857 lines
38 KiB
HTML
857 lines
38 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, shrink-to-fit=no">
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<title>电子烟行业洞察报告</title>
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #1e3c72 0%, #2a5298 100%);
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">电子烟行业洞察报告</h1>
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<p class="text-xl text-blue-200 max-w-3xl mx-auto">全球电子烟正处于"政策出清+技术迭代"的拐点期，一次性产品退潮与换弹式/合规化产品补位形成结构性机会</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-card p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="highlight-box p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-300 mb-2">当前阶段</h3>
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<p class="text-white">全球电子烟正处于"政策出清+技术迭代"的拐点期，一次性产品退潮与换弹式/合规化产品补位形成结构性机会</p>
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</div>
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<div class="highlight-box p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-300 mb-2">核心驱动力</h3>
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<p class="text-white">监管套利空间消失（英美一次性禁令+中国口味松绑）推动合规产能溢价，陶瓷芯技术升级（FEELM Turbo）打开换弹式渗透率天花板</p>
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</div>
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<div class="highlight-box p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-300 mb-2">未来潜力</h3>
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<p class="text-white">2025-2027年全球雾化电子烟CAGR 8.9%→15%（欧睿数据），合规换弹式将贡献主要增量</p>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-card p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-clock text-green-400 mr-3"></i>
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概念事件时间轴
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</h2>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-blue-500 to-purple-600 text-white p-4 rounded-lg">
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<div class="flex justify-between items-start">
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<div>
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<h3 class="font-bold text-lg">2022-05-01</h3>
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<p class="font-medium">中国《电子烟管理办法》正式实施，禁止除烟草味外所有口味</p>
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</div>
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<span class="bg-red-500 text-white text-xs px-2 py-1 rounded">重大影响</span>
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</div>
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<p class="mt-2 text-blue-100">国内合规市场断崖式萎缩，悦刻国内市占率从90%→30%</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-blue-500 to-purple-600 text-white p-4 rounded-lg">
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<div class="flex justify-between items-start">
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<div>
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<h3 class="font-bold text-lg">2023-10-27</h3>
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<p class="font-medium">英国宣布2025-06-01起禁售一次性电子烟</p>
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</div>
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<span class="bg-yellow-500 text-white text-xs px-2 py-1 rounded">潜在影响</span>
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</div>
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<p class="mt-2 text-blue-100">一次性龙头爱奇迹（ELF Bar）英国份额34.1%面临冲击</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-blue-500 to-purple-600 text-white p-4 rounded-lg">
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<div class="flex justify-between items-start">
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<div>
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<h3 class="font-bold text-lg">2024-06-21</h3>
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<p class="font-medium">美国FDA首次批准NJOY薄荷味电子烟PMTA</p>
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</div>
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<span class="bg-green-500 text-white text-xs px-2 py-1 rounded">积极信号</span>
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</div>
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<p class="mt-2 text-blue-100">全球监管风向标，薄荷味合规化预期升温</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-blue-500 to-purple-600 text-white p-4 rounded-lg">
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<div class="flex justify-between items-start">
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<div>
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<h3 class="font-bold text-lg">2024-09-02</h3>
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<p class="font-medium">中国修订《电子烟交易管理细则》</p>
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</div>
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<span class="bg-green-500 text-white text-xs px-2 py-1 rounded">政策利好</span>
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</div>
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<p class="mt-2 text-blue-100">赋予企业自主定价权，全国统一交易平台上线</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-blue-500 to-purple-600 text-white p-4 rounded-lg">
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<div class="flex justify-between items-start">
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<div>
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<h3 class="font-bold text-lg">2024-12-22</h3>
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<p class="font-medium">斯科尔（赢合科技）英国子公司披露：Crystal Bar占收入80-90%</p>
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</div>
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<span class="bg-yellow-500 text-white text-xs px-2 py-1 rounded">风险提示</span>
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</div>
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<p class="mt-2 text-blue-100">一次性禁令直接冲击斯科尔2025年业绩</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-blue-500 to-purple-600 text-white p-4 rounded-lg">
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<div class="flex justify-between items-start">
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<div>
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<h3 class="font-bold text-lg">2025-05-31</h3>
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<p class="font-medium">英国一次性电子烟禁令正式生效</p>
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</div>
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<span class="bg-red-500 text-white text-xs px-2 py-1 rounded">重大转折</span>
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</div>
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<p class="mt-2 text-blue-100">全球一次性产品供应链重构开始</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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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-card p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-chart-line text-purple-400 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-blue-300 mb-3">核心驱动力：政策周期主导的产业重构</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<h4 class="text-lg font-medium text-blue-200 mb-2">供给端</h4>
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<ul class="space-y-2 text-white">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>中国</strong>：2024年9月细则赋予企业出厂价自主定价权，思摩尔国际等头部代工厂毛利率有望从38.8%修复至45%+</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>欧美</strong>：英国一次性禁令（2025-06）将释放20亿英镑换弹式市场空间，Vuse（英美烟草）市占率40%直接受益</span>
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</li>
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</ul>
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</div>
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<div class="bg-purple-900 bg-opacity-30 p-4 rounded-lg">
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<h4 class="text-lg font-medium text-purple-200 mb-2">需求端</h4>
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<ul class="space-y-2 text-white">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>美国</strong>：FDA 2024年6月批准薄荷味PMTA后，合规产品市占率从20%→35%，NJOY（奥驰亚）销量Q3同比+15.6%</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>技术催化</strong>：FEELM Turbo陶瓷芯使换弹式口感逼近一次性，成本下降30%</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-blue-300 mb-3">市场热度与情绪</h3>
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<div class="bg-gradient-to-r from-blue-800 to-purple-800 p-4 rounded-lg">
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<div class="flex flex-wrap gap-4 mb-4">
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<div class="bg-white bg-opacity-10 p-3 rounded-lg flex-1 min-w-[200px]">
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<p class="text-blue-200 text-sm">研报密度</p>
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<p class="text-white text-xl font-bold">2024年Q3-Q4电子烟相关路演15场</p>
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<p class="text-blue-200 text-sm">vs 2023全年8场</p>
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</div>
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<div class="bg-white bg-opacity-10 p-3 rounded-lg flex-1 min-w-[200px]">
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<p class="text-blue-200 text-sm">热门标的</p>
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<p class="text-white text-xl font-bold">思摩尔国际被提及23次</p>
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<p class="text-blue-200 text-sm">关联个股第一</p>
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</div>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-green-900 bg-opacity-30 p-4 rounded-lg">
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<h4 class="text-lg font-medium text-green-200 mb-2">乐观派</h4>
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<p class="text-white">华泰/广发认为"政策底已现，2025年换弹式渗透率将超60%"</p>
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</div>
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<div class="bg-yellow-900 bg-opacity-30 p-4 rounded-lg">
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<h4 class="text-lg font-medium text-yellow-200 mb-2">谨慎派</h4>
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<p class="text-white">天风提示"英国一次性禁令或致中国出口Q2下滑15-20%"</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-blue-300 mb-3">预期差：市场忽略的三大关键点</h3>
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<div class="space-y-3">
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<div class="bg-gradient-to-r from-blue-700 to-blue-900 p-4 rounded-lg">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
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<div>
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<h4 class="text-lg font-medium text-white mb-1">中国口味松绑进度</h4>
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<p class="text-blue-100">路演显示600+SKU薄荷味产品已提交审批，3-4个月内或上市（长江轻工专家），而市场预期需2025年</p>
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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-purple-700 to-purple-900 p-4 rounded-lg">
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
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<div>
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<h4 class="text-lg font-medium text-white mb-1">HNB技术突破</h4>
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<p class="text-blue-100">思摩尔METEX平台获英美烟草Glo Hilo订单（2025年上市），专利壁垒未被充分定价</p>
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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-700 to-indigo-900 p-4 rounded-lg">
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<div class="flex items-start">
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<div class="bg-indigo-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
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<div>
|
||
<h4 class="text-lg font-medium text-white mb-1">渠道重构红利</h4>
|
||
<p class="text-blue-100">爱施德（一号机）占悦刻分销15.1%，线下集合店模式将受益于政策规范化（2024年集合店占比从35%→55%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与路径 -->
|
||
<div class="glass-card p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-rocket text-red-400 mr-3"></i>
|
||
关键催化剂与路径
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">近期催化剂（3-6个月）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white bg-opacity-10 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-blue-800 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-white font-semibold">事件</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">时间</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">影响标的</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">敏感性</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-white border-opacity-10">
|
||
<td class="py-3 px-4 text-white">中国薄荷味国标产品上市</td>
|
||
<td class="py-3 px-4 text-blue-200">2025-Q1</td>
|
||
<td class="py-3 px-4 text-white">雾芯科技/思摩尔</td>
|
||
<td class="py-3 px-4 text-green-300 font-semibold">+30%销量弹性</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-10">
|
||
<td class="py-3 px-4 text-white">英国一次性禁令执行</td>
|
||
<td class="py-3 px-4 text-blue-200">2025-06</td>
|
||
<td class="py-3 px-4 text-white">斯科尔（赢合科技）</td>
|
||
<td class="py-3 px-4 text-red-300 font-semibold">-50%收入冲击</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-white">美国PMTA薄荷味扩容</td>
|
||
<td class="py-3 px-4 text-blue-200">2025-Q2</td>
|
||
<td class="py-3 px-4 text-white">Vuse/思摩尔</td>
|
||
<td class="py-3 px-4 text-green-300 font-semibold">+20%市占率</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">长期路径（2025-2027）</h3>
|
||
<div class="bg-gradient-to-r from-blue-900 to-purple-900 p-6 rounded-lg">
|
||
<div class="flex flex-col md:flex-row justify-between items-center space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="bg-blue-600 rounded-full w-24 h-24 flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-white font-bold text-center">2025<br>政策出清</span>
|
||
</div>
|
||
<p class="text-white text-sm">换弹式渗透率50%</p>
|
||
</div>
|
||
|
||
<div class="text-3xl text-white">→</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-purple-600 rounded-full w-24 h-24 flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-white font-bold text-center">2026<br>技术迭代</span>
|
||
</div>
|
||
<p class="text-white text-sm">陶瓷芯成本下降40%</p>
|
||
</div>
|
||
|
||
<div class="text-3xl text-white">→</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-indigo-600 rounded-full w-24 h-24 flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-white font-bold text-center">2027<br>全球化2.0</span>
|
||
</div>
|
||
<p class="text-white text-sm">东南亚/中东市场突破</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="glass-card p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-yellow-400 mr-3"></i>
|
||
产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">产业链图谱</h3>
|
||
<div class="industry-chain bg-gradient-to-r from-blue-800 to-purple-800 rounded-lg p-6">
|
||
<div class="chain-node">
|
||
<div class="text-center">
|
||
<i class="fas fa-flask text-white text-2xl mb-1"></i>
|
||
<p class="text-white text-xs">上游</p>
|
||
<p class="text-white text-xs">尼古丁/香精</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="chain-node">
|
||
<div class="text-center">
|
||
<i class="fas fa-industry text-white text-2xl mb-1"></i>
|
||
<p class="text-white text-xs">中游</p>
|
||
<p class="text-white text-xs">代工/品牌</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="chain-node">
|
||
<div class="text-center">
|
||
<i class="fas fa-store text-white text-2xl mb-1"></i>
|
||
<p class="text-white text-xs">下游</p>
|
||
<p class="text-white text-xs">渠道</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-4 grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h4 class="text-lg font-medium text-blue-200 mb-2">上游代表企业</h4>
|
||
<p class="text-white">润都股份(500吨烟碱) → 思摩尔国际(FEELM Turbo) → 爱施德(一号机)</p>
|
||
</div>
|
||
<div class="bg-purple-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h4 class="text-lg font-medium text-purple-200 mb-2">中游代表企业</h4>
|
||
<p class="text-white">华宝股份(香精) → 雾芯科技(悦刻) → 中烟香港(出口)</p>
|
||
</div>
|
||
<div class="bg-indigo-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h4 class="text-lg font-medium text-indigo-200 mb-2">下游代表企业</h4>
|
||
<p class="text-white">爱施德(一号机) → 天音控股(多品牌代理) → 集合店模式</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white bg-opacity-10 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-blue-800 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-white font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">业务权重</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">风险点</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">估值</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-white border-opacity-10">
|
||
<td class="py-3 px-4 text-white font-semibold">思摩尔国际</td>
|
||
<td class="py-3 px-4 text-blue-200">全球代工龙头（30%市占）</td>
|
||
<td class="py-3 px-4 text-white">FEELM技术壁垒+英美烟草绑定</td>
|
||
<td class="py-3 px-4 text-white">一次性禁令冲击</td>
|
||
<td class="py-3 px-4 text-green-300 font-semibold">2025E PE 26X</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-10">
|
||
<td class="py-3 px-4 text-white font-semibold">雾芯科技</td>
|
||
<td class="py-3 px-4 text-blue-200">中国品牌龙头</td>
|
||
<td class="py-3 px-4 text-white">渠道深度（1万家门店）</td>
|
||
<td class="py-3 px-4 text-white">国内政策反复</td>
|
||
<td class="py-3 px-4 text-green-300 font-semibold">美股PS 3.5X</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-white font-semibold">赢合科技</td>
|
||
<td class="py-3 px-4 text-blue-200">斯科尔一次性占收入80%</td>
|
||
<td class="py-3 px-4 text-white">欧洲渠道（英国第3）</td>
|
||
<td class="py-3 px-4 text-white">英国禁令直接冲击</td>
|
||
<td class="py-3 px-4 text-green-300 font-semibold">A股PE 18X</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-card p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-orange-400 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white bg-opacity-10 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-orange-800 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-white font-semibold">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">概率</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-white border-opacity-10">
|
||
<td class="py-3 px-4 text-white font-semibold">技术替代</td>
|
||
<td class="py-3 px-4 text-white">超声雾化技术突破可能颠覆陶瓷芯</td>
|
||
<td class="py-3 px-4 text-green-300 font-semibold">低</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-10">
|
||
<td class="py-3 px-4 text-white font-semibold">政策黑天鹅</td>
|
||
<td class="py-3 px-4 text-white">欧盟全面禁止换弹式调味（超预期）</td>
|
||
<td class="py-3 px-4 text-yellow-300 font-semibold">中</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-white font-semibold">数据矛盾</td>
|
||
<td class="py-3 px-4 text-white">海关显示2024年10月中国对英出口+98.4%（设备类），但斯科尔路演称-21.5%（一次性类）——品类分化验证</td>
|
||
<td class="py-3 px-4 text-blue-300 font-semibold">已发生</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-card p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-trophy text-yellow-400 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-700 to-purple-700 p-4 rounded-lg">
|
||
<p class="text-white text-lg">电子烟已从"政策压制"进入"合规红利"阶段，换弹式技术升级将替代一次性成为主线。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-3">最具价值方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-gradient-to-r from-green-700 to-green-900 p-4 rounded-lg">
|
||
<div class="flex items-center">
|
||
<div class="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
|
||
<div>
|
||
<h4 class="text-lg font-medium text-white mb-1">合规换弹式代工</h4>
|
||
<p class="text-blue-100">思摩尔国际（技术+客户壁垒）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-blue-700 to-blue-900 p-4 rounded-lg">
|
||
<div class="flex items-center">
|
||
<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
|
||
<div>
|
||
<h4 class="text-lg font-medium text-white mb-1">中国口味松绑</h4>
|
||
<p class="text-blue-100">雾芯科技（渠道杠杆最大）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-purple-700 to-purple-900 p-4 rounded-lg">
|
||
<div class="flex items-center">
|
||
<div class="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
|
||
<div>
|
||
<h4 class="text-lg font-medium text-white mb-1">HNB供应链</h4>
|
||
<p class="text-blue-100">盈趣科技（绑定菲莫IQOS美国上市）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-3">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-10 p-4 rounded-lg">
|
||
<h4 class="text-lg font-medium text-blue-200 mb-2">中国薄荷味SKU获批数量</h4>
|
||
<p class="text-white">每月更新</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 p-4 rounded-lg">
|
||
<h4 class="text-lg font-medium text-blue-200 mb-2">英国换弹式市占率变化</h4>
|
||
<p class="text-white">Nielsen月度数据</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 p-4 rounded-lg">
|
||
<h4 class="text-lg font-medium text-blue-200 mb-2">思摩尔美国客户订单增速</h4>
|
||
<p class="text-white">季度财报</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-card p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar text-green-400 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="mb-4">
|
||
<div class="flex flex-wrap gap-2">
|
||
<button class="bg-blue-600 hover:bg-blue-700 text-white px-4 py-2 rounded-lg transition-colors" onclick="filterStocks('all')">全部</button>
|
||
<button class="bg-purple-600 hover:bg-purple-700 text-white px-4 py-2 rounded-lg transition-colors" onclick="filterStocks('电子烟')">电子烟</button>
|
||
<button class="bg-indigo-600 hover:bg-indigo-700 text-white px-4 py-2 rounded-lg transition-colors" onclick="filterStocks('电子烟/口含烟')">电子烟/口含烟</button>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table id="stockTable" class="stock-table min-w-full bg-white bg-opacity-10 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-blue-800 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-white font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">行业</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">产业链</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">项目/产品</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">合作方/客户</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#ffffff"
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
stroke: {
|
||
width: 0,
|
||
color: "#000000"
|
||
}
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false,
|
||
anim: {
|
||
enable: false,
|
||
speed: 1,
|
||
opacity_min: 0.1,
|
||
sync: false
|
||
}
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true,
|
||
anim: {
|
||
enable: false,
|
||
speed: 40,
|
||
size_min: 0.1,
|
||
sync: false
|
||
}
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#ffffff",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false,
|
||
attract: {
|
||
enable: false,
|
||
rotateX: 600,
|
||
rotateY: 1200
|
||
}
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
bubble: {
|
||
distance: 400,
|
||
size: 40,
|
||
duration: 2,
|
||
opacity: 8,
|
||
speed: 3
|
||
},
|
||
repulse: {
|
||
distance: 200,
|
||
duration: 0.4
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
},
|
||
remove: {
|
||
particles_nb: 2
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [
|
||
{'stock': '小崧股份', '行业': '电子烟', '产业链': '烟碱、雾化物、生产/代加工、品牌持有', '项目': '全产业链布局', '合作公司': '-', '理由': '公司取得烟草专卖生产企业许可证，覆盖电子烟全产业链布局'},
|
||
{'stock': '顺灏股份', '行业': '电子烟', '产业链': '生产/代加工', '项目': '电子烟产品投资、生产、销售', '合作公司': '东风股份、上海绿馨', '理由': '2013年布局电子烟领域，通过合资公司开展业务'},
|
||
{'stock': '骏成科技', '行业': '电子烟', '产业链': '零部件', '项目': '电子烟TFT产品', '合作公司': '-', '理由': '电子烟TFT产品及二轮车TFT产品已形成规模化销售'},
|
||
{'stock': '集友股份', '行业': '电子烟', '产业链': '中游制造', '项目': '新型烟草制品研发', '合作公司': '安徽中烟、集友广誉、重庆中烟', '理由': '共建新型烟草制品框架协议，研发电子烟液、加热器等'},
|
||
{'stock': '唯科科技', '行业': '电子烟', '产业链': '中游制造', '项目': '电子烟配件', '合作公司': 'IQOS', '理由': '电子烟配件终端品牌占加热不燃烧市场70%份额，获FDA认证'},
|
||
{'stock': '金龙机电', '行业': '电子烟', '产业链': '中游制造', '项目': '电子烟相关合同', '合作公司': '广东弗我', '理由': '与广东弗我签订日常经营合同占2021年营收49.49%'},
|
||
{'stock': '劲嘉股份', '行业': '电子烟', '产业链': '中游制造', '项目': '新型电子烟研发', '合作公司': '云南中烟、上海中烟、河南中烟、山东中烟、广西中烟、重庆中烟', '理由': '子公司与知名厂商合作研发新型电子烟并推广'},
|
||
{'stock': '亚香股份', '行业': '电子烟', '产业链': '上游原材料', '项目': '凉味剂产品开发', '合作公司': '卡夫食品、RELX', '理由': '开发全球知名食品企业和电子烟龙头企业的凉味剂订单'},
|
||
{'stock': '润都股份', '行业': '电子烟/口含烟', '产业链': '上游原材料', '项目': '烟碱产能', '合作公司': '-', '理由': '产能A股第一，烟碱设计产能500吨/年'},
|
||
{'stock': '金城医药', '行业': '电子烟/口含烟', '产业链': '上游原材料', '项目': '烟碱产能', '合作公司': '-', '理由': '产能A股第二，烟碱设计产能200吨/年'},
|
||
{'stock': '华宝股份', '行业': '电子烟/口含烟', '产业链': '上游原材料', '项目': '电子烟香精', '合作公司': '中烟公司', '理由': '具备电子烟香精产品，主要客户为中烟公司'},
|
||
{'stock': '思摩尔国际', '行业': '电子烟/口含烟', '产业链': '中游制造', '项目': '电子烟代工', '合作公司': '-', '理由': '电子烟代工龙头'},
|
||
{'stock': '雾芯科技', '行业': '电子烟/口含烟', '产业链': '下游品牌', '项目': '品牌', '合作公司': '-', '理由': '美股上市公司，悦刻品牌'},
|
||
{'stock': '盈趣科技', '行业': '电子烟/口含烟', '产业链': '中游制造', '项目': '电子烟整机', '合作公司': 'IQOS电子烟设备', '理由': '电子烟整机及部件供应'},
|
||
{'stock': '爱施德', '行业': '电子烟/口含烟', '产业链': '下游渠道', '项目': '战略合作', '合作公司': '一机游科技（持股49%）', '理由': '战略合作悦刻，运营大量门店'}
|
||
];
|
||
|
||
// 渲染股票表格
|
||
function renderStockTable(data) {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
tableBody.innerHTML = '';
|
||
|
||
data.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b border-white border-opacity-10 hover:bg-white hover:bg-opacity-5 transition-colors';
|
||
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 text-white font-semibold">${stock.stock}</td>
|
||
<td class="py-3 px-4 text-blue-200">${stock.行业}</td>
|
||
<td class="py-3 px-4 text-white">${stock.产业链}</td>
|
||
<td class="py-3 px-4 text-white">${stock.项目}</td>
|
||
<td class="py-3 px-4 text-white">${stock.合作公司}</td>
|
||
<td class="py-3 px-4 text-white">${stock.理由}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 筛选股票
|
||
function filterStocks(category) {
|
||
let filteredData = stockData;
|
||
|
||
if (category !== 'all') {
|
||
filteredData = stockData.filter(stock => stock.行业 === category);
|
||
}
|
||
|
||
renderStockTable(filteredData);
|
||
}
|
||
|
||
// 初始化表格
|
||
renderStockTable(stockData);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |