628 lines
28 KiB
HTML
628 lines
28 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>麦角硫因概念分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/mermaid/dist/mermaid.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Noto Sans SC', 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
|
||
min-height: 100vh;
|
||
}
|
||
|
||
.card {
|
||
backdrop-filter: blur(10px);
|
||
background-color: rgba(255, 255, 255, 0.85);
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
|
||
border: 1px solid rgba(255, 255, 255, 0.18);
|
||
}
|
||
|
||
.timeline-item {
|
||
position: relative;
|
||
padding-left: 30px;
|
||
padding-bottom: 20px;
|
||
}
|
||
|
||
.timeline-item:before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 5px;
|
||
width: 12px;
|
||
height: 12px;
|
||
border-radius: 50%;
|
||
background-color: #3b82f6;
|
||
}
|
||
|
||
.timeline-item:after {
|
||
content: '';
|
||
position: absolute;
|
||
left: 5px;
|
||
top: 17px;
|
||
width: 2px;
|
||
height: calc(100% - 5px);
|
||
background-color: #e5e7eb;
|
||
}
|
||
|
||
.timeline-item:last-child:after {
|
||
display: none;
|
||
}
|
||
|
||
.gradient-text {
|
||
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
|
||
.hover-scale {
|
||
transition: transform 0.3s ease;
|
||
}
|
||
|
||
.hover-scale:hover {
|
||
transform: scale(1.03);
|
||
}
|
||
|
||
#particles-js {
|
||
position: fixed;
|
||
width: 100%;
|
||
height: 100%;
|
||
top: 0;
|
||
left: 0;
|
||
z-index: -1;
|
||
}
|
||
|
||
.mermaid {
|
||
background-color: white;
|
||
border-radius: 0.5rem;
|
||
padding: 1rem;
|
||
margin: 1rem 0;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div id="particles-js"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||
<!-- 标题部分 -->
|
||
<div class="card rounded-2xl p-6 mb-8 hover-scale">
|
||
<div class="flex flex-col md:flex-row items-center justify-between">
|
||
<div>
|
||
<h1 class="text-3xl md:text-4xl font-bold gradient-text mb-2">麦角硫因概念分析报告</h1>
|
||
<p class="text-gray-600">抗衰新贵：从实验室概念到千亿市场的核心原料</p>
|
||
</div>
|
||
<div class="mt-4 md:mt-0">
|
||
<span class="bg-blue-100 text-blue-800 text-sm font-medium px-3 py-1 rounded-full">2025年5月</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">概念事件时间轴</h2>
|
||
<div class="space-y-4">
|
||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center">
|
||
<span class="font-bold text-blue-600 md:w-32">2024-05</span>
|
||
<div class="flex-1">
|
||
<h3 class="font-semibold">卫健委受理麦角硫因新食品原料申请</h3>
|
||
<p class="text-gray-600 text-sm">国内政策破冰信号，欧盟/美国/日本已获批</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center">
|
||
<span class="font-bold text-blue-600 md:w-32">2024-09</span>
|
||
<div class="flex-1">
|
||
<h3 class="font-semibold">华熙生物麦角硫因获美国FDA GRAS认证</h3>
|
||
<p class="text-gray-600 text-sm">全球仅2家供应商通过，稀缺性凸显</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center">
|
||
<span class="font-bold text-blue-600 md:w-32">2025-05-08</span>
|
||
<div class="flex-1">
|
||
<h3 class="font-semibold">科伦药业董事长刘革新赤膊代言麦角硫因胶囊</h3>
|
||
<p class="text-gray-600 text-sm"><span class="font-bold">1499元/60粒</span>定价引爆社媒，抖音话题量破亿</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center">
|
||
<span class="font-bold text-blue-600 md:w-32">2025-05-15</span>
|
||
<div class="flex-1">
|
||
<h3 class="font-semibold">中信证券/东吴证券连发3篇研报</h3>
|
||
<p class="text-gray-600 text-sm">首次将麦角硫因定义为"抗衰新贵"，目标市场空间<span class="font-bold">50亿元</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center">
|
||
<span class="font-bold text-blue-600 md:w-32">2025-05-16</span>
|
||
<div class="flex-1">
|
||
<h3 class="font-semibold">川宁生物/华熙生物涨停</h3>
|
||
<p class="text-gray-600 text-sm">合成生物学板块联动，单日成交额<span class="font-bold">超30亿元</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center">
|
||
<span class="font-bold text-blue-600 md:w-32">2025-05-23</span>
|
||
<div class="flex-1">
|
||
<h3 class="font-semibold">华熙生物披露原料销售额破百万</h3>
|
||
<p class="text-gray-600 text-sm">吨级产能满产，下游护肤品添加量<span class="font-bold">0.5%-1%</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card bg-gradient-to-r from-blue-500 to-purple-600 rounded-2xl p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-4">核心观点摘要</h2>
|
||
<blockquote class="text-xl italic mb-4">
|
||
"麦角硫因正处于"技术降本+政策松绑+需求爆发"的三重拐点，从实验室概念快速迈向千亿抗衰市场的核心原料。"
|
||
</blockquote>
|
||
<p class="text-lg">
|
||
短期看科伦药业事件驱动的主题炒作，中长期需验证2026年国内新食品原料获批后的商业化放量。
|
||
</p>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">核心逻辑与市场认知分析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">根本驱动力：合成生物学降本90%</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">技术突破</h4>
|
||
<p>2023年化学合成法成本<span class="font-bold">15万元/kg</span>，2025年生物发酵法降至<span class="font-bold">8000-11000元/kg</span>（川宁生物路演数据），直接打开口服保健品（30mg/日剂量）的消费级市场。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">政策催化</h4>
|
||
<p>国内新食品原料审批进入第三年（2024-2026周期），参考NMN路径，获批后市场规模或从当前<span class="font-bold">15.7亿元</span>（2024终端）跃升至<span class="font-bold">百亿级</span>（中信证券预测）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">市场热度：情绪>基本面</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">搜索指数</h4>
|
||
<p>百度指数"麦角硫因"关键词5月环比增长<span class="font-bold">1200%</span>，但天猫国际真实GMV仅<span class="font-bold">2.84亿元</span>（2025Q1），存在明显"概念先行"特征。</p>
|
||
</div>
|
||
<div class="bg-orange-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">分歧点</h4>
|
||
<p>饶毅公众号直指"假药"争议，科伦药业回应"不便评论"，反映科学界对功效剂量（欧盟标准30mg/日 vs 部分产品300mg/日）的质疑。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">预期差：纯度≠功效</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">市场盲区</h4>
|
||
<p>99.9%纯度原料溢价<span class="font-bold">10万元/kg</span>（四条九），但护肤品实际起效浓度仅<span class="font-bold">5‰-1%</span>（长江证券数据），高纯度更多是营销噱头。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">渠道真相</h4>
|
||
<p>当前<span class="font-bold">80%销售额来自跨境电商</span>（规避国内监管），若2026年政策落地，需重新评估合规成本。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 催化剂与发展路径 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">催化剂与发展路径</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
|
||
<div>
|
||
<h4 class="font-semibold">2025年8月</h4>
|
||
<p>合成生物学博览会（Synbio China）将发布麦角硫因团体标准，华熙生物牵头。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
|
||
<div>
|
||
<h4 class="font-semibold">2025年Q3</h4>
|
||
<p>川宁生物伊犁基地<span class="font-bold">0.5吨产线</span>试车，首批订单或来自日本药妆品牌。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
|
||
<div>
|
||
<h4 class="font-semibold">2025年双11</h4>
|
||
<p>Swisse超光瓶（含麦角硫因）目标销售额<span class="font-bold">1亿元</span>（2024年为3000万）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">长期路径（2026-2030）</h3>
|
||
<div class="mermaid">
|
||
graph TD
|
||
A[2026新食品原料获批] --> B[国内大贸渠道开放]
|
||
B --> C[成本降至3000元/kg]
|
||
C --> D[应用场景扩展]
|
||
D --> D1[功能性饮料]
|
||
D --> D2[宠物抗衰食品]
|
||
D --> D3[医美注射级原料]
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">产业链与核心公司</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">产业链图谱</h3>
|
||
<div class="mermaid">
|
||
graph LR
|
||
上游[原料] --> 中游[代工/品牌] --> 下游[渠道]
|
||
上游 --> 川宁生物[发酵法99%纯度]
|
||
上游 --> 华熙生物[GRAS认证+标准制定]
|
||
中游 --> 科伦药业[1499元胶囊]
|
||
中游 --> 若羽臣[斐萃品牌298元/瓶]
|
||
下游 --> 抖音[35%份额,转化率2.8%]
|
||
下游 --> 天猫国际[45%份额,客单价600元]
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">公司</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">角色</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">优势</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">川宁生物</td>
|
||
<td class="py-3 px-4">原料龙头</td>
|
||
<td class="py-3 px-4">500m³全球最大发酵罐，成本最低</td>
|
||
<td class="py-3 px-4">产能仅0.5吨，依赖大客户订单</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">华熙生物</td>
|
||
<td class="py-3 px-4">标准制定者</td>
|
||
<td class="py-3 px-4">FDA认证+团体标准主导权</td>
|
||
<td class="py-3 px-4">护肤品添加量低，业绩弹性有限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">科伦药业</td>
|
||
<td class="py-3 px-4">终端引爆者</td>
|
||
<td class="py-3 px-4">董事长IP带货，药店渠道协同</td>
|
||
<td class="py-3 px-4">产品定价过高（25元/粒），复购率待验证</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">若羽臣</td>
|
||
<td class="py-3 px-4">新锐品牌</td>
|
||
<td class="py-3 px-4">抖音单月GMV破千万，轻资产模式</td>
|
||
<td class="py-3 px-4">单一成分依赖，竞品快速涌入</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 p-5 rounded-lg">
|
||
<h3 class="text-xl font-semibold mb-3 text-red-700">技术风险</h3>
|
||
<p>吸收效率争议：经皮吸收率仅<span class="font-bold">5%</span>（脂质体包裹后），口服生物利用度缺乏大规模临床数据。</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 p-5 rounded-lg">
|
||
<h3 class="text-xl font-semibold mb-3 text-orange-700">商业化风险</h3>
|
||
<p>价格战预警：2025年已有<span class="font-bold">8000元/kg</span>低价原料冲击，若产能扩张过快（规划总产能<span class="font-bold">>20吨</span>），可能重蹈NMN覆辙。</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 p-5 rounded-lg">
|
||
<h3 class="text-xl font-semibold mb-3 text-yellow-700">政策风险</h3>
|
||
<p>监管口径：卫健委审批可能要求<span class="font-bold">≥90天人体试食试验</span>，延长上市周期。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 p-5 rounded-lg">
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-700">信息矛盾</h3>
|
||
<p>纯度宣传：部分品牌宣称"99.99%"但检测显示杂质<span class="font-bold">>0.1%</span>（内毒素超标影响化妆品应用）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">阶段判断</h3>
|
||
<p class="mb-4">当前处于<span class="font-bold">主题炒作向基本面过渡</span>阶段：</p>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">炒作指标</h4>
|
||
<p>概念股PE（川宁生物<span class="font-bold">68倍</span>）远超业绩增速（2025Q1净利+74%但基数低）。</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">基本面验证</h4>
|
||
<p>需跟踪<span class="font-bold">2025Q3川宁生物0.5吨产线利用率</span>及<span class="font-bold">华熙生物原料出货量</span>（当前仅百万级）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
|
||
<div>
|
||
<h4 class="font-semibold">上游高纯度原料</h4>
|
||
<p>关注<span class="font-bold">川宁生物</span>（产能落地）+<span class="font-bold">仅三生物</span>（99.99%纯度稀缺）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
|
||
<div>
|
||
<h4 class="font-semibold">下游场景创新</h4>
|
||
<p><span class="font-bold">宠物抗衰食品</span>（未充分定价，乖宝宠物潜在合作）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-indigo-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">政策</h4>
|
||
<p>卫健委2025年12月前的新食品原料技术评审结论</p>
|
||
</div>
|
||
<div class="bg-pink-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">价格</h4>
|
||
<p>原料市场价是否跌破<span class="font-bold">5000元/kg</span>（触发价格战信号）</p>
|
||
</div>
|
||
<div class="bg-teal-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">渠道</h4>
|
||
<p>抖音"麦角硫因"关键词搜索量/GMV比值（当前<span class="font-bold">3.2:1</span>，健康阈值应<2:1）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-red-50 rounded-lg">
|
||
<p class="font-semibold text-red-700">风险提示：若2026年政策审批不及预期，当前估值或面临<span class="font-bold">50%以上</span>回调。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-2xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">关联股票数据</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">分类</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">业务相关</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">理由</th>
|
||
<th class="py-3 px-4 text-left 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-medium">拓新药业</td>
|
||
<td class="py-3 px-4">技术支持</td>
|
||
<td class="py-3 px-4">麦角硫因、谷胱甘肽、辅酶Q10、γ-氨基丁酸等核心技术储备</td>
|
||
<td class="py-3 px-4">2024年储备核心技术并实现规模化生产</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">常山药业</td>
|
||
<td class="py-3 px-4">技术支持</td>
|
||
<td class="py-3 px-4">微生物发酵法生产麦角硫因</td>
|
||
<td class="py-3 px-4">2022年3月启动研发，2023年底完成转入无形资产</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">仙乐健康</td>
|
||
<td class="py-3 px-4">技术支持</td>
|
||
<td class="py-3 px-4">NAD+麦角硫因细胞能量胶囊</td>
|
||
<td class="py-3 px-4">子公司具备制造能力，处于市场推广阶段</td>
|
||
<td class="py-3 px-4">搜互动</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">福瑞达</td>
|
||
<td class="py-3 px-4">技术支持</td>
|
||
<td class="py-3 px-4">"1+2+3"式复合原料-生物合成高纯麦角硫因</td>
|
||
<td class="py-3 px-4">拥有独创性复合原料技术</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">洁雅股份</td>
|
||
<td class="py-3 px-4">技术支持</td>
|
||
<td class="py-3 px-4">合成生物学技术</td>
|
||
<td class="py-3 px-4">2022年10月调研提及合成生物学机会点，原料创新包含麦角硫因</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">芭薇股份</td>
|
||
<td class="py-3 px-4">技术支持</td>
|
||
<td class="py-3 px-4">合成生物学技术开发功效原料</td>
|
||
<td class="py-3 px-4">研究多肽、麦角硫因等小分子护肤原料</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">科伦药业</td>
|
||
<td class="py-3 px-4">技术支持</td>
|
||
<td class="py-3 px-4">5-羟基色氨酸、麦角硫因等产品</td>
|
||
<td class="py-3 px-4">国内首批实现合成生物学产品交付</td>
|
||
<td class="py-3 px-4">网络公开资料</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">蓝晓科技</td>
|
||
<td class="py-3 px-4">技术支持</td>
|
||
<td class="py-3 px-4">高纯氨基酸、麦角硫因等生物基材料</td>
|
||
<td class="py-3 px-4">具备精细分离纯化技术</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">川宁生物</td>
|
||
<td class="py-3 px-4">产品</td>
|
||
<td class="py-3 px-4">麦角硫因产品销售</td>
|
||
<td class="py-3 px-4">日本合作方已销售部分产品</td>
|
||
<td class="py-3 px-4">搜互动</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">华东医药</td>
|
||
<td class="py-3 px-4">产品</td>
|
||
<td class="py-3 px-4">抗衰老产品原料</td>
|
||
<td class="py-3 px-4">工业微生物板块生产麦角硫因和PQQ</td>
|
||
<td class="py-3 px-4">网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">嘉必优</td>
|
||
<td class="py-3 px-4">产品</td>
|
||
<td class="py-3 px-4">功能性化妆品原料</td>
|
||
<td class="py-3 px-4">储备依克多因、熊果苷、麦角硫因等产品</td>
|
||
<td class="py-3 px-4">搜互动</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">两面针</td>
|
||
<td class="py-3 px-4">产品</td>
|
||
<td class="py-3 px-4">超纯麦角硫因专利技术</td>
|
||
<td class="py-3 px-4">研发中心展示新型专利技术用于口腔和洗护产品</td>
|
||
<td class="py-3 px-4">公司官网</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">华熙生物</td>
|
||
<td class="py-3 px-4">产品</td>
|
||
<td class="py-3 px-4">合成生物学技术应用</td>
|
||
<td class="py-3 px-4">透明质酸酶、硫酸软骨素等产品取得进展</td>
|
||
<td class="py-3 px-4">搜互动</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">丽人丽妆</td>
|
||
<td class="py-3 px-4">产品</td>
|
||
<td class="py-3 px-4">"千金极光饮"产品</td>
|
||
<td class="py-3 px-4">含麦角硫因、白番茄等成分</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">若羽臣</td>
|
||
<td class="py-3 px-4">产品</td>
|
||
<td class="py-3 px-4">FineNutri斐萃品牌</td>
|
||
<td class="py-3 px-4">聚焦女性抗衰，含麦角硫因成分</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">金达威</td>
|
||
<td class="py-3 px-4">产品</td>
|
||
<td class="py-3 px-4">麦角硫因创新产品</td>
|
||
<td class="py-3 px-4">将构建数字化营销矩阵</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">众兴菌业</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">金针菇</td>
|
||
<td class="py-3 px-4">金针菇占比43.3%，建立食用菌生产基地</td>
|
||
<td class="py-3 px-4">网络公开资料</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">博闻科技</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">杏鲍菇、牛肝菌等提取</td>
|
||
<td class="py-3 px-4">麦角硫因原料主要来源为食用菌提取</td>
|
||
<td class="py-3 px-4">网络公开资料</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Mermaid图表
|
||
mermaid.initialize({ startOnLoad: true });
|
||
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.1,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 1,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "repulse"
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |