590 lines
29 KiB
HTML
590 lines
29 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>金霉素概念分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:300,400,500,700&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<!-- Custom CSS -->
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
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min-height: 100vh;
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #3b82f6;
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position: absolute;
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left: -8px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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bottom: 0;
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.timeline-item:last-child .timeline-line {
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display: none;
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.card-shadow {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.gradient-text {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.table-container {
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overflow-x: visible;
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: auto;
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}
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}
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.particle-bg {
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position: fixed;
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top: 0;
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left: 0;
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z-index: -1;
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opacity: 0.3;
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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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<!-- Particle Background -->
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<div id="particles-js" class="particle-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- Header -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">金霉素概念分析报告</h1>
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<p class="text-gray-600 text-lg">全球供需错配驱动的盈利兑现期</p>
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</div>
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<!-- Concept Event Timeline -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-blue-500 mr-3"></i>概念事件时间轴
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 mb-3">背景</h3>
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<p class="text-gray-600">金霉素是一种广谱四环素类抗生素，主要用于畜禽养殖中的疾病预防与促生长。2020年中国农业农村部194号公告禁止抗生素作为饲料添加剂后，金霉素从"饲料添加剂"转为"兽药"，使用剂量从25-75ppm提升至400-600ppm，需求逻辑重塑。</p>
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</div>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 mb-3">催化事件</h3>
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<div class="space-y-4 pl-4 border-l-2 border-gray-200">
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<div class="timeline-item relative pl-6">
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<div class="timeline-dot bg-red-500"></div>
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<div class="timeline-line"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="font-semibold text-blue-800">2025年4月2日</div>
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<p class="text-gray-700">金河生物公告因美国对华原料药加征关税，将上调金霉素预混剂在美终端售价（<span class="font-bold text-red-600">涨幅超50%</span>），美国市场占其出口收入35%。</p>
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</div>
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</div>
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<div class="timeline-item relative pl-6">
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<div class="timeline-dot bg-green-500"></div>
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<div class="timeline-line"></div>
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<div class="bg-green-50 rounded-lg p-4">
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<div class="font-semibold text-green-800">2025年5月1日</div>
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<p class="text-gray-700">美国终端售价正式上调，<span class="font-bold text-green-600">覆盖20%关税成本</span>，下游客户接受度高。</p>
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</div>
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</div>
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<div class="timeline-item relative pl-6">
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<div class="timeline-dot bg-purple-500"></div>
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<div class="bg-purple-50 rounded-lg p-4">
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<div class="font-semibold text-purple-800">2025年7月13日</div>
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<p class="text-gray-700">金河生物半年报预告净利润同比增40%-55%，主因金霉素"量价齐升"。</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-lg font-semibold text-gray-700 mb-3">发展阶段</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-100 rounded-lg p-4">
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<div class="font-semibold text-gray-800 mb-2">2020年</div>
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<p class="text-gray-600 text-sm">政策转向，金霉素退出饲料添加剂，需求短期承压。</p>
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</div>
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<div class="bg-gray-100 rounded-lg p-4">
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<div class="font-semibold text-gray-800 mb-2">2023-2024年</div>
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<p class="text-gray-600 text-sm">美国市场回暖（牛用金霉素需求增40%），国内反刍动物药号获批，新增2万吨潜在需求。</p>
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</div>
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<div class="bg-gray-100 rounded-lg p-4">
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<div class="font-semibold text-gray-800 mb-2">2025年</div>
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<p class="text-gray-600 text-sm">关税催化+产能释放（六期工程新增6万吨化药产能），进入"量价双击"阶段。</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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<!-- Executive Summary -->
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<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-xl card-shadow p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-300 mr-3"></i>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-6">
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">阶段判断</h3>
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<p>金霉素概念已从政策冲击后的修复期，进入<span class="font-bold text-yellow-300">全球供需错配驱动的盈利兑现期</span>。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">核心驱动力</h3>
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<p>中国垄断全球90%产能（金河生物+正大集团），美国市场<span class="font-bold text-yellow-300">零本土产能+刚性需求</span>，关税催化下中国厂商掌握绝对定价权。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">未来潜力</h3>
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<p>2025-2027年全球市场规模或从10万吨扩至15万吨（反刍动物渗透率提升），<span class="font-bold text-yellow-300">金河生物市占率50%+产能翻倍</span>，利润弹性显著。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic and Market Analysis -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain text-purple-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-3">核心驱动力</h3>
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<div class="space-y-4">
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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">供给刚性</h4>
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<ul class="list-disc list-inside text-gray-600 text-sm mt-2 space-y-1">
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<li><span class="font-semibold">全球产能集中</span>：中国占90%（金河生物5.5万吨+正大4.8万吨），新产能建设周期3-5年，短期无增量。</li>
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<li><span class="font-semibold">政策壁垒</span>：中国环保限产+美国FDA认证（金河生物连续8次零整改通过），中小厂商难以进入。</li>
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</ul>
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</div>
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-semibold text-gray-800">需求刚性</h4>
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<ul class="list-disc list-inside text-gray-600 text-sm mt-2 space-y-1">
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<li><span class="font-semibold">美国市场</span>：年需求5万吨，本土零产能，90%依赖中国进口（金河生物占美国进口量60%）。</li>
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<li><span class="font-semibold">反刍动物增量</span>：国内牛羊存栏量超7亿头，金霉素药号获批后潜在需求2万吨/年（当前渗透率<5%）。</li>
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</ul>
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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">成本优势</h4>
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<p class="text-gray-600 text-sm mt-2">金河生物内蒙古基地玉米成本占比35%，2024年玉米价格跌16%至2268元/吨，毛利率回升至40%+。</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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<h3 class="text-lg font-semibold text-gray-700 mb-3">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-800">新闻热度</h4>
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<p class="text-gray-600 text-sm mt-2">2025年4-5月"关税提价"事件驱动，金河生物4月3日一字涨停，机构路演密集提及"通胀受益+成长确定"。</p>
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</div>
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<div class="bg-yellow-50 rounded-lg p-4">
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<h4 class="font-semibold text-yellow-800">情绪分歧</h4>
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<p class="text-gray-600 text-sm mt-2">部分投资者担忧涨价可持续性（美国客户是否接受），但路演显示下游养殖企业成本占比<5%，提价传导顺畅。</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h4 class="font-semibold text-purple-800">预期差分析</h4>
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<ul class="list-disc list-inside text-gray-600 text-sm mt-2 space-y-1">
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<li><span class="font-semibold">反刍动物市场</span>：研报普遍低估牛羊用药空间（美国50%金霉素用于牛，中国仅猪用为主）。</li>
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<li><span class="font-semibold">产能利用率</span>：六期工程2025年投产后，金霉素产能从5.5万吨增至10.7万吨，但土霉素/强力霉素协同消化产能，实际金霉素增量或超预期。</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>
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</div>
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<!-- Catalysts and Future Path -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-red-500 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">1</div>
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<div>
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<h4 class="font-semibold text-gray-800">美国二次提价</h4>
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<p class="text-gray-600 text-sm">若关税持续，金河生物可能进一步提价（当前已覆盖20%关税，仍有空间）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">2</div>
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<div>
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<h4 class="font-semibold text-gray-800">国内反刍动物药号落地</h4>
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<p class="text-gray-600 text-sm">牛羊用金霉素预计2025年Q4获批，直接打开2万吨增量市场。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">3</div>
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<div>
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<h4 class="font-semibold text-gray-800">半年报验证</h4>
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<p class="text-gray-600 text-sm">2025年Q2-Q3金霉素毛利率或达45%+（成本下降+提价），利润弹性释放。</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-lg font-semibold text-gray-700 mb-3">长期发展路径</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-green-50 to-blue-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">2025-2026年</h4>
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<p class="text-gray-600 text-sm">产能释放+反刍动物渗透，金河生物市占率从50%提升至60%，利润复合增速50%+。</p>
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</div>
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<div class="bg-gradient-to-r from-purple-50 to-pink-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">2027年后</h4>
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<p class="text-gray-600 text-sm">合成生物学（虾青素等）+宠物疫苗（狂犬苗2025年上市）形成第二增长曲线。</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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<!-- Industry Chain and Core Companies -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap text-indigo-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 mb-3">产业链图谱</h3>
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<div class="flex flex-wrap justify-center gap-4">
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<div class="bg-blue-100 rounded-lg p-4 text-center min-w-[150px]">
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<div class="font-semibold text-blue-800">上游</div>
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<div class="text-sm text-gray-700 mt-1">玉米、煤炭</div>
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</div>
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<div class="mx-2 flex items-center">
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<i class="fas fa-arrow-right text-gray-400"></i>
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</div>
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<div class="bg-green-100 rounded-lg p-4 text-center min-w-[150px]">
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<div class="font-semibold text-green-800">中游</div>
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<div class="text-sm text-gray-700 mt-1">金霉素原料药</div>
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<div class="text-xs text-gray-600 mt-1">金河生物、正大集团</div>
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</div>
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<div class="mx-2 flex items-center">
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<i class="fas fa-arrow-right text-gray-400"></i>
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</div>
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<div class="bg-purple-100 rounded-lg p-4 text-center min-w-[150px]">
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<div class="font-semibold text-purple-800">下游</div>
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<div class="text-sm text-gray-700 mt-1">养殖企业</div>
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<div class="text-xs text-gray-600 mt-1">美国硕腾、牧原、温氏</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-lg font-semibold text-gray-700 mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white">
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<thead>
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<tr class="bg-gray-100">
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">公司</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">角色</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">优势</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">风险</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4 font-semibold text-gray-800">金河生物</td>
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||
<td class="py-3 px-4 text-gray-600">全球龙头</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">产能5.5万吨→10.7万吨，美国市占率60%，成本最低（玉米+能源）</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">产能爬坡不及预期，反刍动物推广慢</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-gray-800">正大集团</td>
|
||
<td class="py-3 px-4 text-gray-600">追赶者</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">产能4.8万吨，东南亚渠道强</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">无美国FDA认证，出口受限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-800">鲁抗医药</td>
|
||
<td class="py-3 px-4 text-gray-600">历史参与者</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">曾通过FDA认证，但产能<5%</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">业务重心转移，金霉素边缘化</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-gray-800">蔚蓝生物</td>
|
||
<td class="py-3 px-4 text-gray-600">技术储备</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">盐酸金霉素可溶性粉研发能力</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">无规模化产能</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-800 mb-2">数据印证</h4>
|
||
<p class="text-gray-600 text-sm">金河生物2025年H1净利润预增40%-55%，美国子公司收入同比增30%，与提价逻辑一致。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-red-800 mb-2">风险点</h4>
|
||
<p class="text-gray-600 text-sm">国内反刍动物药号若延迟获批，增量需求将推迟至2026年。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-800">技术风险</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">反刍动物给药技术（如加药器）推广不及预期，影响渗透率提升。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-gray-800">商业化风险</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">美国客户可能寻找替代来源（如印度厂商），但FDA认证壁垒高，短期难替代。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-800">政策风险</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">中国若进一步限制抗生素使用（如欧盟模式），可能压缩需求。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-gray-800">信息矛盾</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">部分研报预测全球需求10万吨，但金河生物2025年产能规划已达10.7万吨，需验证消化能力。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion and Investment Insights -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-700 rounded-xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line text-green-300 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-white text-opacity-90">金霉素已从"政策修复"进入<span class="font-bold text-yellow-300">"全球定价权红利"阶段</span>，基本面驱动明确。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<h4 class="font-bold text-lg mb-2">金河生物（002688）</h4>
|
||
<p class="text-white text-opacity-90"><span class="font-bold text-yellow-300">唯一具备美国市场定价权的标的</span>，2025年PE<10倍（按4亿净利润测算），反刍动物+合成生物学期权价值未计价。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<h4 class="font-bold text-lg mb-2">回避</h4>
|
||
<p class="text-white text-opacity-90">鲁抗医药等边缘产能，无出口资质或成本劣势。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<div class="font-semibold mb-2">美国市场提价幅度</div>
|
||
<p class="text-sm text-white text-opacity-90">Q3财报中美国子公司毛利率是否突破50%。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<div class="font-semibold mb-2">反刍动物药号进度</div>
|
||
<p class="text-sm text-white text-opacity-90">农业农村部审批时间表。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<div class="font-semibold mb-2">产能利用率</div>
|
||
<p class="text-sm text-white text-opacity-90">六期工程投产后金霉素实际产量（2025年目标6.8万吨）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-yellow-400 bg-opacity-30 backdrop-filter backdrop-blur-sm rounded-lg p-4 text-center">
|
||
<p class="font-bold text-lg">一句话总结</p>
|
||
<p class="italic mt-2">金霉素是全球养殖业"刚需中的奢侈品"，中国垄断供给+美国刚性需求=金河生物的戴维斯双击。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Related Stocks Table -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-500 mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">项目</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">产业链</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">关联原因</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700">资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-800">金河生物</td>
|
||
<td class="py-3 px-4 text-gray-600">上游</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素出口</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">公司出口美国金霉素收入约占金霉素营收比例35%左右，2024年饲用金霉素产能5.5万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">公告</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-gray-800">鲁抗医药</td>
|
||
<td class="py-3 px-4 text-gray-600">上游</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素生产</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">子公司福建省福抗药业历史上曾生产盐酸金霉素，并通过美国FDA认证，但当前业务重心转向其他抗生素，金霉素产能占比不足5%</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-800">金河生物</td>
|
||
<td class="py-3 px-4 text-gray-600">中游制剂与销售</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素制剂产品</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">拥有金霉素预混剂、盐酸金霉素等全系列产品，2024上半年兽用化药业务收入占比46.85%</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">网络公开资料</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-gray-800">华北制药</td>
|
||
<td class="py-3 px-4 text-gray-600">中游制剂与销售</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素生产</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">曾涉足金霉素生产，目前以青霉素、头孢类抗生素为主，金霉素产能已逐步退出</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-800">普莱柯</td>
|
||
<td class="py-3 px-4 text-gray-600">中游制剂与销售</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素预混剂</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">子公司洛阳惠中兽药深耕金霉素预混剂领域</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">网络公开资料</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-gray-800">蔚蓝生物</td>
|
||
<td class="py-3 px-4 text-gray-600">中游制剂与销售</td>
|
||
<td class="py-3 px-4 text-gray-600">盐酸金霉素可溶性粉研发</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">拥有盐酸金霉素可溶性粉的研发能力</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-800">瑞普生物</td>
|
||
<td class="py-3 px-4 text-gray-600">中游制剂与销售</td>
|
||
<td class="py-3 px-4 text-gray-600">盐酸金霉素可溶性粉</td>
|
||
<td class="py-3 px-4 text-gray-600">金霉素</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">官网兽药产品包括盐酸金霉素可溶性粉</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">公司官网</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
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<script>
|
||
// Initialize particles
|
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tsParticles.load("particles-js", {
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particles: {
|
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|
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|
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color: {
|
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value: "#3b82f6"
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|
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|
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|
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|
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|
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|
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|
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random: true
|
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},
|
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line_linked: {
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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</script>
|
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</body>
|
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</html>
|
||
``` |