibold text-gray-800">检测价值被低估</h4>
+                            <p class="text-gray-600 text-sm mt-1">联检产品（流感+新冠+RSV）在多病原体共存背景下需求激增</p>
+                        </div>
+                        <div class="border-l-4 border-yellow-500 pl-4">
+                            <h4 class="font-semibold text-gray-800">商业化进度过乐观</h4>
+                            <p class="text-gray-600 text-sm mt-1">新药从NDA到放量需1-2年，医保谈判价格存在不确定性</p>
+                        </div>
+                        <div class="border-l-4 border-blue-500 pl-4">
+                            <h4 class="font-semibold text-gray-800">中药逻辑定性模糊</h4>
+                            <p class="text-gray-600 text-sm mt-1">中药主要缓解症状，与特效药逻辑存在本质差异</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl shadow-lg p-8 text-white">
+                <h3 class="text-2xl font-bold mb-6">投资启示</h3>
+                <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                    <div class="bg-white/20 rounded-lg p-4">
+                        <i class="fas fa-trophy text-3xl mb-3"></i>
+                        <h4 class="font-bold text-lg mb-2">首选创新药</h4>
+                        <p class="text-sm opacity-90">众生药业(昂拉地韦)作为RNA聚合酶抑制剂龙头，商业化进度是关键跟踪指标</p>
+                    </div>
+                    <div class="bg-white/20 rounded-lg p-4">
+                        <i class="fas fa-microscope text-3xl mb-3"></i>
+                        <h4 class="font-bold text-lg mb-2">次选检测服务</h4>
+                        <p class="text-sm opacity-90">英诺特联检产品壁垒高，2023年一季度增长超200%</p>
+                    </div>
+                    <div class="bg-white/20 rounded-lg p-4">
+                        <i class="fas fa-pills text-3xl mb-3"></i>
+                        <h4 class="font-bold text-lg mb-2">弹性标的</h4>
+                        <p class="text-sm opacity-90">华润三九、济川药业等OTC企业享阶段性业绩增厚</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Timeline Tab -->
+        <div id="timeline" class="tab-content hidden fade-in">
+            <div class="bg-white rounded-xl shadow-lg p-8">
+                <h3 class="text-2xl font-bold mb-8 text-gray-800">
+                    <i class="fas fa-history text-blue-500 mr-3"></i>疫情发展脉络
+                </h3>
+                <div class="space-y-8">
+                    <div class="timeline-item flex items-start gap-6">
+                        <div class="timeline-dot bg-red-100 rounded-full p-3 flex-shrink-0">
+                            <i class="fas fa-exclamation-triangle text-red-600"></i>
+                        </div>
+                        <div class="flex-1">
+                            <div class="flex items-center gap-3 mb-2">
+                                <span class="bg-red-100 text-red-700 px-3 py-1 rounded-full text-sm font-semibold">2025年10月</span>
+                                <h4 class="font-bold text-lg">海外预警爆发</h4>
+                            </div>
+                            <p class="text-gray-600 mb-3">日本流感季比去年提前5周爆发，H3N2变异株引发跨国传播危机</p>
+                            <div class="bg-gray-50 rounded-lg p-4">
+                                <p class="text-sm text-gray-700"><strong>市场反应：</strong>10月21日抗流感概念异动拉升，特一药业直线涨停</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="timeline-item flex items-start gap-6">
+                        <div class="timeline-dot bg-orange-100 rounded-full p-3 flex-shrink-0">
+                            <i class="fas fa-chart-line text-orange-600"></i>
+                        </div>
+                        <div class="flex-1">
+                            <div class="flex items-center gap-3 mb-2">
+                                <span class="bg-orange-100 text-orange-700 px-3 py-1 rounded-full text-sm font-semibold">2025年11月</span>
+                                <h4 class="font-bold text-lg">国内全面蔓延</h4>
+                            </div>
+                            <p class="text-gray-600 mb-3">我国绝大多数省份进入流感流行期，病毒阳性率首次跃居第一</p>
+                            <div class="bg-gray-50 rounded-lg p-4">
+                                <p class="text-sm text-gray-700"><strong>产业响应：</strong>奥司他韦药企启动7*24小时不间断生产</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="timeline-item flex items-start gap-6">
+                        <div class="timeline-dot bg-purple-100 rounded-full p-3 flex-shrink-0">
+                            <i class="fas fa-globe-asia text-purple-600"></i>
+                        </div>
+                        <div class="flex-1">
+                            <div class="flex items-center gap-3 mb-2">
+                                <span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm font-semibold">2025年1-2月</span>
+                                <h4 class="font-bold text-lg">全球共振高峰</h4>
+                            </div>
+                            <p class="text-gray-600 mb-3">澳门进入流感高峰期，美国感染水平达2009年以来最高</p>
+                            <div class="bg-gray-50 rounded-lg p-4">
+                                <p class="text-sm text-gray-700"><strong>数据验证：</strong>美国累计死亡病例超1.3万，45个州处于"高"或"非常高"水平</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Industry Chain Tab -->
+        <div id="chain" class="tab-content hidden fade-in">
+            <div class="grid grid-cols-1 lg:grid-cols-3 gap-6 mb-8">
+                <div class="bg-gradient-to-br from-blue-50 to-indigo-100 rounded-xl p-6">
+                    <div class="flex items-center gap-3 mb-4">
+                        <div class="bg-blue-500 text-white rounded-lg p-3">
+                            <i class="fas fa-flask text-xl"></i>
+                        </div>
+                        <h3 class="text-xl font-bold text-gray-800">上游原料药</h3>
+                    </div>
+                    <ul class="space-y-2 text-sm text-gray-700">
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-check-circle text-blue-500"></i>
+                            博瑞医药(奥司他韦)
+                        </li>
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-check-circle text-blue-500"></i>
+                            精华制药(玛巴洛沙韦)
+                        </li>
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-check-circle text-blue-500"></i>
+                            普洛药业(抗病毒API)
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="bg-gradient-to-br from-green-50 to-emerald-100 rounded-xl p-6">
+                    <div class="flex items-center gap-3 mb-4">
+                        <div class="bg-green-500 text-white rounded-lg p-3">
+                            <i class="fas fa-pills text-xl"></i>
+                        </div>
+                        <h3 class="text-xl font-bold text-gray-800">中游药品制造</h3>
+                    </div>
+                    <ul class="space-y-2 text-sm text-gray-700">
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-star text-yellow-500"></i>
+                            <strong>创新药：</strong>众生药业、济川药业
+                        </li>
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-star text-yellow-500"></i>
+                            <strong>疫苗：</strong>华兰疫苗、百克生物
+                        </li>
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-star text-yellow-500"></i>
+                            <strong>中药：</strong>华润三九、以岭药业
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="bg-gradient-to-br from-purple-50 to-pink-100 rounded-xl p-6">
+                    <div class="flex items-center gap-3 mb-4">
+                        <div class="bg-purple-500 text-white rounded-lg p-3">
+                            <i class="fas fa-microscope text-xl"></i>
+                        </div>
+                        <h3 class="text-xl font-bold text-gray-800">检测与流通</h3>
+                    </div>
+                    <ul class="space-y-2 text-sm text-gray-700">
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-vial text-purple-500"></i>
+                            英诺特(联检产品)
+                        </li>
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-vial text-purple-500"></i>
+                            博拓生物(抗原检测)
+                        </li>
+                        <li class="flex items-center gap-2">
+                            <i class="fas fa-store text-purple-500"></i>
+                            零售药店/医院终端
+                        </li>
+                    </ul>
+                </div>
+            </div>
+            
+            <div class="bg-white rounded-xl shadow-lg p-8">
+                <h3 class="text-2xl font-bold mb-6 text-gray-800">核心玩家对比</h3>
+                <div class="overflow-x-auto">
+                    <table class="w-full">
+                        <thead>
+                            <tr class="border-b-2 border-gray-200">
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700">公司</th>
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700">核心产品</th>
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700">核心优势</th>
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700">潜在风险</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="py-3 px-4">
+                                    <div class="flex items-center gap-2">
+                                        <span class="bg-red-100 text-red-700 px-2 py-1 rounded text-xs font-bold">领导者</span>
+                                        众生药业
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">昂拉地韦( RNA聚合酶抑制剂)</td>
+                                <td class="py-3 px-4">国内首个，III期数据优，商业化准备充分</td>
+                                <td class="py-3 px-4">商业化进度不及预期，医保降价压力</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="py-3 px-4">
+                                    <div class="flex items-center gap-2">
+                                        <span class="bg-blue-100 text-blue-700 px-2 py-1 rounded text-xs font-bold">追赶者</span>
+                                        健康元
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">玛巴洛沙韦仿制药</td>
+                                <td class="py-3 px-4">依托丽珠销售网络，市场教育成本低</td>
+                                <td class="py-3 px-4">III期数据待验证，上市时间落后</td>
+                            </tr>
+                            <tr class="hover:bg-gray-50">
+                                <td class="py-3 px-4">
+                                    <div class="flex items-center gap-2">
+                                        <span class="bg-green-100 text-green-700 px-2 py-1 rounded text-xs font-bold">卖铲人</span>
+                                        英诺特
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">流感+新冠+RSV联检</td>
+                                <td class="py-3 px-4">联检产品壁垒高，2023Q1增长超200%</td>
+                                <td class="py-3 px-4">业务季节性强，竞争格局变化</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+
+        <!-- Stocks Tab -->
+        <div id="stocks" class="tab-content hidden fade-in">
+            <div class="bg-white rounded-xl shadow-lg overflow-hidden">
+                <div class="bg-gradient-to-r from-indigo-500 to-purple-600 text-white p-6">
+                    <h3 class="text-2xl font-bold">核心股票池</h3>
+                    <p class="mt-2 opacity-90">产业链核心标的全面覆盖</p>
+                </div>
+                <div class="stock-table-container">
+                    <table class="w-full">
+                        <thead class="bg-gray-50">
+                            <tr>
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700 sticky left-0 bg-gray-50">股票名称</th>
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700">分类</th>
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700">核心项目</th>
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700">产业链环节</th>
+                                <th class="text-left py-3 px-4 font-semibold text-gray-700">投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b hover:bg-indigo-50 transition-colors">
+                                <td class="py-3 px-4 font-medium sticky left-0 bg-white">
+                                    <div class="flex items-center gap-2">
+                                        <span class="w-2 h-2 bg-green-500 rounded-full"></span>
+                                        百克生物
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">疫苗</td>
+                                <td class="py-3 px-4">流感疫苗</td>
+                                <td class="py-3 px-4">疫苗研发生产</td>
+                                <td class="py-3 px-4 text-sm">国内独家经鼻喷方式接种的流感减毒活疫苗</td>
+                            </tr>
+                            <tr class="border-b hover:bg-indigo-50 transition-colors">
+                                <td class="py-3 px-4 font-medium sticky left-0 bg-white">
+                                    <div class="flex items-center gap-2">
+                                        <span class="w-2 h-2 bg-green-500 rounded-full"></span>
+                                        华兰疫苗
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">疫苗</td>
+                                <td class="py-3 px-4">四价流感疫苗</td>
+                                <td class="py-3 px-4">疫苗研发生产</td>
+                                <td class="py-3 px-4 text-sm">具备年产1亿剂四价流感疫苗产能，批签发数量居国内前列</td>
+                            </tr>
+                            <tr class="border-b hover:bg-indigo-50 transition-colors">
+                                <td class="py-3 px-4 font-medium sticky left-0 bg-white">
+                                    <div class="flex items-center gap-2">
+                                        <span class="w-2 h-2 bg-red-500 rounded-full"></span>
+                                        众生药业
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">抗病毒化学药</td>
+                                <td class="py-3 px-4">昂拉地韦</td>
+                                <td class="py-3 px-4">抗病毒药物研发</td>
+                                <td class="py-3 px-4 text-sm">国内首个RNA聚合酶抑制剂，III期临床数据优异，商业化在即</td>
+                            </tr>
+                            <tr class="border-b hover:bg-indigo-50 transition-colors">
+                                <td class="py-3 px-4 font-medium sticky left-0 bg-white">
+                                    <div class="flex items-center gap-2">
+                                        <span class="w-2 h-2 bg-red-500 rounded-full"></span>
+                                        济川药业
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">1类创新药</td>
+                                <td class="py-3 px-4">济川舒清</td>
+                                <td class="py-3 px-4">创新药研发</td>
+                                <td class="py-3 px-4 text-sm">2025年7月玛硒洛沙韦获批上市，抢占新一代抗流感市场</td>
+                            </tr>
+                            <tr class="border-b hover:bg-indigo-50 transition-colors">
+                                <td class="py-3 px-4 font-medium sticky left-0 bg-white">
+                                    <div class="flex items-center gap-2">
+                                        <span class="w-2 h-2 bg-yellow-500 rounded-full"></span>
+                                        英诺特
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">体外诊断</td>
+                                <td class="py-3 px-4">联检产品</td>
+                                <td class="py-3 px-4">诊断试剂</td>
+                                <td class="py-3 px-4 text-sm">流感+新冠+RSV联检产品需求激增，2023Q1增长超200%</td>
+                            </tr>
+                            <tr class="border-b hover:bg-indigo-50 transition-colors">
+                                <td class="py-3 px-4 font-medium sticky left-0 bg-white">
+                                    <div class="flex items-center gap-2">
+                                        <span class="w-2 h-2 bg-green-500 rounded-full"></span>
+                                        华润三九
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">中成药抗病毒</td>
+                                <td class="py-3 px-4">感冒灵颗粒</td>
+                                <td class="py-3 px-4">中成药生产</td>
+                                <td class="py-3 px-4 text-sm">2025年感冒类中成药零售市场占有率约28%</td>
+                            </tr>
+                            <tr class="border-b hover:bg-indigo-50 transition-colors">
+                                <td class="py-3 px-4 font-medium sticky left-0 bg-white">
+                                    <div class="flex items-center gap-2">
+                                        <span class="w-2 h-2 bg-green-500 rounded-full"></span>
+                                        金石亚药
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">抗病毒化学药</td>
+                                <td class="py-3 px-4">快克</td>
+                                <td class="py-3 px-4">抗病毒药物生产</td>
+                                <td class="py-3 px-4 text-sm">国内感冒药一线品牌，磷酸奥司他韦胶囊研发中</td>
+                            </tr>
+                            <tr class="border-b hover:bg-indigo-50 transition-colors">
+                                <td class="py-3 px-4 font-medium sticky left-0 bg-white">
+                                    <div class="flex items-center gap-2">
+                                        <span class="w-2 h-2 bg-blue-500 rounded-full"></span>
+                                        博瑞医药
+                                    </div>
+                                </td>
+                                <td class="py-3 px-4">抗病毒化学药</td>
+                                <td class="py-3 px-4">奥司他韦</td>
+                                <td class="py-3 px-4">抗病毒药物生产</td>
+                                <td class="py-3 px-4 text-sm">奥司他韦原料药和制剂研发，受益于需求增长</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-8">
+                <div class="opportunity-card rounded-xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-green-800">
+                        <i class="fas fa-arrow-up mr-2"></i>催化剂追踪
+                    </h3>
+                    <ul class="space-y-2 text-green-700">
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-check-circle mt-1"></i>
+                            <span>众生药业昂拉地韦NDA获批及医保谈判</span>
+                        </li>
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-check-circle mt-1"></i>
+                            <span>中国疾控中心每周流感监测数据</span>
+                        </li>
+                        <li class="flex items-start gap-2">
+                            <i class="fas fa-check-circle mt-1"></i>
+                            <span>相关公司季度业绩超预期</span>
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="bg-gray-100 rounded-xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-gray-800">
+                        <i class="fas fa-chart-pie mr-2"></i>配置建议
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-700">创新药龙头</span>
+                            <div class="flex gap-1">
+                                <div class="w-20 h-2 bg-red-500 rounded"></div>
+                                <span class="text-sm text-gray-600 ml-2">60%</span>
+                            </div>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-700">检测服务商</span>
+                            <div class="flex gap-1">
+                                <div class="w-12 h-2 bg-blue-500 rounded"></div>
+                                <span class="text-sm text-gray-600 ml-2">30%</span>
+                            </div>
+                        </div>
+                        <div class="flex items-center justify-between">
+                            <span class="text-gray-700">周期性标的</span>
+                            <div class="flex gap-1">
+                                <div class="w-3 h-2 bg-green-500 rounded"></div>
+                                <span class="text-sm text-gray-600 ml-2">10%</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Risk Tab -->
+        <div id="risk" class="tab-content hidden fade-in">
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
+                <div class="risk-card rounded-xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-red-800">
+                        <i class="fas fa-exclamation-triangle mr-2"></i>核心风险
+                    </h3>
+                    <div class="space-y-4">
+                        <div>
+                            <h4 class="font-semibold text-red-700 mb-2">技术风险</h4>
+                            <p class="text-sm text-red-600">新药上市后可能发现新的安全性问题，研发失败风险始终存在</p>
+                        </div>
+                        <div>
+                            <h4 class="font-semibold text-red-700 mb-2">商业化风险</h4>
+                            <p class="text-sm text-red-600">医保谈判降价压力大，医生处方习惯培养需要时间</p>
+                        </div>
+                        <div>
+                            <h4 class="font-semibold text-red-700 mb-2">竞争风险</h4>
+                            <p class="text-sm text-red-600">同一靶点众多追随者将导致未来价格战</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-yellow-50 rounded-xl p-6">
+                    <h3 class="text-xl font-bold mb-4 text-yellow-800">
+                        <i class="fas fa-clock mr-2"></i>关键验证节点
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="bg-white rounded-lg p-3">
+                            <p class="text-sm font-semibold">2025年Q4</p>
+                            <p class="text-xs text-gray-600">众生药业昂拉地韦NDA获批</p>
+                        </div>
+                        <div class="bg-white rounded-lg p-3">
+                            <p class="text-sm font-semibold">2026年Q1</p>
+                            <p class="text-xs text-gray-600">健康元玛巴洛沙韦III期数据读出</p>
+                        </div>
+                        <div class="bg-white rounded-lg p-3">
+                            <p class="text-sm font-semibold">持续跟踪</p>
+                            <p class="text-xs text-gray-600">疾控中心每周流感监测数据</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="bg-gradient-to-r from-gray-700 to-gray-900 rounded-xl p-8 text-white">
+                <h3 class="text-2xl font-bold mb-4">综合结论</h3>
+                <p class="mb-4">流感概念正处于从事件驱动向基本面驱动的关键过渡期，未来分化将取决于：</p>
+                <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                    <div class="bg-white/20 rounded-lg p-4">
+                        <i class="fas fa-microscope text-2xl mb-2"></i>
+                        <h4 class="font-bold">创新药商业化成色</h4>
+                    </div>
+                    <div class="bg-white/20 rounded-lg p-4">
+                        <i class="fas fa-chart-line text-2xl mb-2"></i>
+                        <h4 class="font-bold">业绩兑现能力</h4>
+                    </div>
+                    <div class="bg-white/20 rounded-lg p-4">
+                        <i class="fas fa-shield-alt text-2xl mb-2"></i>
+                        <h4 class="font-bold">产业链壁垒深度</h4>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-8 px-6 mt-20">
+        <div class="container mx-auto text-center">
+            <p class="text-gray-400">本分析基于公开信息整理，不构成投资建议</p>
+            <p class="text-sm text-gray-500 mt-2">数据来源：新闻、路演、insight及股票数据 | 更新时间：2025年11月</p>
+        </div>
+    </footer>
+
+    <script>
+        // Tab switching functionality
+        function switchTab(tabName) {
+            // Hide all content
+            document.querySelectorAll('.tab-content').forEach(content => {
+                content.classList.add('hidden');
+            });
+            
+            // Remove active class from all buttons
+            document.querySelectorAll('.tab-btn').forEach(btn => {
+                btn.classList.remove('tab-active', 'text-indigo-600');
+                btn.classList.add('text-gray-600');
+            });
+            
+            // Show selected content
+            document.getElementById(tabName).classList.remove('hidden');
+            
+            // Add active class to clicked button
+            const activeBtn = document.querySelector(`[data-tab="${tabName}"]`);
+            activeBtn.classList.add('tab-active');
+            activeBtn.classList.remove('text-gray-600');
+        }
+        
+        // Smooth scroll for anchor links
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({ behavior: 'smooth', block: 'start' });
+                }
+            });
+        });
+        
+        // Add fade-in animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+        
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.classList.add('fade-in');
+                }
+            });
+        }, observerOptions);
+        
+        document.querySelectorAll('.hover-scale').forEach(el => {
+            observer.observe(el);
+        });
+    </script>
+</body>
+</html>

public/htmls/海事反制.html

@@ -0,0 +1,538 @@
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>海事反制概念深度分析 - 金融视角与投资策略</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <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=Inter:wght@300;400;500;600;700&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .timeline-item {
+            position: relative;
+            padding-left: 40px;
+            padding-bottom: 30px;
+        }
+        
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: 9px;
+            top: 24px;
+            bottom: -14px;
+            width: 2px;
+            background: linear-gradient(to bottom, #3b82f6, transparent);
+        }
+        
+        .timeline-item:last-child::before {
+            display: none;
+        }
+        
+        .timeline-dot {
+            position: absolute;
+            left: 0;
+            top: 8px;
+            width: 20px;
+            height: 20px;
+            border-radius: 50%;
+            background: #3b82f6;
+            border: 3px solid white;
+            box-shadow: 0 2px 8px rgba(59, 130, 246, 0.5);
+        }
+        
+        .hover-scale {
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+        
+        .hover-scale:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .stock-row:hover {
+            background: linear-gradient(90deg, rgba(99, 102, 241, 0.1) 0%, transparent 100%);
+        }
+        
+        @keyframes float {
+            0%, 100% { transform: translateY(0px); }
+            50% { transform: translateY(-10px); }
+        }
+        
+        .float-animation {
+            animation: float 3s ease-in-out infinite;
+        }
+        
+        .industry-card {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            transition: all 0.3s ease;
+        }
+        
+        .industry-card:hover {
+            transform: scale(1.05);
+            box-shadow: 0 15px 40px rgba(102, 126, 234, 0.4);
+        }
+        
+        .risk-badge {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { transform: scale(1); }
+            50% { transform: scale(1.05); }
+            100% { transform: scale(1); }
+        }
+    </style>
+</head>
+<body>
+    <!-- 顶部导航 -->
+    <div class="glass-effect sticky top-0 z-50 shadow-lg">
+        <div class="container mx-auto px-4 py-4">
+            <div class="flex items-center justify-between">
+                <div class="flex items-center space-x-4">
+                    <i class="fas fa-ship text-3xl text-indigo-600"></i>
+                    <div>
+                        <h1 class="text-2xl font-bold gradient-text">海事反制概念</h1>
+                        <p class="text-sm text-gray-600">深度金融分析与投资策略</p>
+                    </div>
+                </div>
+                <div class="flex items-center space-x-2">
+                    <span class="badge badge-info">更新时间: 2025.10.14</span>
+                    <span class="badge badge-warning">政策落地期</span>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 主内容区 -->
+    <div class="container mx-auto px-4 py-8">
+        <!-- 核心观点卡片 -->
+        <div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
+            <div class="glass-effect rounded-2xl p-6 hover-scale">
+                <div class="flex items-center mb-4">
+                    <div class="w-12 h-12 bg-gradient-to-br from-blue-500 to-purple-600 rounded-full flex items-center justify-center float-animation">
+                        <i class="fas fa-chart-line text-white"></i>
+                    </div>
+                    <h3 class="ml-4 text-lg font-semibold">投资评级</h3>
+                </div>
+                <p class="text-3xl font-bold text-indigo-600 mb-2">强烈推荐</p>
+                <p class="text-sm text-gray-600">政策驱动+基本面支撑，短期弹性大，长期逻辑坚实</p>
+            </div>
+            
+            <div class="glass-effect rounded-2xl p-6 hover-scale">
+                <div class="flex items-center mb-4">
+                    <div class="w-12 h-12 bg-gradient-to-br from-green-500 to-teal-600 rounded-full flex items-center justify-center float-animation" style="animation-delay: 0.5s;">
+                        <i class="fas fa-rocket text-white"></i>
+                    </div>
+                    <h3 class="ml-4 text-lg font-semibold">核心驱动力</h3>
+                </div>
+                <ul class="text-sm space-y-1">
+                    <li><i class="fas fa-check-circle text-green-500 mr-2"></i>地缘政治博弈</li>
+                    <li><i class="fas fa-check-circle text-green-500 mr-2"></i>贸易话语权争夺</li>
+                    <li><i class="fas fa-check-circle text-green-500 mr-2"></i>产业竞争优势</li>
+                </ul>
+            </div>
+            
+            <div class="glass-effect rounded-2xl p-6 hover-scale">
+                <div class="flex items-center mb-4">
+                    <div class="w-12 h-12 bg-gradient-to-br from-orange-500 to-red-600 rounded-full flex items-center justify-center float-animation" style="animation-delay: 1s;">
+                        <i class="fas fa-exclamation-triangle text-white"></i>
+                    </div>
+                    <h3 class="ml-4 text-lg font-semibold">风险等级</h3>
+                </div>
+                <div class="flex items-center justify-between">
+                    <p class="text-2xl font-bold text-orange-600">中高</p>
+                    <div class="flex space-x-1">
+                        <div class="w-8 h-2 bg-orange-500 rounded"></div>
+                        <div class="w-8 h-2 bg-orange-500 rounded"></div>
+                        <div class="w-8 h-2 bg-orange-500 rounded"></div>
+                        <div class="w-8 h-2 bg-gray-300 rounded"></div>
+                    </div>
+                </div>
+                <p class="text-sm text-gray-600 mt-2">需警惕政策反复与贸易下滑风险</p>
+            </div>
+        </div>
+
+        <!-- 时间线 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-clock-rotate-left mr-3 text-indigo-600"></i>
+                关键事件演进
+            </h2>
+            <div class="timeline">
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="glass-effect rounded-lg p-4">
+                        <h4 class="font-semibold text-indigo-600">2023年起 - 长期背景</h4>
+                        <p class="text-sm text-gray-600 mt-1">IMO与欧盟绿色减排法规构成"绿色壁垒"，对中国构成长期挑战</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="glass-effect rounded-lg p-4">
+                        <h4 class="font-semibold text-indigo-600">2024年4月 - 冲突发酵</h4>
+                        <p class="text-sm text-gray-600 mt-1">美国正式启动针对中国造船、海事物流的301调查</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot"></div>
+                    <div class="glass-effect rounded-lg p-4">
+                        <h4 class="font-semibold text-indigo-600">2025年4月 - 反制酝酿</h4>
+                        <p class="text-sm text-gray-600 mt-1">中国决定对韩华海洋采取反制措施</p>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-dot bg-red-500"></div>
+                    <div class="glass-effect rounded-lg p-4 border-2 border-red-200">
+                        <h4 class="font-semibold text-red-600">2025年10月14日 - 巅峰对峙</h4>
+                        <p class="text-sm text-gray-600 mt-1">中美双方海事反制措施同步正式生效，进入实质性执行阶段</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 产业链图谱 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-sitemap mr-3 text-indigo-600"></i>
+                产业链结构图谱
+            </h2>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                <div class="industry-card rounded-xl p-6 text-white">
+                    <div class="text-center mb-4">
+                        <i class="fas fa-industry text-4xl mb-2"></i>
+                        <h3 class="text-xl font-bold">上游：装备制造</h3>
+                    </div>
+                    <div class="space-y-2">
+                        <div class="bg-white/20 rounded-lg p-3">
+                            <p class="font-semibold">造船</p>
+                            <p class="text-sm">中国船舶、中船防务</p>
+                        </div>
+                        <div class="bg-white/20 rounded-lg p-3">
+                            <p class="font-semibold">核心部件</p>
+                            <p class="text-sm">亚星锚链、巨力索具</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="industry-card rounded-xl p-6 text-white">
+                    <div class="text-center mb-4">
+                        <i class="fas fa-ship text-4xl mb-2"></i>
+                        <h3 class="text-xl font-bold">中游：运输服务</h3>
+                    </div>
+                    <div class="space-y-2">
+                        <div class="bg-white/20 rounded-lg p-3">
+                            <p class="font-semibold">油轮运输</p>
+                            <p class="text-sm">中远海能、招商轮船</p>
+                        </div>
+                        <div class="bg-white/20 rounded-lg p-3">
+                            <p class="font-semibold">散货运输</p>
+                            <p class="text-sm">宁波海运、海通发展</p>
+                        </div>
+                        <div class="bg-white/20 rounded-lg p-3">
+                            <p class="font-semibold">集装箱运输</p>
+                            <p class="text-sm">中远海控、中谷物流</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="industry-card rounded-xl p-6 text-white">
+                    <div class="text-center mb-4">
+                        <i class="fas fa-anchor text-4xl mb-2"></i>
+                        <h3 class="text-xl font-bold">下游：港口物流</h3>
+                    </div>
+                    <div class="space-y-2">
+                        <div class="bg-white/20 rounded-lg p-3">
+                            <p class="font-semibold">港口运营</p>
+                            <p class="text-sm">上港集团、宁波港</p>
+                        </div>
+                        <div class="bg-white/20 rounded-lg p-3">
+                            <p class="font-semibold">综合物流</p>
+                            <p class="text-sm">中国外运</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 核心公司对比 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-trophy mr-3 text-yellow-500"></i>
+                核心标的投资价值对比
+            </h2>
+            <div class="overflow-x-auto">
+                <table class="table w-full">
+                    <thead>
+                        <tr class="bg-gradient-to-r from-indigo-500 to-purple-600 text-white">
+                            <th class="rounded-tl-lg">公司名称</th>
+                            <th>所属分类</th>
+                            <th>核心逻辑</th>
+                            <th>投资优势</th>
+                            <th>潜在风险</th>
+                            <th class="rounded-tr-lg">推荐评级</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="font-semibold text-indigo-600">招商轮船</td>
+                            <td><span class="badge badge-info">航运</span></td>
+                            <td class="text-sm">油/散/车综合运输龙头</td>
+                            <td class="text-sm">逻辑最纯粹、弹性最大</td>
+                            <td class="text-sm">业务多元化，受全球贸易影响</td>
+                            <td><span class="badge badge-success">★★★★★</span></td>
+                        </tr>
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="font-semibold text-indigo-600">中远海能</td>
+                            <td><span class="badge badge-info">航运</span></td>
+                            <td class="text-sm">油运绝对龙头</td>
+                            <td class="text-sm">业绩与运价高度相关</td>
+                            <td class="text-sm">对原油贸易政策敏感</td>
+                            <td><span class="badge badge-success">★★★★★</span></td>
+                        </tr>
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="font-semibold text-indigo-600">中国船舶</td>
+                            <td><span class="badge badge-warning">造船</span></td>
+                            <td class="text-sm">国内造船绝对龙头</td>
+                            <td class="text-sm">长期逻辑最坚实</td>
+                            <td class="text-sm">业绩释放周期长</td>
+                            <td><span class="badge badge-warning">★★★★</span></td>
+                        </tr>
+                        <tr class="hover:bg-indigo-50 transition-colors">
+                            <td class="font-semibold text-indigo-600">宁波港</td>
+                            <td><span class="badge">港口</span></td>
+                            <td class="text-sm">重要港口运营商</td>
+                            <td class="text-sm">受益于进出口活跃</td>
+                            <td class="text-sm">受益逻辑间接</td>
+                            <td><span class="badge">★★★</span></td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+
+        <!-- 风险提示 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-shield-halved mr-3 text-red-500"></i>
+                风险提示
+            </h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
+                <div class="alert alert-warning">
+                    <i class="fas fa-exclamation-triangle"></i>
+                    <div>
+                        <h4 class="font-semibold">政策博弈风险</h4>
+                        <p class="text-sm">中美达成妥协或美方采取更激烈报复</p>
+                    </div>
+                </div>
+                <div class="alert alert-error">
+                    <i class="fas fa-chart-line-down"></i>
+                    <div>
+                        <h4 class="font-semibold">商业化风险</h4>
+                        <p class="text-sm">航运强周期，运价上涨持续性存疑</p>
+                    </div>
+                </div>
+                <div class="alert alert-info">
+                    <i class="fas fa-gavel"></i>
+                    <div>
+                        <h4 class="font-semibold">执行风险</h4>
+                        <p class="text-sm">股权认定复杂，政策效果可能打折扣</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 完整股票列表 -->
+        <div class="glass-effect rounded-2xl p-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-list mr-3 text-green-500"></i>
+                概念成分股完整列表
+            </h2>
+            <div class="overflow-x-auto">
+                <table class="table table-zebra w-full">
+                    <thead>
+                        <tr class="bg-gradient-to-r from-green-500 to-teal-600 text-white">
+                            <th class="rounded-tl-lg">股票名称</th>
+                            <th>分类</th>
+                            <th>细分领域</th>
+                            <th>投资逻辑</th>
+                            <th class="rounded-tr-lg">热度评级</th>
+                        </tr>
+                    </thead>
+                    <tbody id="stockTableBody">
+                        <!-- 动态生成股票数据 -->
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </div>
+
+    <!-- 底部信息 -->
+    <footer class="glass-effect mt-12 py-6">
+        <div class="container mx-auto px-4 text-center">
+            <p class="text-sm text-gray-600">
+                <i class="fas fa-info-circle mr-2"></i>
+                本分析基于公开信息整理，仅供参考，不构成投资建议
+            </p>
+            <p class="text-xs text-gray-500 mt-2">
+                数据更新：2025年10月14日 | 关键催化剂：中美海事反制措施同步生效
+            </p>
+        </div>
+    </footer>
+
+    <script>
+        // 股票数据
+        const stockData = [
+            { name: '南京港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '宁波港', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
+            { name: '广州港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '盐田港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '珠海港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '连云港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '重庆港', category: '港口', subcategory: '', logic: '港口运营', hotness: 2 },
+            { name: '唐山港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '青岛港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '日照港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '天津港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '锦州港', category: '港口', subcategory: '', logic: '港口运营', hotness: 2 },
+            { name: '招商港口', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
+            { name: '秦港股份', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '北部湾港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
+            { name: '上港集团', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
+            { name: '中船防务', category: '造船', subcategory: '', logic: '船舶制造', hotness: 4 },
+            { name: '中国船舶', category: '造船', subcategory: '', logic: '船舶制造', hotness: 5 },
+            { name: '亚光科技', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
+            { name: '江龙船艇', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
+            { name: '天海防务', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
+            { name: '巨力索具', category: '索具/锚链', subcategory: '', logic: '生产索具和锚链产品', hotness: 3 },
+            { name: '亚星锚链', category: '索具/锚链', subcategory: '', logic: '生产索具和锚链产品', hotness: 4 },
+            { name: '招商南油', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 4 },
+            { name: '中远海能', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 5 },
+            { name: '招商轮船', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 5 },
+            { name: '兴通股份', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 3 },
+            { name: '盛航股份', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 3 },
+            { name: '盛航股份', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 3 },
+            { name: '兴通股份', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 3 },
+            { name: '招商南油', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 4 },
+            { name: '中远海能', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 4 },
+            { name: '宁波海运', category: '航运', subcategory: '煤炭', logic: '煤炭运输业务', hotness: 3 },
+            { name: '招商轮船', category: '航运', subcategory: '汽车', logic: '汽车运输业务', hotness: 4 },
+            { name: '中远海特', category: '航运', subcategory: '汽车', logic: '汽车运输业务', hotness: 3 },
+            { name: '中谷物流', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
+            { name: '安通控股', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
+            { name: '中国外运', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
+            { name: '宁波远洋', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
+            { name: '中远海控', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
+            { name: '海航科技', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
+            { name: '中集集团', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
+            { name: '中远海发', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
+            { name: '海通发展', category: '航运', subcategory: '船舶租赁', logic: '船舶租赁业务', hotness: 3 },
+            { name: '中远海能', category: '航运', subcategory: '船舶租赁', logic: '船舶租赁业务', hotness: 4 },
+            { name: '国航远洋', category: '北交所', subcategory: '', logic: '北交所上市', hotness: 2 },
+            { name: '华光源海', category: '北交所', subcategory: '', logic: '北交所上市', hotness: 2 }
+        ];
+
+        // 生成股票表格
+        function generateStockTable() {
+            const tbody = document.getElementById('stockTableBody');
+            stockData.forEach((stock, index) => {
+                const row = document.createElement('tr');
+                row.className = 'stock-row transition-all duration-200';
+                
+                // 生成热度星级
+                let hotnessStars = '';
+                for(let i = 0; i < 5; i++) {
+                    if(i < stock.hotness) {
+                        hotnessStars += '<i class="fas fa-star text-yellow-400"></i>';
+                    } else {
+                        hotnessStars += '<i class="far fa-star text-gray-300"></i>';
+                    }
+                }
+                
+                // 生成分类徽章
+                let categoryBadge = '';
+                if(stock.category === '港口') {
+                    categoryBadge = '<span class="badge badge-info">港口</span>';
+                } else if(stock.category === '造船') {
+                    categoryBadge = '<span class="badge badge-warning">造船</span>';
+                } else if(stock.category === '航运') {
+                    categoryBadge = '<span class="badge badge-success">航运</span>';
+                } else if(stock.category === '索具/锚链') {
+                    categoryBadge = '<span class="badge badge-secondary">索具/锚链</span>';
+                } else {
+                    categoryBadge = '<span class="badge">北交所</span>';
+                }
+                
+                row.innerHTML = `
+                    <td class="font-semibold">${stock.name}</td>
+                    <td>${categoryBadge}</td>
+                    <td class="text-sm">${stock.subcategory || '-'}</td>
+                    <td class="text-sm">${stock.logic}</td>
+                    <td>${hotnessStars}</td>
+                `;
+                tbody.appendChild(row);
+            });
+        }
+
+        // 页面加载完成后执行
+        document.addEventListener('DOMContentLoaded', function() {
+            generateStockTable();
+            
+            // 添加平滑滚动
+            document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+                anchor.addEventListener('click', function (e) {
+                    e.preventDefault();
+                    const target = document.querySelector(this.getAttribute('href'));
+                    if(target) {
+                        target.scrollIntoView({ behavior: 'smooth' });
+                    }
+                });
+            });
+            
+            // 添加滚动时的动画效果
+            const observerOptions = {
+                threshold: 0.1,
+                rootMargin: '0px 0px -100px 0px'
+            };
+            
+            const observer = new IntersectionObserver((entries) => {
+                entries.forEach(entry => {
+                    if(entry.isIntersecting) {
+                        entry.target.style.opacity = '1';
+                        entry.target.style.transform = 'translateY(0)';
+                    }
+                });
+            }, observerOptions);
+            
+            document.querySelectorAll('.hover-scale, .glass-effect').forEach(el => {
+                el.style.opacity = '0';
+                el.style.transform = 'translateY(20px)';
+                el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+                observer.observe(el);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/海军.html

@@ -0,0 +1,876 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>海军装备产业链深度分析 - 投资洞察</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <link href="https://cdn.jsdelivr.net/npm/tailwindcss@3.4.1/dist/tailwind.min.css" rel="stylesheet" type="text/css" />
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800;900&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.3);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+            width: 3px;
+            position: absolute;
+            left: 20px;
+            top: 0;
+            bottom: 0;
+        }
+        
+        .timeline-dot {
+            width: 16px;
+            height: 16px;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            border: 3px solid #1e293b;
+            border-radius: 50%;
+            position: absolute;
+            left: 14px;
+        }
+        
+        .progress-ring {
+            transform: rotate(-90deg);
+        }
+        
+        .navy-blue {
+            background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(30, 41, 59, 0.8);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        
+        .table-scroll {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .table-scroll::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .table-scroll::-webkit-scrollbar-track {
+            background: #1e293b;
+        }
+        
+        .table-scroll::-webkit-scrollbar-thumb {
+            background: #475569;
+            border-radius: 4px;
+        }
+        
+        .badge-glow {
+            animation: glow 2s ease-in-out infinite;
+        }
+        
+        @keyframes glow {
+            0%, 100% { box-shadow: 0 0 5px rgba(102, 126, 234, 0.5); }
+            50% { box-shadow: 0 0 20px rgba(102, 126, 234, 0.8); }
+        }
+        
+        .metric-card {
+            background: linear-gradient(135deg, rgba(30, 58, 138, 0.5) 0%, rgba(30, 64, 175, 0.5) 100%);
+            border: 1px solid rgba(147, 197, 253, 0.3);
+        }
+        
+        .stock-table {
+            font-size: 0.875rem;
+        }
+        
+        .stock-table th {
+            background: rgba(30, 58, 138, 0.9);
+            position: sticky;
+            top: 0;
+            z-index: 10;
+        }
+        
+        .stock-table td {
+            border-bottom: 1px solid rgba(71, 85, 105, 0.5);
+        }
+        
+        .stock-table tr:hover {
+            background: rgba(51, 65, 85, 0.3);
+        }
+        
+        .section-divider {
+            height: 2px;
+            background: linear-gradient(90deg, transparent, #667eea, transparent);
+            margin: 3rem 0;
+        }
+    </style>
+</head>
+<body class="bg-slate-950 text-slate-100">
+    <!-- Navigation -->
+    <div class="navbar glass-effect fixed top-0 z-50 px-4">
+        <div class="navbar-start">
+            <a href="#" class="btn btn-ghost text-xl font-bold">
+                <i class="fas fa-ship mr-2"></i>海军装备分析
+            </a>
+        </div>
+        <div class="navbar-center hidden lg:flex">
+            <ul class="menu menu-horizontal px-1">
+                <li><a href="#overview">核心观点</a></li>
+                <li><a href="#timeline">事件时间线</a></li>
+                <li><a href="#logic">投资逻辑</a></li>
+                <li><a href="#industry">产业链</a></li>
+                <li><a href="#stocks">标的池</a></li>
+            </ul>
+        </div>
+        <div class="navbar-end">
+            <div class="badge badge-accent badge-glow">深度研究</div>
+        </div>
+    </div>
+
+    <!-- Hero Section -->
+    <section class="hero min-h-screen hero-gradient flex items-center">
+        <div class="hero-content text-center">
+            <div class="max-w-5xl">
+                <h1 class="text-5xl font-bold mb-6 text-white">
+                    <i class="fas fa-anchor mr-3"></i>海军装备产业链
+                </h1>
+                <p class="text-2xl mb-8 text-slate-200">战略需求刚性化 · 装备结构拐点化 · 业绩兑现初期化</p>
+                
+                <div class="stats shadow-2xl bg-slate-900/80 backdrop-blur rounded-box w-full">
+                    <div class="stat">
+                        <div class="stat-figure text-primary">
+                            <svg width="48" height="48" fill="currentColor"><path d="M24 2l5.453 11.146 12.298 1.787-8.876 8.654 2.095 12.224L24 30.077 13.13 35.811l2.095-12.224-8.876-8.654 12.298-1.787L24 2z"/></svg>
+                        </div>
+                        <div class="stat-title">优先级</div>
+                        <div class="stat-value text-primary">极高</div>
+                        <div class="stat-desc">十四五重点建设方向</div>
+                    </div>
+                    
+                    <div class="stat">
+                        <div class="stat-figure text-secondary">
+                            <svg class="progress-ring" width="48" height="48" viewBox="0 0 36 36">
+                                <path class="text-slate-700" stroke="currentColor" stroke-width="3" fill="none" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/>
+                                <path class="text-slate-100" stroke="currentColor" stroke-width="3" stroke-dasharray="75, 100" fill="none" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/>
+                            </svg>
+                        </div>
+                        <div class="stat-title">发展阶段</div>
+                        <div class="stat-value text-secondary">初期</div>
+                        <div class="stat-desc">0-1的蓝海市场</div>
+                    </div>
+                    
+                    <div class="stat">
+                        <div class="stat-figure text-accent">
+                            <i class="fas fa-chart-line text-4xl"></i>
+                        </div>
+                        <div class="stat-title">业绩弹性</div>
+                        <div class="stat-value text-accent">25%+</div>
+                        <div class="stat-desc">2025年预期增速</div>
+                    </div>
+                </div>
+                
+                <div class="mt-8 flex justify-center gap-4">
+                    <button class="btn btn-primary btn-lg">
+                        <i class="fas fa-download mr-2"></i>下载研报
+                    </button>
+                    <button class="btn btn-secondary btn-lg">
+                        <i class="fas fa-play-circle mr-2"></i>观看路演
+                    </button>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Metrics -->
+    <section class="py-16 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12" id="overview">核心数据洞察</h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
+                <div class="metric-card rounded-xl p-6 card-hover">
+                    <div class="flex items-center justify-between">
+                        <div>
+                            <p class="text-slate-400">水下装备市场空间</p>
+                            <p class="text-3xl font-bold text-blue-400">近千亿</p>
+                        </div>
+                        <i class="fas fa-water text-4xl text-blue-400/30"></i>
+                    </div>
+                    <div class="mt-4">
+                        <div class="text-sm text-slate-500">未来10年需求</div>
+                    </div>
+                </div>
+                
+                <div class="metric-card rounded-xl p-6 card-hover">
+                    <div class="flex items-center justify-between">
+                        <div>
+                            <p class="text-slate-400">电磁弹射弹性</p>
+                            <p class="text-3xl font-bold text-purple-400">5-8亿</p>
+                        </div>
+                        <i class="fas fa-bolt text-4xl text-purple-400/30"></i>
+                    </div>
+                    <div class="mt-4">
+                        <div class="text-sm text-slate-500">2025年增量收入</div>
+                    </div>
+                </div>
+                
+                <div class="metric-card rounded-xl p-6 card-hover">
+                    <div class="flex items-center justify-between">
+                        <div>
+                            <p class="text-slate-400">市占率龙头</p>
+                            <p class="text-3xl font-bold text-green-400">70-80%</p>
+                        </div>
+                        <i class="fas fa-crown text-4xl text-green-400/30"></i>
+                    </div>
+                    <div class="mt-4">
+                        <div class="text-sm text-slate-500">中国海防水声业务</div>
+                    </div>
+                </div>
+                
+                <div class="metric-card rounded-xl p-6 card-hover">
+                    <div class="flex items-center justify-between">
+                        <div>
+                            <p class="text-slate-400">装备增速</p>
+                            <p class="text-3xl font-bold text-orange-400">20-30%</p>
+                        </div>
+                        <i class="fas fa-rocket text-4xl text-orange-400/30"></i>
+                    </div>
+                    <div class="mt-4">
+                        <div class="text-sm text-slate-500">十四五后期预期</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Timeline -->
+    <section class="py-16 px-4" id="timeline">
+        <div class="max-w-4xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">重要事件时间线</h2>
+            <div class="relative">
+                <div class="timeline-line"></div>
+                
+                <div class="relative mb-8 ml-12">
+                    <div class="timeline-dot" style="top: 8px;"></div>
+                    <div class="card glass-effect rounded-lg p-4 card-hover">
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="badge badge-primary">2024年8月</span>
+                                <h3 class="text-xl font-semibold mt-2">伊朗海军演习</h3>
+                                <p class="text-slate-400 mt-1">在阿曼海举行"力量1404"导弹演习，展示反舰能力</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="relative mb-8 ml-12">
+                    <div class="timeline-dot" style="top: 8px;"></div>
+                    <div class="card glass-effect rounded-lg p-4 card-hover">
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="badge badge-primary">2024年9月</span>
+                                <h3 class="text-xl font-semibold mt-2">以色列军事行动</h3>
+                                <p class="text-slate-400 mt-1">摧毁叙利亚舰队，地区紧张局势升级</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="relative mb-8 ml-12">
+                    <div class="timeline-dot" style="top: 8px;"></div>
+                    <div class="card glass-effect rounded-lg p-4 card-hover">
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="badge badge-secondary">2024年12月</span>
+                                <h3 class="text-xl font-semibold mt-2">076型四川舰出坞</h3>
+                                <p class="text-slate-400 mt-1">首创双舰岛+电磁弹射技术，排水量4万余吨</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="relative mb-8 ml-12">
+                    <div class="timeline-dot" style="top: 8px;"></div>
+                    <div class="card glass-effect rounded-lg p-4 card-hover">
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="badge badge-accent">2024年12月</span>
+                                <h3 class="text-xl font-semibold mt-2">国防部长任命</h3>
+                                <p class="text-slate-400 mt-1">董军（原海军首长）任国防部长，海军重点建设预期强化</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="relative mb-8 ml-12">
+                    <div class="timeline-dot" style="top: 8px;"></div>
+                    <div class="card glass-effect rounded-lg p-4 card-hover">
+                        <div class="flex justify-between items-start">
+                            <div>
+                                <span class="badge badge-info">2025年3月</span>
+                                <h3 class="text-xl font-semibold mt-2">俄罗斯海军战略</h3>
+                                <p class="text-slate-400 mt-1">普京批准《2050年前俄罗斯海军发展战略》</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Logic -->
+    <section class="py-16 px-4" id="logic">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">投资逻辑分析</h2>
+            
+            <div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
+                <div class="card navy-blue rounded-xl p-6">
+                    <div class="card-title">
+                        <i class="fas fa-globe-americas text-3xl mr-3"></i>
+                        <span>地缘政治倒逼</span>
+                    </div>
+                    <div class="card-body">
+                        <p>美军"印太战略"持续施压，弗吉尼亚级潜艇年产目标从1.3艘提升至2.5艘，直接刺激中国水下攻防体系建设</p>
+                        <div class="mt-4">
+                            <span class="badge badge-error">高优先级</span>
+                            <span class="badge badge-warning">紧迫性强</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="card navy-blue rounded-xl p-6">
+                    <div class="card-title">
+                        <i class="fas fa-exchange-alt text-3xl mr-3"></i>
+                        <span>战略范式转型</span>
+                    </div>
+                    <div class="card-body">
+                        <p>从"黄水海军"到"蓝水海军"质变，水面防御向水下进攻转变，10年潜艇改造市场近千亿</p>
+                        <div class="mt-4">
+                            <span class="badge badge-success">结构性机会</span>
+                            <span class="badge badge-info">长期趋势</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="card navy-blue rounded-xl p-6">
+                    <div class="card-title">
+                        <i class="fas fa-microchip text-3xl mr-3"></i>
+                        <span>技术代际突破</span>
+                    </div>
+                    <div class="card-body">
+                        <p>076型电磁弹射平台型创新，光纤水听器替代压电水听器，技术壁垒高，市场空间巨大</p>
+                        <div class="mt-4">
+                            <span class="badge badge-primary">核心技术</span>
+                            <span class="badge badge-accent">高壁垒</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="section-divider"></div>
+            
+            <h3 class="text-2xl font-bold mb-6">预期差分析</h3>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                <div class="alert alert-info">
+                    <i class="fas fa-info-circle"></i>
+                    <div>
+                        <h4 class="font-bold">业绩兑现节奏</h4>
+                        <p>潜艇改造周期18-24个月，远快于新造5-7年</p>
+                    </div>
+                </div>
+                <div class="alert alert-warning">
+                    <i class="fas fa-exclamation-triangle"></i>
+                    <div>
+                        <h4 class="font-bold">民用市场空间</h4>
+                        <p>电磁弹射技术可延伸至海上风电等民用领域</p>
+                    </div>
+                </div>
+                <div class="alert alert-success">
+                    <i class="fas fa-shield-alt"></i>
+                    <div>
+                        <h4 class="font-bold">竞争壁垒</h4>
+                        <p>设计锁定+耗材更换的双重护城河</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Chain -->
+    <section class="py-16 px-4" id="industry">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">产业链图谱</h2>
+            
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
+                <div class="card glass-effect rounded-xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-blue-400">
+                        <i class="fas fa-anchor mr-2"></i>水面舰艇产业链
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
+                            <span class="font-medium">上游材料</span>
+                            <div class="flex gap-2">
+                                <span class="badge badge-outline">西部材料</span>
+                                <span class="badge badge-outline">亚星锚链</span>
+                            </div>
+                        </div>
+                        <div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
+                            <span class="font-medium">中游设备</span>
+                            <div class="flex gap-2">
+                                <span class="badge badge-primary">湘电股份</span>
+                                <span class="badge badge-primary">王子新材</span>
+                            </div>
+                        </div>
+                        <div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
+                            <span class="font-medium">下游总装</span>
+                            <div class="flex gap-2">
+                                <span class="badge badge-secondary">中国船舶</span>
+                                <span class="badge badge-secondary">中船防务</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="card glass-effect rounded-xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-purple-400">
+                        <i class="fas fa-water mr-2"></i>水下攻防产业链
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
+                            <span class="font-medium">上游材料</span>
+                            <div class="flex gap-2">
+                                <span class="badge badge-outline">西部材料</span>
+                                <span class="badge badge-outline">宝钛股份</span>
+                            </div>
+                        </div>
+                        <div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
+                            <span class="font-medium">中游核心系统</span>
+                            <div class="flex gap-2">
+                                <span class="badge badge-accent">中国海防</span>
+                                <span class="badge badge-accent">中科海讯</span>
+                            </div>
+                        </div>
+                        <div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
+                            <span class="font-medium">下游平台</span>
+                            <div class="flex gap-2">
+                                <span class="badge badge-info">中国重工</span>
+                                <span class="badge badge-info">天海防务</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="mt-8">
+                <h3 class="text-2xl font-bold mb-6">核心玩家对比</h3>
+                <div class="table-scroll">
+                    <table class="table w-full stock-table">
+                        <thead>
+                            <tr>
+                                <th>公司</th>
+                                <th>核心逻辑</th>
+                                <th>竞争优势</th>
+                                <th>业绩弹性</th>
+                                <th>关键风险</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td class="font-bold text-primary">中国海防</td>
+                                <td>水下攻防装备龙头</td>
+                                <td>70-80%市占率</td>
+                                <td>⭐⭐⭐⭐⭐</td>
+                                <td>订单验证周期长</td>
+                            </tr>
+                            <tr>
+                                <td class="font-bold text-primary">湘电股份</td>
+                                <td>电磁弹射平台技术</td>
+                                <td>综合电力系统垄断</td>
+                                <td>⭐⭐⭐⭐</td>
+                                <td>技术可靠性待检验</td>
+                            </tr>
+                            <tr>
+                                <td class="font-bold text-primary">西部材料</td>
+                                <td>水下装备材料</td>
+                                <td>钛合金核心供应商</td>
+                                <td>⭐⭐⭐</td>
+                                <td>军品占比低</td>
+                            </tr>
+                            <tr>
+                                <td class="font-bold text-primary">中国船舶</td>
+                                <td>海军装备总装</td>
+                                <td>航母唯一建造商</td>
+                                <td>⭐⭐</td>
+                                <td>弹性相对较小</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Pool -->
+    <section class="py-16 px-4" id="stocks">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">海军概念股票池</h2>
+            <div class="table-scroll">
+                <table class="table w-full stock-table">
+                    <thead>
+                        <tr>
+                            <th class="sticky left-0 bg-slate-900">股票名称</th>
+                            <th>所属行业</th>
+                            <th>核心项目</th>
+                            <th>产业链环节</th>
+                            <th>投资逻辑</th>
+                            <th>数据来源</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">中国船舶</td>
+                            <td>船舶制造</td>
+                            <td>航母、核潜艇、大型驱逐舰</td>
+                            <td>海军装备研发生产</td>
+                            <td>民用商用船舶制造营收第一，承担海军主战装备科研生产任务</td>
+                            <td><span class="badge badge-outline">公开资料</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">中船防务</td>
+                            <td>船舶制造</td>
+                            <td>055型驱逐舰</td>
+                            <td>护卫舰市场</td>
+                            <td>在护卫舰市场占据领先地位，参与多个重点型号建造</td>
+                            <td><span class="badge badge-outline">公开资料</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">中国海防</td>
+                            <td>海洋防务</td>
+                            <td>声纳装备</td>
+                            <td>水声电子系统</td>
+                            <td>国内海洋防务声纳装备核心供应商，市占率70-80%</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">湘电股份</td>
+                            <td>船舶动力</td>
+                            <td>电磁弹射系统</td>
+                            <td>舰船电力推进</td>
+                            <td>国内唯一舰船综合电力系统供应商，电磁弹射核心分包商</td>
+                            <td><span class="badge badge-outline">路演数据</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">西部材料</td>
+                            <td>金属材料</td>
+                            <td>钛合金结构件</td>
+                            <td>特种材料</td>
+                            <td>钛合金用于核潜艇壳体、声纳结构件，单艘价值量5-6亿</td>
+                            <td><span class="badge badge-outline">路演数据</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">中国动力</td>
+                            <td>船舶动力</td>
+                            <td>海军舰船动力</td>
+                            <td>动力系统</td>
+                            <td>海军作战舰艇动力系统排名第一，主要供应商</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">中国重工</td>
+                            <td>船舶制造</td>
+                            <td>核潜艇</td>
+                            <td>水下装备总装</td>
+                            <td>承担核潜艇建造任务，水下装备核心总装单位</td>
+                            <td><span class="badge badge-outline">公开资料</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">中科海讯</td>
+                            <td>声纳装备</td>
+                            <td>水声目标探测</td>
+                            <td>水声电子</td>
+                            <td>产品应用于声纳装备领域，最终用户为国家特种部门</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">天海防务</td>
+                            <td>特种无人船</td>
+                            <td>无人潜航器</td>
+                            <td>无人装备平台</td>
+                            <td>子公司金海运研发多类型特种无人船，无人装备标的</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">久之洋</td>
+                            <td>光电设备</td>
+                            <td>红外、激光、光学产品</td>
+                            <td>舰载光电系统</td>
+                            <td>中船集团旗下光电上市公司，产品涵盖四大类光电设备</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">亚光科技</td>
+                            <td>军用小艇</td>
+                            <td>冲锋舟、指挥艇</td>
+                            <td>特种舰艇</td>
+                            <td>军用冲锋舟、指挥艇等特种小艇市占率领先</td>
+                            <td><span class="badge badge-outline">公开资料</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">亚星锚链</td>
+                            <td>链条生产</td>
+                            <td>船用锚链</td>
+                            <td>船舶配套</td>
+                            <td>全球最大链条生产企业，船用锚链市占率超70%</td>
+                            <td><span class="badge badge-outline">公开资料</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">中船科技</td>
+                            <td>船舶设计</td>
+                            <td>船舶工业规划设计</td>
+                            <td>设计研发</td>
+                            <td>全资子公司中船九院为中国船舶工业规划设计国家队</td>
+                            <td><span class="badge badge-outline">公开资料</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">海兰信</td>
+                            <td>船舶电子</td>
+                            <td>首艘航母辽宁舰</td>
+                            <td>舰船电子系统</td>
+                            <td>产品已应用于包括辽宁舰在内的各类舰船</td>
+                            <td><span class="badge badge-outline">公告</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">国瑞科技</td>
+                            <td>船舶电子</td>
+                            <td>雷达、电子战系统</td>
+                            <td>军工电子信息系统</td>
+                            <td>参股公司中电华瑞产品涵盖雷达、电子战系统</td>
+                            <td><span class="badge badge-outline">网传纪要</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">泰豪科技</td>
+                            <td>舰载作战辅助系统</td>
+                            <td>航母及海军舰艇</td>
+                            <td>作战支持系统</td>
+                            <td>相关产品已应用于航母及海军舰艇</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">潍柴重机</td>
+                            <td>船舶动力</td>
+                            <td>船舶动力系统</td>
+                            <td>动力设备</td>
+                            <td>开发销售船舶动力和发电设备，市场覆盖广泛</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">江龙船艇</td>
+                            <td>公务执法船艇</td>
+                            <td>海事海警装备</td>
+                            <td>特种船艇</td>
+                            <td>产品广泛应用于海事、海关、海警等维护海洋主权领域</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">王子新材</td>
+                            <td>船舶电子</td>
+                            <td>舰船电子信息系统</td>
+                            <td>电子配套</td>
+                            <td>全资子公司中电华瑞从事舰船电子信息系统领域</td>
+                            <td><span class="badge badge-outline">互动</span></td>
+                        </tr>
+                        <tr>
+                            <td class="sticky left-0 font-bold bg-slate-800">*ST宝实</td>
+                            <td>船舶电器</td>
+                            <td>船舶消磁器</td>
+                            <td>船舶配套</td>
+                            <td>船舶消磁器业务市场占有率居首位</td>
+                            <td><span class="badge badge-outline">年报</span></td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Strategy -->
+    <section class="py-16 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold text-center mb-12">投资策略建议</h2>
+            
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
+                <div class="card bg-gradient-to-r from-green-900/50 to-green-800/30 rounded-xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-green-400">
+                        <i class="fas fa-thumbs-up mr-2"></i>重点配置
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="p-3 bg-slate-800/50 rounded-lg">
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">中国海防</span>
+                                <span class="badge badge-success">首选标的</span>
+                            </div>
+                            <p class="text-sm text-slate-400 mt-1">70%市占率+资产注入预期+业绩拐点三重逻辑</p>
+                        </div>
+                        <div class="p-3 bg-slate-800/50 rounded-lg">
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">湘电股份</span>
+                                <span class="badge badge-success">弹性标的</span>
+                            </div>
+                            <p class="text-sm text-slate-400 mt-1">电磁弹射0到1突破，2025年收入确认高峰</p>
+                        </div>
+                        <div class="p-3 bg-slate-800/50 rounded-lg">
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">西部材料</span>
+                                <span class="badge badge-success">稳健标的</span>
+                            </div>
+                            <p class="text-sm text-slate-400 mt-1">钛合金刚需，不受军品定价机制约束</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="card bg-gradient-to-r from-red-900/50 to-red-800/30 rounded-xl p-6">
+                    <h3 class="text-2xl font-bold mb-4 text-red-400">
+                        <i class="fas fa-exclamation-triangle mr-2"></i>规避标的
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="p-3 bg-slate-800/50 rounded-lg">
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">王子新材</span>
+                                <span class="badge badge-error">伪概念</span>
+                            </div>
+                            <p class="text-sm text-slate-400 mt-1">军品占比不足5%，与电磁弹射无技术关联</p>
+                        </div>
+                        <div class="p-3 bg-slate-800/50 rounded-lg">
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">久之洋</span>
+                                <span class="badge badge-error">业绩下滑</span>
+                            </div>
+                            <p class="text-sm text-slate-400 mt-1">民用海监设备为主，2024H1收入同比-22%</p>
+                        </div>
+                        <div class="p-3 bg-slate-800/50 rounded-lg">
+                            <div class="flex items-center justify-between">
+                                <span class="font-bold">海兰信</span>
+                                <span class="badge badge-error">ST风险</span>
+                            </div>
+                            <p class="text-sm text-slate-400 mt-1">军品资质不全，2024年亏损1.2亿</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="section-divider"></div>
+            
+            <div class="alert alert-info">
+                <i class="fas fa-info-circle text-2xl"></i>
+                <div>
+                    <h4 class="font-bold text-lg">关键验证指标</h4>
+                    <div class="grid grid-cols-1 md:grid-cols-2 gap-4 mt-4">
+                        <div>
+                            <span class="font-semibold">订单指标：</span>
+                            <p>全军装备采购信息网海军装备招标金额</p>
+                        </div>
+                        <div>
+                            <span class="font-semibold">财务指标：</span>
+                            <p>中国海防合同负债环比增速（需持续增长30%+）</p>
+                        </div>
+                        <div>
+                            <span class="font-semibold">技术节点：</span>
+                            <p>076型舰海试进度与电磁弹射测试结果</p>
+                        </div>
+                        <div>
+                            <span class="font-semibold">政策信号：</span>
+                            <p>2025年国防预算海军科目增速（需超20%）</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="footer footer-center p-10 bg-slate-900 text-base-content">
+        <div>
+            <p class="font-bold text-2xl">
+                <i class="fas fa-ship mr-2"></i>海军装备产业链深度分析
+            </p>
+            <p class="text-slate-400">专业投资研究 · 数据驱动决策</p>
+        </div>
+        <div>
+            <div class="grid grid-flow-col gap-4">
+                <a class="btn btn-ghost btn-circle">
+                    <i class="fab fa-twitter"></i>
+                </a>
+                <a class="btn btn-ghost btn-circle">
+                    <i class="fab fa-github"></i>
+                </a>
+                <a class="btn btn-ghost btn-circle">
+                    <i class="fab fa-linkedin"></i>
+                </a>
+            </div>
+        </div>
+        <div>
+            <p>Copyright © 2025 - 保留所有权利</p>
+        </div>
+    </footer>
+
+    <script>
+        // Smooth scroll for navigation links
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                const target = document.querySelector(this.getAttribute('href'));
+                if (target) {
+                    target.scrollIntoView({
+                        behavior: 'smooth',
+                        block: 'start'
+                    });
+                }
+            });
+        });
+
+        // Add scroll effect to navbar
+        window.addEventListener('scroll', () => {
+            const navbar = document.querySelector('.navbar');
+            if (window.scrollY > 100) {
+                navbar.classList.add('shadow-xl');
+            } else {
+                navbar.classList.remove('shadow-xl');
+            }
+        });
+
+        // Animate elements on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        // Observe all cards
+        document.querySelectorAll('.card').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
+            observer.observe(card);
+        });
+    </script>
+</body>
+</html>

public/htmls/海峡两岸福建.html

@@ -0,0 +1,507 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>海峡两岸福建概念深度投资分析</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <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');
+        
+        * {
+            font-family: 'Noto Sans SC', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+        
+        .table-scroll::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .table-scroll::-webkit-scrollbar-track {
+            background: #f1f1f1;
+            border-radius: 10px;
+        }
+        
+        .table-scroll::-webkit-scrollbar-thumb {
+            background: #888;
+            border-radius: 10px;
+        }
+        
+        .table-scroll::-webkit-scrollbar-thumb:hover {
+            background: #555;
+        }
+        
+        .risk-badge {
+            animation: blink 2s infinite;
+        }
+        
+        @keyframes blink {
+            0%, 50%, 100% { opacity: 1; }
+            25%, 75% { opacity: 0.5; }
+        }
+        
+        .fade-in {
+            animation: fadeIn 0.5s ease-in;
+        }
+        
+        @keyframes fadeIn {
+            from { opacity: 0; transform: translateY(20px); }
+            to { opacity: 1; transform: translateY(0); }
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <header class="gradient-bg text-white py-20 px-4">
+        <div class="max-w-7xl mx-auto">
+            <div class="flex flex-col md:flex-row items-center justify-between">
+                <div class="md:w-2/3 mb-8 md:mb-0">
+                    <div class="flex items-center mb-4">
+                        <i class="fas fa-landmark text-4xl mr-4"></i>
+                        <h1 class="text-4xl md:text-5xl font-bold">海峡两岸福建</h1>
+                    </div>
+                    <p class="text-xl mb-6 text-purple-100">探索海峡两岸融合发展新路的投资机遇</p>
+                    <div class="flex flex-wrap gap-4">
+                        <span class="bg-white/20 backdrop-blur px-4 py-2 rounded-full text-sm">
+                            <i class="fas fa-chart-line mr-2"></i>政策驱动
+                        </span>
+                        <span class="bg-white/20 backdrop-blur px-4 py-2 rounded-full text-sm">
+                            <i class="fas fa-rocket mr-2"></i>示范区效应
+                        </span>
+                        <span class="bg-white/20 backdrop-blur px-4 py-2 rounded-full text-sm">
+                            <i class="fas fa-handshake mr-2"></i>两岸融合
+                        </span>
+                    </div>
+                </div>
+                <div class="md:w-1/3 text-center">
+                    <div class="bg-white/10 backdrop-blur rounded-2xl p-6">
+                        <div class="text-5xl font-bold mb-2">21条</div>
+                        <div class="text-lg">纲领性政策</div>
+                        <div class="mt-4 text-sm opacity-80">2023年9月发布</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </header>
+
+    <!-- Core Concept -->
+    <section class="py-16 px-4">
+        <div class="max-w-7xl mx-auto">
+            <div class="bg-white rounded-2xl shadow-xl p-8 mb-8 card-hover">
+                <h2 class="text-3xl font-bold mb-6 text-gray-800">
+                    <i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心概念洞察
+                </h2>
+                <div class="grid md:grid-cols-2 gap-8">
+                    <div>
+                        <h3 class="text-xl font-semibold mb-4 text-purple-700">概念阶段判断</h3>
+                        <p class="text-gray-600 leading-relaxed">
+                            "海峡两岸福建"概念正从<strong class="text-purple-600">纯粹的"主题炒作"阶段</strong>，迈向<strong class="text-purple-600">"政策驱动与基本面验证"并存的早期阶段</strong>。市场的关注点已从"有没有政策"转向"政策效果如何落地、哪些公司能兑现业绩"。
+                        </p>
+                    </div>
+                    <div>
+                        <h3 class="text-xl font-semibold mb-4 text-purple-700">核心驱动力</h3>
+                        <p class="text-gray-600 leading-relaxed">
+                            根本逻辑是<strong class="text-purple-600">国家战略驱动的"示范区"效应</strong>。这是自上而下的政治经济战略部署，通过福建这一"试验田"，探索两岸融合新路径，构建"第一家园"。
+                        </p>
+                    </div>
+                </div>
+            </div>
+
+            <!-- Timeline -->
+            <div class="bg-white rounded-2xl shadow-xl p-8 mb-8">
+                <h2 class="text-3xl font-bold mb-8 text-gray-800">
+                    <i class="fas fa-history text-blue-500 mr-3"></i>关键事件时间轴
+                </h2>
+                <div class="relative">
+                    <div class="absolute left-8 top-0 bottom-0 w-0.5 timeline-line"></div>
+                    <div class="space-y-8">
+                        <div class="flex items-center fade-in">
+                            <div class="w-16 h-16 bg-purple-600 rounded-full flex items-center justify-center text-white font-bold pulse-dot z-10">
+                                2023
+                            </div>
+                            <div class="ml-8 flex-1 bg-purple-50 rounded-lg p-4">
+                                <div class="font-semibold text-purple-700">2023年9月</div>
+                                <div class="text-gray-600">"21条"政策发布，确立顶层设计</div>
+                            </div>
+                        </div>
+                        <div class="flex items-center fade-in">
+                            <div class="w-16 h-16 bg-blue-600 rounded-full flex items-center justify-center text-white font-bold pulse-dot z-10">
+                                2024
+                            </div>
+                            <div class="ml-8 flex-1 bg-blue-50 rounded-lg p-4">
+                                <div class="font-semibold text-blue-700">2024年10月29日</div>
+                                <div class="text-gray-600">福建省发布17条惠台利民新措施，引爆市场</div>
+                            </div>
+                        </div>
+                        <div class="flex items-center fade-in">
+                            <div class="w-16 h-16 bg-green-600 rounded-full flex items-center justify-center text-white font-bold pulse-dot z-10">
+                                2025
+                            </div>
+                            <div class="ml-8 flex-1 bg-green-50 rounded-lg p-4">
+                                <div class="font-semibold text-green-700">2025年6月12日</div>
+                                <div class="text-gray-600">央行、外汇局联合印发金融支持"12条措施"</div>
+                            </div>
+                        </div>
+                        <div class="flex items-center fade-in">
+                            <div class="w-16 h-16 bg-orange-600 rounded-full flex items-center justify-center text-white font-bold pulse-dot z-10">
+                                未来
+                            </div>
+                            <div class="ml-8 flex-1 bg-orange-50 rounded-lg p-4">
+                                <div class="font-semibold text-orange-700">2025年10月25日（预期）</div>
+                                <div class="text-gray-600">纪念台湾光复80周年大会</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Chain -->
+    <section class="py-16 px-4 bg-gray-100">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold mb-8 text-center text-gray-800">
+                <i class="fas fa-network-wired text-indigo-500 mr-3"></i>产业链图谱
+            </h2>
+            <div class="grid md:grid-cols-3 gap-6 mb-12">
+                <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                    <div class="text-2xl font-bold text-indigo-600 mb-4">上游</div>
+                    <div class="text-gray-600 mb-4">基建与资源</div>
+                    <div class="space-y-2">
+                        <div class="flex items-center">
+                            <i class="fas fa-cube text-gray-400 mr-2"></i>
+                            <span>建材（三钢闽光、福建水泥）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-bolt text-gray-400 mr-2"></i>
+                            <span>能源电力（中闽能源、福能股份）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-building text-gray-400 mr-2"></i>
+                            <span>土地开发（平潭发展）</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                    <div class="text-2xl font-bold text-purple-600 mb-4">中游</div>
+                    <div class="text-gray-600 mb-4">流通与服务</div>
+                    <div class="space-y-2">
+                        <div class="flex items-center">
+                            <i class="fas fa-truck text-gray-400 mr-2"></i>
+                            <span>交通物流（厦门象屿、厦门国贸）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-coins text-gray-400 mr-2"></i>
+                            <span>金融服务（兴业证券、厦门银行）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-laptop-code text-gray-400 mr-2"></i>
+                            <span>数字平台（海峡创新）</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="bg-white rounded-xl shadow-lg p-6 card-hover">
+                    <div class="text-2xl font-bold text-green-600 mb-4">下游</div>
+                    <div class="text-gray-600 mb-4">消费与制造</div>
+                    <div class="space-y-2">
+                        <div class="flex items-center">
+                            <i class="fas fa-shopping-cart text-gray-400 mr-2"></i>
+                            <span>本地消费（永辉超市）</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-industry text-gray-400 mr-2"></i>
+                            <span>优势制造（厦门钨业）</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Data Table -->
+    <section class="py-16 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold mb-8 text-center text-gray-800">
+                <i class="fas fa-table text-green-500 mr-3"></i>核心概念股一览
+            </h2>
+            <div class="bg-white rounded-2xl shadow-xl overflow-hidden">
+                <div class="table-scroll overflow-x-auto">
+                    <table class="w-full">
+                        <thead class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
+                            <tr>
+                                <th class="px-6 py-4 text-left">股票名称</th>
+                                <th class="px-6 py-4 text-left">行业</th>
+                                <th class="px-6 py-4 text-left">产业链</th>
+                                <th class="px-6 py-4 text-left">投资逻辑</th>
+                                <th class="px-6 py-4 text-center">标签</th>
+                            </tr>
+                        </thead>
+                        <tbody class="divide-y divide-gray-200">
+                            <tr class="hover:bg-purple-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold text-purple-700">平潭发展</td>
+                                <td class="px-6 py-4">房地产</td>
+                                <td class="px-6 py-4">土地开发</td>
+                                <td class="px-6 py-4 text-sm text-gray-600">平潭唯一A股上市公司，政策落地最前沿</td>
+                                <td class="px-6 py-4 text-center">
+                                    <span class="bg-red-100 text-red-800 text-xs px-2 py-1 rounded-full">纯粹性领导者</span>
+                                </td>
+                            </tr>
+                            <tr class="hover:bg-blue-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold text-blue-700">中闽能源</td>
+                                <td class="px-6 py-4">能源电力</td>
+                                <td class="px-6 py-4">风电</td>
+                                <td class="px-6 py-4 text-sm text-gray-600">福建省风电专业化程度较高，大股东承诺注入优质项目</td>
+                                <td class="px-6 py-4 text-center">
+                                    <span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">能源核心</span>
+                                </td>
+                            </tr>
+                            <tr class="hover:bg-blue-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold text-blue-700">福能股份</td>
+                                <td class="px-6 py-4">能源电力</td>
+                                <td class="px-6 py-4">电力</td>
+                                <td class="px-6 py-4 text-sm text-gray-600">福建海风项目核心受益者，业务多元化稳健</td>
+                                <td class="px-6 py-4 text-center">
+                                    <span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full">能源核心</span>
+                                </td>
+                            </tr>
+                            <tr class="hover:bg-purple-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold text-purple-700">兴业证券</td>
+                                <td class="px-6 py-4">金融</td>
+                                <td class="px-6 py-4">证券</td>
+                                <td class="px-6 py-4 text-sm text-gray-600">福建省第一大券商，深度参与对台金融业务</td>
+                                <td class="px-6 py-4 text-center">
+                                    <span class="bg-yellow-100 text-yellow-800 text-xs px-2 py-1 rounded-full">金融枢纽</span>
+                                </td>
+                            </tr>
+                            <tr class="hover:bg-indigo-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold text-indigo-700">厦门象屿</td>
+                                <td class="px-6 py-4">交运/商贸</td>
+                                <td class="px-6 py-4">大宗商品</td>
+                                <td class="px-6 py-4 text-sm text-gray-600">2025H1营收1984亿，两岸贸易加深直接受益</td>
+                                <td class="px-6 py-4 text-center">
+                                    <span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">物流巨头</span>
+                                </td>
+                            </tr>
+                            <tr class="hover:bg-indigo-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold text-indigo-700">厦门国贸</td>
+                                <td class="px-6 py-4">交运/商贸</td>
+                                <td class="px-6 py-4">供应链管理</td>
+                                <td class="px-6 py-4 text-sm text-gray-600">2025H1营收1510亿，供应链管理龙头</td>
+                                <td class="px-6 py-4 text-center">
+                                    <span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full">物流巨头</span>
+                                </td>
+                            </tr>
+                            <tr class="hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold text-gray-700">厦门银行</td>
+                                <td class="px-6 py-4">金融</td>
+                                <td class="px-6 py-4">城商行</td>
+                                <td class="px-6 py-4 text-sm text-gray-600">厦门市第一大上市城商行，对台金融桥头堡</td>
+                                <td class="px-6 py-4 text-center">
+                                    <span class="bg-yellow-100 text-yellow-800 text-xs px-2 py-1 rounded-full">金融枢纽</span>
+                                </td>
+                            </tr>
+                            <tr class="hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-semibold text-gray-700">海峡创新</td>
+                                <td class="px-6 py-4">科技</td>
+                                <td class="px-6 py-4">-</td>
+                                <td class="px-6 py-4 text-sm text-gray-600">实控人为平潭综合实验区投资促进局</td>
+                                <td class="px-6 py-4 text-center">
+                                    <span class="bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded-full">平潭概念</span>
+                                </td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risk Analysis -->
+    <section class="py-16 px-4 bg-gradient-to-br from-red-50 to-orange-50">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold mb-8 text-center text-gray-800">
+                <i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>风险与挑战
+            </h2>
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="bg-white rounded-xl shadow-lg p-6 border-l-4 border-red-500">
+                    <div class="flex items-center mb-4">
+                        <i class="fas fa-flag text-red-500 text-2xl mr-3"></i>
+                        <h3 class="text-xl font-semibold">政策与政治风险</h3>
+                    </div>
+                    <p class="text-gray-600">最高等级风险。台湾地区政治选举结果及美国干预是决定政策走向的关键变量。若两岸关系出现重大倒退，所有融合举措都可能停滞。</p>
+                    <div class="mt-4">
+                        <span class="risk-badge bg-red-100 text-red-800 text-sm px-3 py-1 rounded-full">
+                            <i class="fas fa-fire mr-1"></i>高风险
+                        </span>
+                    </div>
+                </div>
+                <div class="bg-white rounded-xl shadow-lg p-6 border-l-4 border-yellow-500">
+                    <div class="flex items-center mb-4">
+                        <i class="fas fa-chart-line text-yellow-500 text-2xl mr-3"></i>
+                        <h3 class="text-xl font-semibold">商业化风险</h3>
+                    </div>
+                    <p class="text-gray-600">政策善意转化为商业行为需要时间。兴业证券案例表明，初期业务更偏向战略布局而非商业回报，业绩兑现可能慢于预期。</p>
+                    <div class="mt-4">
+                        <span class="bg-yellow-100 text-yellow-800 text-sm px-3 py-1 rounded-full">
+                            <i class="fas fa-exclamation mr-1"></i>中等风险
+                        </span>
+                    </div>
+                </div>
+                <div class="bg-white rounded-xl shadow-lg p-6 border-l-4 border-orange-500">
+                    <div class="flex items-center mb-4">
+                        <i class="fas fa-info-circle text-orange-500 text-2xl mr-3"></i>
+                        <h3 class="text-xl font-semibold">信息验证风险</h3>
+                    </div>
+                    <p class="text-gray-600">研报数据缺失，关联个股存在瑕疵（如海峡股份与福建主题关联度低），需警惕数据源不准确带来的投资偏差。</p>
+                    <div class="mt-4">
+                        <span class="bg-orange-100 text-orange-800 text-sm px-3 py-1 rounded-full">
+                            <i class="fas fa-search mr-1"></i>需验证
+                        </span>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Strategy -->
+    <section class="py-16 px-4">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-3xl font-bold mb-8 text-center text-gray-800">
+                <i class="fas fa-chess text-indigo-500 mr-3"></i>投资策略与跟踪指标
+            </h2>
+            <div class="bg-gradient-to-r from-indigo-600 to-purple-600 rounded-2xl shadow-xl p-8 text-white">
+                <div class="grid md:grid-cols-2 gap-8">
+                    <div>
+                        <h3 class="text-2xl font-bold mb-6">
+                            <i class="fas fa-bullseye mr-2"></i>最具投资价值方向
+                        </h3>
+                        <div class="space-y-4">
+                            <div class="bg-white/10 backdrop-blur rounded-lg p-4">
+                                <div class="font-semibold mb-2">1. 基础设施与能源（确定性最高）</div>
+                                <div class="text-sm opacity-90">关注中闽能源、福能股份的海风项目进展，平潭发展的区域开发动态</div>
+                            </div>
+                            <div class="bg-white/10 backdrop-blur rounded-lg p-4">
+                                <div class="font-semibold mb-2">2. 物流与供应链（业绩弹性大）</div>
+                                <div class="text-sm opacity-90">厦门象屿、厦门国贸作为行业龙头，承接两岸贸易增量</div>
+                            </div>
+                            <div class="bg-white/10 backdrop-blur rounded-lg p-4">
+                                <div class="font-semibold mb-2">3. 金融服务（长期主题）</div>
+                                <div class="text-sm opacity-90">兴业证券、厦门银行等适合事件驱动交易或长期战略配置</div>
+                            </div>
+                        </div>
+                    </div>
+                    <div>
+                        <h3 class="text-2xl font-bold mb-6">
+                            <i class="fas fa-chart-bar mr-2"></i>重点跟踪指标
+                        </h3>
+                        <div class="space-y-3">
+                            <div class="flex items-center bg-white/10 backdrop-blur rounded-lg p-3">
+                                <i class="fas fa-globe mr-3"></i>
+                                <div>
+                                    <div class="font-semibold">宏观层面</div>
+                                    <div class="text-sm opacity-90">两岸贸易顺差、人员往来客运量</div>
+                                </div>
+                            </div>
+                            <div class="flex items-center bg-white/10 backdrop-blur rounded-lg p-3">
+                                <i class="fas fa-file-alt mr-3"></i>
+                                <div>
+                                    <div class="font-semibold">政策层面</div>
+                                    <div class="text-sm opacity-90">惠台措施出台、产业园项目落地</div>
+                                </div>
+                            </div>
+                            <div class="flex items-center bg-white/10 backdrop-blur rounded-lg p-3">
+                                <i class="fas fa-building mr-3"></i>
+                                <div>
+                                    <div class="font-semibold">公司层面</div>
+                                    <div class="text-sm opacity-90">海风项目容量、台胞开户数、对台贸易增速</div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-12 px-4">
+        <div class="max-w-7xl mx-auto text-center">
+            <div class="mb-6">
+                <i class="fas fa-landmark text-4xl mb-4"></i>
+                <h3 class="text-2xl font-bold mb-2">海峡两岸福建概念投资分析</h3>
+                <p class="text-gray-400">深度洞察 · 专业分析 · 风险提示</p>
+            </div>
+            <div class="border-t border-gray-800 pt-6">
+                <p class="text-sm text-gray-500">
+                    <i class="fas fa-info-circle mr-2"></i>
+                    本分析基于公开信息整理，不构成投资建议。投资有风险，入市需谨慎。
+                </p>
+            </div>
+        </div>
+    </footer>
+
+    <script>
+        // Add smooth scrolling
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add fade-in animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver(function(entries) {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.classList.add('fade-in');
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card-hover').forEach(el => {
+            observer.observe(el);
+        });
+    </script>
+</body>
+</html>

public/htmls/深地经济.html

@@ -0,0 +1,492 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>深地经济概念深度分析 - 国家战略下的新边疆</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+        
+        .table-container {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .stock-table {
+            min-width: 1000px;
+        }
+        
+        .badge-custom {
+            font-size: 0.75rem;
+            padding: 0.25rem 0.75rem;
+            border-radius: 9999px;
+            font-weight: 500;
+        }
+        
+        .insight-card {
+            border-left: 4px solid;
+            border-image: linear-gradient(180deg, #667eea 0%, #764ba2 100%) 1;
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <div class="hero-gradient text-white">
+        <div class="container mx-auto px-4 py-16">
+            <div class="flex flex-col lg:flex-row items-center justify-between">
+                <div class="lg:w-1/2 mb-8 lg:mb-0">
+                    <div class="badge badge-warning text-black mb-4">
+                        <i class="fas fa-fire mr-2"></i>国家战略新兴产业
+                    </div>
+                    <h1 class="text-5xl font-bold mb-6">深地经济</h1>
+                    <p class="text-xl mb-4 text-gray-100">向地球深部要资源、要空间的国家战略</p>
+                    <p class="text-lg mb-8 text-gray-200">围绕地球深部资源开发、深部空间利用形成的新兴产业链</p>
+                    <div class="flex flex-wrap gap-4">
+                        <div class="stat">
+                            <div class="stat-title text-gray-200">政策催化</div>
+                            <div class="stat-value text-3xl">"十五五"规划</div>
+                        </div>
+                        <div class="stat">
+                            <div class="stat-title text-gray-200">核心目标</div>
+                            <div class="stat-value text-3xl">1000米+</div>
+                        </div>
+                    </div>
+                </div>
+                <div class="lg:w-1/2 flex justify-center">
+                    <div class="relative">
+                        <div class="w-64 h-64 rounded-full glass-effect flex items-center justify-center">
+                            <i class="fas fa-mountain text-8xl text-purple-600"></i>
+                        </div>
+                        <div class="absolute -top-4 -right-4 w-20 h-20 rounded-full bg-yellow-400 flex items-center justify-center pulse-dot">
+                            <span class="text-black font-bold text-sm">HOT</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Main Content -->
+    <div class="container mx-auto px-4 py-12">
+        <!-- 概念定义 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
+            <h2 class="text-3xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-book-open mr-3 text-purple-600"></i>概念定义与背景
+            </h2>
+            <div class="grid md:grid-cols-2 gap-6">
+                <div class="bg-gradient-to-r from-purple-50 to-pink-50 p-6 rounded-xl">
+                    <h3 class="text-xl font-semibold mb-3 text-purple-800">核心定义</h3>
+                    <p class="text-gray-700">深地经济是围绕地球深部（通常指1000米以深）资源开发、深部空间利用等形成的经济活动及相关产业链的总称。</p>
+                </div>
+                <div class="bg-gradient-to-r from-blue-50 to-cyan-50 p-6 rounded-xl">
+                    <h3 class="text-xl font-semibold mb-3 text-blue-800">三大板块</h3>
+                    <ul class="space-y-2 text-gray-700">
+                        <li><i class="fas fa-oil-can mr-2 text-blue-600"></i>深地资源开发</li>
+                        <li><i class="fas fa-building mr-2 text-blue-600"></i>深部空间利用</li>
+                        <li><i class="fas fa-cogs mr-2 text-blue-600"></i>技术研发与装备制造</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+
+        <!-- 时间线 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
+            <h2 class="text-3xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-clock mr-3 text-purple-600"></i>概念演进时间线
+            </h2>
+            <div class="relative">
+                <div class="timeline-line absolute left-8 top-0 bottom-0 w-1"></div>
+                <div class="space-y-8">
+                    <div class="flex items-center">
+                        <div class="w-16 h-16 rounded-full bg-purple-600 flex items-center justify-center text-white font-bold z-10">
+                            2024
+                        </div>
+                        <div class="ml-6 flex-1 bg-white p-4 rounded-lg shadow">
+                            <p class="font-semibold">2024年10月</p>
+                            <p class="text-gray-600">广东省首次提及"深空深海深地"新赛道</p>
+                        </div>
+                    </div>
+                    <div class="flex items-center">
+                        <div class="w-16 h-16 rounded-full bg-purple-600 flex items-center justify-center text-white font-bold z-10">
+                            2025
+                        </div>
+                        <div class="ml-6 flex-1 bg-white p-4 rounded-lg shadow">
+                            <p class="font-semibold">2025年9月</p>
+                            <p class="text-gray-600">市场热议"深空经济"，营造氛围</p>
+                        </div>
+                    </div>
+                    <div class="flex items-center">
+                        <div class="w-16 h-16 rounded-full bg-red-600 flex items-center justify-center text-white font-bold z-10 pulse-dot">
+                            爆发
+                        </div>
+                        <div class="ml-6 flex-1 bg-red-50 p-4 rounded-lg shadow border-2 border-red-200">
+                            <p class="font-semibold text-red-700">2025年10月21日</p>
+                            <p class="text-gray-700">自然资源部表态，概念正式引爆，多股涨停</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 核心逻辑 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
+            <h2 class="text-3xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-lightbulb mr-3 text-purple-600"></i>核心逻辑分析
+            </h2>
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="insight-card p-6 bg-gradient-to-br from-red-50 to-orange-50 rounded-xl">
+                    <div class="text-4xl mb-4">🎯</div>
+                    <h3 class="text-xl font-semibold mb-3">战略安全驱动</h3>
+                    <p class="text-gray-700">应对浅部资源枯竭，降低对外依存度，保障国家能源和资源安全底线</p>
+                </div>
+                <div class="insight-card p-6 bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl">
+                    <div class="text-4xl mb-4">⚙️</div>
+                    <h3 class="text-xl font-semibold mb-3">技术国产化</h3>
+                    <p class="text-gray-700">已攻克钻井装备、破岩工具等核心技术，实现全链条国产化替代</p>
+                </div>
+                <div class="insight-card p-6 bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl">
+                    <div class="text-4xl mb-4">📈</div>
+                    <h3 class="text-xl font-semibold mb-3">政策预期强烈</h3>
+                    <p class="text-gray-700">"十五五"规划纳入预期，顶层设计明确，政策催化持续性强</p>
+                </div>
+            </div>
+        </div>
+
+        <!-- 产业链图谱 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
+            <h2 class="text-3xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-sitemap mr-3 text-purple-600"></i>产业链图谱
+            </h2>
+            <div class="overflow-x-auto">
+                <div class="min-w-[800px]">
+                    <div class="grid grid-cols-3 gap-4">
+                        <div class="bg-gradient-to-b from-yellow-100 to-yellow-50 p-6 rounded-xl text-center">
+                            <h3 class="text-xl font-bold mb-4 text-yellow-800">上游：材料与核心部件</h3>
+                            <div class="space-y-2">
+                                <div class="badge badge-warning badge-custom">硬质合金/刀具</div>
+                                <div class="badge badge-warning badge-custom">特种材料</div>
+                                <div class="badge badge-warning badge-custom">核心组件</div>
+                            </div>
+                            <p class="mt-4 text-sm text-gray-600">代表：中钨高新、恒立钻具</p>
+                        </div>
+                        <div class="bg-gradient-to-b from-green-100 to-green-50 p-6 rounded-xl text-center">
+                            <h3 class="text-xl font-bold mb-4 text-green-800">中游：设备制造</h3>
+                            <div class="space-y-2">
+                                <div class="badge badge-success badge-custom">资源开发设备</div>
+                                <div class="badge badge-success badge-custom">空间利用设备</div>
+                                <div class="badge badge-success badge-custom">工程装备</div>
+                            </div>
+                            <p class="mt-4 text-sm text-gray-600">代表：铁建重工、石化机械</p>
+                        </div>
+                        <div class="bg-gradient-to-b from-blue-100 to-blue-50 p-6 rounded-xl text-center">
+                            <h3 class="text-xl font-bold mb-4 text-blue-800">下游：工程与服务</h3>
+                            <div class="space-y-2">
+                                <div class="badge badge-info badge-custom">工程建设</div>
+                                <div class="badge badge-info badge-custom">勘探服务</div>
+                                <div class="badge badge-info badge-custom">空间规划</div>
+                            </div>
+                            <p class="mt-4 text-sm text-gray-600">代表：中国铁建、深城交</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 股票数据表格 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
+            <h2 class="text-3xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-table mr-3 text-purple-600"></i>深地经济概念股全览
+            </h2>
+            <div class="table-container">
+                <table class="stock-table w-full">
+                    <thead>
+                        <tr class="bg-gradient-to-r from-purple-600 to-purple-700 text-white">
+                            <th class="px-4 py-3 text-left">股票代码</th>
+                            <th class="px-4 py-3 text-left">股票名称</th>
+                            <th class="px-4 py-3 text-left">行业分类</th>
+                            <th class="px-4 py-3 text-left">产业链环节</th>
+                            <th class="px-4 py-3 text-left">核心逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">神开股份</td>
+                            <td class="px-4 py-3">神开股份</td>
+                            <td class="px-4 py-3"><span class="badge badge-warning">油气资源</span></td>
+                            <td class="px-4 py-3">勘探设备/钻采设备</td>
+                            <td class="px-4 py-3 text-sm">油气勘探设备龙头，受益深地油气开发</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">石化机械</td>
+                            <td class="px-4 py-3">石化机械</td>
+                            <td class="px-4 py-3"><span class="badge badge-warning">油气资源</span></td>
+                            <td class="px-4 py-3">钻采设备</td>
+                            <td class="px-4 py-3 text-sm">钻采设备国家队，技术实力雄厚</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">铁建重工</td>
+                            <td class="px-4 py-3">铁建重工</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">地下空间</span></td>
+                            <td class="px-4 py-3">隧道设备</td>
+                            <td class="px-4 py-3 text-sm">TBM隧道掘进机龙头，最受益标的</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">中铁工业</td>
+                            <td class="px-4 py-3">中铁工业</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">地下空间</span></td>
+                            <td class="px-4 py-3">隧道设备</td>
+                            <td class="px-4 py-3 text-sm">盾构机制造龙头，业务协同性强</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">中钨高新</td>
+                            <td class="px-4 py-3">中钨高新</td>
+                            <td class="px-4 py-3"><span class="badge badge-warning">地下空间</span></td>
+                            <td class="px-4 py-3">硬质合金</td>
+                            <td class="px-4 py-3 text-sm">硬质合金龙头，高弹性标的，空间90%+</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">中国铁建</td>
+                            <td class="px-4 py-3">中国铁建</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">地下空间</span></td>
+                            <td class="px-4 py-3">工程建设</td>
+                            <td class="px-4 py-3 text-sm">深地空间总包商，牵头承担国家任务</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">德石股份</td>
+                            <td class="px-4 py-3">德石股份</td>
+                            <td class="px-4 py-3"><span class="badge badge-warning">油气资源</span></td>
+                            <td class="px-4 py-3">钻采设备</td>
+                            <td class="px-4 py-3 text-sm">钻采设备制造商，直接受益油气开发</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">恒立钻具</td>
+                            <td class="px-4 py-3">恒立钻具</td>
+                            <td class="px-4 py-3"><span class="badge badge-warning">地下空间</span></td>
+                            <td class="px-4 py-3">硬质合金</td>
+                            <td class="px-4 py-3 text-sm">工程钻具供应商，小而美细分龙头</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">深城交</td>
+                            <td class="px-4 py-3">深城交</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">地下空间</span></td>
+                            <td class="px-4 py-3">空间规划</td>
+                            <td class="px-4 py-3 text-sm">深圳地下空间规划龙头，区位优势明显</td>
+                        </tr>
+                        <tr class="border-b hover:bg-gray-50 transition-colors">
+                            <td class="px-4 py-3 font-medium">中化岩土</td>
+                            <td class="px-4 py-3">中化岩土</td>
+                            <td class="px-4 py-3"><span class="badge badge-info">地下空间</span></td>
+                            <td class="px-4 py-3">岩土工程</td>
+                            <td class="px-4 py-3 text-sm">岩土工程专家，受益地下空间开发</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+            <p class="mt-4 text-sm text-gray-600">
+                <i class="fas fa-info-circle mr-2"></i>
+                注：以上为部分重点标的，完整列表包含60+家公司
+            </p>
+        </div>
+
+        <!-- 投资策略 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
+            <h2 class="text-3xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-chess mr-3 text-purple-600"></i>投资策略与建议
+            </h2>
+            <div class="grid md:grid-cols-2 gap-6">
+                <div class="bg-gradient-to-r from-green-50 to-emerald-50 p-6 rounded-xl">
+                    <h3 class="text-xl font-semibold mb-4 text-green-800">
+                        <i class="fas fa-thumbs-up mr-2"></i>重点关注方向
+                    </h3>
+                    <ul class="space-y-3">
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-600 mt-1 mr-3"></i>
+                            <div>
+                                <p class="font-semibold">核心设备商</p>
+                                <p class="text-sm text-gray-600">铁建重工、石化机械 - 逻辑最纯粹的卖铲人</p>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-600 mt-1 mr-3"></i>
+                            <div>
+                                <p class="font-semibold">高弹性材料</p>
+                                <p class="text-sm text-gray-600">中钨高新 - 需求侧强弹性，空间90%+</p>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-check-circle text-green-600 mt-1 mr-3"></i>
+                            <div>
+                                <p class="font-semibold">国家队总包</p>
+                                <p class="text-sm text-gray-600">中国铁建 - 获取国家级项目能力最强</p>
+                            </div>
+                        </li>
+                    </ul>
+                </div>
+                <div class="bg-gradient-to-r from-red-50 to-pink-50 p-6 rounded-xl">
+                    <h3 class="text-xl font-semibold mb-4 text-red-800">
+                        <i class="fas fa-exclamation-triangle mr-2"></i>风险提示
+                    </h3>
+                    <ul class="space-y-3">
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-red-600 mt-1 mr-3"></i>
+                            <div>
+                                <p class="font-semibold">技术风险</p>
+                                <p class="text-sm text-gray-600">万米深井技术难度被市场低估</p>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-red-600 mt-1 mr-3"></i>
+                            <div>
+                                <p class="font-semibold">商业化风险</p>
+                                <p class="text-sm text-gray-600">投资巨大，回报周期长</p>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-times-circle text-red-600 mt-1 mr-3"></i>
+                            <div>
+                                <p class="font-semibold">政策波动</p>
+                                <p class="text-sm text-gray-600">高度依赖"十五五"规划落地力度</p>
+                            </div>
+                        </li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+
+        <!-- 关键跟踪指标 -->
+        <div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
+            <h2 class="text-3xl font-bold mb-6 text-gray-800">
+                <i class="fas fa-chart-line mr-3 text-purple-600"></i>关键跟踪指标
+            </h2>
+            <div class="grid md:grid-cols-4 gap-4">
+                <div class="bg-white p-4 rounded-lg shadow text-center">
+                    <i class="fas fa-file-alt text-3xl text-purple-600 mb-3"></i>
+                    <h4 class="font-semibold mb-2">政策指标</h4>
+                    <p class="text-sm text-gray-600">"十五五"规划正式文本</p>
+                </div>
+                <div class="bg-white p-4 rounded-lg shadow text-center">
+                    <i class="fas fa-clipboard-list text-3xl text-blue-600 mb-3"></i>
+                    <h4 class="font-semibold mb-2">订单指标</h4>
+                    <p class="text-sm text-gray-600">核心公司季度新签订单</p>
+                </div>
+                <div class="bg-white p-4 rounded-lg shadow text-center">
+                    <i class="fas fa-hard-hat text-3xl text-green-600 mb-3"></i>
+                    <h4 class="font-semibold mb-2">项目指标</h4>
+                    <p class="text-sm text-gray-600">国家级项目立项开工</p>
+                </div>
+                <div class="bg-white p-4 rounded-lg shadow text-center">
+                    <i class="fas fa-microscope text-3xl text-red-600 mb-3"></i>
+                    <h4 class="font-semibold mb-2">技术指标</h4>
+                    <p class="text-sm text-gray-600">关键设备技术突破</p>
+                </div>
+            </div>
+        </div>
+
+        <!-- 页脚 -->
+        <div class="text-center py-8 mt-12">
+            <p class="text-gray-600">
+                <i class="fas fa-info-circle mr-2"></i>
+                本页面基于公开信息和专业分析生成，不构成投资建议。市场有风险，投资需谨慎。
+            </p>
+            <p class="text-sm text-gray-500 mt-2">
+                数据更新时间：2025年10月21日
+            </p>
+        </div>
+    </div>
+
+    <script>
+        // 添加滚动动画效果
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -100px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card-hover').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(card);
+        });
+
+        // 添加表格行点击高亮效果
+        document.querySelectorAll('tbody tr').forEach(row => {
+            row.addEventListener('click', function() {
+                // 移除其他行的高亮
+                document.querySelectorAll('tbody tr').forEach(r => {
+                    r.classList.remove('bg-purple-50');
+                });
+                // 添加当前行高亮
+                this.classList.add('bg-purple-50');
+            });
+        });
+
+        // 添加脉冲动画效果
+        document.querySelectorAll('.pulse-dot').forEach(dot => {
+            setInterval(() => {
+                dot.style.transform = 'scale(1.1)';
+                setTimeout(() => {
+                    dot.style.transform = 'scale(1)';
+                }, 500);
+            }, 2000);
+        });
+    </script>
+</body>
+</html>

public/htmls/深圳本地股.html

@@ -0,0 +1,656 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>深圳本地股 - 政策驱动的战略资产价值重估机会</title>
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css" rel="stylesheet">
+    <style>
+        :root {
+            --primary-gradient: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            --secondary-gradient: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
+            --dark-bg: #0f172a;
+            --card-bg: #1e293b;
+            --text-light: #e2e8f0;
+        }
+
+        * {
+            margin: 0;
+            padding: 0;
+            box-sizing: border-box;
+        }
+
+        body {
+            font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'Microsoft YaHei', sans-serif;
+            background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
+            color: var(--text-light);
+            line-height: 1.6;
+        }
+
+        /* Hero Section */
+        .hero-section {
+            background: var(--primary-gradient);
+            padding: 80px 0 60px;
+            position: relative;
+            overflow: hidden;
+        }
+
+        .hero-section::before {
+            content: '';
+            position: absolute;
+            top: 0;
+            left: 0;
+            right: 0;
+            bottom: 0;
+            background: url('data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1440 320"><path fill="%23ffffff" fill-opacity="0.1" d="M0,96L48,112C96,128,192,160,288,160C384,160,480,128,576,122.7C672,117,768,139,864,144C960,149,1056,139,1152,128C1248,117,1344,107,1392,101.3L1440,96L1440,320L1392,320C1344,320,1248,320,1152,320C1056,320,960,320,864,320C768,320,672,320,576,320C480,320,384,320,288,320C192,320,96,320,48,320L0,320Z"></path></svg>') no-repeat bottom;
+            background-size: cover;
+        }
+
+        .hero-content {
+            position: relative;
+            z-index: 1;
+        }
+
+        .hero-title {
+            font-size: 3.5rem;
+            font-weight: 800;
+            margin-bottom: 20px;
+            text-shadow: 2px 2px 4px rgba(0,0,0,0.3);
+        }
+
+        .hero-subtitle {
+            font-size: 1.3rem;
+            opacity: 0.95;
+            margin-bottom: 30px;
+        }
+
+        /* Section Styles */
+        .section-card {
+            background: var(--card-bg);
+            border-radius: 20px;
+            padding: 40px;
+            margin-bottom: 30px;
+            box-shadow: 0 10px 30px rgba(0,0,0,0.3);
+            border: 1px solid rgba(255,255,255,0.1);
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+
+        .section-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 15px 40px rgba(0,0,0,0.4);
+        }
+
+        .section-title {
+            font-size: 2rem;
+            font-weight: 700;
+            margin-bottom: 25px;
+            background: var(--primary-gradient);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            display: inline-block;
+        }
+
+        /* Timeline */
+        .timeline {
+            position: relative;
+            padding-left: 30px;
+        }
+
+        .timeline::before {
+            content: '';
+            position: absolute;
+            left: 0;
+            top: 0;
+            height: 100%;
+            width: 3px;
+            background: var(--primary-gradient);
+        }
+
+        .timeline-item {
+            position: relative;
+            padding-bottom: 30px;
+        }
+
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: -38px;
+            top: 5px;
+            width: 15px;
+            height: 15px;
+            border-radius: 50%;
+            background: #764ba2;
+            border: 3px solid #667eea;
+        }
+
+        .timeline-date {
+            color: #a78bfa;
+            font-weight: 600;
+            margin-bottom: 8px;
+        }
+
+        /* Badge Styles */
+        .policy-badge {
+            display: inline-block;
+            padding: 8px 16px;
+            background: linear-gradient(135deg, #667eea, #764ba2);
+            border-radius: 25px;
+            font-size: 0.9rem;
+            margin-right: 10px;
+            margin-bottom: 10px;
+            box-shadow: 0 4px 15px rgba(102, 126, 234, 0.4);
+        }
+
+        /* Table Styles */
+        .stock-table {
+            background: var(--card-bg);
+            border-radius: 15px;
+            overflow: hidden;
+            box-shadow: 0 10px 30px rgba(0,0,0,0.3);
+        }
+
+        .stock-table thead {
+            background: linear-gradient(135deg, #667eea, #764ba2);
+        }
+
+        .stock-table th {
+            padding: 15px;
+            font-weight: 600;
+            border: none;
+            white-space: nowrap;
+        }
+
+        .stock-table td {
+            padding: 12px 15px;
+            border-top: 1px solid rgba(255,255,255,0.1);
+            vertical-align: middle;
+        }
+
+        .stock-table tbody tr:hover {
+            background: rgba(102, 126, 234, 0.1);
+            transition: background 0.3s ease;
+        }
+
+        /* Industry Tag */
+        .industry-tag {
+            display: inline-block;
+            padding: 4px 10px;
+            background: rgba(102, 126, 234, 0.2);
+            border: 1px solid #667eea;
+            border-radius: 12px;
+            font-size: 0.85rem;
+            margin: 2px;
+        }
+
+        /* Comparison Card */
+        .comparison-card {
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.1), rgba(118, 75, 162, 0.1));
+            border-radius: 15px;
+            padding: 25px;
+            margin-bottom: 20px;
+            border: 1px solid rgba(102, 126, 234, 0.3);
+            transition: all 0.3s ease;
+        }
+
+        .comparison-card:hover {
+            transform: scale(1.02);
+            box-shadow: 0 10px 30px rgba(102, 126, 234, 0.3);
+        }
+
+        .stock-name {
+            font-size: 1.2rem;
+            font-weight: 700;
+            color: #a78bfa;
+            margin-bottom: 10px;
+        }
+
+        .logic-purity {
+            display: inline-block;
+            padding: 5px 12px;
+            border-radius: 20px;
+            font-weight: 600;
+            font-size: 0.85rem;
+        }
+
+        .purity-high {
+            background: #10b981;
+            color: white;
+        }
+
+        .purity-medium {
+            background: #f59e0b;
+            color: white;
+        }
+
+        .purity-low {
+            background: #ef4444;
+            color: white;
+        }
+
+        /* Highlight Box */
+        .highlight-box {
+            background: linear-gradient(135deg, rgba(102, 126, 234, 0.2), rgba(118, 75, 162, 0.2));
+            border-left: 4px solid #667eea;
+            padding: 20px;
+            border-radius: 10px;
+            margin: 20px 0;
+        }
+
+        .highlight-number {
+            font-size: 2.5rem;
+            font-weight: 800;
+            background: var(--primary-gradient);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+        }
+
+        /* Floating Animation */
+        @keyframes float {
+            0%, 100% { transform: translateY(0px); }
+            50% { transform: translateY(-20px); }
+        }
+
+        .floating {
+            animation: float 3s ease-in-out infinite;
+        }
+
+        /* Responsive */
+        @media (max-width: 768px) {
+            .hero-title {
+                font-size: 2.5rem;
+            }
+            
+            .section-card {
+                padding: 25px;
+            }
+            
+            .stock-table {
+                font-size: 0.9rem;
+            }
+            
+            .table-responsive {
+                overflow-x: auto;
+                -webkit-overflow-scrolling: touch;
+            }
+        }
+
+        /* Loading Animation */
+        .pulse {
+            animation: pulse 2s infinite;
+        }
+
+        @keyframes pulse {
+            0% { opacity: 1; }
+            50% { opacity: 0.7; }
+            100% { opacity: 1; }
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <section class="hero-section">
+        <div class="container hero-content">
+            <div class="row align-items-center">
+                <div class="col-lg-8">
+                    <h1 class="hero-title floating">深圳本地股</h1>
+                    <p class="hero-subtitle">政策驱动的战略资产价值重估机会</p>
+                    <div class="mt-4">
+                        <span class="policy-badge"><i class="bi bi-graph-up-arrow"></i> 并购重组</span>
+                        <span class="policy-badge"><i class="bi bi-cpu"></i> 科技创新</span>
+                        <span class="policy-badge"><i class="bi bi-building"></i> 资产重估</span>
+                    </div>
+                </div>
+                <div class="col-lg-4 text-center">
+                    <div class="highlight-box">
+                        <div class="highlight-number">20万亿</div>
+                        <div>上市公司总市值目标</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Main Content -->
+    <div class="container" style="margin-top: -40px; position: relative; z-index: 10;">
+        <!-- Core View Summary -->
+        <div class="section-card">
+            <h2 class="section-title"><i class="bi bi-lightbulb"></i> 核心观点摘要</h2>
+            <p>深圳本地股概念已从传统的地域性标签，升级为由<strong class="text-warning">深圳地方政府强力政策驱动的战略资产价值重估机会</strong>。其核心逻辑在于，通过并购重组盘活存量国资资产，以及通过产业政策（如AI）加速科技企业成长，这为本地国资平台和前沿科技公司提供了双重增长动能。当前概念处于<strong class="text-info">政策密集催化期</strong>，市场情绪高涨，但内部已出现分化，需要穿透炒作表象，识别出真正受益于资产价值释放和产业趋势的优质标的。</p>
+        </div>
+
+        <!-- Policy Timeline -->
+        <div class="section-card">
+            <h2 class="section-title"><i class="bi bi-calendar-event"></i> 政策催化时间轴</h2>
+            <div class="timeline">
+                <div class="timeline-item">
+                    <div class="timeline-date">2024年11月27日</div>
+                    <h5>并购重组行动方案（征求意见稿）</h5>
+                    <p>深圳发布《深圳市推动并购重组高质量发展的行动方案（2025-2027）（公开征求意见稿）》，提出到2027年底，推动深圳境内外上市公司总市值突破<strong>15万亿元</strong>。</p>
+                    <div>
+                        <span class="industry-tag">市值目标：15万亿</span>
+                        <span class="industry-tag">并购项目：100单</span>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-date">2025年3月3日</div>
+                    <h5>AI终端产业行动计划</h5>
+                    <p>深圳印发《深圳市加快推进人工智能终端产业发展行动计划（2025—2026年）》，瞄准AI全球科技前沿。</p>
+                    <div>
+                        <span class="industry-tag">人工智能</span>
+                        <span class="industry-tag">终端应用</span>
+                    </div>
+                </div>
+                <div class="timeline-item">
+                    <div class="timeline-date">2025年10月23日</div>
+                    <h5>并购重组行动方案（正式版）</h5>
+                    <p>正式通知中提出，力争到2027年底，境内外上市公司总市值突破<strong>20万亿元</strong>（较征求意见稿大幅提升），培育形成千亿级市值企业<strong>20家</strong>。</p>
+                    <div>
+                        <span class="industry-tag">市值目标：20万亿</span>
+                        <span class="industry-tag">千亿企业：20家</span>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Core Logic Analysis -->
+        <div class="section-card">
+            <h2 class="section-title"><i class="bi bi-diagram-3"></i> 核心逻辑与市场认知</h2>
+            <div class="row">
+                <div class="col-md-6">
+                    <h5 class="text-info mb-3"><i class="bi bi-rocket-takeoff"></i> 核心驱动力</h5>
+                    <ul class="list-unstyled">
+                        <li class="mb-2"><i class="bi bi-check-circle text-success"></i> <strong>政策导向的确定性</strong>：地方政府顶层设计，"总市值突破20万亿"目标明确</li>
+                        <li class="mb-2"><i class="bi bi-check-circle text-success"></i> <strong>存量资产价值重估</strong>：核心区土地、物业等资产显性化（如华南物流园150亿收益）</li>
+                        <li class="mb-2"><i class="bi bi-check-circle text-success"></i> <strong>产业升级集群效应</strong>：TMT、新能源等产业基础深厚，政策强化优势</li>
+                    </ul>
+                </div>
+                <div class="col-md-6">
+                    <h5 class="text-warning mb-3"><i class="bi bi-exclamation-triangle"></i> 预期差分析</h5>
+                    <div class="highlight-box">
+                        <p><strong>市场认知：</strong> 深圳本地股 = 政策催化下的短线题材</p>
+                        <p><strong>路演现实：</strong></p>
+                        <ul class="mb-0">
+                            <li>深圳燃气：稳健红利（分红>30%）+ 低融资成本（3.3%）</li>
+                            <li>深圳国际：华南物流园<strong>150亿元</strong>税后收益</li>
+                            <li>概念内部质量差异巨大，需要精选</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Core Companies Comparison -->
+        <div class="section-card">
+            <h2 class="section-title"><i class="bi bi-bar-chart"></i> 核心公司对比</h2>
+            <div class="row">
+                <div class="col-lg-4">
+                    <div class="comparison-card">
+                        <div class="stock-name">深圳国际 (00152.HK)</div>
+                        <p class="mb-2"><strong>核心逻辑：</strong>资产价值重估</p>
+                        <p class="mb-2"><strong>优势：</strong>拥有深圳核心区海量物流土地，华南物流园税后收益约150亿元</p>
+                        <p class="mb-2"><strong>风险：</strong>地产周期下行，开发周期长</p>
+                        <span class="logic-purity purity-high">逻辑纯粹度：高</span>
+                    </div>
+                </div>
+                <div class="col-lg-4">
+                    <div class="comparison-card">
+                        <div class="stock-name">深圳燃气 (601139.SH)</div>
+                        <p class="mb-2"><strong>核心逻辑：</strong>稳健红利+增长</p>
+                        <p class="mb-2"><strong>优势：</strong>区域垄断，高分红>30%，融资成本3.3%</p>
+                        <p class="mb-2"><strong>风险：</strong>光伏胶膜业务拖累，气价波动</p>
+                        <span class="logic-purity purity-medium">逻辑纯粹度：中高</span>
+                    </div>
+                </div>
+                <div class="col-lg-4">
+                    <div class="comparison-card">
+                        <div class="stock-name">深赛格 / 特力A</div>
+                        <p class="mb-2"><strong>核心逻辑：</strong>政策弹性/壳价值</p>
+                        <p class="mb-2"><strong>优势：</strong>深圳国资控股，股性活跃</p>
+                        <p class="mb-2"><strong>风险：</strong>基本面薄弱，纯情绪驱动</p>
+                        <span class="logic-purity purity-low">逻辑纯粹度：低</span>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Stock Data Table -->
+        <div class="section-card">
+            <h2 class="section-title"><i class="bi bi-table"></i> 深圳本地股全览</h2>
+            <div class="table-responsive">
+                <table class="table stock-table">
+                    <thead>
+                        <tr>
+                            <th>股票名称</th>
+                            <th>行业</th>
+                            <th>核心项目</th>
+                            <th>分类</th>
+                            <th>产业链</th>
+                            <th>数据来源</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr>
+                            <td><strong>深纺织A</strong></td>
+                            <td><span class="industry-tag">LCD</span></td>
+                            <td>偏光片</td>
+                            <td>深圳国资</td>
+                            <td>偏光片研发</td>
+                            <td>机构调研</td>
+                        </tr>
+                        <tr>
+                            <td><strong>新宙邦</strong></td>
+                            <td><span class="industry-tag">电解液</span></td>
+                            <td>锂电池材料</td>
+                            <td>新能源</td>
+                            <td>锂离子电池</td>
+                            <td>公开资料</td>
+                        </tr>
+                        <tr>
+                            <td><strong>云天励飞-U</strong></td>
+                            <td><span class="industry-tag">人工智能</span></td>
+                            <td>AI芯片</td>
+                            <td>半导体</td>
+                            <td>边缘计算</td>
+                            <td>互动</td>
+                        </tr>
+                        <tr>
+                            <td><strong>大族激光</strong></td>
+                            <td><span class="industry-tag">PCB</span></td>
+                            <td>HDI订单</td>
+                            <td>智能制造</td>
+                            <td>激光加工设备</td>
+                            <td>互动</td>
+                        </tr>
+                        <tr>
+                            <td><strong>特发信息</strong></td>
+                            <td><span class="industry-tag">光纤光缆</span></td>
+                            <td>5G通信</td>
+                            <td>通信</td>
+                            <td>光模块</td>
+                            <td>互动</td>
+                        </tr>
+                        <tr>
+                            <td><strong>英维克</strong></td>
+                            <td><span class="industry-tag">温控设备</span></td>
+                            <td>液冷技术</td>
+                            <td>新能源</td>
+                            <td>数据中心</td>
+                            <td>互动</td>
+                        </tr>
+                        <tr>
+                            <td><strong>德方纳米</strong></td>
+                            <td><span class="industry-tag">电池材料</span></td>
+                            <td>磷酸铁锂</td>
+                            <td>新能源</td>
+                            <td>动力电池</td>
+                            <td>年报</td>
+                        </tr>
+                        <tr>
+                            <td><strong>科士达</strong></td>
+                            <td><span class="industry-tag">光伏</span></td>
+                            <td>储能系统</td>
+                            <td>新能源</td>
+                            <td>光伏逆变器</td>
+                            <td>年报</td>
+                        </tr>
+                        <tr>
+                            <td><strong>威迈斯</strong></td>
+                            <td><span class="industry-tag">车载电源</span></td>
+                            <td>800V高压平台</td>
+                            <td>新能源</td>
+                            <td>新能源汽车</td>
+                            <td>互动</td>
+                        </tr>
+                        <tr>
+                            <td><strong>深康佳A</strong></td>
+                            <td><span class="industry-tag">消费电子</span></td>
+                            <td>Micro LED</td>
+                            <td>半导体</td>
+                            <td>显示模组</td>
+                            <td>互动</td>
+                        </tr>
+                        <tr>
+                            <td><strong>深物业A</strong></td>
+                            <td><span class="industry-tag">房地产</span></td>
+                            <td>城市更新</td>
+                            <td>地产</td>
+                            <td>物业管理</td>
+                            <td>公开资料</td>
+                        </tr>
+                        <tr>
+                            <td><strong>微芯生物</strong></td>
+                            <td><span class="industry-tag">创新药</span></td>
+                            <td>适应症扩展</td>
+                            <td>医药</td>
+                            <td>药品研发</td>
+                            <td>互动</td>
+                        </tr>
+                        <tr>
+                            <td><strong>翰宇药业</strong></td>
+                            <td><span class="industry-tag">医药</span></td>
+                            <td>GLP-1</td>
+                            <td>生物制药</td>
+                            <td>原料药</td>
+                            <td>公告</td>
+                        </tr>
+                        <tr>
+                            <td><strong>天源迪科</strong></td>
+                            <td><span class="industry-tag">金融科技</span></td>
+                            <td>跨境支付</td>
+                            <td>金融</td>
+                            <td>金融IT</td>
+                            <td>公开资料</td>
+                        </tr>
+                        <tr>
+                            <td><strong>路维光电</strong></td>
+                            <td><span class="industry-tag">掩膜版</span></td>
+                            <td>半导体光刻</td>
+                            <td>半导体</td>
+                            <td>显示面板</td>
+                            <td>公开资料</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+
+        <!-- Risks & Investment Insights -->
+        <div class="row">
+            <div class="col-lg-6">
+                <div class="section-card">
+                    <h2 class="section-title"><i class="bi bi-shield-exclamation"></i> 潜在风险</h2>
+                    <ul class="list-unstyled">
+                        <li class="mb-3">
+                            <i class="bi bi-arrow-right-circle text-warning"></i>
+                            <strong>政策执行不及预期</strong>：若后续无法推出有分量的标杆案例，市场热情将消退
+                        </li>
+                        <li class="mb-3">
+                            <i class="bi bi-arrow-right-circle text-warning"></i>
+                            <strong>概念分化与证伪</strong>：缺乏基本面支撑的"蹭热点"公司将面临大幅回调风险
+                        </li>
+                        <li class="mb-3">
+                            <i class="bi bi-arrow-right-circle text-warning"></i>
+                            <strong>宏观经济与地产周期</strong>：深圳国际等公司的资产价值实现依赖于房地产市场景气度
+                        </li>
+                        <li>
+                            <i class="bi bi-arrow-right-circle text-warning"></i>
+                            <strong>信息交叉验证风险</strong>：新闻情绪与路演现实存在差异，需深度基本面研究
+                        </li>
+                    </ul>
+                </div>
+            </div>
+            <div class="col-lg-6">
+                <div class="section-card">
+                    <h2 class="section-title"><i class="bi bi-lightbulb-fill"></i> 投资启示</h2>
+                    <div class="highlight-box mb-3">
+                        <h5 class="text-success">最具投资价值方向</h5>
+                        <ol>
+                            <li><strong>低估值+高确定性资产重估</strong>：深圳国际（00152.HK）及旗下A股公司</li>
+                            <li><strong>稳健高股息+产业增量</strong>：深圳燃气（601139.SH）</li>
+                        </ol>
+                    </div>
+                    <h6>关键跟踪指标：</h6>
+                    <ul class="list-unstyled small">
+                        <li>• 华南物流园项目进度（深圳国际）</li>
+                        <li>• 新投产电厂用气量（深圳燃气）</li>
+                        <li>• 重大并购重组计划公告（整个概念）</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="mt-5 py-4 text-center" style="background: var(--dark-bg); border-top: 1px solid rgba(255,255,255,0.1);">
+        <p class="mb-0 opacity-75">© 2024 深圳本地股深度分析 | 基于公开数据与研究</p>
+    </footer>
+
+    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
+    <script>
+        // Smooth scroll animation
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Intersection Observer for animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver(function(entries) {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        // Apply observer to section cards
+        document.querySelectorAll('.section-card').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(30px)';
+            card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(card);
+        });
+
+        // Table row hover effect
+        document.querySelectorAll('.stock-table tbody tr').forEach(row => {
+            row.addEventListener('mouseenter', function() {
+                this.style.transform = 'scale(1.01)';
+                this.style.transition = 'transform 0.2s ease';
+            });
+            row.addEventListener('mouseleave', function() {
+                this.style.transform = 'scale(1)';
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/湖北三资改革.html

@@ -0,0 +1,667 @@
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>湖北三资改革深度分析 - 从土地财政到股权财政的转型实验</title>
+    
+    <!-- DaisyUI & Tailwind CSS -->
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    
+    <!-- Font Awesome Icons -->
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    
+    <!-- Chart.js -->
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    
+    <!-- Custom Styles -->
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800;900&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
+        }
+        
+        .hero-gradient {
+            background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 50%, #ec4899 100%);
+            background-size: 200% 200%;
+            animation: gradient 15s ease infinite;
+        }
+        
+        @keyframes gradient {
+            0% { background-position: 0% 50%; }
+            50% { background-position: 100% 50%; }
+            100% { background-position: 0% 50%; }
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        
+        .neon-glow {
+            box-shadow: 0 0 20px rgba(59, 130, 246, 0.5),
+                        0 0 40px rgba(59, 130, 246, 0.3),
+                        0 0 60px rgba(59, 130, 246, 0.1);
+        }
+        
+        .timeline-dot {
+            position: relative;
+        }
+        
+        .timeline-dot::before {
+            content: '';
+            position: absolute;
+            width: 20px;
+            height: 20px;
+            background: #3b82f6;
+            border-radius: 50%;
+            top: 50%;
+            left: -10px;
+            transform: translateY(-50%);
+            box-shadow: 0 0 10px rgba(59, 130, 246, 0.8);
+        }
+        
+        .hover-scale {
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+        
+        .hover-scale:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 10px 30px rgba(59, 130, 246, 0.3);
+        }
+        
+        .stock-table {
+            overflow-x: auto;
+        }
+        
+        .stock-table::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .stock-table::-webkit-scrollbar-track {
+            background: rgba(255, 255, 255, 0.1);
+            border-radius: 4px;
+        }
+        
+        .stock-table::-webkit-scrollbar-thumb {
+            background: #3b82f6;
+            border-radius: 4px;
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { transform: scale(1); opacity: 1; }
+            50% { transform: scale(1.1); opacity: 0.7; }
+            100% { transform: scale(1); opacity: 1; }
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #3b82f6, #8b5cf6, #ec4899);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+    </style>
+</head>
+<body class="bg-gray-900 text-gray-100">
+    
+    <!-- Hero Section -->
+    <div class="hero-gradient min-h-screen flex items-center justify-center relative overflow-hidden">
+        <div class="absolute inset-0 bg-black opacity-50"></div>
+        <div class="container mx-auto px-4 relative z-10">
+            <div class="text-center">
+                <div class="inline-flex items-center gap-2 bg-red-600 text-white px-4 py-2 rounded-full mb-6 pulse-dot">
+                    <i class="fas fa-fire"></i>
+                    <span class="font-bold">热点概念</span>
+                    <span class="text-xs">2025.10.21</span>
+                </div>
+                <h1 class="text-5xl md:text-7xl font-black mb-6 text-white">
+                    湖北三资改革
+                </h1>
+                <p class="text-xl md:text-3xl mb-8 text-gray-200">
+                    从土地财政到股权财政的转型实验
+                </p>
+                <div class="glass-effect rounded-2xl p-8 max-w-4xl mx-auto">
+                    <p class="text-lg leading-relaxed text-gray-100">
+                        一切国有资源尽可能<span class="font-bold text-yellow-400">资产化</span>、
+                        一切国有资产尽可能<span class="font-bold text-green-400">证券化</span>、
+                        一切国有资金尽可能<span class="font-bold text-blue-400">杠杆化</span>
+                    </p>
+                    <p class="text-sm text-gray-300 mt-4">
+                        —— 湖北省省长 李殿勋 | 2025.10.16
+                    </p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Core Insights Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4 gradient-text">核心洞察</h2>
+                <p class="text-gray-400 text-lg">深度解析湖北三资改革的本质与影响</p>
+            </div>
+            
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-8">
+                <!-- 背景驱动 -->
+                <div class="glass-effect rounded-2xl p-6 hover-scale">
+                    <div class="text-4xl mb-4 text-red-500">
+                        <i class="fas fa-chart-line"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4">财政困境倒逼</h3>
+                    <div class="space-y-3 text-gray-300">
+                        <p>• 土地财政锐减：政府性基金收入7年连降</p>
+                        <p>• 收支缺口巨大：收入4000亿 vs 支出1万亿</p>
+                        <p>• 转移支付放缓：中央支持边际减弱</p>
+                    </div>
+                </div>
+                
+                <!-- 核心逻辑 -->
+                <div class="glass-effect rounded-2xl p-6 hover-scale">
+                    <div class="text-4xl mb-4 text-green-500">
+                        <i class="fas fa-exchange-alt"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4">转型核心逻辑</h3>
+                    <div class="space-y-3 text-gray-300">
+                        <p>• 资源→资产：盘活沉睡国有资源</p>
+                        <p>• 资产→证券：通过资本市场变现</p>
+                        <p>• 资金→杠杆：放大财政资金效应</p>
+                    </div>
+                </div>
+                
+                <!-- 市场认知 -->
+                <div class="glass-effect rounded-2xl p-6 hover-scale">
+                    <div class="text-4xl mb-4 text-blue-500">
+                        <i class="fas fa-brain"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4">市场预期差</h3>
+                    <div class="space-y-3 text-gray-300">
+                        <p>• 过度乐观：低估证券化复杂性</p>
+                        <p>• 忽略风险：杠杆化双刃剑效应</p>
+                        <p>• 外推偏差：湖北模式特殊性</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Timeline Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4 gradient-text">事件时间轴</h2>
+                <p class="text-gray-400 text-lg">追踪湖北三资改革的关键节点</p>
+            </div>
+            
+            <div class="max-w-4xl mx-auto">
+                <div class="space-y-8">
+                    <div class="flex items-start gap-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="glass-effect rounded-xl p-4">
+                                <div class="flex items-center justify-between mb-2">
+                                    <span class="text-blue-400 font-bold">2025年4月</span>
+                                    <span class="badge badge-info">政策准备</span>
+                                </div>
+                                <p class="text-gray-300">湖北省印发《深化国有"三资"管理改革总体工作方案》</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-start gap-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="glass-effect rounded-xl p-4">
+                                <div class="flex items-center justify-between mb-2">
+                                    <span class="text-blue-400 font-bold">2025年7月</span>
+                                    <span class="badge badge-warning">金融铺垫</span>
+                                </div>
+                                <p class="text-gray-300">李殿勋强调"大胆推进科技金融改革"</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-start gap-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="glass-effect rounded-xl p-4 neon-glow">
+                                <div class="flex items-center justify-between mb-2">
+                                    <span class="text-red-400 font-bold">2025年10月16日</span>
+                                    <span class="badge badge-error">引爆点</span>
+                                </div>
+                                <p class="text-gray-300 font-bold">李殿勋提出"三化"纲领，概念正式引爆</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-start gap-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="glass-effect rounded-xl p-4">
+                                <div class="flex items-center justify-between mb-2">
+                                    <span class="text-blue-400 font-bold">2025年10月20-21日</span>
+                                    <span class="badge badge-success">市场发酵</span>
+                                </div>
+                                <p class="text-gray-300">多家券商发布深度研报，市场情绪达到高潮</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-start gap-4">
+                        <div class="timeline-dot flex-1">
+                            <div class="glass-effect rounded-xl p-4 border-2 border-dashed border-gray-600">
+                                <div class="flex items-center justify-between mb-2">
+                                    <span class="text-gray-400 font-bold">未来：四中全会后</span>
+                                    <span class="badge badge-outline">关键观察</span>
+                                </div>
+                                <p class="text-gray-400">中央是否对湖北模式表态，决定概念生命力</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Table Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4 gradient-text">核心标的池</h2>
+                <p class="text-gray-400 text-lg">湖北三资改革相关上市公司全景图谱</p>
+            </div>
+            
+            <div class="glass-effect rounded-2xl p-6">
+                <div class="stock-table">
+                    <table class="w-full text-sm">
+                        <thead>
+                            <tr class="border-b border-gray-700">
+                                <th class="text-left p-4 font-bold text-blue-400">股票名称</th>
+                                <th class="text-left p-4 font-bold text-blue-400">分类</th>
+                                <th class="text-left p-4 font-bold text-blue-400">实际控制人</th>
+                                <th class="text-left p-4 font-bold text-blue-400">持股比例/项目</th>
+                                <th class="text-left p-4 font-bold text-blue-400">关联逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-yellow-400">湖北能源</td>
+                                <td class="p-4">公用事业</td>
+                                <td class="p-4">三峡集团</td>
+                                <td class="p-4">已践行改革</td>
+                                <td class="p-4 text-gray-300">混合所有制改革典范，出售长江证券聚焦主业</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-green-400">东湖高新</td>
+                                <td class="p-4">创投</td>
+                                <td class="p-4">湖北国资委</td>
+                                <td class="p-4">9.21%</td>
+                                <td class="p-4 text-gray-300">聚焦生物医药、新材料，资产注入想象空间大</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-green-400">武汉控股</td>
+                                <td class="p-4">公用事业</td>
+                                <td class="p-4">武汉市国资委</td>
+                                <td class="p-4">40.18%</td>
+                                <td class="p-4 text-gray-300">武汉城建唯一上市平台，污水处理龙头</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-blue-400">天风证券</td>
+                                <td class="p-4">金融</td>
+                                <td class="p-4">湖北财政厅</td>
+                                <td class="p-4">28.14%</td>
+                                <td class="p-4 text-gray-300">财政厅控股，直接受益于资产证券化业务</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-purple-400">湖北广电</td>
+                                <td class="p-4">传媒</td>
+                                <td class="p-4">湖北广播电视台</td>
+                                <td class="p-4">15.27%</td>
+                                <td class="p-4 text-gray-300">省属国有控股，参与文创股权投资基金</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-orange-400">楚天高速</td>
+                                <td class="p-4">公用事业</td>
+                                <td class="p-4">湖北国资委</td>
+                                <td class="p-4">33.88%</td>
+                                <td class="p-4 text-gray-300">高速公路资产，现金流稳定适合证券化</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-pink-400">兴发集团</td>
+                                <td class="p-4">化工</td>
+                                <td class="p-4">兴山县国资委</td>
+                                <td class="p-4">20.06%</td>
+                                <td class="p-4 text-gray-300">磷化工龙头，资源禀赋突出</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-cyan-400">华工科技</td>
+                                <td class="p-4">半导体</td>
+                                <td class="p-4">武汉市国资委</td>
+                                <td class="p-4">17.28%</td>
+                                <td class="p-4 text-gray-300">激光科技龙头，符合新质生产力方向</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-indigo-400">武商集团</td>
+                                <td class="p-4">商超</td>
+                                <td class="p-4">武汉市国资委</td>
+                                <td class="p-4">26.64%</td>
+                                <td class="p-4 text-gray-300">商业零售资产，存在整合预期</td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/50 transition">
+                                <td class="p-4 font-bold text-teal-400">湖北宜化</td>
+                                <td class="p-4">化工</td>
+                                <td class="p-4">宜昌市国资委</td>
+                                <td class="p-4">22.03%</td>
+                                <td class="p-4 text-gray-300">化肥龙头，传统产业转型代表</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Industry Chain Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4 gradient-text">产业链图谱</h2>
+                <p class="text-gray-400 text-lg">三资改革价值链全景图</p>
+            </div>
+            
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-8">
+                <!-- 上游 -->
+                <div class="glass-effect rounded-2xl p-6">
+                    <div class="flex items-center gap-3 mb-6">
+                        <div class="w-12 h-12 bg-gradient-to-br from-blue-500 to-purple-600 rounded-full flex items-center justify-center">
+                            <i class="fas fa-mountain text-white"></i>
+                        </div>
+                        <h3 class="text-2xl font-bold">上游：资产供给方</h3>
+                    </div>
+                    <div class="space-y-4">
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-blue-400 mb-2">各级政府</h4>
+                            <p class="text-sm text-gray-400">持有海量国有资源</p>
+                        </div>
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-blue-400 mb-2">国资委</h4>
+                            <p class="text-sm text-gray-400">国有资产监管主体</p>
+                        </div>
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-blue-400 mb-2">大型国资集团</h4>
+                            <p class="text-sm text-gray-400">湖北联投、湖北交投、三峡集团</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- 中游 -->
+                <div class="glass-effect rounded-2xl p-6">
+                    <div class="flex items-center gap-3 mb-6">
+                        <div class="w-12 h-12 bg-gradient-to-br from-green-500 to-teal-600 rounded-full flex items-center justify-center">
+                            <i class="fas fa-cogs text-white"></i>
+                        </div>
+                        <h3 class="text-2xl font-bold">中游：运营平台</h3>
+                    </div>
+                    <div class="space-y-4">
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-green-400 mb-2">上市平台</h4>
+                            <p class="text-sm text-gray-400">核心资产证券化载体</p>
+                        </div>
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-green-400 mb-2">金融服务平台</h4>
+                            <p class="text-sm text-gray-400">天风证券、长江证券</p>
+                        </div>
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-green-400 mb-2">资产管理公司</h4>
+                            <p class="text-sm text-gray-400">专业资产运营机构</p>
+                        </div>
+                    </div>
+                </div>
+                
+                <!-- 下游 -->
+                <div class="glass-effect rounded-2xl p-6">
+                    <div class="flex items-center gap-3 mb-6">
+                        <div class="w-12 h-12 bg-gradient-to-br from-orange-500 to-red-600 rounded-full flex items-center justify-center">
+                            <i class="fas fa-users text-white"></i>
+                        </div>
+                        <h3 class="text-2xl font-bold">下游：需求方</h3>
+                    </div>
+                    <div class="space-y-4">
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-orange-400 mb-2">资本市场</h4>
+                            <p class="text-sm text-gray-400">价值发现与定价</p>
+                        </div>
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-orange-400 mb-2">产业投资者</h4>
+                            <p class="text-sm text-gray-400">战略投资与整合</p>
+                        </div>
+                        <div class="bg-gray-800/50 rounded-lg p-4">
+                            <h4 class="font-bold text-orange-400 mb-2">地方经济</h4>
+                            <p class="text-sm text-gray-400">获得新增长动能</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risk Analysis Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4 gradient-text">风险警示</h2>
+                <p class="text-gray-400 text-lg">理性评估投资风险</p>
+            </div>
+            
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-8">
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-red-500">
+                    <div class="flex items-center gap-3 mb-4">
+                        <i class="fas fa-exclamation-triangle text-red-500 text-2xl"></i>
+                        <h3 class="text-xl font-bold">政策风险</h3>
+                    </div>
+                    <p class="text-gray-300 mb-3">中央态度未明，"杠杆化"可能引发系统性风险担忧</p>
+                    <div class="bg-red-900/20 rounded-lg p-3">
+                        <p class="text-sm text-red-300">⚠️ 若中央叫停，概念将瞬间崩塌</p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-yellow-500">
+                    <div class="flex items-center gap-3 mb-4">
+                        <i class="fas fa-tasks text-yellow-500 text-2xl"></i>
+                        <h3 class="text-xl font-bold">执行风险</h3>
+                    </div>
+                    <p class="text-gray-300 mb-3">资产清查、估值、证券化过程复杂，易生争议</p>
+                    <div class="bg-yellow-900/20 rounded-lg p-3">
+                        <p class="text-sm text-yellow-300">⚠️ 注入资产质量存不确定性</p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-orange-500">
+                    <div class="flex items-center gap-3 mb-4">
+                        <i class="fas fa-chart-line text-orange-500 text-2xl"></i>
+                        <h3 class="text-xl font-bold">商业化风险</h3>
+                    </div>
+                    <p class="text-gray-300 mb-3">部分资产如何定价、产生稳定现金流仍是难题</p>
+                    <div class="bg-orange-900/20 rounded-lg p-3">
+                        <p class="text-sm text-orange-300">⚠️ 证券化后收益可能不及预期</p>
+                    </div>
+                </div>
+                
+                <div class="glass-effect rounded-2xl p-6 border-l-4 border-purple-500">
+                    <div class="flex items-center gap-3 mb-4">
+                        <i class="fas fa-globe text-purple-500 text-2xl"></i>
+                        <h3 class="text-xl font-bold">推广风险</h3>
+                    </div>
+                    <p class="text-gray-300 mb-3">湖北模式特殊性，其他省份难以简单复制</p>
+                    <div class="bg-purple-900/20 rounded-lg p-3">
+                        <p class="text-sm text-purple-300">⚠️ 跨省推广不及预期将降温</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Strategy Section -->
+    <section class="py-20 relative">
+        <div class="container mx-auto px-4">
+            <div class="text-center mb-12">
+                <h2 class="text-4xl font-bold mb-4 gradient-text">投资策略</h2>
+                <p class="text-gray-400 text-lg">基于风险收益比的投资建议</p>
+            </div>
+            
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-8">
+                <!-- 首选 -->
+                <div class="glass-effect rounded-2xl p-6 hover-scale border-2 border-green-500/50">
+                    <div class="flex items-center justify-between mb-4">
+                        <span class="badge badge-success text-lg">首选</span>
+                        <i class="fas fa-star text-yellow-400 text-2xl"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4 text-green-400">湖北能源</h3>
+                    <div class="space-y-3 mb-4">
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-check-circle text-green-500"></i>
+                            <span class="text-sm">逻辑最扎实</span>
+                        </div>
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-check-circle text-green-500"></i>
+                            <span class="text-sm">已践行改革</span>
+                        </div>
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-check-circle text-green-500"></i>
+                            <span class="text-sm">基本面支撑</span>
+                        </div>
+                    </div>
+                    <p class="text-gray-400 text-sm">风险收益比相对较高，适合中长期配置</p>
+                </div>
+                
+                <!-- 次选 -->
+                <div class="glass-effect rounded-2xl p-6 hover-scale border-2 border-yellow-500/50">
+                    <div class="flex items-center justify-between mb-4">
+                        <span class="badge badge-warning text-lg">次选</span>
+                        <i class="fas fa-rocket text-yellow-400 text-2xl"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4 text-yellow-400">东湖高新/武汉控股</h3>
+                    <div class="space-y-3 mb-4">
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-arrow-up text-yellow-500"></i>
+                            <span class="text-sm">高弹性标的</span>
+                        </div>
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-arrow-up text-yellow-500"></i>
+                            <span class="text-sm">想象空间大</span>
+                        </div>
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-arrow-up text-yellow-500"></i>
+                            <span class="text-sm">短期博弈</span>
+                        </div>
+                    </div>
+                    <p class="text-gray-400 text-sm">需严格止损，适合风险偏好高的投资者</p>
+                </div>
+                
+                <!-- 关注 -->
+                <div class="glass-effect rounded-2xl p-6 hover-scale border-2 border-blue-500/50">
+                    <div class="flex items-center justify-between mb-4">
+                        <span class="badge badge-info text-lg">关注</span>
+                        <i class="fas fa-chart-line text-blue-400 text-2xl"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold mb-4 text-blue-400">天风证券</h3>
+                    <div class="space-y-3 mb-4">
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-shield-alt text-blue-500"></i>
+                            <span class="text-sm">间接受益</span>
+                        </div>
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-shield-alt text-blue-500"></i>
+                            <span class="text-sm">相对稳健</span>
+                        </div>
+                        <div class="flex items-center gap-2">
+                            <i class="fas fa-shield-alt text-blue-500"></i>
+                            <span class="text-sm">回调关注</span>
+                        </div>
+                    </div>
+                    <p class="text-gray-400 text-sm">受益逻辑间接，更持久的参与方式</p>
+                </div>
+            </div>
+            
+            <!-- Key Metrics -->
+            <div class="mt-12 glass-effect rounded-2xl p-8">
+                <h3 class="text-2xl font-bold mb-6 text-center">重点跟踪指标</h3>
+                <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
+                    <div class="text-center">
+                        <div class="text-3xl font-bold text-blue-400 mb-2">政策信号</div>
+                        <p class="text-sm text-gray-400">四中全会中央定调</p>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-3xl font-bold text-green-400 mb-2">公司公告</div>
+                        <p class="text-sm text-gray-400">重大资产重组</p>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-3xl font-bold text-yellow-400 mb-2">跨省动态</div>
+                        <p class="text-sm text-gray-400">省份跟进情况</p>
+                    </div>
+                    <div class="text-center">
+                        <div class="text-3xl font-bold text-purple-400 mb-2">财政数据</div>
+                        <p class="text-sm text-gray-400">非税收入变化</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="py-12 border-t border-gray-800">
+        <div class="container mx-auto px-4 text-center">
+            <p class="text-gray-400 mb-4">
+                <i class="fas fa-info-circle"></i> 本页面内容基于公开信息整理，不构成投资建议
+            </p>
+            <p class="text-sm text-gray-500">
+                数据来源：新闻、路演、研报 | 更新时间：2025年10月21日
+            </p>
+        </div>
+    </footer>
+
+    <!-- Back to Top Button -->
+    <button onclick="window.scrollTo({top: 0, behavior: 'smooth'})" 
+            class="fixed bottom-8 right-8 w-12 h-12 bg-gradient-to-br from-blue-500 to-purple-600 rounded-full flex items-center justify-center text-white shadow-lg hover:scale-110 transition z-50">
+        <i class="fas fa-arrow-up"></i>
+    </button>
+
+    <script>
+        // Add smooth scroll behavior
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add intersection observer for animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.hover-scale').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(el);
+        });
+    </script>
+</body>
+</html>

public/htmls/漫剧.html

@@ -0,0 +1,494 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN" data-theme="dark">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>AI漫剧爆发增长 - 200亿市场风口深度解析</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <script src="https://unpkg.com/mermaid@10/dist/mermaid.min.js"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <style>
+        @keyframes pulse-glow {
+            0%, 100% { box-shadow: 0 0 20px rgba(59, 130, 246, 0.5); }
+            50% { box-shadow: 0 0 30px rgba(59, 130, 246, 0.8); }
+        }
+        .glow-effect {
+            animation: pulse-glow 2s infinite;
+        }
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        .timeline-line {
+            background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
+        }
+        .hover-scale {
+            transition: all 0.3s ease;
+        }
+        .hover-scale:hover {
+            transform: scale(1.05);
+        }
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        ::-webkit-scrollbar {
+            width: 8px;
+            height: 8px;
+        }
+        ::-webkit-scrollbar-track {
+            background: #1f2937;
+        }
+        ::-webkit-scrollbar-thumb {
+            background: #4b5563;
+            border-radius: 4px;
+        }
+        ::-webkit-scrollbar-thumb:hover {
+            background: #6b7280;
+        }
+    </style>
+</head>
+<body class="bg-gray-900 text-gray-100">
+    <!-- Hero Section -->
+    <div class="hero min-h-[60vh] bg-gradient-to-br from-purple-900 via-blue-900 to-indigo-900">
+        <div class="hero-content text-center text-white">
+            <div class="max-w-4xl">
+                <div class="badge badge-error mb-4 text-lg animate-pulse">
+                    <i class="fas fa-fire mr-2"></i>2025年200亿市场风口
+                </div>
+                <h1 class="text-5xl md:text-7xl font-bold mb-6 gradient-text">
+                    AI漫剧爆发增长
+                </h1>
+                <p class="text-xl md:text-2xl mb-8 text-gray-200">
+                    制作成本压缩90% · 流水增长12倍 · 百亿新风口快速起量
+                </p>
+                <div class="stats shadow-lg bg-black/30 glass-effect">
+                    <div class="stat">
+                        <div class="stat-title">市场规模</div>
+                        <div class="stat-value text-3xl md:text-4xl text-orange-400">200亿+</div>
+                        <div class="stat-desc">2025年预测</div>
+                    </div>
+                    <div class="stat">
+                        <div class="stat-title">流水增长</div>
+                        <div class="stat-value text-3xl md:text-4xl text-green-400">12倍</div>
+                        <div class="stat-desc">同比激增</div>
+                    </div>
+                    <div class="stat">
+                        <div class="stat-title">作品数量</div>
+                        <div class="stat-value text-3xl md:text-4xl text-blue-400">3000+</div>
+                        <div class="stat-desc">1H25上线</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- 核心观点 -->
+    <div class="container mx-auto px-4 py-12">
+        <div class="alert alert-info mb-8 glow-effect">
+            <svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 w-6 h-6">
+                <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
+            </svg>
+            <div>
+                <h3 class="font-bold text-lg">核心观点摘要</h3>
+                <div class="text-sm">AI技术革命性降本增效推动漫剧从"小众探索"迈向"百亿级商业化爆发"。当前处于需求验证与产能爬坡期，核心驱动力是AI制作成本下降90%与平台流量扶持。</div>
+            </div>
+        </div>
+
+        <!-- 时间轴 -->
+        <div class="mb-12">
+            <h2 class="text-3xl font-bold mb-6 text-center">
+                <i class="fas fa-timeline mr-2 text-blue-400"></i>关键事件时间轴
+            </h2>
+            <div class="relative">
+                <div class="absolute left-1/2 transform -translate-x-1/2 w-1 h-full timeline-line"></div>
+                <div class="space-y-8">
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8 text-right">
+                            <div class="glass-effect p-4 rounded-lg hover-scale">
+                                <div class="text-sm text-gray-400">2025年3月</div>
+                                <div class="font-bold">巨量引擎提出AI降本20%+</div>
+                                <div class="text-sm">单分钟成本降至1000-2500元</div>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-blue-500 rounded-full border-4 border-gray-900"></div>
+                        <div class="w-full md:w-1/2 pl-8"></div>
+                    </div>
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8"></div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-500 rounded-full border-4 border-gray-900"></div>
+                        <div class="w-full md:w-1/2 pl-8">
+                            <div class="glass-effect p-4 rounded-lg hover-scale">
+                                <div class="text-sm text-gray-400">2025年10月16日</div>
+                                <div class="font-bold">阅文集团四大举措</div>
+                                <div class="text-sm">开放10万IP · 亿元基金 · AIGC工具</div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8 text-right">
+                            <div class="glass-effect p-4 rounded-lg hover-scale">
+                                <div class="text-sm text-gray-400">2025年10月22日</div>
+                                <div class="font-bold">爱奇艺分成政策</div>
+                                <div class="text-sm">独家70% · 非独家50%</div>
+                            </div>
+                        </div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-green-500 rounded-full border-4 border-gray-900"></div>
+                        <div class="w-full md:w-1/2 pl-8"></div>
+                    </div>
+                    <div class="flex items-center">
+                        <div class="w-full md:w-1/2 pr-8"></div>
+                        <div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-orange-500 rounded-full border-4 border-gray-900"></div>
+                        <div class="w-full md:w-1/2 pl-8">
+                            <div class="glass-effect p-4 rounded-lg hover-scale">
+                                <div class="text-sm text-gray-400">2025年10月23日</div>
+                                <div class="font-bold">券商集中推荐</div>
+                                <div class="text-sm">板块多股涨停 · 供需双井喷</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 核心驱动因素 -->
+        <div class="grid md:grid-cols-2 gap-6 mb-12">
+            <div class="card bg-gradient-to-br from-blue-800 to-blue-900 shadow-xl">
+                <div class="card-body">
+                    <h3 class="card-title text-2xl mb-4">
+                        <i class="fas fa-microchip mr-2"></i>技术突破
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center">
+                            <i class="fas fa-check-circle text-green-400 mr-3"></i>
+                            <span>AI工具覆盖剧本→分镜→动效全流程</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-check-circle text-green-400 mr-3"></i>
+                            <span>制作周期：数月→10-13天</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-check-circle text-green-400 mr-3"></i>
+                            <span>单部成本：80万+→10-30万元</span>
+                        </div>
+                        <div class="mt-4 p-3 bg-black/30 rounded">
+                            <div class="text-sm text-gray-300">核心工具：</div>
+                            <div class="flex flex-wrap gap-2 mt-2">
+                                <span class="badge badge-info">可灵</span>
+                                <span class="badge badge-info">即梦</span>
+                                <span class="badge badge-info">漫剧助手</span>
+                                <span class="badge badge-info">豆包</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <div class="card bg-gradient-to-br from-purple-800 to-purple-900 shadow-xl">
+                <div class="card-body">
+                    <h3 class="card-title text-2xl mb-4">
+                        <i class="fas fa-rocket mr-2"></i>平台加码
+                    </h3>
+                    <div class="space-y-3">
+                        <div class="flex items-center">
+                            <i class="fas fa-check-circle text-green-400 mr-3"></i>
+                            <span>抖音：日流水从100万→1000万</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-check-circle text-green-400 mr-3"></i>
+                            <span>快手：月产增加567%</span>
+                        </div>
+                        <div class="flex items-center">
+                            <i class="fas fa-check-circle text-green-400 mr-3"></i>
+                            <span>爱奇艺：100%分成政策</span>
+                        </div>
+                        <div class="mt-4 p-3 bg-black/30 rounded">
+                            <div class="text-sm text-gray-300">平台支持：</div>
+                            <div class="flex flex-wrap gap-2 mt-2">
+                                <span class="badge badge-warning">流量倾斜</span>
+                                <span class="badge badge-warning">分账激励</span>
+                                <span class="badge badge-warning">IP开放</span>
+                                <span class="badge badge-warning">创作基金</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 产业链图谱 -->
+        <div class="mb-12">
+            <h2 class="text-3xl font-bold mb-6 text-center">
+                <i class="fas fa-sitemap mr-2 text-purple-400"></i>产业链图谱
+            </h2>
+            <div class="glass-effect p-6 rounded-lg">
+                <div class="mermaid">
+                    graph TB
+                        A[上游：IP与内容生产] --> B[中游：AI制作工具]
+                        B --> C[下游：平台分发]
+                        C --> D[C端：付费用户]
+                        
+                        subgraph 上游
+                            A1[阅文集团<br/>10万IP储备]
+                            A2[中文在线<br/>300部计划]
+                            A3[欢瑞世纪<br/>AI互动影游]
+                        end
+                        
+                        subgraph 中游
+                            B1[昆仑万维<br/>天工AI]
+                            B2[捷成股份<br/>视频技术]
+                            B3[兆驰股份<br/>橙星梦工厂]
+                        end
+                        
+                        subgraph 下游
+                            C1[抖音<br/>日流水1000万]
+                            C2[快手<br/>漫剧新漫计划]
+                            C3[爱奇艺<br/>100%分成]
+                            C4[芒果超媒<br/>内容平台]
+                        end
+                        
+                        A1 --> B
+                        A2 --> B
+                        A3 --> B
+                        B --> B1
+                        B --> B2
+                        B --> B3
+                        B1 --> C
+                        B2 --> C
+                        B3 --> C
+                        C --> C1
+                        C --> C2
+                        C --> C3
+                        C --> C4
+                </div>
+            </div>
+        </div>
+
+        <!-- 股票数据表格 -->
+        <div class="mb-12">
+            <h2 class="text-3xl font-bold mb-6 text-center">
+                <i class="fas fa-chart-line mr-2 text-green-400"></i>核心标的深度解析
+            </h2>
+            <div class="overflow-x-auto">
+                <table class="table table-zebra w-full glass-effect">
+                    <thead>
+                        <tr class="text-lg">
+                            <th>公司</th>
+                            <th>核心项目</th>
+                            <th>业务定位</th>
+                            <th>信息来源</th>
+                            <th>投资逻辑</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="hover">
+                            <td class="font-bold text-blue-400">中文在线</td>
+                            <td>
+                                <div class="font-semibold">AI漫剧商业化付费</div>
+                                <div class="badge badge-sm badge-success mt-1">爆款作品</div>
+                            </td>
+                            <td>IP+出海+工具链</td>
+                            <td><span class="badge badge-info">互动</span></td>
+                            <td>ReelShort 9月流水729万美元，市占率5.5%，全球第六。AI漫剧日充金额高速增长，可持续发展路径清晰</td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold text-purple-400">阅文集团</td>
+                            <td>
+                                <div class="font-semibold">四大举措布局</div>
+                                <div class="text-sm">开放10万IP · 亿元基金</div>
+                            </td>
+                            <td>IP储备+生态扶持</td>
+                            <td><span class="badge badge-warning">调研</span></td>
+                            <td>三年目标1200部漫剧，其中200部改编自有IP。推出"漫剧助手"AIGC工具，构建开放共赢生态</td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold text-green-400">欢瑞世纪</td>
+                            <td>
+                                <div class="font-semibold">AI漫剧布局</div>
+                                <div class="text-sm">《十州三境》AI短剧</div>
+                            </td>
+                            <td>AI互动影游技术</td>
+                            <td><span class="badge badge-secondary">调研</span></td>
+                            <td>与阶跃星辰深度合作，储备近10部AI漫剧。抖音账号累计播放量30亿+，内容能力验证</td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold text-orange-400">海看股份</td>
+                            <td>
+                                <div class="font-semibold">AI漫剧市场开发</div>
+                                <div class="badge badge-sm badge-warning">短剧变现</div>
+                            </td>
+                            <td>探索商业边界</td>
+                            <td><span class="badge">半年报</span></td>
+                            <td>积极推进AI漫剧市场开发，探索短剧商业变现市场边界</td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold text-pink-400">掌阅科技</td>
+                            <td>
+                                <div class="font-semibold">《焚星决》等AI漫剧</div>
+                                <div class="text-sm">类真人剧</div>
+                            </td>
+                            <td>内容制作</td>
+                            <td><span class="badge badge-info">互动</span></td>
+                            <td>已上线多部AI漫剧和类真人剧作品</td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold text-cyan-400">捷成股份</td>
+                            <td>
+                                <div class="font-semibold">短剧/漫剧投入</div>
+                                <div class="badge badge-sm">新类型内容</div>
+                            </td>
+                            <td>视频技术迁移</td>
+                            <td><span class="badge">年报</span></td>
+                            <td>2025年针对短剧、漫剧等新类型内容加大投入</td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold text-indigo-400">兆驰股份</td>
+                            <td>
+                                <div class="font-semibold">橙星梦工厂</div>
+                                <div class="badge badge-sm badge-primary">AI漫剧平台</div>
+                            </td>
+                            <td>全链路平台</td>
+                            <td><span class="badge">三季报</span></td>
+                            <td>子公司北京风行自主研发的全链路AI漫剧平台</td>
+                        </tr>
+                        <tr class="hover">
+                            <td class="font-bold text-yellow-400">华策影视</td>
+                            <td>
+                                <div class="font-semibold">DailyShort</div>
+                                <div class="text-sm">短剧/动态漫</div>
+                            </td>
+                            <td>内容聚合平台</td>
+                            <td><span class="badge badge-info">互动</span></td>
+                            <td>已上线上千部作品，包括短剧、动态漫等</td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+
+        <!-- 发展路径图 -->
+        <div class="mb-12">
+            <h2 class="text-3xl font-bold mb-6 text-center">
+                <i class="fas fa-route mr-2 text-blue-400"></i>未来发展路径
+            </h2>
+            <div class="glass-effect p-6 rounded-lg">
+                <div class="mermaid">
+                    graph LR
+                        A[2025：产能爆发] --> B[2026：IP全链路开发]
+                        A --> C[2026：海外市场渗透]
+                        B --> D[2027：AI互动影游]
+                        C --> D
+                        D --> E[2030：元宇宙内容生态]
+                        
+                        style A fill:#3b82f6
+                        style B fill:#8b5cf6
+                        style C fill:#10b981
+                        style D fill:#f59e0b
+                        style E fill:#ef4444
+                </div>
+            </div>
+        </div>
+
+        <!-- 风险提示 -->
+        <div class="alert alert-warning mb-12">
+            <svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" />
+            </svg>
+            <div>
+                <h3 class="font-bold">风险提示</h3>
+                <ul class="mt-2 space-y-1 text-sm">
+                    <li>• <span class="text-orange-300">技术风险：</span>AI生成视频需人工调试，单镜头需30次生成，人物表情不自然</li>
+                    <li>• <span class="text-orange-300">商业化风险：</span>用户集中于18-25岁男性(60%+)，破圈依赖爆款IP</li>
+                    <li>• <span class="text-orange-300">政策风险：</span>广电新规要求"剧本中心制"，低俗内容面临下架</li>
+                    <li>• <span class="text-orange-300">产能过剩风险：</span>各方加码布局，2025年或出现产能过剩</li>
+                </ul>
+            </div>
+        </div>
+
+        <!-- 投资建议 -->
+        <div class="card bg-gradient-to-r from-indigo-800 to-purple-900 shadow-xl mb-12">
+            <div class="card-body">
+                <h2 class="card-title text-2xl mb-4">
+                    <i class="fas fa-lightbulb mr-2 text-yellow-400"></i>投资启示
+                </h2>
+                <div class="grid md:grid-cols-3 gap-4">
+                    <div class="bg-black/30 p-4 rounded-lg">
+                        <h3 class="font-bold text-lg mb-2 text-green-400">短期看</h3>
+                        <p>平台政策红利期，关注分账激励效果</p>
+                    </div>
+                    <div class="bg-black/30 p-4 rounded-lg">
+                        <h3 class="font-bold text-lg mb-2 text-blue-400">中期看</h3>
+                        <p>IP储备与AI工具壁垒是核心竞争力</p>
+                    </div>
+                    <div class="bg-black/30 p-4 rounded-lg">
+                        <h3 class="font-bold text-lg mb-2 text-purple-400">长期看</h3>
+                        <p>AI交互技术升级，元宇宙内容生态</p>
+                    </div>
+                </div>
+                <div class="divider"></div>
+                <div class="stat-title text-center text-lg">
+                    <span class="text-orange-400 font-bold">关键跟踪指标：</span>
+                    月产能(目标50部+) · 日流水(突破2000万) · 付费转化率(5%+)
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="footer footer-center p-10 bg-black/80 text-base-content">
+        <div>
+            <p class="font-bold text-lg">
+                AI漫剧爆发增长 · 深度解析报告
+            </p>
+            <p class="text-sm">数据来源：巨量引擎、各公司财报、券商研报</p>
+            <p class="text-xs mt-2">投资有风险，决策需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // Initialize Mermaid
+        mermaid.initialize({ 
+            startOnLoad: true,
+            theme: 'dark',
+            themeVariables: {
+                primaryColor: '#3b82f6',
+                primaryTextColor: '#fff',
+                primaryBorderColor: '#1e40af',
+                lineColor: '#6b7280',
+                sectionBkgColor: '#1f2937',
+                altSectionBkgColor: '#111827',
+                gridColor: '#374151'
+            }
+        });
+
+        // Add animations
+        document.addEventListener('DOMContentLoaded', function() {
+            // Fade in animations
+            const elements = document.querySelectorAll('.glass-effect');
+            const observer = new IntersectionObserver((entries) => {
+                entries.forEach(entry => {
+                    if (entry.isIntersecting) {
+                        entry.target.style.opacity = '0';
+                        entry.target.style.transform = 'translateY(20px)';
+                        setTimeout(() => {
+                            entry.target.style.transition = 'all 0.5s ease';
+                            entry.target.style.opacity = '1';
+                            entry.target.style.transform = 'translateY(0)';
+                        }, 100);
+                    }
+                });
+            });
+
+            elements.forEach(element => {
+                observer.observe(element);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/灯塔工厂.html

@@ -0,0 +1,416 @@
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>灯塔工厂概念深度解析</title>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/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', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-morphism {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.18);
+        }
+        
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: -8px;
+            top: 50%;
+            transform: translateY(-50%);
+            width: 16px;
+            height: 16px;
+            background: #6366f1;
+            border-radius: 50%;
+            box-shadow: 0 0 0 4px rgba(99, 102, 241, 0.2);
+        }
+        
+        .timeline-line {
+            position: absolute;
+            left: 0;
+            top: 0;
+            bottom: 0;
+            width: 2px;
+            background: linear-gradient(180deg, #6366f1 0%, #a855f7 100%);
+        }
+        
+        .stat-card {
+            transition: all 0.3s ease;
+        }
+        
+        .stat-card:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .badge-glow {
+            animation: glow 2s ease-in-out infinite;
+        }
+        
+        @keyframes glow {
+            0%, 100% { box-shadow: 0 0 5px rgba(99, 102, 241, 0.5); }
+            50% { box-shadow: 0 0 20px rgba(99, 102, 241, 0.8); }
+        }
+        
+        .table-responsive {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .table-responsive table {
+            min-width: 800px;
+        }
+        
+        @media (max-width: 640px) {
+            .table-responsive {
+                margin: 0 -1rem;
+                padding: 0 1rem;
+            }
+        }
+        
+        .pulse-dot {
+            display: inline-block;
+            width: 8px;
+            height: 8px;
+            background: #10b981;
+            border-radius: 50%;
+            animation: pulse 1.5s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { box-shadow: 0 0 0 0 rgba(16, 185, 129, 0.7); }
+            70% { box-shadow: 0 0 0 10px rgba(16, 185, 129, 0); }
+            100% { box-shadow: 0 0 0 0 rgba(16, 185, 129, 0); }
+        }
+    </style>
+</head>
+<body>
+    <div class="min-h-screen p-4 md:p-8">
+        <!-- 头部 -->
+        <header class="glass-morphism rounded-2xl p-6 md:p-8 mb-8 shadow-2xl">
+            <div class="flex items-center justify-between flex-wrap gap-4">
+                <div>
+                    <h1 class="text-3xl md:text-5xl font-bold bg-gradient-to-r from-indigo-600 to-purple-600 bg-clip-text text-transparent mb-2">
+                        灯塔工厂概念
+                    </h1>
+                    <p class="text-gray-600 flex items-center gap-2">
+                        <span class="pulse-dot"></span>
+                        <span>制造业智能化转型的全球标杆</span>
+                    </p>
+                </div>
+                <div class="flex gap-3">
+                    <span class="badge badge-lg badge-info badge-glow">AI+制造</span>
+                    <span class="badge badge-lg badge-success">中国领先</span>
+                </div>
+            </div>
+        </header>
+
+        <!-- 核心数据展示 -->
+        <div class="grid grid-cols-1 md:grid-cols-4 gap-4 mb-8">
+            <div class="stat-card glass-morphism rounded-xl p-6 text-center">
+                <div class="text-4xl font-bold text-indigo-600">50%</div>
+                <div class="text-sm text-gray-600 mt-2">新增工厂数中国占比</div>
+            </div>
+            <div class="stat-card glass-morphism rounded-xl p-6 text-center">
+                <div class="text-4xl font-bold text-purple-600">6家</div>
+                <div class="text-sm text-gray-600 mt-2">中国新增灯塔工厂数</div>
+            </div>
+            <div class="stat-card glass-morphism rounded-xl p-6 text-center">
+                <div class="text-4xl font-bold text-pink-600">70-80%</div>
+                <div class="text-sm text-gray-600 mt-2">生产效率提升</div>
+            </div>
+            <div class="stat-card glass-morphism rounded-xl p-6 text-center">
+                <div class="text-4xl font-bold text-cyan-600">-50%</div>
+                <div class="text-sm text-gray-600 mt-2">用工人数减少</div>
+            </div>
+        </div>
+
+        <!-- 时间轴 -->
+        <div class="glass-morphism rounded-2xl p-6 md:p-8 mb-8 shadow-xl">
+            <h2 class="text-2xl font-bold mb-6 flex items-center gap-2">
+                <i class="fas fa-clock text-indigo-600"></i>
+                关键时间轴
+            </h2>
+            <div class="relative pl-8">
+                <div class="timeline-line"></div>
+                <div class="space-y-6">
+                    <div class="timeline-item relative">
+                        <div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg p-4">
+                            <div class="font-bold text-indigo-600">2018年</div>
+                            <div class="text-gray-700">世界经济论坛启动"全球灯塔网络"项目</div>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative">
+                        <div class="bg-gradient-to-r from-purple-50 to-pink-50 rounded-lg p-4">
+                            <div class="font-bold text-purple-600">2025年7月25日</div>
+                            <div class="text-gray-700">湖北省计划开工美的全球"灯塔工厂"升级项目</div>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative">
+                        <div class="bg-gradient-to-r from-pink-50 to-red-50 rounded-lg p-4 border-2 border-red-200">
+                            <div class="font-bold text-red-600">2025年9月16日</div>
+                            <div class="text-gray-700 font-semibold">核心催化事件：WEF公布新名单，中国占6家</div>
+                        </div>
+                    </div>
+                    <div class="timeline-item relative">
+                        <div class="bg-gradient-to-r from-yellow-50 to-orange-50 rounded-lg p-4">
+                            <div class="font-bold text-orange-600">2025年10月9日</div>
+                            <div class="text-gray-700">市场情绪高峰，概念股成为舆论焦点</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 核心逻辑 -->
+        <div class="glass-morphism rounded-2xl p-6 md:p-8 mb-8 shadow-xl">
+            <h2 class="text-2xl font-bold mb-6 flex items-center gap-2">
+                <i class="fas fa-brain text-purple-600"></i>
+                三重核心驱动力
+            </h2>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                <div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-xl p-6">
+                    <div class="text-3xl mb-3">🏛️</div>
+                    <h3 class="font-bold text-lg mb-2 text-blue-800">政策驱动</h3>
+                    <p class="text-sm text-gray-700">与《中国制造2025》深度绑定，政策引导和行业标准确认</p>
+                </div>
+                <div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-xl p-6">
+                    <div class="text-3xl mb-3">🤖</div>
+                    <h3 class="font-bold text-lg mb-2 text-purple-800">技术成熟</h3>
+                    <p class="text-sm text-gray-700">云计算、大数据、AI、5G等技术融合，推动智能化转型</p>
+                </div>
+                <div class="bg-gradient-to-br from-green-50 to-green-100 rounded-xl p-6">
+                    <div class="text-3xl mb-3">💰</div>
+                    <h3 class="font-bold text-lg mb-2 text-green-800">商业价值</h3>
+                    <p class="text-sm text-gray-700">降本增效显著，材料利用率98%，毛利率提升</p>
+                </div>
+            </div>
+        </div>
+
+        <!-- 产业链分析 -->
+        <div class="glass-morphism rounded-2xl p-6 md:p-8 mb-8 shadow-xl">
+            <h2 class="text-2xl font-bold mb-6 flex items-center gap-2">
+                <i class="fas fa-sitemap text-green-600"></i>
+                产业链图谱
+            </h2>
+            <div class="space-y-4">
+                <div class="flex items-center gap-3 bg-gradient-to-r from-gray-50 to-gray-100 rounded-lg p-4">
+                    <span class="badge badge-lg badge-secondary">上游</span>
+                    <span class="text-gray-700">基础技术与硬件（芯片、传感器、机器人本体、云计算）</span>
+                </div>
+                <div class="flex items-center gap-3 bg-gradient-to-r from-blue-50 to-indigo-100 rounded-lg p-4">
+                    <span class="badge badge-lg badge-primary">中游</span>
+                    <div class="flex-1">
+                        <div class="font-semibold mb-1">核心赋能层</div>
+                        <div class="flex flex-wrap gap-2">
+                            <span class="badge badge-info">工业软件</span>
+                            <span class="badge badge-info">自动化设备</span>
+                            <span class="badge badge-info">系统集成</span>
+                            <span class="badge badge-info">咨询设计</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="flex items-center gap-3 bg-gradient-to-r from-purple-50 to-purple-100 rounded-lg p-4">
+                    <span class="badge badge-lg badge-accent">下游</span>
+                    <span class="text-gray-700">灯塔工厂所有者（家电、新能源、工程机械等行业龙头）</span>
+                </div>
+            </div>
+        </div>
+
+        <!-- 股票数据表格 -->
+        <div class="glass-morphism rounded-2xl p-6 md:p-8 shadow-xl">
+            <h2 class="text-2xl font-bold mb-6 flex items-center gap-2">
+                <i class="fas fa-chart-line text-indigo-600"></i>
+                核心企业分析
+            </h2>
+            
+            <!-- 灯塔工厂拥有者 -->
+            <div class="mb-8">
+                <h3 class="text-lg font-semibold mb-4 text-indigo-600">
+                    <i class="fas fa-trophy mr-2"></i>灯塔工厂所有者
+                </h3>
+                <div class="table-responsive">
+                    <table class="table table-zebra w-full">
+                        <thead>
+                            <tr class="bg-gradient-to-r from-indigo-500 to-purple-500 text-white">
+                                <th>股票名称</th>
+                                <th>灯塔工厂数量</th>
+                                <th>行业地位</th>
+                                <th>投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="hover:bg-indigo-50 transition-colors">
+                                <td class="font-bold">海尔智家</td>
+                                <td><span class="badge badge-success badge-lg">12座</span></td>
+                                <td>全球第一</td>
+                                <td class="text-sm">智能制造顶级实践，组织能力领先</td>
+                            </tr>
+                            <tr class="hover:bg-indigo-50 transition-colors">
+                                <td class="font-bold">工业富联</td>
+                                <td><span class="badge badge-info badge-lg">8座</span></td>
+                                <td>A股第二</td>
+                                <td class="text-sm">消费电子制造，富士康生态优势</td>
+                            </tr>
+                            <tr class="hover:bg-indigo-50 transition-colors">
+                                <td class="font-bold">美的集团</td>
+                                <td><span class="badge badge-info badge-lg">8座</span></td>
+                                <td>A股第二</td>
+                                <td class="text-sm">家电龙头，智能化转型标杆</td>
+                            </tr>
+                            <tr class="hover:bg-indigo-50 transition-colors">
+                                <td class="font-bold">宁德时代</td>
+                                <td><span class="badge badge-warning badge-lg">3座</span></td>
+                                <td>A股第三</td>
+                                <td class="text-sm">新能源赛道核心，成本与技术优势</td>
+                            </tr>
+                            <tr class="hover:bg-indigo-50 transition-colors">
+                                <td class="font-bold">三一重工</td>
+                                <td><span class="badge badge-warning badge-lg">3座</span></td>
+                                <td>A股第三</td>
+                                <td class="text-sm">重工业智能化代表，AI赋能前景</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- 核心赋能者 -->
+            <div>
+                <h3 class="text-lg font-semibold mb-4 text-purple-600">
+                    <i class="fas fa-cogs mr-2"></i>核心技术赋能者
+                </h3>
+                <div class="table-responsive">
+                    <table class="table table-zebra w-full">
+                        <thead>
+                            <tr class="bg-gradient-to-r from-purple-500 to-pink-500 text-white">
+                                <th>股票名称</th>
+                                <th>业务领域</th>
+                                <th>相关业务</th>
+                                <th>核心优势</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="hover:bg-purple-50 transition-colors">
+                                <td class="font-bold">埃斯顿</td>
+                                <td><span class="badge badge-primary">工业机器人</span></td>
+                                <td class="text-sm">参与锂电、光伏、工程机械等多行业灯塔工厂建设</td>
+                                <td class="text-sm">多行业应用经验，受益自动化渗透</td>
+                            </tr>
+                            <tr class="hover:bg-purple-50 transition-colors">
+                                <td class="font-bold">中控技术</td>
+                                <td><span class="badge badge-primary">工业控制</span></td>
+                                <td class="text-sm">打造Industrial AI标杆案例及灯塔工厂</td>
+                                <td class="text-sm">平台级选手，跨行业赋能</td>
+                            </tr>
+                            <tr class="hover:bg-purple-50 transition-colors">
+                                <td class="font-bold">中望软件</td>
+                                <td><span class="badge badge-primary">工业软件</span></td>
+                                <td class="text-sm">研发设计类工业软件，灯塔客户推广</td>
+                                <td class="text-sm">国产替代，研发创新基石</td>
+                            </tr>
+                            <tr class="hover:bg-purple-50 transition-colors">
+                                <td class="font-bold">东土科技</td>
+                                <td><span class="badge badge-primary">工业通信</span></td>
+                                <td class="text-sm">联合发布全球灯塔工厂5G云化PLC应用</td>
+                                <td class="text-sm">5G+工业互联网技术领先</td>
+                            </tr>
+                            <tr class="hover:bg-purple-50 transition-colors">
+                                <td class="font-bold">鼎捷数智</td>
+                                <td><span class="badge badge-primary">MES系统</span></td>
+                                <td class="text-sm">打造戴卡世界灯塔工厂等标杆案例</td>
+                                <td class="text-sm">制造执行领域专业服务商</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+
+        <!-- 投资启示 -->
+        <div class="glass-morphism rounded-2xl p-6 md:p-8 mt-8 shadow-xl">
+            <h2 class="text-2xl font-bold mb-6 flex items-center gap-2">
+                <i class="fas fa-lightbulb text-yellow-500"></i>
+                投资启示
+            </h2>
+            <div class="bg-gradient-to-r from-yellow-50 to-orange-50 rounded-xl p-6">
+                <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                    <div>
+                        <h3 class="font-bold text-lg mb-3 text-orange-800">投资价值排序</h3>
+                        <ol class="space-y-2">
+                            <li class="flex items-start gap-2">
+                                <span class="badge badge-warning">1</span>
+                                <span class="text-sm">工业软件与自动化平台商（中控技术、埃斯顿）</span>
+                            </li>
+                            <li class="flex items-start gap-2">
+                                <span class="badge badge-warning">2</span>
+                                <span class="text-sm">战略践行的下游龙头（三一重工、宁德时代）</span>
+                            </li>
+                        </ol>
+                    </div>
+                    <div>
+                        <h3 class="font-bold text-lg mb-3 text-orange-800">关键跟踪指标</h3>
+                        <ul class="space-y-1 text-sm">
+                            <li class="flex items-center gap-2">
+                                <i class="fas fa-check-circle text-green-500"></i>
+                                <span>赋能者：收入增速、毛利率、新签订单</span>
+                            </li>
+                            <li class="flex items-center gap-2">
+                                <i class="fas fa-check-circle text-green-500"></i>
+                                <span>所有者：毛利率、人均产值、存货周转率</span>
+                            </li>
+                            <li class="flex items-center gap-2">
+                                <i class="fas fa-check-circle text-green-500"></i>
+                                <span>宏观：政策动向、产业基金投入</span>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- 页脚 -->
+        <footer class="text-center mt-12 text-white">
+            <p class="text-sm opacity-80">数据来源：公开信息整理 | 仅供研究参考</p>
+        </footer>
+    </div>
+
+    <script>
+        // 添加平滑滚动效果
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // 表格响应式处理
+        function handleTableResize() {
+            const tables = document.querySelectorAll('.table-responsive');
+            tables.forEach(table => {
+                if (window.innerWidth < 640) {
+                    table.style.width = '100vw';
+                } else {
+                    table.style.width = '100%';
+                }
+            });
+        }
+
+        window.addEventListener('resize', handleTableResize);
+        handleTableResize();
+    </script>
+</body>
+</html>

public/htmls/燃气轮机HRSG.html

@@ -0,0 +1,614 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>燃气轮机HRSG - AI驱动的电力革命</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.1);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+            width: 3px;
+            position: absolute;
+            left: 20px;
+            top: 0;
+            bottom: 0;
+        }
+        
+        .timeline-dot {
+            width: 16px;
+            height: 16px;
+            background: #667eea;
+            border: 3px solid white;
+            border-radius: 50%;
+            position: absolute;
+            left: 14px;
+            box-shadow: 0 2px 8px rgba(0,0,0,0.2);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .pulse-animation {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+        
+        .scroll-indicator {
+            animation: bounce 2s infinite;
+        }
+        
+        @keyframes bounce {
+            0%, 20%, 50%, 80%, 100% {
+                transform: translateY(0);
+            }
+            40% {
+                transform: translateY(-10px);
+            }
+            60% {
+                transform: translateY(-5px);
+            }
+        }
+        
+        .table-container {
+            overflow-x: auto;
+        }
+        
+        @media (max-width: 768px) {
+            .table-container {
+                font-size: 0.75rem;
+            }
+        }
+        
+        .stat-number {
+            font-size: 2.5rem;
+            font-weight: 700;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Hero Section -->
+    <div class="gradient-bg text-white">
+        <div class="container mx-auto px-4 py-16">
+            <div class="text-center">
+                <div class="badge badge-accent badge-lg mb-4">AI电力革命核心概念</div>
+                <h1 class="text-5xl md:text-6xl font-bold mb-6">燃气轮机HRSG</h1>
+                <p class="text-xl md:text-2xl mb-8 opacity-90">人工智能驱动的全球性电力危机与投资机遇</p>
+                <div class="flex justify-center gap-4 mb-8">
+                    <div class="badge badge-outline badge-lg">5000亿美元投资</div>
+                    <div class="badge badge-outline badge-lg">订单排至2028年</div>
+                    <div class="badge badge-outline badge-lg">3-5年高景气周期</div>
+                </div>
+                <div class="scroll-indicator">
+                    <svg class="w-6 h-6 mx-auto" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 14l-7 7m0 0l-7-7m7 7V3"></path>
+                    </svg>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Key Stats Section -->
+    <div class="container mx-auto px-4 -mt-10 relative z-10">
+        <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+            <div class="card bg-base-100 shadow-xl card-hover">
+                <div class="card-body text-center">
+                    <div class="stat-number">190%</div>
+                    <div class="text-gray-600 font-semibold">GE Vernova Q4订单同比增长</div>
+                    <p class="text-sm text-gray-500 mt-2">2024年Q4签约6.1GW，全年签约20.2GW</p>
+                </div>
+            </div>
+            <div class="card bg-base-100 shadow-xl card-hover">
+                <div class="card-body text-center">
+                    <div class="stat-number">76.3%</div>
+                    <div class="text-gray-600 font-semibold">三大巨头市场份额</div>
+                    <p class="text-sm text-gray-500 mt-2">三菱重工、西门子能源、GE Vernova</p>
+                </div>
+            </div>
+            <div class="card bg-base-100 shadow-xl card-hover">
+                <div class="card-body text-center">
+                    <div class="stat-number">3-5年</div>
+                    <div class="text-gray-600 font-semibold">订单积压周期</div>
+                    <p class="text-sm text-gray-500 mt-2">制造订单积压，供给严重不足</p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Timeline Section -->
+    <div class="container mx-auto px-4 py-16">
+        <h2 class="text-3xl font-bold text-center mb-12">概念事件时间轴</h2>
+        <div class="max-w-4xl mx-auto">
+            <div class="timeline-line"></div>
+            
+            <div class="relative flex items-start mb-8">
+                <div class="timeline-dot" style="top: 5px;"></div>
+                <div class="ml-12 card bg-base-100 shadow-lg card-hover flex-1">
+                    <div class="card-body">
+                        <div class="badge badge-primary mb-2">2023年</div>
+                        <h3 class="card-title">AI需求萌芽</h3>
+                        <p>海内外科技巨头开启算力"军备竞赛"，数据中心电力问题开始显现</p>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="relative flex items-start mb-8">
+                <div class="timeline-dot" style="top: 5px;"></div>
+                <div class="ml-12 card bg-base-100 shadow-lg card-hover flex-1">
+                    <div class="card-body">
+                        <div class="badge badge-primary mb-2">2025年1月</div>
+                        <h3 class="card-title">"星际之门"计划引爆市场</h3>
+                        <p>特朗普宣布OpenAI、软银、甲骨文联合成立"星际之门"项目，投资至少5000亿美元</p>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="relative flex items-start mb-8">
+                <div class="timeline-dot" style="top: 5px;"></div>
+                <div class="ml-12 card bg-base-100 shadow-lg card-hover flex-1">
+                    <div class="card-body">
+                        <div class="badge badge-primary mb-2">2025年6月</div>
+                        <h3 class="card-title">认知深化</h3>
+                        <p>明确小型燃机作为备用电源角色，订单积压3-5年信息被广泛认知</p>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="relative flex items-start">
+                <div class="timeline-dot" style="top: 5px;"></div>
+                <div class="ml-12 card bg-base-100 shadow-lg card-hover flex-1">
+                    <div class="card-body">
+                        <div class="badge badge-primary mb-2">2025年9月</div>
+                        <h3 class="card-title">热度新高</h3>
+                        <p>甲骨文-OpenAI签署3000亿美元算力协议，GEV股价大涨</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Core Logic Section -->
+    <div class="bg-gray-100 py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">核心逻辑分析</h2>
+            
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-12">
+                <div class="card bg-base-100 shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl mb-4">
+                            <span class="badge badge-accent mr-2">需求端</span>
+                            不可能三角
+                        </h3>
+                        <ul class="space-y-3">
+                            <li class="flex items-start">
+                                <span class="text-primary mr-2">▸</span>
+                                <div>
+                                    <strong>大规模：</strong>美国AI数据中心用电量预计从2023年4.4%增至2028年6.7%-12%
+                                </div>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-primary mr-2">▸</span>
+                                <div>
+                                    <strong>高稳定：</strong>T4级数据中心需2N+1备用电源，燃气轮机可靠性高
+                                </div>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-primary mr-2">▸</span>
+                                <div>
+                                    <strong>快速部署：</strong>建设周期远短于核电（10年以上），是短期最优解
+                                </div>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="card bg-base-100 shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl mb-4">
+                            <span class="badge badge-accent mr-2">供给端</span>
+                            刚性瓶颈
+                        </h3>
+                        <ul class="space-y-3">
+                            <li class="flex items-start">
+                                <span class="text-secondary mr-2">▸</span>
+                                <div>
+                                    <strong>寡头垄断：</strong>GE、西门子、三菱占据76.3%市场份额
+                                </div>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-secondary mr-2">▸</span>
+                                <div>
+                                    <strong>扩产困难：</strong>技术壁垒高，扩产周期长达24个月以上
+                                </div>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-secondary mr-2">▸</span>
+                                <div>
+                                    <strong>供需错配：</strong>订单排至2028年，上游零部件供应商扩产意愿低
+                                </div>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+
+            <!-- Market Cognition Gap -->
+            <div class="card bg-base-100 shadow-xl">
+                <div class="card-body">
+                    <h3 class="card-title text-xl mb-6">市场认知差分析</h3>
+                    <div class="overflow-x-auto">
+                        <table class="table table-zebra w-full">
+                            <thead>
+                                <tr>
+                                    <th>认知差</th>
+                                    <th>市场普遍认知</th>
+                                    <th>实际情况</th>
+                                    <th>投资启示</th>
+                                </tr>
+                            </thead>
+                            <tbody>
+                                <tr>
+                                    <td class="font-semibold">主电源vs备用电源</td>
+                                    <td>燃气轮机成本高，不受数据中心青睐</td>
+                                    <td>美国采用"电网+燃气轮机主电源+小型燃机备用"</td>
+                                    <td class="text-success">需求远超备用电源市场</td>
+                                </tr>
+                                <tr>
+                                    <td class="font-semibold">国产vs全球配套</td>
+                                    <td>聚焦东方电气等国产整机替代</td>
+                                    <td>国内零部件企业切入全球供应链</td>
+                                    <td class="text-success">零部件企业弹性更大</td>
+                                </tr>
+                                <tr>
+                                    <td class="font-semibold">燃机vs HRSG</td>
+                                    <td>热议燃气轮机整机</td>
+                                    <td>HRSG是CCGT电站核心组件</td>
+                                    <td class="text-warning">HRSG关注度相对不足</td>
+                                </tr>
+                            </tbody>
+                        </table>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Industry Chain Section -->
+    <div class="container mx-auto px-4 py-16">
+        <h2 class="text-3xl font-bold text-center mb-12">产业链与核心公司</h2>
+        
+        <div class="mb-12">
+            <div class="card bg-base-100 shadow-xl">
+                <div class="card-body">
+                    <h3 class="card-title text-xl mb-6">产业链图谱</h3>
+                    <div class="grid grid-cols-1 md:grid-cols-4 gap-4">
+                        <div class="text-center p-4 bg-primary/10 rounded-lg">
+                            <div class="text-lg font-semibold mb-2">上游</div>
+                            <div class="text-sm">高温合金材料</div>
+                            <div class="text-sm">精密铸件/锻件</div>
+                            <div class="badge badge-primary badge-sm mt-2">万泽股份</div>
+                        </div>
+                        <div class="text-center p-4 bg-secondary/10 rounded-lg">
+                            <div class="text-lg font-semibold mb-2">中游-零部件</div>
+                            <div class="text-sm">涡轮叶片</div>
+                            <div class="text-sm">压气机叶片</div>
+                            <div class="text-sm">缸体/环类件</div>
+                            <div class="flex flex-wrap gap-1 justify-center mt-2">
+                                <span class="badge badge-secondary badge-sm">应流股份</span>
+                                <span class="badge badge-secondary badge-sm">豪迈科技</span>
+                                <span class="badge badge-secondary badge-sm">航宇科技</span>
+                            </div>
+                        </div>
+                        <div class="text-center p-4 bg-accent/10 rounded-lg">
+                            <div class="text-lg font-semibold mb-2">中游-HRSG</div>
+                            <div class="text-sm">余热锅炉</div>
+                            <div class="text-sm">热交换系统</div>
+                            <div class="flex flex-wrap gap-1 justify-center mt-2">
+                                <span class="badge badge-accent badge-sm">华光环能</span>
+                                <span class="badge badge-accent badge-sm">西子洁能</span>
+                                <span class="badge badge-accent badge-sm">博盈特焊</span>
+                            </div>
+                        </div>
+                        <div class="text-center p-4 bg-info/10 rounded-lg">
+                            <div class="text-lg font-semibold mb-2">下游</div>
+                            <div class="text-sm">整机制造</div>
+                            <div class="text-sm">系统集成</div>
+                            <div class="flex flex-wrap gap-1 justify-center mt-2">
+                                <span class="badge badge-info badge-sm">东方电气</span>
+                                <span class="badge badge-info badge-sm">杰瑞股份</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Stock Data Table -->
+        <div class="card bg-base-100 shadow-xl">
+            <div class="card-body">
+                <h3 class="card-title text-xl mb-6">核心标的股票数据</h3>
+                <div class="table-container">
+                    <table class="table table-compact w-full">
+                        <thead>
+                            <tr>
+                                <th>股票代码</th>
+                                <th>股票名称</th>
+                                <th>分类</th>
+                                <th>产业链定位</th>
+                                <th>核心项目/客户</th>
+                                <th>投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="hover">
+                                <td>应流股份</td>
+                                <td class="font-semibold text-primary">应流股份</td>
+                                <td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
+                                <td>燃机叶片龙头</td>
+                                <td>涡轮叶片、GE/西门子/贝克休斯</td>
+                                <td>国内燃机叶片龙头，高价值量核心部件</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>杰瑞股份</td>
+                                <td class="font-semibold text-primary">杰瑞股份</td>
+                                <td><span class="badge badge-info badge-sm">系统集成</span></td>
+                                <td>西门子授权成套商</td>
+                                <td>燃气轮机发电机组、西门子合作</td>
+                                <td>燃气轮机整机供应商，受益北美高景气</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>豪迈科技</td>
+                                <td class="font-semibold text-primary">豪迈科技</td>
+                                <td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
+                                <td>大型结构件供应商</td>
+                                <td>缸体/环类件、GE/三菱/西门子</td>
+                                <td>全球市场份额40%，受益于全球需求景气</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>华光环能</td>
+                                <td class="font-semibold text-primary">华光环能</td>
+                                <td><span class="badge badge-accent badge-sm">余热锅炉HRSG</span></td>
+                                <td>余热锅炉龙头</td>
+                                <td>卧式/立式自然循环HRSG技术</td>
+                                <td>市场占有率前三，掌握HRSG核心技术</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>东方电气</td>
+                                <td class="font-semibold text-primary">东方电气</td>
+                                <td><span class="badge badge-info badge-sm">燃气轮机整机</span></td>
+                                <td>国内整机龙头</td>
+                                <td>深耕燃气轮机20年、F级300兆瓦</td>
+                                <td>国内燃气轮机市场占有率领先</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>航宇科技</td>
+                                <td class="font-semibold text-primary">航宇科技</td>
+                                <td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
+                                <td>压气机/燃烧室供应商</td>
+                                <td>GE Vernova新品导入</td>
+                                <td>为全球主流燃机厂商提供关键部件</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>西子洁能</td>
+                                <td class="font-semibold text-primary">西子洁能</td>
+                                <td><span class="badge badge-accent badge-sm">余热锅炉HRSG</span></td>
+                                <td>余热锅炉龙头</td>
+                                <td>2024年HRSG模块产品增多</td>
+                                <td>余热锅炉市场占有率领先</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>博盈特焊</td>
+                                <td class="font-semibold text-primary">博盈特焊</td>
+                                <td><span class="badge badge-accent badge-sm">余热锅炉HRSG</span></td>
+                                <td>余热锅炉制造</td>
+                                <td>2025年9月越南工厂投产</td>
+                                <td>越南工厂投产承接北美HRSG需求</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>联德股份</td>
+                                <td class="font-semibold text-primary">联德股份</td>
+                                <td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
+                                <td>燃气轮机零部件</td>
+                                <td>已开拓燃气轮机零部件产品</td>
+                                <td>实现燃气轮机零部件小批量供货</td>
+                            </tr>
+                            <tr class="hover">
+                                <td>万泽股份</td>
+                                <td class="font-semibold text-primary">万泽股份</td>
+                                <td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
+                                <td>高温合金材料</td>
+                                <td>高温合金产品用于燃气轮机</td>
+                                <td>高温合金材料应用于燃气轮机</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Risk & Conclusion Section -->
+    <div class="bg-gray-100 py-16">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold text-center mb-12">风险提示与投资结论</h2>
+            
+            <div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-12">
+                <div class="card bg-base-100 shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl mb-4">
+                            <span class="badge badge-error mr-2">风险</span>
+                            主要风险点
+                        </h3>
+                        <ul class="space-y-3">
+                            <li class="flex items-start">
+                                <span class="text-error mr-2">⚠</span>
+                                <div>
+                                    <strong>国际贸易摩擦：</strong>最大的风险点，若限制中国零部件进入美国供应链将造成毁灭性打击
+                                </div>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-error mr-2">⚠</span>
+                                <div>
+                                    <strong>AI投资周期波动：</strong>若AI发展不及预期，数据中心建设放缓将直接影响需求
+                                </div>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-error mr-2">⚠</span>
+                                <div>
+                                    <strong>国际巨头扩产：</strong>海外供应商扩产可能缓解供需紧张，挤压利润空间
+                                </div>
+                            </li>
+                            <li class="flex items-start">
+                                <span class="text-error mr-2">⚠</span>
+                                <div>
+                                    <strong>氢能替代不确定性：</strong>纯氢燃烧技术路径存在不确定性
+                                </div>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                
+                <div class="card bg-base-100 shadow-xl">
+                    <div class="card-body">
+                        <h3 class="card-title text-xl mb-4">
+                            <span class="badge badge-success mr-2">结论</span>
+                            投资启示
+                        </h3>
+                        <div class="space-y-4">
+                            <div class="alert alert-success">
+                                <svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                                    <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" />
+                                </svg>
+                                <div>
+                                    <strong>基本面兑现初期：</strong>概念已脱离纯题材炒作，进入业绩驱动阶段
+                                </div>
+                            </div>
+                            <div class="alert alert-info">
+                                <svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 h-6 w-6">
+                                    <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
+                                </svg>
+                                <div>
+                                    <strong>高景气窗口期：</strong>至少3-5年的高景气周期
+                                </div>
+                            </div>
+                            <div class="alert alert-warning">
+                                <svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
+                                    <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" />
+                                </svg>
+                                <div>
+                                    <strong>关注核心指标：</strong>订单能见度、核心公司财报、地缘政治动向
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <!-- Final Investment Advice -->
+            <div class="card bg-gradient-to-r from-primary to-secondary text-white shadow-xl">
+                <div class="card-body text-center">
+                    <h3 class="card-title text-2xl mb-4">最具投资价值的细分环节</h3>
+                    <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+                        <div class="glass-effect rounded-lg p-4">
+                            <div class="text-lg font-bold mb-2">🔥 核心零部件</div>
+                            <p class="text-sm">技术壁垒最高、价值量最大</p>
+                            <div class="badge badge-accent mt-2">应流股份</div>
+                        </div>
+                        <div class="glass-effect rounded-lg p-4">
+                            <div class="text-lg font-bold mb-2">⚡ 余热锅炉HRSG</div>
+                            <p class="text-sm">市场关注度相对较低，存在预期差</p>
+                            <div class="badge badge-accent mt-2">华光环能</div>
+                        </div>
+                        <div class="glass-effect rounded-lg p-4">
+                            <div class="text-lg font-bold mb-2">🌍 系统集成商</div>
+                            <p class="text-sm">属地化服务能力强</p>
+                            <div class="badge badge-accent mt-2">杰瑞股份</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="bg-gray-800 text-white py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">燃气轮机HRSG概念深度分析</p>
+            <p class="text-sm text-gray-400">数据来源：公开研报、路演记录、公司公告 | 更新时间：2025年</p>
+        </div>
+    </footer>
+
+    <script>
+        // Add smooth scrolling
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('.card').forEach(card => {
+            card.style.opacity = '0';
+            card.style.transform = 'translateY(20px)';
+            card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(card);
+        });
+    </script>
+</body>
+</html>

public/htmls/牛肉.html

@@ -0,0 +1,675 @@
+我将为您创建一个专业且炫酷的牛肉概念投资分析页面。这个页面将整合所有深度insight、新闻数据和股票信息，采用现代化的设计风格。
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>牛肉产业投资分析 - 周期反转与全球共振</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <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=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .dark-gradient {
+            background: linear-gradient(180deg, #1a1c20 0%, #2d3436 100%);
+        }
+        
+        .card-hover {
+            transition: all 0.3s ease;
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.3);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+            width: 2px;
+            position: absolute;
+            left: 50%;
+            transform: translateX(-50%);
+            height: 100%;
+        }
+        
+        .pulse {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% { transform: scale(1); }
+            50% { transform: scale(1.05); }
+            100% { transform: scale(1); }
+        }
+        
+        .scroll-smooth {
+            scroll-behavior: smooth;
+        }
+        
+        .text-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .neon-border {
+            box-shadow: 0 0 20px rgba(102, 126, 234, 0.5),
+                        inset 0 0 20px rgba(102, 126, 234, 0.1);
+        }
+        
+        .data-card {
+            background: rgba(255, 255, 255, 0.05);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+        
+        @media (max-width: 768px) {
+            .timeline-line {
+                left: 20px;
+            }
+        }
+        
+        .table-container {
+            overflow-x: auto;
+        }
+        
+        .sticky-header {
+            position: sticky;
+            top: 0;
+            z-index: 10;
+        }
+    </style>
+</head>
+<body class="bg-gray-900 text-white scroll-smooth">
+    <!-- Hero Section -->
+    <section class="gradient-bg py-20 px-6">
+        <div class="max-w-7xl mx-auto">
+            <div class="text-center">
+                <h1 class="text-5xl md:text-6xl font-bold mb-6 text-white">
+                    <i class="fas fa-chart-line mr-4"></i>牛肉产业投资分析
+                </h1>
+                <p class="text-xl md:text-2xl text-purple-100 mb-8">周期反转与全球共振的黄金投资机遇</p>
+                <div class="flex flex-wrap justify-center gap-4 mb-8">
+                    <span class="bg-white/20 px-6 py-3 rounded-full text-lg">
+                        <i class="fas fa-arrow-trend-up mr-2"></i>价格弹性: +70-80%
+                    </span>
+                    <span class="bg-white/20 px-6 py-3 rounded-full text-lg">
+                        <i class="fas fa-calendar mr-2"></i>周期长度: 2-3年
+                    </span>
+                    <span class="bg-white/20 px-6 py-3 rounded-full text-lg">
+                        <i class="fas fa-globe mr-2"></i>全球共振
+                    </span>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心观点摘要 -->
+    <section class="py-16 px-6 dark-gradient">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold mb-8 text-gradient">核心观点</h2>
+            <div class="data-card rounded-2xl p-8 neon-border">
+                <p class="text-xl leading-relaxed">
+                    当前牛肉概念处于<span class="text-purple-400 font-bold">周期反转初期</span>，驱动逻辑从政策主题转向基本面改善。
+                    <span class="text-purple-400 font-bold">未来2-3年景气度将持续上行</span>，价格弹性或超预期。
+                </p>
+                <div class="grid md:grid-cols-3 gap-6 mt-8">
+                    <div class="bg-gradient-to-r from-purple-600/20 to-pink-600/20 p-6 rounded-xl">
+                        <i class="fas fa-industry text-3xl text-purple-400 mb-3"></i>
+                        <h3 class="text-xl font-semibold mb-2">深度去化</h3>
+                        <p class="text-gray-300">母牛存栏降3% · 犊牛降8% · 产业根基受损</p>
+                    </div>
+                    <div class="bg-gradient-to-r from-blue-600/20 to-cyan-600/20 p-6 rounded-xl">
+                        <i class="fas fa-shield-halved text-3xl text-blue-400 mb-3"></i>
+                        <h3 class="text-xl font-semibold mb-2">政策约束</h3>
+                        <p class="text-gray-300">商务部保障措施 · 关税加征 · 进口收缩</p>
+                    </div>
+                    <div class="bg-gradient-to-r from-green-600/20 to-emerald-600/20 p-6 rounded-xl">
+                        <i class="fas fa-earth-americas text-3xl text-green-400 mb-3"></i>
+                        <h3 class="text-xl font-semibold mb-2">全球共振</h3>
+                        <p class="text-gray-300">国际价格涨40% · 美国供给缺口 · 巴西减产</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 时间轴 -->
+    <section class="py-16 px-6 bg-gray-800">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold mb-12 text-center">核心事件时间轴</h2>
+            <div class="relative">
+                <div class="timeline-line"></div>
+                
+                <!-- 2020-2022 -->
+                <div class="flex items-center mb-12">
+                    <div class="w-1/2 md:pr-8 text-right">
+                        <div class="data-card p-6 rounded-xl card-hover">
+                            <h3 class="text-2xl font-bold mb-2 text-purple-400">2020-2022年</h3>
+                            <p class="text-lg">景气高点与产能扩张</p>
+                            <ul class="mt-3 text-gray-300 text-sm">
+                                <li>• 牛肉价格达历史峰值 86.21元/公斤</li>
+                                <li>• 2020-2024年产量CAGR 3.5%</li>
+                                <li>• 地方政府鼓励大规模补栏</li>
+                            </ul>
+                        </div>
+                    </div>
+                    <div class="w-12 h-12 bg-purple-600 rounded-full flex items-center justify-center pulse">
+                        <i class="fas fa-arrow-up text-white"></i>
+                    </div>
+                    <div class="w-1/2 md:pl-8"></div>
+                </div>
+
+                <!-- 2023年 -->
+                <div class="flex items-center mb-12">
+                    <div class="w-1/2 md:pr-8"></div>
+                    <div class="w-12 h-12 bg-red-600 rounded-full flex items-center justify-center pulse">
+                        <i class="fas fa-arrow-down text-white"></i>
+                    </div>
+                    <div class="w-1/2 md:pl-8">
+                        <div class="data-card p-6 rounded-xl card-hover">
+                            <h3 class="text-2xl font-bold mb-2 text-red-400">2023年</h3>
+                            <p class="text-lg">供需反转，价格崩塌</p>
+                            <ul class="mt-3 text-gray-300 text-sm">
+                                <li>• 3月开启持续下跌，跌幅超13%</li>
+                                <li>• 能繁母牛存栏下降1.9%</li>
+                                <li>• 产能去化信号初现</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 2024年 -->
+                <div class="flex items-center mb-12">
+                    <div class="w-1/2 md:pr-8 text-right">
+                        <div class="data-card p-6 rounded-xl card-hover">
+                            <h3 class="text-2xl font-bold mb-2 text-orange-400">2024年</h3>
+                            <p class="text-lg">深度亏损，产业动摇</p>
+                            <ul class="mt-3 text-gray-300 text-sm">
+                                <li>• 连续8个月亏损超1000元/头</li>
+                                <li>• 65%以上养殖场户亏损</li>
+                                <li>• 12月商务部启动保障措施调查</li>
+                            </ul>
+                        </div>
+                    </div>
+                    <div class="w-12 h-12 bg-orange-600 rounded-full flex items-center justify-center pulse">
+                        <i class="fas fa-exclamation-triangle text-white"></i>
+                    </div>
+                    <div class="w-1/2 md:pl-8"></div>
+                </div>
+
+                <!-- 2025年 -->
+                <div class="flex items-center">
+                    <div class="w-1/2 md:pr-8"></div>
+                    <div class="w-12 h-12 bg-green-600 rounded-full flex items-center justify-center pulse">
+                        <i class="fas fa-chart-line text-white"></i>
+                    </div>
+                    <div class="w-1/2 md:pl-8">
+                        <div class="data-card p-6 rounded-xl card-hover">
+                            <h3 class="text-2xl font-bold mb-2 text-green-400">2025年</h3>
+                            <p class="text-lg">周期拐点显现</p>
+                            <ul class="mt-3 text-gray-300 text-sm">
+                                <li>• 1-2月进口量同比下降17.4%</li>
+                                <li>• 3月起价格淡季不淡，上涨8.67%</li>
+                                <li>• 11月预期政策落地，核心催化剂</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 供需与价格分析 -->
+    <section class="py-16 px-6 dark-gradient">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold mb-12">供需格局深度分析</h2>
+            
+            <div class="grid md:grid-cols-2 gap-8 mb-12">
+                <!-- 供给端 -->
+                <div class="data-card p-8 rounded-2xl">
+                    <h3 class="text-2xl font-bold mb-6 text-purple-400">
+                        <i class="fas fa-boxes-stacked mr-3"></i>供给端变化
+                    </h3>
+                    <div class="space-y-4">
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span>能繁母牛存栏</span>
+                                <span class="text-red-400">↓ 3%</span>
+                            </div>
+                            <div class="bg-gray-700 rounded-full h-3">
+                                <div class="bg-gradient-to-r from-red-500 to-red-600 h-3 rounded-full" style="width: 3%"></div>
+                            </div>
+                        </div>
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span>新生犊牛</span>
+                                <span class="text-red-400">↓ 8%</span>
+                            </div>
+                            <div class="bg-gray-700 rounded-full h-3">
+                                <div class="bg-gradient-to-r from-red-500 to-red-600 h-3 rounded-full" style="width: 8%"></div>
+                            </div>
+                        </div>
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span>全国牛存栏</span>
+                                <span class="text-red-400">↓ 4.4%</span>
+                            </div>
+                            <div class="bg-gray-700 rounded-full h-3">
+                                <div class="bg-gradient-to-r from-red-500 to-red-600 h-3 rounded-full" style="width: 4.4%"></div>
+                            </div>
+                        </div>
+                        <div>
+                            <div class="flex justify-between mb-2">
+                                <span>进口量</span>
+                                <span class="text-red-400">↓ 17.4%</span>
+                            </div>
+                            <div class="bg-gray-700 rounded-full h-3">
+                                <div class="bg-gradient-to-r from-red-500 to-red-600 h-3 rounded-full" style="width: 17.4%"></div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- 价格预测 -->
+                <div class="data-card p-8 rounded-2xl">
+                    <h3 class="text-2xl font-bold mb-6 text-green-400">
+                        <i class="fas fa-chart-column mr-3"></i>价格走势预测
+                    </h3>
+                    <canvas id="priceChart" width="400" height="200"></canvas>
+                    <div class="mt-6 space-y-2">
+                        <p class="text-sm"><span class="text-green-400">2025年:</span> 26-28元/公斤 (↑10-15%)</p>
+                        <p class="text-sm"><span class="text-yellow-400">2026年:</span> 32-35元/公斤 (↑30-40%)</p>
+                        <p class="text-sm"><span class="text-red-400">2027年:</span> 38-42元/公斤 (↑70-80%)</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心催化剂 -->
+    <section class="py-16 px-6 bg-gray-800">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold mb-12 text-center">关键催化剂</h2>
+            <div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6">
+                <div class="data-card p-6 rounded-xl text-center card-hover">
+                    <div class="text-5xl mb-4 text-purple-400">
+                        <i class="fas fa-gavel"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-3">政策落地</h3>
+                    <p class="text-gray-300">2025年11月商务部保障措施终裁</p>
+                    <div class="mt-4 text-2xl font-bold text-purple-400">核心催化</div>
+                </div>
+                
+                <div class="data-card p-6 rounded-xl text-center card-hover">
+                    <div class="text-5xl mb-4 text-blue-400">
+                        <i class="fas fa-snowflake"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-3">消费旺季</h3>
+                    <p class="text-gray-300">Q4传统旺季，需求环比提升30%</p>
+                    <div class="mt-4 text-2xl font-bold text-blue-400">季节催化</div>
+                </div>
+                
+                <div class="data-card p-6 rounded-xl text-center card-hover">
+                    <div class="text-5xl mb-4 text-green-400">
+                        <i class="fas fa-globe"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-3">海外涨价</h3>
+                    <p class="text-gray-300">国际价格已涨40%，传导效应显现</p>
+                    <div class="mt-4 text-2xl font-bold text-green-400">外部催化</div>
+                </div>
+                
+                <div class="data-card p-6 rounded-xl text-center card-hover">
+                    <div class="text-5xl mb-4 text-orange-400">
+                        <i class="fas fa-file-invoice-dollar"></i>
+                    </div>
+                    <h3 class="text-xl font-bold mb-3">业绩预增</h3>
+                    <p class="text-gray-300">龙头Q3利润或增200%+</p>
+                    <div class="mt-4 text-2xl font-bold text-orange-400">业绩催化</div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 产业链分析 -->
+    <section class="py-16 px-6 dark-gradient">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold mb-12">产业链价值分布</h2>
+            <div class="grid md:grid-cols-3 gap-8">
+                <!-- 上游 -->
+                <div class="data-card p-8 rounded-2xl text-center">
+                    <h3 class="text-2xl font-bold mb-4 text-purple-400">上游</h3>
+                    <p class="text-lg mb-4">种源与饲料</p>
+                    <div class="text-3xl font-bold mb-4">15-25% 毛利率</div>
+                    <div class="space-y-2 text-left">
+                        <p>• 天山生物（育种）</p>
+                        <p>• 禾丰股份、海大集团（饲料）</p>
+                        <p>• 福成股份、西部牧业（养殖）</p>
+                    </div>
+                </div>
+
+                <!-- 中游 -->
+                <div class="data-card p-8 rounded-2xl text-center">
+                    <h3 class="text-2xl font-bold mb-4 text-blue-400">中游</h3>
+                    <p class="text-lg mb-4">屠宰加工</p>
+                    <div class="text-3xl font-bold mb-4">6-13% 毛利率</div>
+                    <div class="space-y-2 text-left">
+                        <p>• 光明肉业（银蕨农场）</p>
+                        <p>• 得利斯（产能利用率关键）</p>
+                    </div>
+                </div>
+
+                <!-- 下游 -->
+                <div class="data-card p-8 rounded-2xl text-center">
+                    <h3 class="text-2xl font-bold mb-4 text-green-400">下游</h3>
+                    <p class="text-lg mb-4">品牌与渠道</p>
+                    <div class="text-3xl font-bold mb-4">25-35% 毛利率</div>
+                    <div class="space-y-2 text-left">
+                        <p>• 福成股份（肥牛品牌）</p>
+                        <p>• 光明肉业（银蕨品牌）</p>
+                        <p>• 味知香（预制菜）</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- 核心公司股票数据 -->
+    <section class="py-16 px-6 bg-gray-800">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold mb-12 text-center">核心上市公司分析</h2>
+            <div class="table-container">
+                <table class="w-full data-card rounded-lg overflow-hidden">
+                    <thead class="sticky-header bg-gradient-to-r from-purple-600 to-pink-600">
+                        <tr>
+                            <th class="p-4 text-left">股票代码</th>
+                            <th class="p-4 text-left">股票名称</th>
+                            <th class="p-4 text-left">业务分类</th>
+                            <th class="p-4 text-left">核心业务</th>
+                            <th class="p-4 text-left">投资逻辑</th>
+                            <th class="p-4 text-center">推荐评级</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="border-b border-gray-700 hover:bg-gray-700/50 transition">
+                            <td class="p-4">600965</td>
+                            <td class="p-4 font-bold text-green-400">福成股份</td>
+                            <td class="p-4"><span class="bg-purple-600/30 px-2 py-1 rounded">养殖</span></td>
+                            <td class="p-4 text-sm">三个养牛场，活牛存栏容纳能力达到四万头，2025年上半年活牛存栏3.44万头</td>
+                            <td class="p-4 text-sm">全产业链区域龙头，华北渠道强，"福成肥牛"品牌知名度高</td>
+                            <td class="p-4 text-center">
+                                <span class="text-2xl">⭐⭐⭐⭐</span>
+                            </td>
+                        </tr>
+                        <tr class="border-b border-gray-700 hover:bg-gray-700/50 transition">
+                            <td class="p-4">300313</td>
+                            <td class="p-4 font-bold text-blue-400">天山生物</td>
+                            <td class="p-4"><span class="bg-orange-600/30 px-2 py-1 rounded">育种</span></td>
+                            <td class="p-4 text-sm">我国唯一专业从事牛品种改良的上市公司，将打造自有鲜牛肉品牌</td>
+                            <td class="p-4 text-sm">稀缺育种标的，掌握核心种源，长期成长确定</td>
+                            <td class="p-4 text-center">
+                                <span class="text-2xl">⭐⭐⭐</span>
+                            </td>
+                        </tr>
+                        <tr class="border-b border-gray-700 hover:bg-gray-700/50 transition">
+                            <td class="p-4">600073</td>
+                            <td class="p-4 font-bold text-purple-400">光明肉业</td>
+                            <td class="p-4"><span class="bg-green-600/30 px-2 py-1 rounded">加工</span></td>
+                            <td class="p-4 text-sm">控股新西兰银蕨农场（市占率30%），2025Q1净利润同比+312%</td>
+                            <td class="p-4 text-sm">海外资源龙头，直接受益全球涨价，业绩弹性最大</td>
+                            <td class="p-4 text-center">
+                                <span class="text-2xl">⭐⭐⭐⭐⭐</span>
+                            </td>
+                        </tr>
+                        <tr class="border-b border-gray-700 hover:bg-gray-700/50 transition">
+                            <td class="p-4">002330</td>
+                            <td class="p-4 font-bold text-yellow-400">得利斯</td>
+                            <td class="p-4"><span class="bg-blue-600/30 px-2 py-1 rounded">加工</span></td>
+                            <td class="p-4 text-sm">主要业务之一为牛肉精深加工行业</td>
+                            <td class="p-4 text-sm">纯屠宰企业，当前仍亏损，产能利用率是关键</td>
+                            <td class="p-4 text-center">
+                                <span class="text-2xl">⭐⭐</span>
+                            </td>
+                        </tr>
+                        <tr class="border-b border-gray-700 hover:bg-gray-700/50 transition">
+                            <td class="p-4">605089</td>
+                            <td class="p-4 font-bold text-cyan-400">味知香</td>
+                            <td class="p-4"><span class="bg-green-600/30 px-2 py-1 rounded">预制菜</span></td>
+                            <td class="p-4 text-sm">牛肉类产品占比较大（预制菜）</td>
+                            <td class="p-4 text-sm">受益消费升级，牛肉预制菜需求增长</td>
+                            <td class="p-4 text-center">
+                                <span class="text-2xl">⭐⭐⭐</span>
+                            </td>
+                        </tr>
+                        <tr class="border-b border-gray-700 hover:bg-gray-700/50 transition">
+                            <td class="p-4">300106</td>
+                            <td class="p-4 font-bold text-green-400">西部牧业</td>
+                            <td class="p-4"><span class="bg-purple-600/30 px-2 py-1 rounded">养殖</span></td>
+                            <td class="p-4 text-sm">建设肉牛专业育肥基地，与肉牛养殖专业合作社建立合作关系</td>
+                            <td class="p-4 text-sm">乳肉兼营，受益原奶+牛肉双周期</td>
+                            <td class="p-4 text-center">
+                                <span class="text-2xl">⭐⭐⭐</span>
+                            </td>
+                        </tr>
+                        <tr class="border-b border-gray-700 hover:bg-gray-700/50 transition">
+                            <td class="p-4">000061</td>
+                            <td class="p-4 font-bold text-red-400">农产品</td>
+                            <td class="p-4"><span class="bg-red-600/30 px-2 py-1 rounded">贸易</span></td>
+                            <td class="p-4 text-sm">引进的南美牛肉等核心品类的规模稳健增长</td>
+                            <td class="p-4 text-sm">进口贸易商，政策收紧直接受损，建议规避</td>
+                            <td class="p-4 text-center">
+                                <span class="text-2xl">⭐</span>
+                            </td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+    </section>
+
+    <!-- 投资策略 -->
+    <section class="py-16 px-6 dark-gradient">
+        <div class="max-w-7xl mx-auto">
+            <h2 class="text-4xl font-bold mb-12 text-center">投资策略建议</h2>
+            
+            <div class="grid md:grid-cols-3 gap-8 mb-12">
+                <!-- 第一梯队 -->
+                <div class="data-card p-8 rounded-2xl neon-border">
+                    <div class="text-3xl font-bold mb-4 text-green-400">第一梯队</div>
+                    <div class="text-xl mb-4">海外资源型（首选）</div>
+                    <div class="bg-green-600/20 p-4 rounded-lg mb-4">
+                        <p class="font-bold text-green-400 mb-2">核心标的：光明肉业</p>
+                        <p class="text-sm">逻辑最顺 · 弹性最大</p>
+                        <p class="text-sm mt-2">2027年利润或达5亿元，对应PE仅5-6倍</p>
+                    </div>
+                    <div class="text-sm space-y-1">
+                        <p>• 仓位建议：60%</p>
+                        <p>• 持有周期：至2027年景气高点</p>
+                    </div>
+                </div>
+
+                <!-- 第二梯队 -->
+                <div class="data-card p-8 rounded-2xl neon-border">
+                    <div class="text-3xl font-bold mb-4 text-blue-400">第二梯队</div>
+                    <div class="text-xl mb-4">全产业链型（次优）</div>
+                    <div class="bg-blue-600/20 p-4 rounded-lg mb-4">
+                        <p class="font-bold text-blue-400 mb-2">核心标的：福成股份</p>
+                        <p class="text-sm">双轮驱动 · 品牌护城河</p>
+                        <p class="text-sm mt-2">存栏3.44万头具备扩张潜力</p>
+                    </div>
+                    <div class="text-sm space-y-1">
+                        <p>• 仓位建议：30%</p>
+                        <p>• 持有周期：中期配置</p>
+                    </div>
+                </div>
+
+                <!-- 第三梯队 -->
+                <div class="data-card p-8 rounded-2xl neon-border">
+                    <div class="text-3xl font-bold mb-4 text-purple-400">第三梯队</div>
+                    <div class="text-xl mb-4">育种核心（长期）</div>
+                    <div class="bg-purple-600/20 p-4 rounded-lg mb-4">
+                        <p class="font-bold text-purple-400 mb-2">核心标的：天山生物</p>
+                        <p class="text-sm">产业升级 · 种源卡脖子</p>
+                        <p class="text-sm mt-2">技术壁垒高，业绩释放慢</p>
+                    </div>
+                    <div class="text-sm space-y-1">
+                        <p>• 仓位建议：10%</p>
+                        <p>• 持有周期：卫星仓位</p>
+                    </div>
+                </div>
+            </div>
+
+            <!-- 风险提示 -->
+            <div class="bg-red-900/30 border border-red-600 p-6 rounded-xl">
+                <h3 class="text-2xl font-bold mb-4 text-red-400">
+                    <i class="fas fa-triangle-exclamation mr-2"></i>风险提示
+                </h3>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div>
+                        <h4 class="font-bold mb-2 text-red-300">需求风险</h4>
+                        <ul class="text-sm text-gray-300 space-y-1">
+                            <li>• 消费降级导致高价蛋白需求萎缩</li>
+                            <li>• 餐饮端恢复不及预期</li>
+                        </ul>
+                    </div>
+                    <div>
+                        <h4 class="font-bold mb-2 text-red-300">政策风险</h4>
+                        <ul class="text-sm text-gray-300 space-y-1">
+                            <li>• 保障措施力度不及预期</li>
+                            <li>• 贸易反制措施</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 border-t border-gray-800 py-8 px-6">
+        <div class="max-w-7xl mx-auto text-center">
+            <p class="text-gray-400">© 2025 牛肉产业投资分析报告 | 数据来源：公开信息整理</p>
+            <p class="text-gray-500 text-sm mt-2">投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // 价格走势图表
+        const ctx = document.getElementById('priceChart').getContext('2d');
+        const priceChart = new Chart(ctx, {
+            type: 'line',
+            data: {
+                labels: ['2024', '2025', '2026', '2027', '2028'],
+                datasets: [{
+                    label: '牛肉价格预测（元/公斤）',
+                    data: [24, 27, 34, 40, 38],
+                    borderColor: 'rgb(168, 85, 247)',
+                    backgroundColor: 'rgba(168, 85, 247, 0.1)',
+                    tension: 0.4,
+                    fill: true
+                }]
+            },
+            options: {
+                responsive: true,
+                plugins: {
+                    legend: {
+                        labels: {
+                            color: 'white'
+                        }
+                    }
+                },
+                scales: {
+                    y: {
+                        beginAtZero: false,
+                        grid: {
+                            color: 'rgba(255, 255, 255, 0.1)'
+                        },
+                        ticks: {
+                            color: 'white'
+                        }
+                    },
+                    x: {
+                        grid: {
+                            color: 'rgba(255, 255, 255, 0.1)'
+                        },
+                        ticks: {
+                            color: 'white'
+                        }
+                    }
+                }
+            }
+        });
+
+        // 滚动动画
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        // 为所有卡片添加滚动动画
+        document.querySelectorAll('.card-hover').forEach(el => {
+            el.style.opacity = '0';
+            el.style.transform = 'translateY(20px)';
+            el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(el);
+        });
+
+        // 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>
+
+
+这个HTML页面提供了一个专业、炫酷且功能丰富的牛肉产业投资分析界面。主要特点包括：
+
+## 🎯 核心功能
+1. **完整的内容展示** - 整合了所有insight分析、新闻数据和股票信息
+2. **交互式时间轴** - 展示核心事件演进过程
+3. **数据可视化** - 包含价格走势图表和供需进度条
+4. **详细股票表格** - 清晰展示相关上市公司信息，支持水平滚动
+5. **投资策略建议** - 分梯队展示投资标的和建议
+
+## 💫 设计亮点
+- **渐变色主题** - 紫色到粉色的渐变，营造专业金融感
+- **玻璃态效果** - 半透明卡片配合模糊背景
+- **霓虹光效** - 重要元素添加发光边框
+- **响应式布局** - 完美适配桌面和移动设备
+- **平滑动画** - 滚动触发的渐入效果
+- **微交互** - 悬停效果和脉冲动画
+
+## 📊 数据展示
+- 三重共振驱动逻辑的可视化
+- 供需端变化进度条
+- 价格预测折线图
+- 产业链价值分布
+- 核心公司评级表格
+
+页面保留了insight的绝大部分关键内容，包括周期分析、产能去化、政策影响、全球格局等核心观点，并通过现代化的设计语言让信息更易理解和吸收。

public/htmls/电子特气六氟化钨.html

@@ -0,0 +1,793 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>电子特气六氟化钨(WF6)概念深度分析</title>
+    <style>
+        * {
+            margin: 0;
+            padding: 0;
+            box-sizing: border-box;
+            font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'PingFang SC', 'Hiragino Sans GB', 'Microsoft YaHei', sans-serif;
+        }
+        
+        body {
+            background: #f5f5f5;
+            line-height: 1.6;
+        }
+        
+        .header {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: white;
+            padding: 2rem 1rem;
+            box-shadow: 0 4px 6px rgba(0,0,0,0.1);
+        }
+        
+        .container {
+            max-width: 1200px;
+            margin: 0 auto;
+            padding: 0 1rem;
+        }
+        
+        .header-content {
+            display: flex;
+            justify-content: space-between;
+            align-items: center;
+            flex-wrap: wrap;
+            gap: 1rem;
+        }
+        
+        .header-title h1 {
+            font-size: 2rem;
+            margin-bottom: 0.5rem;
+        }
+        
+        .header-title p {
+            opacity: 0.9;
+        }
+        
+        .header-stats {
+            display: flex;
+            gap: 2rem;
+        }
+        
+        .stat-item {
+            text-align: center;
+        }
+        
+        .stat-item .value {
+            font-size: 1.5rem;
+            font-weight: bold;
+        }
+        
+        .stat-item .label {
+            font-size: 0.875rem;
+            opacity: 0.9;
+        }
+        
+        .tabs {
+            background: white;
+            position: sticky;
+            top: 0;
+            z-index: 100;
+            box-shadow: 0 2px 4px rgba(0,0,0,0.1);
+        }
+        
+        .tabs-container {
+            display: flex;
+            gap: 0.5rem;
+            padding: 1rem;
+            overflow-x: auto;
+        }
+        
+        .tab-btn {
+            padding: 0.75rem 1.5rem;
+            border: none;
+            background: #f3f4f6;
+            cursor: pointer;
+            border-radius: 0.5rem;
+            font-size: 1rem;
+            white-space: nowrap;
+            transition: all 0.3s;
+        }
+        
+        .tab-btn:hover {
+            background: #e5e7eb;
+        }
+        
+        .tab-btn.active {
+            background: #4f46e5;
+            color: white;
+        }
+        
+        .main-content {
+            padding: 2rem 0;
+        }
+        
+        .tab-content {
+            display: none;
+        }
+        
+        .tab-content.active {
+            display: block;
+        }
+        
+        .card {
+            background: white;
+            border-radius: 0.75rem;
+            padding: 2rem;
+            margin-bottom: 1.5rem;
+            box-shadow: 0 1px 3px rgba(0,0,0,0.1);
+        }
+        
+        .card h2 {
+            font-size: 1.5rem;
+            margin-bottom: 1.5rem;
+            color: #1f2937;
+        }
+        
+        .grid {
+            display: grid;
+            gap: 1.5rem;
+        }
+        
+        .grid-2 {
+            grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
+        }
+        
+        .grid-3 {
+            grid-template-columns: repeat(auto-fit, minmax(250px, 1fr));
+        }
+        
+        .grid-4 {
+            grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
+        }
+        
+        .metric-card {
+            background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
+            padding: 1.5rem;
+            border-radius: 0.5rem;
+            border-left: 4px solid #3b82f6;
+        }
+        
+        .metric-card .title {
+            color: #64748b;
+            font-size: 0.875rem;
+            margin-bottom: 0.5rem;
+        }
+        
+        .metric-card .value {
+            font-size: 2rem;
+            font-weight: bold;
+            color: #3b82f6;
+            margin-bottom: 0.25rem;
+        }
+        
+        .metric-card .desc {
+            color: #64748b;
+            font-size: 0.875rem;
+        }
+        
+        .timeline-item {
+            position: relative;
+            padding-left: 2rem;
+            padding-bottom: 2rem;
+        }
+        
+        .timeline-item:before {
+            content: '';
+            position: absolute;
+            left: 0.375rem;
+            top: 0.375rem;
+            width: 0.75rem;
+            height: 0.75rem;
+            border-radius: 50%;
+            background: #4f46e5;
+        }
+        
+        .timeline-item:after {
+            content: '';
+            position: absolute;
+            left: 0.625rem;
+            top: 1rem;
+            width: 2px;
+            height: calc(100% - 1rem);
+            background: #e5e7eb;
+        }
+        
+        .timeline-item:last-child:after {
+            display: none;
+        }
+        
+        .timeline-content {
+            background: #fef2f2;
+            border-left: 4px solid #ef4444;
+            padding: 1rem;
+            border-radius: 0.5rem;
+        }
+        
+        .timeline-content.warning {
+            background: #fefce8;
+            border-left-color: #eab308;
+        }
+        
+        .timeline-content.success {
+            background: #f0fdf4;
+            border-left-color: #22c55e;
+        }
+        
+        .timeline-date {
+            display: inline-block;
+            background: #ef4444;
+            color: white;
+            padding: 0.25rem 0.75rem;
+            border-radius: 1rem;
+            font-size: 0.75rem;
+            margin-bottom: 0.5rem;
+        }
+        
+        .timeline-content.warning .timeline-date {
+            background: #eab308;
+        }
+        
+        .timeline-content.success .timeline-date {
+            background: #22c55e;
+        }
+        
+        .timeline-content h3 {
+            color: #991b1b;
+            margin-bottom: 0.5rem;
+        }
+        
+        .timeline-content.warning h3 {
+            color: #854d0e;
+        }
+        
+        .timeline-content.success h3 {
+            color: #166534;
+        }
+        
+        .info-box {
+            background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
+            padding: 1.5rem;
+            border-radius: 0.5rem;
+            border: 1px solid #bae6fd;
+        }
+        
+        .info-box h3 {
+            color: #0369a1;
+            margin-bottom: 1rem;
+        }
+        
+        .info-box ul {
+            list-style: none;
+        }
+        
+        .info-box li {
+            padding: 0.5rem 0;
+            color: #334155;
+        }
+        
+        .info-box li:before {
+            content: '• ';
+            color: #3b82f6;
+            font-weight: bold;
+            margin-right: 0.5rem;
+        }
+        
+        table {
+            width: 100%;
+            border-collapse: collapse;
+            margin-top: 1rem;
+        }
+        
+        th, td {
+            padding: 1rem;
+            text-align: left;
+            border-bottom: 1px solid #e5e7eb;
+        }
+        
+        th {
+            background: #f9fafb;
+            font-weight: 600;
+            color: #374151;
+        }
+        
+        tr:hover {
+            background: #f9fafb;
+        }
+        
+        .badge {
+            display: inline-block;
+            padding: 0.25rem 0.75rem;
+            border-radius: 0.25rem;
+            font-size: 0.875rem;
+            font-weight: 500;
+        }
+        
+        .badge-blue {
+            background: #dbeafe;
+            color: #1e40af;
+        }
+        
+        .badge-yellow {
+            background: #fef3c7;
+            color: #92400e;
+        }
+        
+        .badge-green {
+            background: #d1fae5;
+            color: #065f46;
+        }
+        
+        .filter-btns {
+            margin-bottom: 1rem;
+            display: flex;
+            gap: 0.5rem;
+            flex-wrap: wrap;
+        }
+        
+        .filter-btn {
+            padding: 0.5rem 1rem;
+            border: none;
+            background: #e5e7eb;
+            cursor: pointer;
+            border-radius: 0.375rem;
+            font-size: 0.875rem;
+        }
+        
+        .filter-btn.active {
+            background: #4f46e5;
+            color: white;
+        }
+        
+        .footer {
+            background: #1f2937;
+            color: white;
+            text-align: center;
+            padding: 2rem 1rem;
+            margin-top: 3rem;
+        }
+        
+        .footer p {
+            margin: 0.5rem 0;
+        }
+        
+        .highlight {
+            color: #4f46e5;
+            font-weight: 600;
+        }
+        
+        @media (max-width: 768px) {
+            .header-stats {
+                display: none;
+            }
+            
+            .header-title h1 {
+                font-size: 1.5rem;
+            }
+            
+            table {
+                font-size: 0.875rem;
+            }
+            
+            th, td {
+                padding: 0.5rem;
+            }
+        }
+    </style>
+</head>
+<body>
+    <!-- Header -->
+    <div class="header">
+        <div class="container">
+            <div class="header-content">
+                <div class="header-title">
+                    <h1>⚛️ 电子特气六氟化钨(WF6)</h1>
+                    <p>半导体制造核心材料 · 国产替代先锋</p>
+                </div>
+                <div class="header-stats">
+                    <div class="stat-item">
+                        <div class="value">70-90%</div>
+                        <div class="label">韩厂涨幅</div>
+                    </div>
+                    <div class="stat-item">
+                        <div class="value">42.44%</div>
+                        <div class="label">需求CAGR</div>
+                    </div>
+                    <div class="stat-item">
+                        <div class="value">2230吨</div>
+                        <div class="label">中船特气产能</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Tabs -->
+    <div class="tabs">
+        <div class="container">
+            <div class="tabs-container">
+                <button class="tab-btn active" onclick="switchTab('overview')">概念概览</button>
+                <button class="tab-btn" onclick="switchTab('timeline')">事件时间轴</button>
+                <button class="tab-btn" onclick="switchTab('analysis')">深度分析</button>
+                <button class="tab-btn" onclick="switchTab('industry')">产业链</button>
+                <button class="tab-btn" onclick="switchTab('stocks')">核心股票</button>
+            </div>
+        </div>
+    </div>
+
+    <!-- Main Content -->
+    <div class="main-content">
+        <div class="container">
+            <!-- Overview Tab -->
+            <div id="overview" class="tab-content active">
+                <div class="card">
+                    <h2>📊 核心观点摘要</h2>
+                    <div class="grid grid-2">
+                        <div class="info-box">
+                            <h3>市场状态</h3>
+                            <p>六氟化钨概念正处于<span class="highlight">供需错配与涨价周期的起点</span>,核心驱动力来自上游成本推动、供应收缩和下游需求爆发。</p>
+                        </div>
+                        <div class="info-box">
+                            <h3>关键催化剂</h3>
+                            <ul>
+                                <li>韩国厂商2026年执行新价格(+70%-90%)</li>
+                                <li>中船特气2026年目标产能2000吨</li>
+                                <li>三星、SK海力士HBM扩产计划</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="card">
+                    <h2>📈 关键指标</h2>
+                    <div class="grid grid-4">
+                        <div class="metric-card">
+                            <div class="title">全球市场份额</div>
+                            <div class="value">35%</div>
+                            <div class="desc">中国厂商占比</div>
+                        </div>
+                        <div class="metric-card">
+                            <div class="title">国产化率</div>
+                            <div class="value">12%</div>
+                            <div class="desc">当前市场替代率</div>
+                        </div>
+                        <div class="metric-card">
+                            <div class="title">2025年需求</div>
+                            <div class="value">4500吨</div>
+                            <div class="desc">国内预计需求</div>
+                        </div>
+                        <div class="metric-card">
+                            <div class="title">成本涨幅</div>
+                            <div class="value">100%</div>
+                            <div class="desc">钨粉价格翻倍</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <!-- Timeline Tab -->
+            <div id="timeline" class="tab-content">
+                <div class="card">
+                    <h2>⏰ 概念事件时间轴</h2>
+                    <div class="timeline-item">
+                        <div class="timeline-content">
+                            <span class="timeline-date">2025-08-07</span>
+                            <h3>日本关东电化工厂爆炸</h3>
+                            <p>日本关东电化涩川工厂发生爆炸,影响<strong>1400吨WF6产能</strong>,全球供应收紧。</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item">
+                        <div class="timeline-content warning">
+                            <span class="timeline-date">2025-10-23</span>
+                            <h3>韩国厂商宣布涨价</h3>
+                            <p>韩国主要WF6供应商(SK Specialty、厚城等)宣布2026年起将价格上调<strong>70%-90%</strong>。</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item">
+                        <div class="timeline-content success">
+                            <span class="timeline-date">2025-10-28</span>
+                            <h3>中船特气回应涨价预期</h3>
+                            <p>公司可完全覆盖成本,吨净利有望大幅提升;国内钨出口限制赋予厂商<strong>原材料成本优势</strong>。</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <!-- Analysis Tab -->
+            <div id="analysis" class="tab-content">
+                <div class="card">
+                    <h2>🧠 核心逻辑分析</h2>
+                    <div class="grid grid-3">
+                        <div class="info-box">
+                            <h3>⚖️ 供需错配</h3>
+                            <p>海外厂商主导(日韩占80%+),但日本事故导致1400吨产能受阻,韩国厂商计划压缩产能。</p>
+                            <p style="margin-top: 1rem;"><strong>2025年国内需求预计达4500吨</strong></p>
+                        </div>
+                        <div class="info-box">
+                            <h3>💰 成本推动</h3>
+                            <p>钨粉占WF6成本的50%,价格从20万元/吨涨至40万元/吨,直接推高生产成本。</p>
+                            <p style="margin-top: 1rem;"><strong>钨粉价格涨幅:100%</strong></p>
+                        </div>
+                        <div class="info-box">
+                            <h3>🚀 国产替代</h3>
+                            <p>政策驱动下,中船特气、昊华科技等龙头加速突破客户验证壁垒。</p>
+                            <p style="margin-top: 1rem;"><strong>国产化率目标:60%+</strong></p>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="card">
+                    <h2>📊 市场情绪与预期差</h2>
+                    <div class="grid grid-2">
+                        <div>
+                            <h3 style="color: #22c55e; margin-bottom: 1rem;">😊 乐观因素</h3>
+                            <ul style="list-style: none; padding: 0;">
+                                <li style="padding: 0.5rem 0;">✓ 新闻和研报密集发布,市场高度关注韩国涨价和日本事故</li>
+                                <li style="padding: 0.5rem 0;">✓ 半导体先进制程(3nm/5nm)和HBM扩产拉动需求</li>
+                                <li style="padding: 0.5rem 0;">✓ 国内厂商获得原材料成本优势(钨出口限制)</li>
+                            </ul>
+                        </div>
+                        <div>
+                            <h3 style="color: #ef4444; margin-bottom: 1rem;">⚠️ 风险与预期差</h3>
+                            <ul style="list-style: none; padding: 0;">
+                                <li style="padding: 0.5rem 0;">✗ 涨价传导延迟:国内涨价幅度仅50%+,弱于海外70-90%</li>
+                                <li style="padding: 0.5rem 0;">✗ 产能瓶颈:中船特气实际月产仅20.2吨,达产率存疑</li>
+                                <li style="padding: 0.5rem 0;">✗ 技术壁垒:高纯WF6提纯和包装物依赖进口</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <!-- Industry Tab -->
+            <div id="industry" class="tab-content">
+                <div class="card">
+                    <h2>🗺️ 产业链图谱</h2>
+                    <div class="grid grid-3">
+                        <div class="info-box">
+                            <h3>⛰️ 上游:原材料</h3>
+                            <p>钨粉供应商(国内为主)</p>
+                            <p><strong>成本占比:50%</strong></p>
+                        </div>
+                        <div class="info-box">
+                            <h3>🏭 中游:WF6制造</h3>
+                            <p>中船特气、昊华科技等</p>
+                            <p><strong>技术壁垒:高</strong></p>
+                        </div>
+                        <div class="info-box">
+                            <h3>💻 下游:应用</h3>
+                            <p>半导体晶圆厂、面板厂</p>
+                            <p><strong>工艺:金属薄膜沉积</strong></p>
+                        </div>
+                    </div>
+                </div>
+
+                <div class="card">
+                    <h2>🏆 核心玩家对比</h2>
+                    <table>
+                        <thead>
+                            <tr>
+                                <th>公司</th>
+                                <th>产能/份额</th>
+                                <th>竞争优势</th>
+                                <th>风险点</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr>
+                                <td><strong>中船特气</strong></td>
+                                <td>全球第一(2230吨)<br>全球覆盖率70.31%</td>
+                                <td>国内市占率65%<br>客户覆盖三星/台积电</td>
+                                <td>产能达产率<br>涨价传导延迟</td>
+                            </tr>
+                            <tr>
+                                <td><strong>昊华科技</strong></td>
+                                <td>600吨<br>在建1300吨</td>
+                                <td>六氟丁二烯全球第一<br>多品类布局</td>
+                                <td>产能规模较小</td>
+                            </tr>
+                            <tr>
+                                <td><strong>广钢气体</strong></td>
+                                <td>产能未公开</td>
+                                <td>电子大宗气体<br>全品类覆盖</td>
+                                <td>WF6业务占比不明确</td>
+                            </tr>
+                            <tr>
+                                <td><strong>华特气体</strong></td>
+                                <td>拟建1000吨</td>
+                                <td>国产替代先行者<br>55个产品替代</td>
+                                <td>在建产能进度不确定</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+
+            <!-- Stocks Tab -->
+            <div id="stocks" class="tab-content">
+                <div class="card">
+                    <h2>📈 核心股票数据</h2>
+                    <div class="filter-btns">
+                        <button class="filter-btn active" onclick="filterStocks('all')">全部</button>
+                        <button class="filter-btn" onclick="filterStocks('三氯化氮')">三氯化氮</button>
+                        <button class="filter-btn" onclick="filterStocks('六氟化钨')">六氟化钨</button>
+                        <button class="filter-btn" onclick="filterStocks('六氟丁二烯')">六氟丁二烯</button>
+                    </div>
+                    <table id="stockTable">
+                        <thead>
+                            <tr>
+                                <th>股票名称</th>
+                                <th>行业</th>
+                                <th>关键指标</th>
+                                <th>市场份额/地位</th>
+                                <th>信息来源</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr data-category="三氯化氮">
+                                <td><strong>中船特气</strong></td>
+                                <td><span class="badge badge-blue">三氯化氮</span></td>
+                                <td>产能:18500吨/年</td>
+                                <td>全球覆盖率:65.03%</td>
+                                <td>互动/年报</td>
+                            </tr>
+                            <tr data-category="三氯化氮">
+                                <td><strong>南大光电</strong></td>
+                                <td><span class="badge badge-blue">三氯化氮</span></td>
+                                <td>产能:8300吨/年</td>
+                                <td>-</td>
+                                <td>互动</td>
+                            </tr>
+                            <tr data-category="三氯化氮">
+                                <td><strong>昊华科技</strong></td>
+                                <td><span class="badge badge-blue">三氯化氮</span></td>
+                                <td>产能:5000吨/年<br>在建:6000吨/年</td>
+                                <td>-</td>
+                                <td>年报</td>
+                            </tr>
+                            <tr data-category="六氟化钨">
+                                <td><strong>中船特气</strong></td>
+                                <td><span class="badge badge-yellow">六氟化钨</span></td>
+                                <td>产能:2000吨/年</td>
+                                <td>全球覆盖率:70.31%</td>
+                                <td>年报</td>
+                            </tr>
+                            <tr data-category="六氟化钨">
+                                <td><strong>昊华科技</strong></td>
+                                <td><span class="badge badge-yellow">六氟化钨</span></td>
+                                <td>产能:600吨/年</td>
+                                <td>-</td>
+                                <td>互动</td>
+                            </tr>
+                            <tr data-category="六氟化钨">
+                                <td><strong>中巨芯</strong></td>
+                                <td><span class="badge badge-yellow">六氟化钨</span></td>
+                                <td>产能:600吨/年</td>
+                                <td>-</td>
+                                <td>调研</td>
+                            </tr>
+                            <tr data-category="六氟化钨">
+                                <td><strong>和远气体</strong></td>
+                                <td><span class="badge badge-yellow">六氟化钨</span></td>
+                                <td>在建:500吨/年</td>
+                                <td>-</td>
+                                <td>公告</td>
+                            </tr>
+                            <tr data-category="六氟丁二烯">
+                                <td><strong>昊华科技</strong></td>
+                                <td><span class="badge badge-green">六氟丁二烯</span></td>
+                                <td>产能:1200吨/年</td>
+                                <td>全球第一</td>
+                                <td>年报</td>
+                            </tr>
+                            <tr data-category="六氟丁二烯">
+                                <td><strong>中船特气</strong></td>
+                                <td><span class="badge badge-green">六氟丁二烯</span></td>
+                                <td>产能:200吨/年</td>
+                                <td>-</td>
+                                <td>调研</td>
+                            </tr>
+                            <tr data-category="六氟丁二烯">
+                                <td><strong>中巨芯</strong></td>
+                                <td><span class="badge badge-green">六氟丁二烯</span></td>
+                                <td>建成:175吨/年</td>
+                                <td>-</td>
+                                <td>互动</td>
+                            </tr>
+                            <tr data-category="六氟丁二烯">
+                                <td><strong>华特气体</strong></td>
+                                <td><span class="badge badge-green">六氟丁二烯</span></td>
+                                <td>在建:300吨/年</td>
+                                <td>-</td>
+                                <td>年报</td>
+                            </tr>
+                            <tr data-category="六氟丁二烯">
+                                <td><strong>金宏气体</strong></td>
+                                <td><span class="badge badge-green">六氟丁二烯</span></td>
+                                <td>在建:200吨/年</td>
+                                <td>-</td>
+                                <td>年报</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+
+                <div class="card">
+                    <h2>💡 投资启示</h2>
+                    <div class="grid grid-2">
+                        <div class="info-box">
+                            <h3>⭐ 投资价值方向</h3>
+                            <ul>
+                                <li><strong>纯度高、产能大的龙头</strong>:中船特气(全球份额第一)</li>
+                                <li><strong>多品类布局的厂商</strong>:昊华科技(六氟化钨+六氟丁二烯)</li>
+                                <li><strong>技术突破的先行者</strong>:华特气体(55个产品替代)</li>
+                            </ul>
+                        </div>
+                        <div class="info-box">
+                            <h3>📊 关键跟踪指标</h3>
+                            <ul>
+                                <li>中船特气WF6月度出货量和吨净利变化</li>
+                                <li>国内晶圆厂(中芯国际)WF6招标价格</li>
+                                <li>钨粉价格走势和出口政策变动</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <div class="footer">
+        <p>© 2025 电子特气六氟化钨概念分析</p>
+        <p style="opacity: 0.7;">数据来源:公开新闻、路演记录、研报 | 仅供投资参考</p>
+    </div>
+
+    <script>
+        // Tab switching
+        function switchTab(tabName) {
+            // Hide all tabs
+            document.querySelectorAll('.tab-content').forEach(tab => {
+                tab.classList.remove('active');
+            });
+            
+            // Remove active class from all buttons
+            document.querySelectorAll('.tab-btn').forEach(btn => {
+                btn.classList.remove('active');
+            });
+            
+            // Show selected tab
+            document.getElementById(tabName).classList.add('active');
+            
+            // Add active class to clicked button
+            event.target.classList.add('active');
+        }
+        
+        // Stock filtering
+        function filterStocks(category) {
+            const rows = document.querySelectorAll('#stockTable tbody tr');
+            const buttons = document.querySelectorAll('.filter-btn');
+            
+            // Update button styles
+            buttons.forEach(btn => {
+                btn.classList.remove('active');
+            });
+            event.target.classList.add('active');
+            
+            // Filter rows
+            rows.forEach(row => {
+                if (category === 'all' || row.getAttribute('data-category') === category) {
+                    row.style.display = '';
+                } else {
+                    row.style.display = 'none';
+                }
+            });
+        }
+        
+        console.log('Page loaded successfully!');
+    </script>
+</body>
+</html>

public/htmls/电解液添加剂.html

@@ -0,0 +1,717 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>电解液添加剂 - 产业链供需逆转与投资机遇</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        .gradient-bg {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+        }
+        
+        .price-rise {
+            animation: priceUp 2s ease-in-out infinite;
+        }
+        
+        @keyframes priceUp {
+            0%, 100% { transform: translateY(0); }
+            50% { transform: translateY(-5px); }
+        }
+        
+        .hover-lift {
+            transition: all 0.3s ease;
+        }
+        
+        .hover-lift:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0,0,0,0.1);
+        }
+        
+        .timeline-item {
+            position: relative;
+            padding-left: 40px;
+        }
+        
+        .timeline-item::before {
+            content: '';
+            position: absolute;
+            left: 0;
+            top: 8px;
+            width: 12px;
+            height: 12px;
+            border-radius: 50%;
+            background: #667eea;
+        }
+        
+        .timeline-line {
+            position: absolute;
+            left: 5px;
+            top: 20px;
+            bottom: -20px;
+            width: 2px;
+            background: #e5e7eb;
+        }
+        
+        .stock-table {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        .stock-table::-webkit-scrollbar {
+            height: 8px;
+        }
+        
+        .stock-table::-webkit-scrollbar-track {
+            background: #f1f1f1;
+            border-radius: 4px;
+        }
+        
+        .stock-table::-webkit-scrollbar-thumb {
+            background: #888;
+            border-radius: 4px;
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
+            }
+        }
+        
+        .dark-mode {
+            background: #1a202c;
+            color: #e2e8f0;
+        }
+        
+        .dark-mode .glass-effect {
+            background: rgba(26, 32, 44, 0.95);
+            border: 1px solid rgba(255, 255, 255, 0.1);
+        }
+    </style>
+</head>
+<body class="bg-gray-50">
+    <!-- Navigation -->
+    <nav class="fixed top-0 w-full z-50 glass-effect shadow-lg">
+        <div class="container mx-auto px-4 py-3">
+            <div class="flex justify-between items-center">
+                <div class="flex items-center space-x-3">
+                    <i class="fas fa-battery-three-quarters text-2xl text-purple-600"></i>
+                    <span class="text-xl font-bold bg-gradient-to-r from-purple-600 to-pink-600 bg-clip-text text-transparent">电解液添加剂深度分析</span>
+                </div>
+                <button id="darkModeToggle" class="p-2 rounded-lg hover:bg-gray-200 dark:hover:bg-gray-700">
+                    <i class="fas fa-moon text-gray-600"></i>
+                </button>
+            </div>
+        </div>
+    </nav>
+
+    <!-- Hero Section -->
+    <section class="gradient-bg text-white pt-20 pb-16">
+        <div class="container mx-auto px-4 pt-8">
+            <div class="grid md:grid-cols-2 gap-8 items-center">
+                <div>
+                    <h1 class="text-4xl md:text-5xl font-bold mb-4 leading-tight">
+                        电解液添加剂<br>
+                        <span class="text-yellow-300">供需逆转</span>的投资机遇
+                    </h1>
+                    <p class="text-xl mb-6 opacity-90">
+                        4680电池量产推动单耗倍增，行业进入盈利修复关键期
+                    </p>
+                    <div class="flex flex-wrap gap-4">
+                        <div class="bg-white/20 rounded-lg px-4 py-2 backdrop-blur">
+                            <i class="fas fa-chart-line mr-2"></i>
+                            VC价格涨<span class="font-bold text-yellow-300">13%</span>
+                        </div>
+                        <div class="bg-white/20 rounded-lg px-4 py-2 backdrop-blur">
+                            <i class="fas fa-industry mr-2"></i>
+                            产能出清<span class="font-bold text-yellow-300">90%</span>
+                        </div>
+                    </div>
+                </div>
+                <div class="relative">
+                    <div class="bg-white/10 rounded-2xl p-6 backdrop-blur">
+                        <canvas id="priceChart" width="400" height="200"></canvas>
+                    </div>
+                    <div class="absolute -top-4 -right-4 pulse-dot w-8 h-8 bg-green-400 rounded-full"></div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Catalysts Timeline -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">
+                <i class="fas fa-clock-rotate-left text-purple-600 mr-2"></i>
+                核心催化时间轴
+            </h2>
+            <div class="max-w-4xl mx-auto">
+                <div class="space-y-8">
+                    <div class="timeline-item">
+                        <div class="timeline-line"></div>
+                        <div class="bg-gray-50 rounded-lg p-4 hover-lift">
+                            <div class="flex justify-between items-start mb-2">
+                                <h3 class="font-bold text-lg">深度洗牌去产能</h3>
+                                <span class="text-sm text-gray-500">2023-2025上半年</span>
+                            </div>
+                            <p class="text-gray-600">行业经历残酷出清，大量二三线厂商退出或停产</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item">
+                        <div class="timeline-line"></div>
+                        <div class="bg-gray-50 rounded-lg p-4 hover-lift">
+                            <div class="flex justify-between items-start mb-2">
+                                <h3 class="font-bold text-lg">供需错配机会提示</h3>
+                                <span class="text-sm text-gray-500">2024年11月</span>
+                            </div>
+                            <p class="text-gray-600">招商电新等卖方开始提示电解液环节投资机会</p>
+                        </div>
+                    </div>
+                    <div class="timeline-item">
+                        <div class="timeline-line"></div>
+                        <div class="bg-purple-50 rounded-lg p-4 hover-lift border-l-4 border-purple-500">
+                            <div class="flex justify-between items-start mb-2">
+                                <h3 class="font-bold text-lg text-purple-700">需求爆发 & 供给收缩</h3>
+                                <span class="text-sm text-purple-600">2025年9-10月</span>
+                            </div>
+                            <p class="text-gray-700">
+                                <i class="fas fa-arrow-up text-green-500 mr-1"></i> 电池产量环比增20%<br>
+                                <i class="fas fa-arrow-up text-green-500 mr-1"></i> VC/FEC添加比例翻倍<br>
+                                <i class="fas fa-arrow-down text-red-500 mr-1"></i> 环保核查升级，安全事故加剧紧张
+                            </p>
+                        </div>
+                    </div>
+                    <div class="timeline-item">
+                        <div class="bg-gray-50 rounded-lg p-4 hover-lift">
+                            <div class="flex justify-between items-start mb-2">
+                                <h3 class="font-bold text-lg">价格信号确立</h3>
+                                <span class="text-sm text-gray-500">2025年10月</span>
+                            </div>
+                            <p class="text-gray-600">VC价格涨13%至5.20万元/吨，六氟磷酸锂涨近50%</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Core Logic Section -->
+    <section class="py-12 bg-gray-50">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">
+                <i class="fas fa-lightbulb text-yellow-500 mr-2"></i>
+                核心逻辑分析
+            </h2>
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="bg-white rounded-xl p-6 hover-lift shadow-lg">
+                    <div class="text-4xl mb-4 text-center">⚖️</div>
+                    <h3 class="text-xl font-bold mb-3 text-center">供需格局逆转</h3>
+                    <ul class="space-y-2 text-gray-600">
+                        <li><i class="fas fa-check text-green-500 mr-2"></i>行业产能出清90%+</li>
+                        <li><i class="fas fa-check text-green-500 mr-2"></i>头部厂商无新增产能</li>
+                        <li><i class="fas fa-check text-green-500 mr-2"></i>环保+事故加剧供给紧张</li>
+                    </ul>
+                </div>
+                <div class="bg-white rounded-xl p-6 hover-lift shadow-lg">
+                    <div class="text-4xl mb-4 text-center">📈</div>
+                    <h3 class="text-xl font-bold mb-3 text-center">单耗倍增效应</h3>
+                    <ul class="space-y-2 text-gray-600">
+                        <li><i class="fas fa-battery-full text-blue-500 mr-2"></i>4680电池量产</li>
+                        <li><i class="fas fa-battery-full text-blue-500 mr-2"></i>VC/FEC比例3-5%→8-10%</li>
+                        <li><i class="fas fa-battery-full text-blue-500 mr-2"></i>储能快充需求爆发</li>
+                    </ul>
+                </div>
+                <div class="bg-white rounded-xl p-6 hover-lift shadow-lg">
+                    <div class="text-4xl mb-4 text-center">📦</div>
+                    <h3 class="text-xl font-bold mb-3 text-center">库存周期共振</h3>
+                    <ul class="space-y-2 text-gray-600">
+                        <li><i class="fas fa-box text-purple-500 mr-2"></i>库存跌破警戒线</li>
+                        <li><i class="fas fa-box text-purple-500 mr-2"></i>进入补库周期</li>
+                        <li><i class="fas fa-box text-purple-500 mr-2"></i>Q4长单锁定价格</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Market Sentiment -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">
+                <i class="fas fa-fire text-orange-500 mr-2"></i>
+                市场情绪与预期差
+            </h2>
+            <div class="max-w-4xl mx-auto">
+                <div class="bg-gradient-to-r from-red-50 to-orange-50 rounded-xl p-6 border-l-4 border-red-500">
+                    <h3 class="text-xl font-bold mb-4 text-red-700">⚠️ 关键预期差：价格涨 ≠ 利润增</h3>
+                    <div class="grid md:grid-cols-2 gap-6">
+                        <div>
+                            <h4 class="font-bold mb-2 text-gray-700">市场认知（过于乐观）</h4>
+                            <ul class="space-y-1 text-sm text-gray-600">
+                                <li>• "非线性盈利修复"</li>
+                                <li>• "中枢50%以上空间"</li>
+                                <li>• 25年PE仅14倍</li>
+                            </ul>
+                        </div>
+                        <div>
+                            <h4 class="font-bold mb-2 text-gray-700">路演现实（谨慎理性）</h4>
+                            <ul class="space-y-1 text-sm text-gray-600">
+                                <li>• "全行业亏损"</li>
+                                <li>• "目标现金流转正"</li>
+                                <li>• VC价格4.51万仍亏损</li>
+                            </ul>
+                        </div>
+                    </div>
+                    <div class="mt-4 p-3 bg-white/70 rounded-lg">
+                        <p class="text-sm text-gray-700">
+                            <i class="fas fa-info-circle mr-2 text-blue-500"></i>
+                            当前处于"止血"阶段，距离"输血"仍需价格持续上涨或成本优势兑现
+                        </p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Stock Data Table -->
+    <section class="py-12 bg-gray-50">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">
+                <i class="fas fa-table text-blue-600 mr-2"></i>
+                核心公司产能对比
+            </h2>
+            <div class="bg-white rounded-xl shadow-lg overflow-hidden">
+                <div class="stock-table">
+                    <table class="w-full">
+                        <thead class="bg-gradient-to-r from-purple-600 to-pink-600 text-white">
+                            <tr>
+                                <th class="px-4 py-3 text-left">公司名称</th>
+                                <th class="px-4 py-3 text-left">添加剂类型</th>
+                                <th class="px-4 py-3 text-left">现有产能</th>
+                                <th class="px-4 py-3 text-left">规划产能</th>
+                                <th class="px-4 py-3 text-left">信源</th>
+                                <th class="px-4 py-3 text-left">亮点</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-bold text-purple-600">孚日股份</td>
+                                <td class="px-4 py-3">碳酸亚乙烯酯VC</td>
+                                <td class="px-4 py-3">1万吨</td>
+                                <td class="px-4 py-3">-</td>
+                                <td class="px-4 py-3">半年报</td>
+                                <td class="px-4 py-3 text-sm">全产业链唯一</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-bold text-purple-600">华盛锂电</td>
+                                <td class="px-4 py-3">VC+FEC合计</td>
+                                <td class="px-4 py-3">1.4万吨/年</td>
+                                <td class="px-4 py-3">6万吨VC项目</td>
+                                <td class="px-4 py-3">互动/调研</td>
+                                <td class="px-4 py-3 text-sm">专业龙头</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-bold text-purple-600">天赐材料</td>
+                                <td class="px-4 py-3">碳酸亚乙烯酯VC</td>
+                                <td class="px-4 py-3">0.4万吨</td>
+                                <td class="px-4 py-3">2万吨/年</td>
+                                <td class="px-4 py-3">公告</td>
+                                <td class="px-4 py-3 text-sm">自供80%+</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-bold text-purple-600">永太科技</td>
+                                <td class="px-4 py-3">碳酸亚乙烯酯VC</td>
+                                <td class="px-4 py-3">0.5万吨/年</td>
+                                <td class="px-4 py-3">2.5万吨</td>
+                                <td class="px-4 py-3">调研/公告</td>
+                                <td class="px-4 py-3 text-sm">规划最大</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-bold text-purple-600">海科新源</td>
+                                <td class="px-4 py-3">VC+FEC合计</td>
+                                <td class="px-4 py-3">1万吨</td>
+                                <td class="px-4 py-3">-</td>
+                                <td class="px-4 py-3">公告</td>
+                                <td class="px-4 py-3 text-sm">溶剂龙头</td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50">
+                                <td class="px-4 py-3 font-bold text-purple-600">富祥药业</td>
+                                <td class="px-4 py-3">碳酸亚乙烯酯VC</td>
+                                <td class="px-4 py-3">0.8万吨/年</td>
+                                <td class="px-4 py-3">2万吨/年</td>
+                                <td class="px-4 py-3">互动</td>
+                                <td class="px-4 py-3 text-sm">快速扩张</td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Key Players Analysis -->
+    <section class="py-12 bg-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">
+                <i class="fas fa-chess text-indigo-600 mr-2"></i>
+                核心玩家深度剖析
+            </h2>
+            <div class="grid md:grid-cols-3 gap-6">
+                <div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl p-6 hover-lift">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-purple-600 rounded-full flex items-center justify-center text-white font-bold mr-3">
+                            弹
+                        </div>
+                        <h3 class="text-xl font-bold">孚日股份</h3>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-start">
+                            <i class="fas fa-star text-yellow-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">高弹性标的</p>
+                                <p class="text-sm text-gray-600">VC产能行业第二，全产业链成本优势</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-shield-alt text-blue-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">深度绑定龙头</p>
+                                <p class="text-sm text-gray-600">与宁德时代、比亚迪等头部厂商合作</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-exclamation-triangle text-orange-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">风险提示</p>
+                                <p class="text-sm text-gray-600">主业为家纺，新业务管理能力待验证</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-gradient-to-br from-blue-50 to-cyan-50 rounded-xl p-6 hover-lift">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-blue-600 rounded-full flex items-center justify-center text-white font-bold mr-3">
+                            专
+                        </div>
+                        <h3 class="text-xl font-bold">华盛锂电</h3>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-start">
+                            <i class="fas fa-star text-yellow-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">专业龙头</p>
+                                <p class="text-sm text-gray-600">专注电解液添加剂，行业地位稳固</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-rocket text-green-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">成长性明确</p>
+                                <p class="text-sm text-gray-600">6万吨VC项目积极推进中</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-exclamation-triangle text-orange-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">风险提示</p>
+                                <p class="text-sm text-gray-600">扩产进度不及预期，竞争加剧</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl p-6 hover-lift">
+                    <div class="flex items-center mb-4">
+                        <div class="w-12 h-12 bg-green-600 rounded-full flex items-center justify-center text-white font-bold mr-3">
+                            核
+                        </div>
+                        <h3 class="text-xl font-bold">天赐材料</h3>
+                    </div>
+                    <div class="space-y-3">
+                        <div class="flex items-start">
+                            <i class="fas fa-star text-yellow-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">一体化巨头</p>
+                                <p class="text-sm text-gray-600">电解液全球市占率超35%</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-crown text-purple-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">成本控制最强</p>
+                                <p class="text-sm text-gray-600">添加剂自供比例超80%</p>
+                            </div>
+                        </div>
+                        <div class="flex items-start">
+                            <i class="fas fa-exclamation-triangle text-orange-500 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">风险提示</p>
+                                <p class="text-sm text-gray-600">体量巨大弹性小，固态电池长期挑战</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Risk Analysis -->
+    <section class="py-12 bg-gray-50">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">
+                <i class="fas fa-exclamation-triangle text-red-500 mr-2"></i>
+                潜在风险与挑战
+            </h2>
+            <div class="max-w-4xl mx-auto grid md:grid-cols-2 gap-6">
+                <div class="bg-white rounded-xl p-6 shadow-lg hover-lift">
+                    <h3 class="text-xl font-bold mb-4 text-red-600">
+                        <i class="fas fa-microchip mr-2"></i>技术风险
+                    </h3>
+                    <ul class="space-y-3 text-gray-600">
+                        <li class="flex items-start">
+                            <i class="fas fa-battery-slash text-red-400 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">固态电池替代</p>
+                                <p class="text-sm">2027年后可能量产商用，改变行业需求结构</p>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-vial text-orange-400 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">LiFSI产业化进度</p>
+                                <p class="text-sm">生产工艺复杂，成本高昂，进度存不确定性</p>
+                            </div>
+                        </li>
+                    </ul>
+                </div>
+                
+                <div class="bg-white rounded-xl p-6 shadow-lg hover-lift">
+                    <h3 class="text-xl font-bold mb-4 text-orange-600">
+                        <i class="fas fa-coins mr-2"></i>商业化风险
+                    </h3>
+                    <ul class="space-y-3 text-gray-600">
+                        <li class="flex items-start">
+                            <i class="fas fa-chart-line text-yellow-400 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">涨价持续性</p>
+                                <p class="text-sm">价格过高可能刺激产能复产或寻找替代方案</p>
+                            </div>
+                        </li>
+                        <li class="flex items-start">
+                            <i class="fas fa-handshake text-blue-400 mt-1 mr-2"></i>
+                            <div>
+                                <p class="font-semibold">成本传导</p>
+                                <p class="text-sm">电池厂盈利能力影响成本传导效果</p>
+                            </div>
+                        </li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Investment Insights -->
+    <section class="py-12 bg-gradient-to-r from-purple-600 to-pink-600 text-white">
+        <div class="container mx-auto px-4">
+            <h2 class="text-3xl font-bold mb-8 text-center">
+                <i class="fas fa-lightbulb text-yellow-300 mr-2"></i>
+                投资启示
+            </h2>
+            <div class="max-w-4xl mx-auto">
+                <div class="bg-white/10 backdrop-blur rounded-xl p-8">
+                    <div class="grid md:grid-cols-2 gap-6 mb-6">
+                        <div>
+                            <h3 class="text-xl font-bold mb-3 text-yellow-300">
+                                <i class="fas fa-star mr-2"></i>最具投资价值方向
+                            </h3>
+                            <ul class="space-y-2">
+                                <li class="flex items-start">
+                                    <i class="fas fa-arrow-right text-green-300 mt-1 mr-2"></i>
+                                    <span>高弹性品种：孚日股份（周期反转+成本优势）</span>
+                                </li>
+                                <li class="flex items-start">
+                                    <i class="fas fa-arrow-right text-green-300 mt-1 mr-2"></i>
+                                    <span>核心资产：天赐材料（盈利确定性最高）</span>
+                                </li>
+                                <li class="flex items-start">
+                                    <i class="fas fa-arrow-right text-green-300 mt-1 mr-2"></i>
+                                    <span>专业选手：华盛锂电（业务纯粹，成长性好）</span>
+                                </li>
+                            </ul>
+                        </div>
+                        <div>
+                            <h3 class="text-xl font-bold mb-3 text-yellow-300">
+                                <i class="fas fa-crosshairs mr-2"></i>关键跟踪指标
+                            </h3>
+                            <ul class="space-y-2">
+                                <li class="flex items-start">
+                                    <i class="fas fa-chart-bar text-blue-300 mt-1 mr-2"></i>
+                                    <span>VC/FEC周度市场价格</span>
+                                </li>
+                                <li class="flex items-start">
+                                    <i class="fas fa-percentage text-purple-300 mt-1 mr-2"></i>
+                                    <span>核心公司添加剂业务毛利率</span>
+                                </li>
+                                <li class="flex items-start">
+                                    <i class="fas fa-industry text-orange-300 mt-1 mr-2"></i>
+                                    <span>头部企业产能利用率</span>
+                                </li>
+                            </ul>
+                        </div>
+                    </div>
+                    <div class="bg-yellow-400/20 rounded-lg p-4 border border-yellow-400/50">
+                        <p class="text-center text-lg">
+                            <i class="fas fa-info-circle mr-2"></i>
+                            <strong>核心结论：</strong>概念已从主题炒作过渡至基本面驱动的早期阶段，
+                            价格上涨趋势明确，但盈利修复仍需时间验证
+                        </p>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </section>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-8">
+        <div class="container mx-auto px-4 text-center">
+            <p class="mb-2">
+                <i class="fas fa-battery-three-quarters mr-2"></i>
+                电解液添加剂深度分析报告
+            </p>
+            <p class="text-gray-400 text-sm">
+                数据来源：公开新闻、路演记录、行业研报 | 更新时间：2025年10月
+            </p>
+        </div>
+    </footer>
+
+    <script>
+        // Price Chart
+        const ctx = document.getElementById('priceChart').getContext('2d');
+        const priceChart = new Chart(ctx, {
+            type: 'line',
+            data: {
+                labels: ['9月初', '9月中', '9月末', '10月初', '10月中'],
+                datasets: [{
+                    label: 'VC价格(万元/吨)',
+                    data: [4.60, 4.75, 4.90, 5.05, 5.20],
+                    borderColor: 'rgb(255, 206, 86)',
+                    backgroundColor: 'rgba(255, 206, 86, 0.2)',
+                    tension: 0.4,
+                    fill: true
+                }]
+            },
+            options: {
+                responsive: true,
+                maintainAspectRatio: false,
+                plugins: {
+                    legend: {
+                        labels: {
+                            color: 'white'
+                        }
+                    },
+                    title: {
+                        display: true,
+                        text: 'VC价格近期走势',
+                        color: 'white',
+                        font: {
+                            size: 16
+                        }
+                    }
+                },
+                scales: {
+                    y: {
+                        beginAtZero: false,
+                        ticks: {
+                            color: 'white'
+                        },
+                        grid: {
+                            color: 'rgba(255, 255, 255, 0.1)'
+                        }
+                    },
+                    x: {
+                        ticks: {
+                            color: 'white'
+                        },
+                        grid: {
+                            color: 'rgba(255, 255, 255, 0.1)'
+                        }
+                    }
+                }
+            }
+        });
+
+        // Dark Mode Toggle
+        const darkModeToggle = document.getElementById('darkModeToggle');
+        const body = document.body;
+        const icon = darkModeToggle.querySelector('i');
+
+        darkModeToggle.addEventListener('click', () => {
+            body.classList.toggle('dark-mode');
+            if (body.classList.contains('dark-mode')) {
+                icon.classList.remove('fa-moon');
+                icon.classList.add('fa-sun');
+            } else {
+                icon.classList.remove('fa-sun');
+                icon.classList.add('fa-moon');
+            }
+        });
+
+        // Smooth Scroll
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Intersection Observer for animations
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -100px 0px'
+        };
+
+        const observer = new IntersectionObserver((entries) => {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        document.querySelectorAll('section').forEach(section => {
+            section.style.opacity = '0';
+            section.style.transform = 'translateY(20px)';
+            section.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(section);
+        });
+    </script>
+</body>
+</html>

public/htmls/电解铝.html

@@ -0,0 +1,624 @@
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>电解铝行业深度分析 - 供需变革下的稀缺资产机遇</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <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=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            margin: 0;
+            padding: 0;
+            box-sizing: border-box;
+        }
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            color: #1a202c;
+            overflow-x: hidden;
+        }
+        
+        .metallic-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 50%, #f093fb 100%);
+            background-size: 200% 200%;
+            animation: gradient 15s ease infinite;
+        }
+        
+        @keyframes gradient {
+            0% { background-position: 0% 50%; }
+            50% { background-position: 100% 50%; }
+            100% { background-position: 0% 50%; }
+        }
+        
+        .glass-effect {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.2);
+            box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
+        }
+        
+        .text-gradient {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .card-hover {
+            transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+        }
+        
+        .card-hover:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px 0 rgba(31, 38, 135, 0.2);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(to bottom, #667eea, #764ba2);
+            width: 3px;
+            position: absolute;
+            left: 50%;
+            transform: translateX(-50%);
+            height: 100%;
+            z-index: 0;
+        }
+        
+        .timeline-dot {
+            width: 20px;
+            height: 20px;
+            background: white;
+            border: 4px solid #667eea;
+            border-radius: 50%;
+            position: absolute;
+            left: 50%;
+            transform: translateX(-50%);
+            z-index: 1;
+        }
+        
+        .number-display {
+            font-variant-numeric: tabular-nums;
+            letter-spacing: -0.05em;
+        }
+        
+        .stock-table {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        @media (max-width: 640px) {
+            .stock-table {
+                font-size: 12px;
+            }
+            
+            .timeline-line {
+                left: 20px;
+            }
+            
+            .timeline-dot {
+                left: 20px;
+            }
+            
+            .timeline-content {
+                margin-left: 50px !important;
+            }
+        }
+        
+        .pulse-animation {
+            animation: pulse 2s cubic-bezier(0.4, 0, 0.6, 1) infinite;
+        }
+        
+        @keyframes pulse {
+            0%, 100% { opacity: 1; }
+            50% { opacity: 0.5; }
+        }
+        
+        .chart-bar {
+            transition: width 1s ease-in-out;
+        }
+        
+        .loading-shimmer {
+            background: linear-gradient(90deg, #f0f0f0 25%, #e0e0e0 50%, #f0f0f0 75%);
+            background-size: 200% 100%;
+            animation: shimmer 1.5s infinite;
+        }
+        
+        @keyframes shimmer {
+            0% { background-position: 200% 0; }
+            100% { background-position: -200% 0; }
+        }
+    </style>
+</head>
+<body>
+    <!-- Hero Section -->
+    <header class="metallic-gradient text-white py-20 px-4 relative overflow-hidden">
+        <div class="absolute inset-0 bg-black opacity-30"></div>
+        <div class="container mx-auto relative z-10">
+            <div class="text-center max-w-4xl mx-auto">
+                <div class="inline-flex items-center bg-white/20 backdrop-blur-lg rounded-full px-4 py-2 mb-6">
+                    <span class="pulse-animation w-2 h-2 bg-green-400 rounded-full mr-2"></span>
+                    <span class="text-sm font-medium">行业景气度：高</span>
+                </div>
+                <h1 class="text-5xl md:text-7xl font-bold mb-6 leading-tight">
+                    电解铝行业深度分析
+                </h1>
+                <p class="text-xl md:text-2xl mb-8 opacity-95">
+                    供需变革下的稀缺资产机遇
+                </p>
+                <div class="flex flex-wrap justify-center gap-4 text-sm">
+                    <div class="bg-white/20 backdrop-blur-lg rounded-lg px-4 py-2">
+                        <i class="fas fa-industry mr-2"></i>
+                        产能天花板：4500万吨
+                    </div>
+                    <div class="bg-white/20 backdrop-blur-lg rounded-lg px-4 py-2">
+                        <i class="fas fa-bolt mr-2"></i>
+                        开工率：98%
+                    </div>
+                    <div class="bg-white/20 backdrop-blur-lg rounded-lg px-4 py-2">
+                        <i class="fas fa-chart-line mr-2"></i>
+                        价格预测：2.3-2.5万/吨
+                    </div>
+                </div>
+            </div>
+        </div>
+        <div class="absolute bottom-0 left-0 right-0">
+            <svg viewBox="0 0 1440 120" fill="none" xmlns="http://www.w3.org/2000/svg">
+                <path d="M0 120L60 110C120 100 240 80 360 70C480 60 600 60 720 65C840 70 960 80 1080 85C1200 90 1320 90 1380 90L1440 90V120H1380C1320 120 1200 120 1080 120C960 120 840 120 720 120C600 120 480 120 360 120C240 120 120 120 60 120H0V120Z" fill="white"/>
+            </svg>
+        </div>
+    </header>
+
+    <!-- Core Insights -->
+    <main class="container mx-auto px-4 py-12">
+        <!-- Key Metrics -->
+        <section class="mb-16">
+            <h2 class="text-3xl font-bold mb-8 text-gradient">核心指标实时追踪</h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
+                <div class="glass-effect rounded-xl p-6 card-hover">
+                    <div class="flex items-center justify-between mb-4">
+                        <div class="w-12 h-12 bg-gradient-to-br from-blue-500 to-purple-600 rounded-lg flex items-center justify-center text-white">
+                            <i class="fas fa-warehouse"></i>
+                        </div>
+                        <span class="text-sm text-gray-500">运行产能</span>
+                    </div>
+                    <div class="text-3xl font-bold number-display">4,400<span class="text-lg text-gray-500">万吨</span></div>
+                    <div class="text-sm text-green-600 mt-2">接近产能天花板</div>
+                </div>
+                
+                <div class="glass-effect rounded-xl p-6 card-hover">
+                    <div class="flex items-center justify-between mb-4">
+                        <div class="w-12 h-12 bg-gradient-to-br from-green-500 to-teal-600 rounded-lg flex items-center justify-center text-white">
+                            <i class="fas fa-battery-three-quarters"></i>
+                        </div>
+                        <span class="text-sm text-gray-500">开工率</span>
+                    </div>
+                    <div class="text-3xl font-bold number-display">98<span class="text-lg text-gray-500">%</span></div>
+                    <div class="text-sm text-green-600 mt-2">历史高位</div>
+                </div>
+                
+                <div class="glass-effect rounded-xl p-6 card-hover">
+                    <div class="flex items-center justify-between mb-4">
+                        <div class="w-12 h-12 bg-gradient-to-br from-orange-500 to-red-600 rounded-lg flex items-center justify-center text-white">
+                            <i class="fas fa-coins"></i>
+                        </div>
+                        <span class="text-sm text-gray-500">吨利润</span>
+                    </div>
+                    <div class="text-3xl font-bold number-display">4,000<span class="text-lg text-gray-500">元/吨</span></div>
+                    <div class="text-sm text-green-600 mt-2">持续扩大</div>
+                </div>
+                
+                <div class="glass-effect rounded-xl p-6 card-hover">
+                    <div class="flex items-center justify-between mb-4">
+                        <div class="w-12 h-12 bg-gradient-to-br from-purple-500 to-pink-600 rounded-lg flex items-center justify-center text-white">
+                            <i class="fas fa-chart-area"></i>
+                        </div>
+                        <span class="text-sm text-gray-500">社会库存</span>
+                    </div>
+                    <div class="text-3xl font-bold number-display">80<span class="text-lg text-gray-500">万吨</span></div>
+                    <div class="text-sm text-red-600 mt-2">持续去化</div>
+                </div>
+            </div>
+        </section>
+
+        <!-- Core Analysis -->
+        <section class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-16">
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="flex items-center mb-6">
+                    <div class="w-10 h-10 bg-gradient-to-r from-blue-500 to-purple-600 rounded-lg flex items-center justify-center text-white mr-3">
+                        <i class="fas fa-bullseye"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold">核心驱动因素</h3>
+                </div>
+                
+                <div class="space-y-6">
+                    <div class="border-l-4 border-blue-500 pl-4">
+                        <h4 class="font-semibold text-lg mb-2">供给侧硬约束</h4>
+                        <p class="text-gray-600">4500万吨国内产能天花板，98%超高开工率，海外受制于能源成本持续减产</p>
+                    </div>
+                    
+                    <div class="border-l-4 border-green-500 pl-4">
+                        <h4 class="font-semibold text-lg mb-2">需求侧结构优化</h4>
+                        <p class="text-gray-600">新能源（光伏+新能源车）年贡献200万吨增量，地产拖累影响仅3-4%</p>
+                    </div>
+                    
+                    <div class="border-l-4 border-orange-500 pl-4">
+                        <h4 class="font-semibold text-lg mb-2">利润链重构</h4>
+                        <p class="text-gray-600">氧化铝价格回落，利润向电解铝环节集中，吨利润从盈亏平衡恢复至4000+</p>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="flex items-center mb-6">
+                    <div class="w-10 h-10 bg-gradient-to-r from-purple-500 to-pink-600 rounded-lg flex items-center justify-center text-white mr-3">
+                        <i class="fas fa-brain"></i>
+                    </div>
+                    <h3 class="text-2xl font-bold">市场预期差分析</h3>
+                </div>
+                
+                <div class="space-y-4">
+                    <div class="flex items-start">
+                        <i class="fas fa-arrow-up text-green-500 mt-1 mr-3"></i>
+                        <div>
+                            <h4 class="font-semibold">低估华通线缆的纯粹成长性</h4>
+                            <p class="text-sm text-gray-600">非洲安哥拉项目0.1元/度水电成本，吨利润超6000元，52万吨远期规划</p>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-start">
+                        <i class="fas fa-arrow-up text-green-500 mt-1 mr-3"></i>
+                        <div>
+                            <h4 class="font-semibold">低估绿色溢价长期价值</h4>
+                            <p class="text-sm text-gray-600">碳关税时代，水电铝（云铝、中孚）将享制度性绿色溢价</p>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-start">
+                        <i class="fas fa-arrow-up text-green-500 mt-1 mr-3"></i>
+                        <div>
+                            <h4 class="font-semibold">高估地产拖累风险</h4>
+                            <p class="text-sm text-gray-600">需求已对地产"脱敏"，韧性远超市场预期</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- Timeline -->
+        <section class="mb-16">
+            <h2 class="text-3xl font-bold mb-8 text-gradient">行业发展时间轴</h2>
+            <div class="relative">
+                <div class="timeline-line hidden md:block"></div>
+                
+                <div class="space-y-8">
+                    <div class="flex items-center timeline-item">
+                        <div class="timeline-dot"></div>
+                        <div class="timeline-content ml-0 md:ml-12">
+                            <div class="glass-effect rounded-xl p-6 md:max-w-md">
+                                <div class="text-sm text-gray-500 mb-2">2017年至今</div>
+                                <h4 class="font-semibold text-lg mb-2">供给侧改革启动</h4>
+                                <p class="text-gray-600">设定4500万吨产能天花板，行业进入供给侧硬约束时代</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center timeline-item">
+                        <div class="timeline-dot"></div>
+                        <div class="timeline-content ml-0 md:ml-12">
+                            <div class="glass-effect rounded-xl p-6 md:max-w-md">
+                                <div class="text-sm text-gray-500 mb-2">2025年1月</div>
+                                <h4 class="font-semibold text-lg mb-2">中泰证券重磅报告</h4>
+                                <p class="text-gray-600">"一切只是开始" - 明确产业链利润再分配逻辑，预测铝价2.3-2.5万/吨</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center timeline-item">
+                        <div class="timeline-dot"></div>
+                        <div class="timeline-content ml-0 md:ml-12">
+                            <div class="glass-effect rounded-xl p-6 md:max-w-md">
+                                <div class="text-sm text-gray-500 mb-2">2025年5-8月</div>
+                                <h4 class="font-semibold text-lg mb-2">华通线缆非洲项目成焦点</h4>
+                                <p class="text-gray-600">安哥拉0.1元/度水电成本，展现超越行业的盈利能力和成长性</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center timeline-item">
+                        <div class="timeline-dot"></div>
+                        <div class="timeline-content ml-0 md:ml-12">
+                            <div class="glass-effect rounded-xl p-6 md:max-w-md">
+                                <div class="text-sm text-gray-500 mb-2">2025年7月</div>
+                                <h4 class="font-semibold text-lg mb-2">"反内卷"政策强化</h4>
+                                <p class="text-gray-600">政策被解读为供给侧改革巩固，多家券商持续看好</p>
+                            </div>
+                        </div>
+                    </div>
+                    
+                    <div class="flex items-center timeline-item">
+                        <div class="timeline-dot"></div>
+                        <div class="timeline-content ml-0 md:ml-12">
+                            <div class="glass-effect rounded-xl p-6 md:max-w-md">
+                                <div class="text-sm text-gray-500 mb-2">2025年下半年</div>
+                                <h4 class="font-semibold text-lg mb-2">海外供应扰动</h4>
+                                <p class="text-gray-600">冰岛世纪铝业、澳大利亚力拓相继因电力成本问题减产</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- Stock Data -->
+        <section class="mb-16">
+            <h2 class="text-3xl font-bold mb-8 text-gradient">核心企业产能数据</h2>
+            <div class="glass-effect rounded-2xl overflow-hidden">
+                <div class="overflow-x-auto">
+                    <table class="w-full">
+                        <thead class="bg-gradient-to-r from-blue-500 to-purple-600 text-white">
+                            <tr>
+                                <th class="px-6 py-4 text-left">股票代码</th>
+                                <th class="px-6 py-4 text-left">公司名称</th>
+                                <th class="px-6 py-4 text-left">2024年产量</th>
+                                <th class="px-6 py-4 text-left">核心优势</th>
+                                <th class="px-6 py-4 text-left">投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-medium">601600</td>
+                                <td class="px-6 py-4">
+                                    <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">中</span>
+                                        </div>
+                                        中国铝业
+                                    </div>
+                                </td>
+                                <td class="px-6 py-4 font-semibold">761万吨</td>
+                                <td class="px-6 py-4 text-sm">全产业链龙头，资源自给率高</td>
+                                <td class="px-6 py-4">
+                                    <span class="bg-blue-100 text-blue-800 px-2 py-1 rounded-full text-xs">产业巨擘</span>
+                                </td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-medium">01378.HK</td>
+                                <td class="px-6 py-4">
+                                    <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">宏</span>
+                                        </div>
+                                        中国宏桥
+                                    </div>
+                                </td>
+                                <td class="px-6 py-4 font-semibold">646万吨</td>
+                                <td class="px-6 py-4 text-sm">全球成本领先者，极致成本控制</td>
+                                <td class="px-6 py-4">
+                                    <span class="bg-purple-100 text-purple-800 px-2 py-1 rounded-full text-xs">产业巨擘</span>
+                                </td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-medium">000807</td>
+                                <td class="px-6 py-4">
+                                    <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">云</span>
+                                        </div>
+                                        云铝股份
+                                    </div>
+                                </td>
+                                <td class="px-6 py-4 font-semibold">303万吨</td>
+                                <td class="px-6 py-4 text-sm">水电清洁能源，绿色低碳优势</td>
+                                <td class="px-6 py-4">
+                                    <span class="bg-green-100 text-green-800 px-2 py-1 rounded-full text-xs">弹性先锋</span>
+                                </td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-medium">000933</td>
+                                <td class="px-6 py-4">
+                                    <div class="flex items-center">
+                                        <div class="w-8 h-8 bg-orange-100 rounded-full flex items-center justify-center mr-3">
+                                            <span class="text-orange-600 font-semibold text-sm">神</span>
+                                        </div>
+                                        神火股份
+                                    </div>
+                                </td>
+                                <td class="px-6 py-4 font-semibold">163万吨</td>
+                                <td class="px-6 py-4 text-sm">煤铝一体化，新疆低成本优势</td>
+                                <td class="px-6 py-4">
+                                    <span class="bg-orange-100 text-orange-800 px-2 py-1 rounded-full text-xs">弹性先锋</span>
+                                </td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-medium">605196</td>
+                                <td class="px-6 py-4">
+                                    <div class="flex items-center">
+                                        <div class="w-8 h-8 bg-red-100 rounded-full flex items-center justify-center mr-3">
+                                            <span class="text-red-600 font-semibold text-sm">华</span>
+                                        </div>
+                                        华通线缆
+                                    </div>
+                                </td>
+                                <td class="px-6 py-4 font-semibold text-red-600">规划52万吨</td>
+                                <td class="px-6 py-4 text-sm">非洲0.1元/度水电，成本全球最低</td>
+                                <td class="px-6 py-4">
+                                    <span class="bg-red-100 text-red-800 px-2 py-1 rounded-full text-xs">成长黑马</span>
+                                </td>
+                            </tr>
+                            <tr class="border-b hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-medium">002532</td>
+                                <td class="px-6 py-4">
+                                    <div class="flex items-center">
+                                        <div class="w-8 h-8 bg-teal-100 rounded-full flex items-center justify-center mr-3">
+                                            <span class="text-teal-600 font-semibold text-sm">天</span>
+                                        </div>
+                                        天山铝业
+                                    </div>
+                                </td>
+                                <td class="px-6 py-4 font-semibold">118万吨</td>
+                                <td class="px-6 py-4 text-sm">一体化运营，新疆成本优势</td>
+                                <td class="px-6 py-4">
+                                    <span class="bg-teal-100 text-teal-800 px-2 py-1 rounded-full text-xs">弹性先锋</span>
+                                </td>
+                            </tr>
+                            <tr class="hover:bg-gray-50 transition-colors">
+                                <td class="px-6 py-4 font-medium">600219</td>
+                                <td class="px-6 py-4">
+                                    <div class="flex items-center">
+                                        <div class="w-8 h-8 bg-indigo-100 rounded-full flex items-center justify-center mr-3">
+                                            <span class="text-indigo-600 font-semibold text-sm">南</span>
+                                        </div>
+                                        南山铝业
+                                    </div>
+                                </td>
+                                <td class="px-6 py-4 font-semibold">68万吨</td>
+                                <td class="px-6 py-4 text-sm">高端加工一体，汽车板、航空板</td>
+                                <td class="px-6 py-4">
+                                    <span class="bg-indigo-100 text-indigo-800 px-2 py-1 rounded-full text-xs">高端稳将</span>
+                                </td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </section>
+
+        <!-- Risk & Opportunity -->
+        <section class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-16">
+            <div class="glass-effect rounded-2xl p-8">
+                <h3 class="text-2xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-exclamation-triangle text-yellow-500 mr-3"></i>
+                    潜在风险
+                </h3>
+                <div class="space-y-4">
+                    <div class="flex items-start">
+                        <div class="w-2 h-2 bg-yellow-500 rounded-full mt-2 mr-3"></div>
+                        <div>
+                            <h4 class="font-semibold">政策转向风险</h4>
+                            <p class="text-sm text-gray-600">若放松4500万吨产能天花板，将根本性瓦解逻辑</p>
+                        </div>
+                    </div>
+                    <div class="flex items-start">
+                        <div class="w-2 h-2 bg-yellow-500 rounded-full mt-2 mr-3"></div>
+                        <div>
+                            <h4 class="font-semibold">宏观经济衰退</h4>
+                            <p class="text-sm text-gray-600">全球严重衰退可能导致新能源需求失速</p>
+                        </div>
+                    </div>
+                    <div class="flex items-start">
+                        <div class="w-2 h-2 bg-yellow-500 rounded-full mt-2 mr-3"></div>
+                        <div>
+                            <h4 class="font-semibold">云南电力紧张</h4>
+                            <p class="text-sm text-gray-600">水电季节性波动可能压制云铝等公司产量</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            
+            <div class="glass-effect rounded-2xl p-8">
+                <h3 class="text-2xl font-bold mb-6 flex items-center">
+                    <i class="fas fa-rocket text-green-500 mr-3"></i>
+                    投资机遇
+                </h3>
+                <div class="space-y-4">
+                    <div class="flex items-start">
+                        <div class="w-2 h-2 bg-green-500 rounded-full mt-2 mr-3"></div>
+                        <div>
+                            <h4 class="font-semibold">华通线缆 - 纯粹成长</h4>
+                            <p class="text-sm text-gray-600">非洲项目最看好的成长标的，成本曲线最低</p>
+                        </div>
+                    </div>
+                    <div class="flex items-start">
+                        <div class="w-2 h-2 bg-green-500 rounded-full mt-2 mr-3"></div>
+                        <div>
+                            <h4 class="font-semibold">神火/云铝 - 高弹性贝塔</h4>
+                            <p class="text-sm text-gray-600">行业景气上行周期中利润弹性最大</p>
+                        </div>
+                    </div>
+                    <div class="flex items-start">
+                        <div class="w-2 h-2 bg-green-500 rounded-full mt-2 mr-3"></div>
+                        <div>
+                            <h4 class="font-semibold">中国铝业/宏桥 - 稳健价值</h4>
+                            <p class="text-sm text-gray-600">确定性最高的核心资产，分红价值突出</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- Tracking Indicators -->
+        <section class="glass-effect rounded-2xl p-8 mb-16">
+            <h3 class="text-2xl font-bold mb-6">关键追踪指标</h3>
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
+                <div class="border rounded-lg p-4">
+                    <div class="flex items-center justify-between mb-2">
+                        <span class="font-semibold">社会库存</span>
+                        <i class="fas fa-chart-area text-blue-500"></i>
+                    </div>
+                    <div class="text-sm text-gray-600">周度数据，判断供需紧张程度的核心高频指标</div>
+                </div>
+                <div class="border rounded-lg p-4">
+                    <div class="flex items-center justify-between mb-2">
+                        <span class="font-semibold">华通项目进展</span>
+                        <i class="fas fa-hard-hat text-orange-500"></i>
+                    </div>
+                    <div class="text-sm text-gray-600">验证阿尔法逻辑的关键，关注投产公告</div>
+                </div>
+                <div class="border rounded-lg p-4">
+                    <div class="flex items-center justify-between mb-2">
+                        <span class="font-semibold">云南电力公报</span>
+                        <i class="fas fa-bolt text-green-500"></i>
+                    </div>
+                    <div class="text-sm text-gray-600">预警潜在减产风险的重要参考</div>
+                </div>
+            </div>
+        </section>
+    </main>
+
+    <!-- Footer -->
+    <footer class="bg-gray-900 text-white py-8 px-4">
+        <div class="container mx-auto text-center">
+            <p class="mb-2">电解铝行业深度分析报告</p>
+            <p class="text-sm text-gray-400">数据来源：券商研报、公司公告、行业资讯</p>
+            <p class="text-xs text-gray-500 mt-4">投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // Chart animations
+        document.addEventListener('DOMContentLoaded', function() {
+            // Animate numbers on scroll
+            const animateValue = (element, start, end, duration) => {
+                let startTimestamp = null;
+                const step = (timestamp) => {
+                    if (!startTimestamp) startTimestamp = timestamp;
+                    const progress = Math.min((timestamp - startTimestamp) / duration, 1);
+                    element.innerHTML = Math.floor(progress * (end - start) + start) + element.dataset.suffix;
+                    if (progress < 1) {
+                        window.requestAnimationFrame(step);
+                    }
+                };
+                window.requestAnimationFrame(step);
+            };
+
+            // Intersection Observer for animations
+            const observer = new IntersectionObserver((entries) => {
+                entries.forEach(entry => {
+                    if (entry.isIntersecting) {
+                        entry.target.classList.add('animate');
+                    }
+                });
+            });
+
+            document.querySelectorAll('.card-hover').forEach(el => {
+                observer.observe(el);
+            });
+        });
+    </script>
+</body>
+</html>

public/htmls/盛合晶微.html

@@ -0,0 +1,537 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>盛合晶微 - 先进封装产业链深度解析</title>
+    
+    <!-- DaisyUI & Tailwind CSS -->
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.0/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    
+    <!-- Chart.js -->
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    
+    <!-- Font Awesome Icons -->
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    
+    <!-- Custom Styles -->
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        body {
+            font-family: 'Inter', sans-serif;
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-morphism {
+            background: rgba(255, 255, 255, 0.95);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(255, 255, 255, 0.18);
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+            background-clip: text;
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
+            width: 2px;
+            position: absolute;
+            left: 20px;
+            top: 0;
+            bottom: 0;
+        }
+        
+        .hover-scale {
+            transition: transform 0.3s ease, box-shadow 0.3s ease;
+        }
+        
+        .hover-scale:hover {
+            transform: translateY(-5px);
+            box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
+        }
+        
+        .stock-table {
+            overflow-x: auto;
+            -webkit-overflow-scrolling: touch;
+        }
+        
+        @media (max-width: 768px) {
+            .stock-table {
+                font-size: 0.875rem;
+            }
+        }
+        
+        .tag-pill {
+            display: inline-block;
+            padding: 4px 12px;
+            border-radius: 20px;
+            font-size: 0.75rem;
+            font-weight: 500;
+            margin: 2px;
+        }
+        
+        .tag-supply { background: #e0f2fe; color: #0369a1; }
+        .tag-holding { background: #fef3c7; color: #d97706; }
+        .tag-cooperation { background: #dcfce7; color: #16a34a; }
+        
+        .floating-card {
+            animation: float 6s ease-in-out infinite;
+        }
+        
+        @keyframes float {
+            0% { transform: translateY(0px); }
+            50% { transform: translateY(-20px); }
+            100% { transform: translateY(0px); }
+        }
+    </style>
+</head>
+<body class="bg-gradient-to-br from-purple-50 to-blue-50">
+    <!-- Navigation -->
+    <nav class="glass-morphism sticky top-0 z-50 border-b border-gray-200">
+        <div class="container mx-auto px-4 py-4">
+            <div class="flex items-center justify-between">
+                <div class="flex items-center space-x-4">
+                    <div class="w-10 h-10 bg-gradient-to-r from-purple-600 to-blue-600 rounded-lg flex items-center justify-center">
+                        <i class="fas fa-microchip text-white"></i>
+                    </div>
+                    <h1 class="text-xl font-bold gradient-text">盛合晶微概念分析</h1>
+                </div>
+                <div class="flex items-center space-x-4">
+                    <span class="badge badge-info">科创板IPO</span>
+                    <span class="badge badge-success">先进封装</span>
+                </div>
+            </div>
+        </div>
+    </nav>
+
+    <!-- Hero Section -->
+    <div class="container mx-auto px-4 py-8">
+        <div class="glass-morphism rounded-2xl p-8 mb-8 hover-scale">
+            <div class="flex flex-col lg:flex-row items-center justify-between">
+                <div class="lg:w-2/3 mb-6 lg:mb-0">
+                    <h1 class="text-4xl lg:text-5xl font-bold mb-4">
+                        <span class="gradient-text">盛合晶微</span>
+                        <span class="text-gray-700">- 先进封装领军者</span>
+                    </h1>
+                    <p class="text-lg text-gray-600 mb-6">
+                        中国先进封装产业链的核心载体，AI算力时代Chiplet技术的战略突破口
+                    </p>
+                    <div class="flex flex-wrap gap-3">
+                        <div class="stat bg-purple-50 rounded-lg p-3">
+                            <div class="stat-title text-xs text-gray-600">IPO状态</div>
+                            <div class="stat-value text-lg font-bold text-purple-600">已受理</div>
+                        </div>
+                        <div class="stat bg-blue-50 rounded-lg p-3">
+                            <div class="stat-title text-xs text-gray-600">核心业务</div>
+                            <div class="stat-value text-lg font-bold text-blue-600">2.5D/3D封装</div>
+                        </div>
+                        <div class="stat bg-green-50 rounded-lg p-3">
+                            <div class="stat-title text-xs text-gray-600">市场地位</div>
+                            <div class="stat-value text-lg font-bold text-green-600">大陆唯一量产</div>
+                        </div>
+                    </div>
+                </div>
+                <div class="lg:w-1/3 floating-card">
+                    <div class="bg-gradient-to-br from-purple-500 to-blue-600 rounded-xl p-6 text-white text-center">
+                        <i class="fas fa-chart-line text-5xl mb-4"></i>
+                        <div class="text-3xl font-bold mb-2">569亿美元</div>
+                        <div class="text-sm opacity-90">2025年全球先进封装市场预测</div>
+                        <div class="text-xs mt-2 opacity-75">复合增长率 >10%</div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Key Events Timeline -->
+        <div class="glass-morphism rounded-2xl p-8 mb-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-timeline mr-3 text-purple-600"></i>
+                IPO关键事件时间轴
+            </h2>
+            <div class="timeline-line"></div>
+            <div class="space-y-6">
+                <div class="flex items-start">
+                    <div class="w-10 h-10 bg-purple-600 rounded-full flex items-center justify-center text-white font-bold z-10">
+                        1
+                    </div>
+                    <div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale">
+                        <div class="flex items-center justify-between mb-2">
+                            <span class="font-semibold text-gray-800">启动IPO辅导</span>
+                            <span class="badge badge-outline">2023年6月</span>
+                        </div>
+                        <p class="text-gray-600 text-sm">中金证券担任辅导机构，正式开启上市进程</p>
+                    </div>
+                </div>
+                
+                <div class="flex items-start">
+                    <div class="w-10 h-10 bg-blue-600 rounded-full flex items-center justify-center text-white font-bold z-10">
+                        2
+                    </div>
+                    <div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale">
+                        <div class="flex items-center justify-between mb-2">
+                            <span class="font-semibold text-gray-800">增加联合保荐</span>
+                            <span class="badge badge-outline">2024年2月</span>
+                        </div>
+                        <p class="text-gray-600 text-sm">引入中信证券作为联合保荐机构，加快上市进程</p>
+                    </div>
+                </div>
+                
+                <div class="flex items-start">
+                    <div class="w-10 h-10 bg-green-600 rounded-full flex items-center justify-center text-white font-bold z-10">
+                        3
+                    </div>
+                    <div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale border-2 border-green-200">
+                        <div class="flex items-center justify-between mb-2">
+                            <span class="font-semibold text-gray-800">辅导验收</span>
+                            <span class="badge badge-success">2025年6月18日</span>
+                        </div>
+                        <p class="text-gray-600 text-sm"><strong>核心催化剂</strong> - IPO状态变更为"辅导验收"，引发第一波市场关注</p>
+                    </div>
+                </div>
+                
+                <div class="flex items-start">
+                    <div class="w-10 h-10 bg-orange-600 rounded-full flex items-center justify-center text-white font-bold z-10">
+                        4
+                    </div>
+                    <div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale border-2 border-orange-200">
+                        <div class="flex items-center justify-between mb-2">
+                            <span class="font-semibold text-gray-800">正式受理</span>
+                            <span class="badge badge-warning">2025年10月30日</span>
+                        </div>
+                        <p class="text-gray-600 text-sm"><strong>关键里程碑</strong> - 科创板IPO审核状态变更为"已受理"</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Core Logic Section -->
+        <div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
+            <div class="glass-morphism rounded-2xl p-6 hover-scale">
+                <h3 class="text-xl font-bold mb-4 flex items-center">
+                    <i class="fas fa-brain mr-3 text-purple-600"></i>
+                    核心逻辑
+                </h3>
+                <div class="space-y-3">
+                    <div class="flex items-start">
+                        <i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
+                        <div>
+                            <h4 class="font-semibold">技术路径的必然选择</h4>
+                            <p class="text-sm text-gray-600">在前道设备受限下，Chiplet是提升芯片算力的最优解</p>
+                        </div>
+                    </div>
+                    <div class="flex items-start">
+                        <i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
+                        <div>
+                            <h4 class="font-semibold">稀缺的市场地位</h4>
+                            <p class="text-sm text-gray-600">大陆唯一规模量产硅基2.5D芯粒加工的企业</p>
+                        </div>
+                    </div>
+                    <div class="flex items-start">
+                        <i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
+                        <div>
+                            <h4 class="font-semibold">强大的产业资本背书</h4>
+                            <p class="text-sm text-gray-600">2024年完成超7亿美元融资，引入多地国资</p>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <div class="glass-morphism rounded-2xl p-6 hover-scale">
+                <h3 class="text-xl font-bold mb-4 flex items-center">
+                    <i class="fas fa-exclamation-triangle mr-3 text-orange-600"></i>
+                    关键风险
+                </h3>
+                <div class="space-y-3">
+                    <div class="bg-red-50 rounded-lg p-3">
+                        <h4 class="font-semibold text-red-800">技术风险</h4>
+                        <p class="text-sm text-red-600">先进封装对工艺精度、良率要求极高</p>
+                    </div>
+                    <div class="bg-orange-50 rounded-lg p-3">
+                        <h4 class="font-semibold text-orange-800">商业化风险</h4>
+                        <p class="text-sm text-orange-600">高昂资本开支需要巨大订单摊薄成本</p>
+                    </div>
+                    <div class="bg-yellow-50 rounded-lg p-3">
+                        <h4 class="font-semibold text-yellow-800">预期差风险</h4>
+                        <p class="text-sm text-yellow-600">供应链认证进度落后于市场预期</p>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Industry Chain -->
+        <div class="glass-morphism rounded-2xl p-8 mb-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-sitemap mr-3 text-purple-600"></i>
+                产业链图谱
+            </h2>
+            <div class="grid grid-cols-1 md:grid-cols-3 gap-6">
+                <div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-xl p-6">
+                    <h4 class="font-bold text-purple-800 mb-3">
+                        <i class="fas fa-tools mr-2"></i>上游设备材料
+                    </h4>
+                    <div class="space-y-2">
+                        <div class="flex justify-between text-sm">
+                            <span>芯源微</span>
+                            <span class="tag-pill tag-supply">涂胶显影</span>
+                        </div>
+                        <div class="flex justify-between text-sm">
+                            <span>强力新材</span>
+                            <span class="tag-pill tag-supply">光刻胶</span>
+                        </div>
+                        <div class="flex justify-between text-sm">
+                            <span>艾森股份</span>
+                            <span class="tag-pill tag-supply">电镀液</span>
+                        </div>
+                        <div class="flex justify-between text-sm">
+                            <span>华海诚科</span>
+                            <span class="tag-pill tag-supply">封装树脂</span>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-xl p-6">
+                    <h4 class="font-bold text-blue-800 mb-3">
+                        <i class="fas fa-industry mr-2"></i>中游封装服务
+                    </h4>
+                    <div class="space-y-3">
+                        <div class="bg-white rounded-lg p-3">
+                            <div class="font-semibold text-blue-700">盛合晶微</div>
+                            <div class="text-xs text-gray-600">2.5D/3D Chiplet领军</div>
+                        </div>
+                        <div class="bg-white rounded-lg p-3">
+                            <div class="font-semibold">长电科技/通富微电</div>
+                            <div class="text-xs text-gray-600">平台型封装厂商</div>
+                        </div>
+                        <div class="bg-white rounded-lg p-3">
+                            <div class="font-semibold">晶方科技</div>
+                            <div class="text-xs text-gray-600">TSV技术专家</div>
+                        </div>
+                    </div>
+                </div>
+                
+                <div class="bg-gradient-to-br from-green-50 to-green-100 rounded-xl p-6">
+                    <h4 class="font-bold text-green-800 mb-3">
+                        <i class="fas fa-microchip mr-2"></i>下游应用
+                    </h4>
+                    <div class="space-y-2">
+                        <div class="flex justify-between text-sm">
+                            <span>AI芯片</span>
+                            <span class="tag-pill tag-cooperation">核心市场</span>
+                        </div>
+                        <div class="flex justify-between text-sm">
+                            <span>存储芯片</span>
+                            <span class="tag-pill tag-cooperation">新兴应用</span>
+                        </div>
+                        <div class="flex justify-between text-sm">
+                            <span>消费电子</span>
+                            <span class="tag-pill tag-cooperation">传统市场</span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Stock Data Table -->
+        <div class="glass-morphism rounded-2xl p-8 mb-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-table mr-3 text-purple-600"></i>
+                相关上市公司
+            </h2>
+            <div class="stock-table">
+                <table class="table w-full">
+                    <thead>
+                        <tr class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
+                            <th class="rounded-tl-lg">股票名称</th>
+                            <th>关系类型</th>
+                            <th>具体说明</th>
+                            <th>数据来源</th>
+                            <th class="rounded-tr-lg">状态</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">景兴纸业</td>
+                            <td><span class="tag-pill tag-holding">参股公司</span></td>
+                            <td>通过金浦国调基金持股2.64%，投资金额9501万元</td>
+                            <td>互动平台</td>
+                            <td><span class="badge badge-info">已披露</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">赛伍技术</td>
+                            <td><span class="tag-pill tag-supply">供应链合作</span></td>
+                            <td>半导体领域客户，提供晶圆胶带等产品</td>
+                            <td>半年报</td>
+                            <td><span class="badge badge-success">合作中</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">芯源微</td>
+                            <td><span class="tag-pill tag-supply">供应链合作</span></td>
+                            <td>涂胶显影/湿法设备已在盛合晶微批量应用</td>
+                            <td>公告</td>
+                            <td><span class="badge badge-success">批量应用</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">强力新材</td>
+                            <td><span class="tag-pill tag-supply">供应链合作</span></td>
+                            <td>光敏性聚酰亚胺（PSPI）处于客户认证阶段</td>
+                            <td>互动平台</td>
+                            <td><span class="badge badge-warning">认证中</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">艾森股份</td>
+                            <td><span class="tag-pill tag-supply">供应链合作</span></td>
+                            <td>封装负性光刻胶测试认证，铜蚀刻液主要客户</td>
+                            <td>调研</td>
+                            <td><span class="badge badge-warning">测试中</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">光力科技</td>
+                            <td><span class="tag-pill tag-supply">供应链合作</span></td>
+                            <td>高端划切设备和耗材供应商</td>
+                            <td>互动平台</td>
+                            <td><span class="badge badge-info">供应商</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">华特气体</td>
+                            <td><span class="tag-pill tag-supply">供应链合作</span></td>
+                            <td>电子特种气体供应商</td>
+                            <td>互动平台</td>
+                            <td><span class="badge badge-success">合作中</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">亚翔集成</td>
+                            <td><span class="tag-pill tag-cooperation">洁净工程</span></td>
+                            <td>提供洁净工程服务</td>
+                            <td>互动平台</td>
+                            <td><span class="badge badge-info">服务商</span></td>
+                        </tr>
+                        <tr class="hover:bg-gray-50">
+                            <td class="font-semibold">盛美上海</td>
+                            <td><span class="tag-pill tag-supply">供应链合作</span></td>
+                            <td>产品获得盛合晶微订单</td>
+                            <td>公告</td>
+                            <td><span class="badge badge-success">订单确认</span></td>
+                        </tr>
+                    </tbody>
+                </table>
+            </div>
+        </div>
+
+        <!-- Investment Insights -->
+        <div class="glass-morphism rounded-2xl p-8 mb-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-lightbulb mr-3 text-yellow-500"></i>
+                投资启示
+            </h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+                <div class="bg-gradient-to-br from-blue-50 to-indigo-100 rounded-xl p-6">
+                    <h4 class="font-bold text-indigo-800 mb-3">
+                        <i class="fas fa-arrow-up mr-2"></i>确定性机会
+                    </h4>
+                    <ul class="space-y-2 text-sm">
+                        <li>• <strong>芯源微：</strong>涂胶显影设备已批量应用，业绩兑现路径清晰</li>
+                        <li>• <strong>晶合集成：</strong>深度参与DRAM新架构，产能规划明确</li>
+                        <li>• <strong>盛合晶微：</strong>核心标的，等待IPO上市后的估值判断</li>
+                    </ul>
+                </div>
+                
+                <div class="bg-gradient-to-br from-orange-50 to-red-100 rounded-xl p-6">
+                    <h4 class="font-bold text-red-800 mb-3">
+                        <i class="fas fa-exclamation-circle mr-2"></i>需谨慎标的
+                    </h4>
+                    <ul class="space-y-2 text-sm">
+                        <li>• <strong>强力新材等材料公司：</strong>产品仍处认证阶段，股价已透支预期</li>
+                        <li>• <strong>概念炒作股：</strong>关注实际认证进展，避免盲目跟风</li>
+                        <li>• <strong>下游应用股：</strong>业绩兑现周期长，需跟踪订单落地</li>
+                    </ul>
+                </div>
+            </div>
+        </div>
+
+        <!-- Key Metrics to Track -->
+        <div class="glass-morphism rounded-2xl p-8">
+            <h2 class="text-2xl font-bold mb-6 flex items-center">
+                <i class="fas fa-chart-line mr-3 text-purple-600"></i>
+                关键跟踪指标
+            </h2>
+            <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
+                <div class="bg-white rounded-lg p-4 text-center hover-scale">
+                    <i class="fas fa-certificate text-3xl text-purple-600 mb-2"></i>
+                    <h4 class="font-semibold mb-1">认证突破</h4>
+                    <p class="text-xs text-gray-600">供应链公司产品认证通过公告</p>
+                </div>
+                <div class="bg-white rounded-lg p-4 text-center hover-scale">
+                    <i class="fas fa-factory text-3xl text-blue-600 mb-2"></i>
+                    <h4 class="font-semibold mb-1">产能利用率</h4>
+                    <p class="text-xs text-gray-600">新工厂产能及良率数据</p>
+                </div>
+                <div class="bg-white rounded-lg p-4 text-center hover-scale">
+                    <i class="fas fa-handshake text-3xl text-green-600 mb-2"></i>
+                    <h4 class="font-semibold mb-1">核心客户订单</h4>
+                    <p class="text-xs text-gray-600">AI芯片设计公司订单流向</p>
+                </div>
+                <div class="bg-white rounded-lg p-4 text-center hover-scale">
+                    <i class="fas fa-dollar-sign text-3xl text-orange-600 mb-2"></i>
+                    <h4 class="font-semibold mb-1">IPO定价</h4>
+                    <p class="text-xs text-gray-600">上市后估值水平</p>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Footer -->
+    <footer class="glass-morphism mt-12 py-6 border-t border-gray-200">
+        <div class="container mx-auto px-4 text-center">
+            <p class="text-sm text-gray-600">
+                <i class="fas fa-info-circle mr-2"></i>
+                数据来源：公开研报、公司公告、互动平台 | 投资有风险，决策需谨慎
+            </p>
+            <p class="text-xs text-gray-500 mt-2">
+                更新时间：2025年11月 | 仅供参考，不构成投资建议
+            </p>
+        </div>
+    </footer>
+
+    <!-- JavaScript for animations -->
+    <script>
+        // Smooth scroll for anchor links
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // Add animation on scroll
+        const observerOptions = {
+            threshold: 0.1,
+            rootMargin: '0px 0px -50px 0px'
+        };
+
+        const observer = new IntersectionObserver(function(entries) {
+            entries.forEach(entry => {
+                if (entry.isIntersecting) {
+                    entry.target.style.opacity = '1';
+                    entry.target.style.transform = 'translateY(0)';
+                }
+            });
+        }, observerOptions);
+
+        // Observe all sections
+        document.querySelectorAll('.glass-morphism').forEach(section => {
+            section.style.opacity = '0';
+            section.style.transform = 'translateY(20px)';
+            section.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
+            observer.observe(section);
+        });
+    </script>
+</body>
+</html>

public/htmls/石墨.html

@@ -0,0 +1,616 @@
+
+
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>石墨概念深度分析 - 从周期到科技的估值重塑</title>
+    <script src="https://cdn.tailwindcss.com"></script>
+    <link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
+    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <style>
+        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
+        
+        * {
+            font-family: 'Inter', sans-serif;
+        }
+        
+        body {
+            background: linear-gradient(135deg, #0f172a 0%, #1e293b 50%, #0f172a 100%);
+            min-height: 100vh;
+        }
+        
+        .glass-effect {
+            background: rgba(30, 41, 59, 0.5);
+            backdrop-filter: blur(10px);
+            border: 1px solid rgba(148, 163, 184, 0.1);
+        }
+        
+        .neon-glow {
+            box-shadow: 0 0 20px rgba(59, 130, 246, 0.5);
+        }
+        
+        .timeline-line {
+            background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
+        }
+        
+        .hover-scale {
+            transition: all 0.3s ease;
+        }
+        
+        .hover-scale:hover {
+            transform: scale(1.02);
+        }
+        
+        .gradient-text {
+            background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
+            -webkit-background-clip: text;
+            -webkit-text-fill-color: transparent;
+        }
+        
+        .card-glow:hover {
+            box-shadow: 0 10px 40px rgba(59, 130, 246, 0.3);
+        }
+        
+        .table-scroll {
+            overflow-x: auto;
+        }
+        
+        @media (max-width: 768px) {
+            .table-scroll {
+                overflow-x: scroll;
+            }
+        }
+        
+        .pulse-dot {
+            animation: pulse 2s infinite;
+        }
+        
+        @keyframes pulse {
+            0% {
+                box-shadow: 0 0 0 0 rgba(59, 130, 246, 0.7);
+            }
+            70% {
+                box-shadow: 0 0 0 10px rgba(59, 130, 246, 0);
+            }
+            100% {
+                box-shadow: 0 0 0 0 rgba(59, 130, 246, 0);
+            }
+        }
+        
+        .chart-container {
+            position: relative;
+            height: 300px;
+            width: 100%;
+        }
+    </style>
+</head>
+<body class="text-gray-100">
+    <!-- Header -->
+    <header class="glass-effect sticky top-0 z-50 border-b border-gray-700">
+        <div class="container mx-auto px-4 py-4">
+            <div class="flex items-center justify-between">
+                <div class="flex items-center space-x-4">
+                    <div class="w-10 h-10 bg-gradient-to-br from-blue-500 to-purple-600 rounded-lg flex items-center justify-center">
+                        <i class="fas fa-layer-group text-white"></i>
+                    </div>
+                    <h1 class="text-2xl font-bold gradient-text">石墨概念深度分析</h1>
+                </div>
+                <div class="flex items-center space-x-2">
+                    <span class="badge badge-info">251012</span>
+                    <span class="badge badge-success">科技成长</span>
+                </div>
+            </div>
+        </div>
+    </header>
+
+    <!-- Main Content -->
+    <main class="container mx-auto px-4 py-8">
+        <!-- 核心观点摘要 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl p-8 card-glow">
+                <div class="flex items-center mb-6">
+                    <div class="w-12 h-12 bg-gradient-to-br from-blue-500 to-cyan-500 rounded-xl flex items-center justify-center mr-4">
+                        <i class="fas fa-lightbulb text-white text-xl"></i>
+                    </div>
+                    <h2 class="text-2xl font-bold">核心观点摘要</h2>
+                </div>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 rounded-xl p-6 border border-blue-500/20">
+                        <h3 class="text-lg font-semibold mb-3 text-blue-300">
+                            <i class="fas fa-chart-line mr-2"></i>估值重塑
+                        </h3>
+                        <p class="text-gray-300 leading-relaxed">
+                            从传统负极材料的"周期品"向特种石墨和石墨烯的"成长科技品"转变，核心驱动力在于技术突破和国产替代。
+                        </p>
+                    </div>
+                    <div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 rounded-xl p-6 border border-purple-500/20">
+                        <h3 class="text-lg font-semibold mb-3 text-purple-300">
+                            <i class="fas fa-rocket mr-2"></i>投资主线
+                        </h3>
+                        <p class="text-gray-300 leading-relaxed">
+                            半导体、新能源、消费电子等领域的战略价值使其成为具备高成长潜力的投资主线。
+                        </p>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 概念事件时间轴 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="flex items-center mb-8">
+                    <div class="w-12 h-12 bg-gradient-to-br from-purple-500 to-pink-500 rounded-xl flex items-center justify-center mr-4">
+                        <i class="fas fa-clock-rotate-left text-white text-xl"></i>
+                    </div>
+                    <h2 class="text-2xl font-bold">概念事件时间轴</h2>
+                </div>
+                <div class="relative">
+                    <div class="absolute left-8 top-0 bottom-0 w-0.5 timeline-line"></div>
+                    <div class="space-y-8">
+                        <div class="relative flex items-start hover-scale">
+                            <div class="absolute left-6 w-5 h-5 bg-blue-500 rounded-full pulse-dot"></div>
+                            <div class="ml-16 glass-effect rounded-xl p-6 border border-blue-500/30">
+                                <div class="flex items-center mb-2">
+                                    <span class="text-blue-400 font-semibold">2024年10月28日</span>
+                                    <span class="ml-3 badge badge-sm badge-info">资产注入预期</span>
+                                </div>
+                                <p class="text-gray-300">新华锦集团碳化硅等静压石墨项目打破国外"卡脖子"技术垄断</p>
+                            </div>
+                        </div>
+                        <div class="relative flex items-start hover-scale">
+                            <div class="absolute left-6 w-5 h-5 bg-purple-500 rounded-full pulse-dot"></div>
+                            <div class="ml-16 glass-effect rounded-xl p-6 border border-purple-500/30">
+                                <div class="flex items-center mb-2">
+                                    <span class="text-purple-400 font-semibold">2024年11月28日</span>
+                                    <span class="ml-3 badge badge-sm badge-warning">概念集中引爆</span>
+                                </div>
+                                <ul class="text-gray-300 space-y-1">
+                                    <li>• 河南中原石墨烯实验室揭牌</li>
+                                    <li>• 华为Mate X6采用超高导热石墨烯散热</li>
+                                    <li>• 券商密集发布研报，量化市场空间达30亿元</li>
+                                </ul>
+                            </div>
+                        </div>
+                        <div class="relative flex items-start hover-scale">
+                            <div class="absolute left-6 w-5 h-5 bg-pink-500 rounded-full pulse-dot"></div>
+                            <div class="ml-16 glass-effect rounded-xl p-6 border border-pink-500/30">
+                                <div class="flex items-center mb-2">
+                                    <span class="text-pink-400 font-semibold">2025年10月9日</span>
+                                    <span class="ml-3 badge badge-sm badge-error">政策节点</span>
+                                </div>
+                                <p class="text-gray-300">商务部宣布对锂电池及人造石墨负极材料实施出口管制</p>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心驱动力 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="flex items-center mb-8">
+                    <div class="w-12 h-12 bg-gradient-to-br from-cyan-500 to-teal-500 rounded-xl flex items-center justify-center mr-4">
+                        <i class="fas fa-gears text-white text-xl"></i>
+                    </div>
+                    <h2 class="text-2xl font-bold">核心驱动力分析</h2>
+                </div>
+                <div class="grid md:grid-cols-3 gap-6">
+                    <div class="bg-gradient-to-br from-cyan-900/30 to-blue-900/30 rounded-xl p-6 border border-cyan-500/20 hover-scale">
+                        <div class="text-3xl mb-4">🔬</div>
+                        <h3 class="text-lg font-semibold mb-3 text-cyan-300">技术突破</h3>
+                        <ul class="text-sm text-gray-400 space-y-2">
+                            <li>• 高品质石墨薄膜</li>
+                            <li>• 可控手性石墨烯卷</li>
+                            <li>• 多孔石墨烯薄膜</li>
+                            <li>• 华为商业化验证</li>
+                        </ul>
+                    </div>
+                    <div class="bg-gradient-to-br from-emerald-900/30 to-cyan-900/30 rounded-xl p-6 border border-emerald-500/20 hover-scale">
+                        <div class="text-3xl mb-4">🏭</div>
+                        <h3 class="text-lg font-semibold mb-3 text-emerald-300">国产替代</h3>
+                        <ul class="text-sm text-gray-400 space-y-2">
+                            <li>• 半导体等静压石墨</li>
+                            <li>• 军工关键材料</li>
+                            <li>• 政策支持</li>
+                            <li>• 实验室建设</li>
+                        </ul>
+                    </div>
+                    <div class="bg-gradient-to-br from-violet-900/30 to-purple-900/30 rounded-xl p-6 border border-violet-500/20 hover-scale">
+                        <div class="text-3xl mb-4">📱</div>
+                        <h3 class="text-lg font-semibold mb-3 text-violet-300">需求升级</h3>
+                        <ul class="text-sm text-gray-400 space-y-2">
+                            <li>• 消费电子散热</li>
+                            <li>• 新能源电池</li>
+                            <li>• 半导体热场</li>
+                            <li>• 光伏耗材</li>
+                        </ul>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 产业链图谱 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="flex items-center mb-8">
+                    <div class="w-12 h-12 bg-gradient-to-br from-indigo-500 to-blue-600 rounded-xl flex items-center justify-center mr-4">
+                        <i class="fas fa-sitemap text-white text-xl"></i>
+                    </div>
+                    <h2 class="text-2xl font-bold">产业链图谱</h2>
+                </div>
+                <div class="grid md:grid-cols-3 gap-4">
+                    <div class="bg-gradient-to-br from-indigo-900/30 to-blue-900/30 rounded-xl p-6 text-center">
+                        <h3 class="text-xl font-semibold mb-4 text-indigo-300">上游</h3>
+                        <div class="space-y-3">
+                            <div class="glass-effect rounded-lg p-3">
+                                <i class="fas fa-mountain text-indigo-400 mr-2"></i>
+                                <span class="text-sm">石墨矿</span>
+                            </div>
+                            <div class="glass-effect rounded-lg p-3">
+                                <i class="fas fa-oil-can text-blue-400 mr-2"></i>
+                                <span class="text-sm">石油焦/沥青焦</span>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 rounded-xl p-6 text-center">
+                        <h3 class="text-xl font-semibold mb-4 text-purple-300">中游</h3>
+                        <div class="space-y-3">
+                            <div class="glass-effect rounded-lg p-3">
+                                <i class="fas fa-microchip text-purple-400 mr-2"></i>
+                                <span class="text-sm">负极材料</span>
+                            </div>
+                            <div class="glass-effect rounded-lg p-3">
+                                <i class="fas fa-atom text-pink-400 mr-2"></i>
+                                <span class="text-sm">特种石墨</span>
+                            </div>
+                            <div class="glass-effect rounded-lg p-3">
+                                <i class="fas fa-network-wired text-cyan-400 mr-2"></i>
+                                <span class="text-sm">石墨烯材料</span>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="bg-gradient-to-br from-emerald-900/30 to-teal-900/30 rounded-xl p-6 text-center">
+                        <h3 class="text-xl font-semibold mb-4 text-emerald-300">下游</h3>
+                        <div class="space-y-3">
+                            <div class="glass-effect rounded-lg p-3">
+                                <i class="fas fa-battery-full text-emerald-400 mr-2"></i>
+                                <span class="text-sm">锂电池</span>
+                            </div>
+                            <div class="glass-effect rounded-lg p-3">
+                                <i class="fas fa-mobile-alt text-teal-400 mr-2"></i>
+                                <span class="text-sm">消费电子</span>
+                            </div>
+                            <div class="glass-effect rounded-lg p-3">
+                                <i class="fas fa-server text-cyan-400 mr-2"></i>
+                                <span class="text-sm">半导体</span>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 核心公司数据表格 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="flex items-center mb-8">
+                    <div class="w-12 h-12 bg-gradient-to-br from-amber-500 to-orange-500 rounded-xl flex items-center justify-center mr-4">
+                        <i class="fas fa-table text-white text-xl"></i>
+                    </div>
+                    <h2 class="text-2xl font-bold">核心公司数据</h2>
+                </div>
+                <div class="table-scroll">
+                    <table class="w-full text-sm">
+                        <thead>
+                            <tr class="border-b border-gray-700">
+                                <th class="text-left p-4 font-semibold text-amber-400">股票名称</th>
+                                <th class="text-left p-4 font-semibold text-amber-400">产业链环节</th>
+                                <th class="text-left p-4 font-semibold text-amber-400">核心项目/业务</th>
+                                <th class="text-left p-4 font-semibold text-amber-400">关键数据</th>
+                                <th class="text-left p-4 font-semibold text-amber-400">投资逻辑</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="p-4 font-medium text-blue-400">星球石墨</td>
+                                <td class="p-4">中游（设备）</td>
+                                <td class="p-4">"材料-设备-系统-服务"一体化</td>
+                                <td class="p-4">氯碱合成炉市占率>80%</td>
+                                <td class="p-4"><span class="badge badge-success">卖水人逻辑</span></td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="p-4 font-medium text-blue-400">宁新新材</td>
+                                <td class="p-4">中游（特种材料）</td>
+                                <td class="p-4">特种石墨及制品</td>
+                                <td class="p-4">H1收入占比87.21%</td>
+                                <td class="p-4"><span class="badge badge-info">国产替代</span></td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="p-4 font-medium text-blue-400">尚太科技</td>
+                                <td class="p-4">中游（负极材料）</td>
+                                <td class="p-4">负极材料一体化生产</td>
+                                <td class="p-4">100%原料自供</td>
+                                <td class="p-4"><span class="badge badge-warning">一体化优势</span></td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="p-4 font-medium text-blue-400">宝泰隆</td>
+                                <td class="p-4">上游（资源）</td>
+                                <td class="p-4">密林石墨探矿权</td>
+                                <td class="p-4">储量1.12亿吨矿石</td>
+                                <td class="p-4"><span class="badge badge-neutral">资源禀赋</span></td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="p-4 font-medium text-blue-400">德尔未来</td>
+                                <td class="p-4">全产业链</td>
+                                <td class="p-4">烯成石墨烯制备设备</td>
+                                <td class="p-4">规划产能125万吨/年</td>
+                                <td class="p-4"><span class="badge badge-success">技术布局</span></td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="p-4 font-medium text-blue-400">新华锦</td>
+                                <td class="p-4">上游（资源）</td>
+                                <td class="p-4">青岛森汇/海正石墨矿</td>
+                                <td class="p-4">资产注入预期</td>
+                                <td class="p-4"><span class="badge badge-accent">主题博弈</span></td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="p-4 font-medium text-blue-400">贝特瑞</td>
+                                <td class="p-4">中游（负极材料）</td>
+                                <td class="p-4">天然/人造石墨负极</td>
+                                <td class="p-4">H1出货量行业第二</td>
+                                <td class="p-4"><span class="badge badge-info">龙头地位</span></td>
+                            </tr>
+                            <tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
+                                <td class="p-4 font-medium text-blue-400">锦富技术</td>
+                                <td class="p-4">中游（石墨烯）</td>
+                                <td class="p-4">高性能石墨烯散热膜</td>
+                                <td class="p-4">在建产能400万㎡</td>
+                                <td class="p-4"><span class="badge badge-warning">应用落地</span></td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </section>
+
+        <!-- 关键指标图表 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="flex items-center mb-8">
+                    <div class="w-12 h-12 bg-gradient-to-br from-green-500 to-emerald-600 rounded-xl flex items-center justify-center mr-4">
+                        <i class="fas fa-chart-bar text-white text-xl"></i>
+                    </div>
+                    <h2 class="text-2xl font-bold">行业关键指标</h2>
+                </div>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="glass-effect rounded-xl p-6">
+                        <h3 class="text-lg font-semibold mb-4 text-green-300">负极材料市场份额</h3>
+                        <div class="chart-container">
+                            <canvas id="marketShareChart"></canvas>
+                        </div>
+                    </div>
+                    <div class="glass-effect rounded-xl p-6">
+                        <h3 class="text-lg font-semibold mb-4 text-emerald-300">产业链价值分布</h3>
+                        <div class="chart-container">
+                            <canvas id="valueChainChart"></canvas>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 风险提示 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl p-8">
+                <div class="flex items-center mb-8">
+                    <div class="w-12 h-12 bg-gradient-to-br from-red-500 to-pink-500 rounded-xl flex items-center justify-center mr-4">
+                        <i class="fas fa-exclamation-triangle text-white text-xl"></i>
+                    </div>
+                    <h2 class="text-2xl font-bold">风险与挑战</h2>
+                </div>
+                <div class="grid md:grid-cols-2 gap-6">
+                    <div class="bg-gradient-to-br from-red-900/30 to-orange-900/30 rounded-xl p-6 border border-red-500/20">
+                        <h3 class="text-lg font-semibold mb-3 text-red-300">
+                            <i class="fas fa-flask mr-2"></i>技术风险
+                        </h3>
+                        <p class="text-gray-300 text-sm">从实验室到规模化量产存在巨大鸿沟，半导体级特种石墨提纯技术仍是全球性难题。</p>
+                    </div>
+                    <div class="bg-gradient-to-br from-orange-900/30 to-yellow-900/30 rounded-xl p-6 border border-orange-500/20">
+                        <h3 class="text-lg font-semibold mb-3 text-orange-300">
+                            <i class="fas fa-dollar-sign mr-2"></i>商业化风险
+                        </h3>
+                        <p class="text-gray-300 text-sm">石墨烯等新材料成本仍高，性能优势转化为性价比是商业化的核心挑战。</p>
+                    </div>
+                    <div class="bg-gradient-to-br from-yellow-900/30 to-amber-900/30 rounded-xl p-6 border border-yellow-500/20">
+                        <h3 class="text-lg font-semibold mb-3 text-yellow-300">
+                            <i class="fas fa-globe mr-2"></i>政策风险
+                        </h3>
+                        <p class="text-gray-300 text-sm">出口管制可能促使海外客户加速寻找替代供应商，长期可能削弱中国产业链地位。</p>
+                    </div>
+                    <div class="bg-gradient-to-br from-amber-900/30 to-red-900/30 rounded-xl p-6 border border-amber-500/20">
+                        <h3 class="text-lg font-semibold mb-3 text-amber-300">
+                            <i class="fas fa-users mr-2"></i>竞争风险
+                        </h3>
+                        <p class="text-gray-300 text-sm">传统负极材料产能过剩，竞争激烈；特种石墨领域新进入者增多。</p>
+                    </div>
+                </div>
+            </div>
+        </section>
+
+        <!-- 投资建议 -->
+        <section class="mb-12">
+            <div class="glass-effect rounded-2xl p-8 neon-glow">
+                <div class="flex items-center mb-8">
+                    <div class="w-12 h-12 bg-gradient-to-br from-green-500 to-teal-500 rounded-xl flex items-center justify-center mr-4">
+                        <i class="fas fa-trophy text-white text-xl"></i>
+                    </div>
+                    <h2 class="text-2xl font-bold">投资启示</h2>
+                </div>
+                <div class="bg-gradient-to-br from-green-900/20 to-emerald-900/20 rounded-xl p-6 border border-green-500/30">
+                    <div class="grid md:grid-cols-2 gap-6">
+                        <div>
+                            <h3 class="text-lg font-semibold mb-3 text-green-300">
+                                <i class="fas fa-star mr-2"></i>最具投资价值环节
+                            </h3>
+                            <p class="text-gray-300 mb-4">以技术壁垒和客户粘性为核心的特种石墨及相关设备</p>
+                            <ul class="space-y-2 text-sm text-gray-400">
+                                <li>✓ 高壁垒：工艺技术和客户认证</li>
+                                <li>✓ 强确定性：国产替代刚需增长</li>
+                                <li>✓ 盈利能力强：高毛利净利率</li>
+                            </ul>
+                        </div>
+                        <div>
+                            <h3 class="text-lg font-semibold mb-3 text-emerald-300">
+                                <i class="fas fa-crosshairs mr-2"></i>关键跟踪指标
+                            </h3>
+                            <ul class="space-y-2 text-sm text-gray-400">
+                                <li>• 星球石墨：印度订单节奏、半导体认证进展</li>
+                                <li>• 负极材料：石墨化加工费、出口价格</li>
+                                <li>• 石墨烯应用：出货量、产能利用率</li>
+                                <li>• 技术进展：实验室合作转化成果</li>
+                            </ul>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </section>
+    </main>
+
+    <!-- Footer -->
+    <footer class="glass-effect border-t border-gray-700 py-6 mt-12">
+        <div class="container mx-auto px-4 text-center text-gray-400">
+            <p class="text-sm">数据来源：公开研究报告、公司公告 | 更新时间：2025年10月</p>
+            <p class="text-xs mt-2">投资有风险，入市需谨慎</p>
+        </div>
+    </footer>
+
+    <script>
+        // 负极材料市场份额图表
+        const ctx1 = document.getElementById('marketShareChart').getContext('2d');
+        new Chart(ctx1, {
+            type: 'bar',
+            data: {
+                labels: ['杉杉股份', '贝特瑞', '中科电气', '尚太科技', '璞泰来', '翔丰华'],
+                datasets: [{
+                    label: '市场份额 (%)',
+                    data: [21, 18, 15, 12, 8, 5],
+                    backgroundColor: [
+                        'rgba(59, 130, 246, 0.8)',
+                        'rgba(139, 92, 246, 0.8)',
+                        'rgba(236, 72, 153, 0.8)',
+                        'rgba(34, 197, 94, 0.8)',
+                        'rgba(251, 146, 60, 0.8)',
+                        'rgba(147, 51, 234, 0.8)'
+                    ],
+                    borderColor: [
+                        'rgba(59, 130, 246, 1)',
+                        'rgba(139, 92, 246, 1)',
+                        'rgba(236, 72, 153, 1)',
+                        'rgba(34, 197, 94, 1)',
+                        'rgba(251, 146, 60, 1)',
+                        'rgba(147, 51, 234, 1)'
+                    ],
+                    borderWidth: 1
+                }]
+            },
+            options: {
+                responsive: true,
+                maintainAspectRatio: false,
+                plugins: {
+                    legend: {
+                        display: false
+                    }
+                },
+                scales: {
+                    y: {
+                        beginAtZero: true,
+                        grid: {
+                            color: 'rgba(255, 255, 255, 0.1)'
+                        },
+                        ticks: {
+                            color: 'rgba(255, 255, 255, 0.7)'
+                        }
+                    },
+                    x: {
+                        grid: {
+                            display: false
+                        },
+                        ticks: {
+                            color: 'rgba(255, 255, 255, 0.7)'
+                        }
+                    }
+                }
+            }
+        });
+
+        // 产业链价值分布图表
+        const ctx2 = document.getElementById('valueChainChart').getContext('2d');
+        new Chart(ctx2, {
+            type: 'doughnut',
+            data: {
+                labels: ['设备制造', '特种材料', '石墨烯应用', '负极材料', '上游资源'],
+                datasets: [{
+                    data: [35, 25, 20, 15, 5],
+                    backgroundColor: [
+                        'rgba(59, 130, 246, 0.8)',
+                        'rgba(34, 197, 94, 0.8)',
+                        'rgba(236, 72, 153, 0.8)',
+                        'rgba(251, 146, 60, 0.8)',
+                        'rgba(147, 51, 234, 0.8)'
+                    ],
+                    borderColor: [
+                        'rgba(59, 130, 246, 1)',
+                        'rgba(34, 197, 94, 1)',
+                        'rgba(236, 72, 153, 1)',
+                        'rgba(251, 146, 60, 1)',
+                        'rgba(147, 51, 234, 1)'
+                    ],
+                    borderWidth: 1
+                }]
+            },
+            options: {
+                responsive: true,
+                maintainAspectRatio: false,
+                plugins: {
+                    legend: {
+                        position: 'bottom',
+                        labels: {
+                            color: 'rgba(255, 255, 255, 0.7)',
+                            padding: 15
+                        }
+                    }
+                }
+            }
+        });
+
+        // 添加平滑滚动效果
+        document.querySelectorAll('a[href^="#"]').forEach(anchor => {
+            anchor.addEventListener('click', function (e) {
+                e.preventDefault();
+                document.querySelector(this.getAttribute('href')).scrollIntoView({
+                    behavior: 'smooth'
+                });
+            });
+        });
+
+        // 添加页面加载动画
+        window.addEventListener('load', () => {
+            document.querySelectorAll('.glass-effect').forEach((el, index) => {
+                setTimeout(() => {
+                    el.style.opacity = '0';
+                    el.style.transform = 'translateY(20px)';
+                    el.style.transition = 'all 0.5s ease';
+                    setTimeout(() => {
+                        el.style.opacity = '1';
+                        el.style.transform = 'translateY(0)';
+                    }, 100);
+                }, index * 100);
+            });
+        });
+    </script>
+</body>
+</html>