756 lines
41 KiB
HTML
756 lines
41 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>流感概念深度分析：全球疫情与产业机遇</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
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* {
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font-family: 'Inter', sans-serif;
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}
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.hero-gradient {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.glass-morphism {
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background: rgba(255, 255, 255, 0.95);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.18);
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}
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.hover-scale {
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transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
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}
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.hover-scale:hover {
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transform: translateY(-4px);
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box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::after {
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content: '';
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position: absolute;
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width: 2px;
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background: #e5e7eb;
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top: 24px;
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left: 50%;
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transform: translateX(-50%);
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height: calc(100% - 24px);
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}
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.timeline-item:last-child .timeline-dot::after {
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display: none;
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}
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.stock-table-container {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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@media (min-width: 768px) {
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.stock-table-container {
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overflow: visible;
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}
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}
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.fade-in {
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animation: fadeIn 0.6s ease-in;
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}
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@keyframes fadeIn {
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from { opacity: 0; transform: translateY(20px); }
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to { opacity: 1; transform: translateY(0); }
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}
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.pulse-dot {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0%, 100% { transform: scale(1); opacity: 1; }
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50% { transform: scale(1.1); opacity: 0.7; }
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}
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.tab-active {
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border-bottom: 3px solid #6366f1;
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color: #6366f1;
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}
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.risk-card {
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background: linear-gradient(135deg, #fee2e2 0%, #fecaca 100%);
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}
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.opportunity-card {
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background: linear-gradient(135deg, #dcfce7 0%, #bbf7d0 100%);
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<!-- Hero Section -->
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<div class="hero-gradient text-white py-20 px-6 relative overflow-hidden">
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<div class="absolute inset-0 bg-black opacity-20"></div>
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<div class="container mx-auto relative z-10">
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<div class="text-center fade-in">
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<div class="inline-flex items-center gap-2 bg-white/20 px-4 py-2 rounded-full mb-6">
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<span class="pulse-dot inline-block w-2 h-2 bg-red-400 rounded-full"></span>
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<span class="text-sm font-semibold">全球流感季异常活跃</span>
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</div>
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<h1 class="text-5xl md:text-6xl font-bold mb-6">流感概念深度分析</h1>
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<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>
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<div class="flex flex-wrap justify-center gap-4 text-sm">
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<div class="glass-morphism text-gray-800 px-6 py-3 rounded-lg">
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<i class="fas fa-virus mr-2"></i> H3N2变异株主导
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</div>
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<div class="glass-morphism text-gray-800 px-6 py-3 rounded-lg">
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<i class="fas fa-chart-line mr-2"></i> 季节提前5周
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</div>
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<div class="glass-morphism text-gray-800 px-6 py-3 rounded-lg">
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<i class="fas fa-pills mr-2"></i> 新药商业化窗口
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Key Metrics -->
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<div class="container mx-auto px-6 -mt-10 relative z-20">
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<div class="grid grid-cols-1 md:grid-cols-4 gap-6 mb-12">
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<div class="bg-white rounded-xl shadow-lg p-6 hover-scale">
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<div class="flex items-center justify-between mb-4">
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<div class="bg-indigo-100 p-3 rounded-lg">
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<i class="fas fa-globe text-indigo-600 text-xl"></i>
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</div>
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<span class="text-xs text-gray-500 font-semibold">+127%</span>
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</div>
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<h3 class="text-2xl font-bold text-gray-800">全球爆发</h3>
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<p class="text-gray-600 mt-1">日本/美国/澳门全面进入高峰期</p>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 hover-scale">
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<div class="flex items-center justify-between mb-4">
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<div class="bg-red-100 p-3 rounded-lg">
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<i class="fas fa-virus text-red-600 text-xl"></i>
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</div>
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<span class="text-xs text-red-500 font-semibold">H3N2</span>
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</div>
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<h3 class="text-2xl font-bold text-gray-800">毒株变异</h3>
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<p class="text-gray-600 mt-1">较H1N1症状更重持续时间更长</p>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 hover-scale">
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<div class="flex items-center justify-between mb-4">
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<div class="bg-green-100 p-3 rounded-lg">
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<i class="fas fa-flask text-green-600 text-xl"></i>
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</div>
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<span class="text-xs text-gray-500 font-semibold">创新药</span>
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</div>
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<h3 class="text-2xl font-bold text-gray-800">3+新药</h3>
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<p class="text-gray-600 mt-1">RNA聚合酶抑制剂/PA抑制剂上市</p>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 hover-scale">
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<div class="flex items-center justify-between mb-4">
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<div class="bg-yellow-100 p-3 rounded-lg">
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<i class="fas fa-chart-bar text-yellow-600 text-xl"></i>
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</div>
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<span class="text-xs text-gray-500 font-semibold">50亿+</span>
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</div>
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<h3 class="text-2xl font-bold text-gray-800">市场空间</h3>
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<p class="text-gray-600 mt-1">国内抗流感用药市场规模</p>
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</div>
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</div>
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</div>
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<!-- Tab Navigation -->
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<div class="container mx-auto px-6 mb-8">
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<div class="flex flex-wrap gap-2 justify-center md:justify-start" role="tablist">
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<button onclick="switchTab('overview')" class="tab-btn tab-active px-6 py-3 font-semibold transition-all" role="tab" data-tab="overview">
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核心洞察
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</button>
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<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">
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事件脉络
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</button>
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<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">
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产业链图谱
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</button>
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<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">
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核心标的
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</button>
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<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">
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风险提示
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</button>
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</div>
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</div>
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<!-- Tab Content -->
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<div class="container mx-auto px-6 pb-20">
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<!-- Overview Tab -->
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<div id="overview" class="tab-content fade-in">
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-12">
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<div class="bg-white rounded-xl shadow-lg p-8">
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<h3 class="text-2xl font-bold mb-6 text-gray-800">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心驱动力
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</h3>
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<div class="space-y-4">
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<div class="flex items-start gap-3">
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<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>
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<div>
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<h4 class="font-semibold text-gray-800">需求超预期爆发</h4>
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<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>
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</div>
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</div>
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<div class="flex items-start gap-3">
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<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>
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<div>
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<h4 class="font-semibold text-gray-800">供给技术迭代</h4>
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<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>
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</div>
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</div>
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<div class="flex items-start gap-3">
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<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>
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<div>
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<h4 class="font-semibold text-gray-800">政策+流感双催化</h4>
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<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>
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</div>
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</div>
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</div>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-8">
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<h3 class="text-2xl font-bold mb-6 text-gray-800">
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<i class="fas fa-chart-line text-green-500 mr-3"></i>市场预期差
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</h3>
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<div class="space-y-4">
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<div class="border-l-4 border-red-500 pl-4">
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<h4 class="font-semibold text-gray-800">检测价值被低估</h4>
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<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>
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</div>
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<div class="border-l-4 border-yellow-500 pl-4">
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<h4 class="font-semibold text-gray-800">商业化进度过乐观</h4>
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<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>
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</div>
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<div class="border-l-4 border-blue-500 pl-4">
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<h4 class="font-semibold text-gray-800">中药逻辑定性模糊</h4>
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<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>
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</div>
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</div>
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</div>
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</div>
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<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl shadow-lg p-8 text-white">
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<h3 class="text-2xl font-bold mb-6">投资启示</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-white/20 rounded-lg p-4">
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<i class="fas fa-trophy text-3xl mb-3"></i>
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<h4 class="font-bold text-lg mb-2">首选创新药</h4>
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<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>
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</div>
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<div class="bg-white/20 rounded-lg p-4">
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<i class="fas fa-microscope text-3xl mb-3"></i>
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<h4 class="font-bold text-lg mb-2">次选检测服务</h4>
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<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>
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</div>
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<div class="bg-white/20 rounded-lg p-4">
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<i class="fas fa-pills text-3xl mb-3"></i>
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<h4 class="font-bold text-lg mb-2">弹性标的</h4>
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<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>
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</div>
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</div>
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</div>
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</div>
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<!-- Timeline Tab -->
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<div id="timeline" class="tab-content hidden fade-in">
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<div class="bg-white rounded-xl shadow-lg p-8">
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<h3 class="text-2xl font-bold mb-8 text-gray-800">
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<i class="fas fa-history text-blue-500 mr-3"></i>疫情发展脉络
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</h3>
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<div class="space-y-8">
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<div class="timeline-item flex items-start gap-6">
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<div class="timeline-dot bg-red-100 rounded-full p-3 flex-shrink-0">
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<i class="fas fa-exclamation-triangle text-red-600"></i>
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</div>
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<div class="flex-1">
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<div class="flex items-center gap-3 mb-2">
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<span class="bg-red-100 text-red-700 px-3 py-1 rounded-full text-sm font-semibold">2025年10月</span>
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<h4 class="font-bold text-lg">海外预警爆发</h4>
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</div>
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<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>
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<div class="bg-gray-50 rounded-lg p-4">
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<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>
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</div>
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</div>
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</div>
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<div class="timeline-item flex items-start gap-6">
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<div class="timeline-dot bg-orange-100 rounded-full p-3 flex-shrink-0">
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<i class="fas fa-chart-line text-orange-600"></i>
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</div>
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<div class="flex-1">
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<div class="flex items-center gap-3 mb-2">
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<span class="bg-orange-100 text-orange-700 px-3 py-1 rounded-full text-sm font-semibold">2025年11月</span>
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<h4 class="font-bold text-lg">国内全面蔓延</h4>
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</div>
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<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>
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<div class="bg-gray-50 rounded-lg p-4">
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<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>
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</div>
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</div>
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</div>
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<div class="timeline-item flex items-start gap-6">
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<div class="timeline-dot bg-purple-100 rounded-full p-3 flex-shrink-0">
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<i class="fas fa-globe-asia text-purple-600"></i>
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</div>
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<div class="flex-1">
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<div class="flex items-center gap-3 mb-2">
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<span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm font-semibold">2025年1-2月</span>
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<h4 class="font-bold text-lg">全球共振高峰</h4>
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</div>
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<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>
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<div class="bg-gray-50 rounded-lg p-4">
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<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>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Industry Chain Tab -->
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<div id="chain" class="tab-content hidden fade-in">
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6 mb-8">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-100 rounded-xl p-6">
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<div class="flex items-center gap-3 mb-4">
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<div class="bg-blue-500 text-white rounded-lg p-3">
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<i class="fas fa-flask text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">上游原料药</h3>
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</div>
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<ul class="space-y-2 text-sm text-gray-700">
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<li class="flex items-center gap-2">
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<i class="fas fa-check-circle text-blue-500"></i>
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博瑞医药(奥司他韦)
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</li>
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<li class="flex items-center gap-2">
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<i class="fas fa-check-circle text-blue-500"></i>
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精华制药(玛巴洛沙韦)
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</li>
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<li class="flex items-center gap-2">
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<i class="fas fa-check-circle text-blue-500"></i>
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普洛药业(抗病毒API)
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</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-emerald-100 rounded-xl p-6">
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<div class="flex items-center gap-3 mb-4">
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<div class="bg-green-500 text-white rounded-lg p-3">
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<i class="fas fa-pills text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">中游药品制造</h3>
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</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>
|