474 lines
30 KiB
HTML
474 lines
30 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>深度行研 | 关税豁免</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Roboto+Mono:wght@400;500&display=swap');
|
||
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #05050A;
|
||
color: #E0E0E0;
|
||
overflow-x: hidden;
|
||
position: relative;
|
||
}
|
||
|
||
.bg-space {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
background: radial-gradient(ellipse at top left, rgba(29, 78, 216, 0.15) 0%, transparent 50%),
|
||
radial-gradient(ellipse at bottom right, rgba(139, 92, 246, 0.15) 0%, transparent 50%),
|
||
#05050A;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(17, 24, 39, 0.3);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
background: rgba(31, 41, 55, 0.5);
|
||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||
transform: translateY(-5px);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.bento-item {
|
||
border-radius: 1.5rem;
|
||
padding: 2rem;
|
||
}
|
||
|
||
.glow-text {
|
||
text-shadow: 0 0 8px rgba(167, 139, 250, 0.5), 0 0 16px rgba(167, 139, 250, 0.3);
|
||
}
|
||
|
||
h1, h2, h3 {
|
||
font-family: 'Inter', sans-serif;
|
||
font-weight: 600;
|
||
letter-spacing: -0.02em;
|
||
}
|
||
|
||
h2 {
|
||
position: relative;
|
||
padding-bottom: 0.5rem;
|
||
margin-bottom: 1.5rem;
|
||
border-bottom: 1px solid rgba(255, 255, 255, 0.1);
|
||
}
|
||
h2::after {
|
||
content: '';
|
||
position: absolute;
|
||
bottom: -1px;
|
||
left: 0;
|
||
width: 50px;
|
||
height: 2px;
|
||
background: #A78BFA;
|
||
}
|
||
|
||
.table thead th {
|
||
background-color: rgba(255, 255, 255, 0.05);
|
||
color: #E0E0E0;
|
||
font-weight: 600;
|
||
}
|
||
|
||
.table tbody tr {
|
||
border-bottom-color: rgba(255, 255, 255, 0.1);
|
||
}
|
||
.table tbody tr:hover {
|
||
background-color: rgba(255, 255, 255, 0.03);
|
||
}
|
||
|
||
.tag-capsule {
|
||
display: inline-block;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 9999px;
|
||
font-size: 0.75rem;
|
||
font-weight: 500;
|
||
border: 1px solid;
|
||
}
|
||
|
||
.rise-card .card-title {
|
||
color: #F3F4F6;
|
||
}
|
||
.rise-card .badge {
|
||
font-size: 1rem;
|
||
padding: 0.75rem;
|
||
font-weight: bold;
|
||
}
|
||
.rise-card-reason {
|
||
font-family: 'Roboto Mono', monospace;
|
||
line-height: 1.8;
|
||
background-color: rgba(0,0,0,0.2);
|
||
padding: 1rem;
|
||
border-radius: 0.5rem;
|
||
border-left: 3px solid #6366F1;
|
||
}
|
||
.rise-card-reason br {
|
||
margin-bottom: 0.5rem;
|
||
content: "";
|
||
display: block;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
<div class="bg-space"></div>
|
||
|
||
<div class="container mx-auto px-4 py-12 md:px-8 md:py-16">
|
||
|
||
<header class="text-center mb-16">
|
||
<h1 class="text-4xl md:text-6xl font-bold tracking-tighter mb-4 glow-text bg-gradient-to-r from-violet-300 via-purple-300 to-indigo-300 bg-clip-text text-transparent">
|
||
概念深度投研：关税豁免
|
||
</h1>
|
||
<p class="text-lg text-gray-400 max-w-3xl mx-auto">
|
||
由美国国内政治经济压力驱动的政策纠偏，为被高关税预期压制的科技硬件产业链提供了显著的短期利润修复窗口和情绪提振。
|
||
</p>
|
||
<div class="mt-4 text-xs text-gray-500">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p>本报告为AI合成数据，据此投资，风险自担</p>
|
||
</div>
|
||
</header>
|
||
|
||
<main class="space-y-16">
|
||
|
||
<!-- 核心洞察 -->
|
||
<section id="insight">
|
||
<div class="bento-grid">
|
||
|
||
<div class="bento-item glass-card col-span-12 md:col-span-8 row-span-2">
|
||
<h3 class="text-2xl font-semibold mb-4 text-violet-300">概念的核心逻辑与市场认知</h3>
|
||
<div class="space-y-4 text-gray-300">
|
||
<p><strong class="text-white">核心驱动力：政策驱动下的成本-利润再平衡。</strong> 概念的根本驱动力是政策的边际变化，打破了“高关税将永久性侵蚀利润”的单边悲观预期。豁免直接移除了最具破坏性的“对等关税”（高达125%），虽然保留了20%的基础关税，但极大地降低了相关企业的出口成本，带来了超预期的利润增厚。</p>
|
||
<p><strong class="text-white">产业链安全考量：</strong>豁免清单集中在消费电子和半导体领域，背后是美国科技巨头（如苹果）的深度游说结果。美国短期内无法摆脱对中国成熟供应链的依赖，强行加征高关税会反噬其自身龙头企业的竞争力和盈利能力，是美国国内资本利益与保护主义政策之间的博弈与妥协。</p>
|
||
<p><strong class="text-white">市场情绪与预期差：</strong></p>
|
||
<ul class="list-disc list-inside space-y-2 pl-2">
|
||
<li><span class="font-semibold text-indigo-300">预期差一 (范围与力度):</span> 最终公布的豁免清单覆盖智能手机、PC、半导体设备等核心品类，规模超千亿美元，远超市场悲观预期，是行情启动的根本原因。</li>
|
||
<li><span class="font-semibold text-indigo-300">预期差二 (关税结构复杂性):</span> 市场普遍认知“关税豁免=零关税”，但实际情况是豁免仅针对“对等关税”，20%的“芬太尼”关税依然有效。企业成本压力只是“显著缓解”，而非“完全消除”。</li>
|
||
<li><span class="font-semibold text-indigo-300">预期差三 (政策并行):</span> 在豁免科技硬件关税的同时，美国正收紧针对跨境电商的“小额豁免”政策，表明其关税政策是“精准打击”和“精准豁免”并存。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bento-item glass-card col-span-12 md:col-span-4">
|
||
<h3 class="text-xl font-semibold mb-3 text-violet-300">核心观点摘要</h3>
|
||
<p class="text-gray-300">“关税豁免”本质是一次由美国国内通胀、科技企业游说等压力驱动的<strong class="text-white">政策纠偏</strong>，而非战略转向。其<strong class="text-white">临时性</strong>和<strong class="text-white">选择性</strong>特征决定了产业链长期风险未除，市场机会主要集中在业绩弹性最大、确定性最高的细分领域。</p>
|
||
</div>
|
||
|
||
<div class="bento-item glass-card col-span-12 md:col-span-4">
|
||
<h3 class="text-xl font-semibold mb-3 text-violet-300">潜在风险与挑战</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong class="text-rose-400">政策反复风险 (核心风险):</strong> 豁免是临时性的，美国政府可能在90天后恢复、修改或以其他形式征收关税。</li>
|
||
<li><strong>利润传导风险:</strong> 美国客户可能要求供应商分享关税豁免带来的成本节省，削弱企业实际利润增厚。</li>
|
||
<li><strong>海外产能竞争:</strong> 关税风险倒逼企业加速在越南、墨西哥等地建厂，长期可能导致国内部分产能流失。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 事件与时间线 -->
|
||
<section id="timeline-event" class="glass-card rounded-3xl p-8">
|
||
<h2 class="text-3xl font-bold mb-6 text-white">关键事件与时间轴</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div class="space-y-4">
|
||
<h3 class="text-xl font-semibold text-violet-300">核心催化事件：对等关税豁免</h3>
|
||
<p>在多重关税（301/232条款、20%芬太尼关税）叠加的背景下，美国宣布对即将生效、税率极高（可达125%）的“对等关税”进行豁免，成为引爆市场的核心催化剂。</p>
|
||
<ul class="space-y-3 text-gray-300">
|
||
<li class="flex items-start">
|
||
<svg class="w-5 h-5 mr-3 mt-1 text-green-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||
<div><strong class="text-white">宣布时间:</strong> 美东时间2025年4月11日，由美国海关与边境保护局（CBP）宣布。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-5 h-5 mr-3 mt-1 text-green-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||
<div><strong class="text-white">豁免范围:</strong> 涵盖智能手机、计算机、服务器、半导体及制造设备等关键科技硬件，规模超1000亿美元，占中国对美出口约22.8%。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-5 h-5 mr-3 mt-1 text-green-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||
<div><strong class="text-white">关键细节:</strong> 确认<strong class="text-yellow-300">包括中国</strong>，并通过特定税则号（9903.01.32）申请豁免，政策追溯至美东时间4月5日生效。</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<div id="timeline-chart" class="w-full h-80"></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链分析 -->
|
||
<section id="industry-chain" class="glass-card rounded-3xl p-8">
|
||
<h2 class="text-3xl font-bold mb-6 text-white">产业链与核心公司深度剖析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-8">
|
||
<div class="col-span-1 md:col-span-1 space-y-4">
|
||
<h3 class="text-xl font-semibold text-violet-300">产业链图谱</h3>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li><strong class="text-indigo-300">上游 (设备/元器件/原材料):</strong></li>
|
||
<li class="pl-4">半导体设备: 北方华创、中微公司</li>
|
||
<li class="pl-4">关键元器件 (PCB/面板): 鹏鼎控股、京东方A</li>
|
||
<li class="pl-4">原材料 (高速铜缆/石墨): 沃尔核材、方大炭素</li>
|
||
</ul>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li><strong class="text-indigo-300">中游 (制造/代工):</strong></li>
|
||
<li class="pl-4">消费电子 (苹果链): 立讯精密、工业富联</li>
|
||
<li class="pl-4">AI硬件 (NV链): 工业富联、沪电股份</li>
|
||
<li class="pl-4">通信设备: 中兴通讯、广和通</li>
|
||
<li class="pl-4">新能源: 晶澳科技、隆基绿能</li>
|
||
</ul>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li><strong class="text-indigo-300">下游 (分销):</strong></li>
|
||
<li class="pl-4">电子元器件分销商: 中电港、深圳华强</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-span-1 md:col-span-2 space-y-6">
|
||
<h3 class="text-xl font-semibold text-violet-300">核心玩家对比</h3>
|
||
<div class="p-4 border border-gray-700 rounded-lg">
|
||
<h4 class="font-bold text-white">领导者 & 逻辑最纯粹者: 立讯精密 & 工业富联</h4>
|
||
<p class="text-sm text-gray-400 mt-1">作为苹果和英伟达的核心代工厂，是豁免政策最大、最直接的受益者。营收规模巨大，对美出口占比较高，豁免直接对应巨额关税成本节约，业绩弹性极高。</p>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-lg">
|
||
<h4 class="font-bold text-white">关键零部件供应商: 鹏鼎控股 & 沪电股份</h4>
|
||
<p class="text-sm text-gray-400 mt-1">作为PCB/HDI领域龙头，是产业链上游关键节点。豁免政策确保了下游需求的稳定，从而保障了它们的订单。</p>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-lg">
|
||
<h4 class="font-bold text-white">“小而美”的弹性冠军: 奥美医疗 & 通润装备</h4>
|
||
<p class="text-sm text-gray-400 mt-1">自身市值或利润体量相对较小，关税豁免带来的利润增量对其业绩的边际改善效果极为显著（如奥美医疗关税减免占净利28%），因此股价弹性最大。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 涨幅分析 -->
|
||
<section id="rise-analysis">
|
||
<h2 class="text-3xl font-bold mb-6 text-white">涨幅分析：市场反应验证</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 xl:grid-cols-3 gap-6">
|
||
<!-- Rise analysis data will be injected here by script -->
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票列表 -->
|
||
<section id="stock-list">
|
||
<h2 class="text-3xl font-bold mb-8 text-white">相关概念股票池</h2>
|
||
<div id="stock-tables-container" class="space-y-12">
|
||
<!-- Stock tables will be injected here by script -->
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<footer class="text-center mt-16 pt-8 border-t border-gray-800">
|
||
<p class="text-xs text-gray-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p class="text-xs text-gray-500">本报告基于公开数据合成，不构成任何投资建议，市场有风险，投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
const riseAnalysisData = [
|
||
{
|
||
"stock": "方大炭素",
|
||
"stock_code": "600516",
|
||
"rise_rate": 9.94,
|
||
"trade_date": "2025-09-08",
|
||
"reason": "核心结论：美国对华石墨产品关税豁免，方大炭素对美出口利润一次性重估，资金抢筹封板。<br><br>驱动概念：石墨关税豁免+储能+锂电池<br><br>个股异动解析 <br>1. 消息面 <br>（1）石墨关税豁免：9月8日起美国将天然石墨等26种关键矿物进口关税降至0%，为期5年；方大炭素2024年对美出口石墨电极、等静压石墨、球形石墨收入7.3亿元，占营收18%，此前被加征25%关税导致毛利率仅12%，豁免后券商测算2026年业绩弹性+4.5亿元，EPS+0.12元。 <br>（2）储能：8月国内储能招标69.4GWh创历史新高，同比+517%；公司高端等静压石墨可用于储能电池负极材料，子公司成都炭素具备1万吨/年等静压石墨产能，已向下游负极厂批量供货。 <br>（3）锂电池：工信部《电子信息制造业2025-2026年稳增长行动方案》提出支持全固态电池研究；公司球形石墨产品已进入宁德时代、比亚迪供应链，2025H1负极材料出货量同比+22%。 <br><br>2. 基本面 <br>暂无新增订单、价格上调或固态电池合作公告；2025H1营收-28%、扣非净利-96%，涨停纯由关税政策外生驱动，基本面拐点未至。<br><br>总结：关税豁免直接增厚出口利润→资金量化模型触发涨停；储能+锂电政策热炒提供情绪溢价；但主业仍处低谷，持续性需观察美国订单回流及价格修复。",
|
||
},
|
||
{
|
||
"stock": "奥美医疗",
|
||
"stock_code": "002950",
|
||
"rise_rate": 9.97,
|
||
"trade_date": "2025-10-30",
|
||
"reason": "核心结论 <br>10-30 凌晨 USTR 正式将“医用棉制敷料/一次性手术巾”移出 301 加征清单，奥美 46% 收入来自美国且 70% 产品恰在豁免税号，直接释放 4750 万元/年关税成本（≈2024 净利 28%），资金开盘前完成定价并顶板。<br><br>驱动概念 <br>美国301关税豁免-医用敷料+出口链复苏<br><br>个股异动解析 <br>1. 消息面 <br>（1）美国301关税豁免-医用敷料：板块亮点为“10-30 凌晨 Federal Register 更新，18 个税号即刻剔除，加征税率 25%→0”。 <br>- 公司 2024 年美国收入 1.9 亿美元，占总收入 46%，其中棉制手术巾、洞巾、一次性包布（豁免税号 5603.14/6307.90 等）占对美出货 70%； <br>- 按 25% 关税全额豁免测算，2026 年起可节约成本 4750 万元/年，相当于 2024 年归母净利 28%，EPS 增厚 0.11 元； <br>- 同行稳健、振德 10-30 仅跟涨 4-5%，资金锁定“对美出口占比最高+弹性最大”的奥美。 <br><br>（2）出口链复苏：板块亮点为“中美贸易磋商超预期，芬太尼关税下降、靠港费 rollback”。 <br>- 公司海外一次性手术包已与美国 GPO 签订 3 年期战略供货意向，豁免后订单可见度提升至 2027 年； <br>- 江西基地 10-28 获 FDA 510(k) K253874 号，高端伤口敷料 11 月可直供美国，豁免关税后出厂价竞争力提升约 20%。",
|
||
},
|
||
{
|
||
"stock": "通润装备",
|
||
"stock_code": "002150",
|
||
"rise_rate": 10.01,
|
||
"trade_date": "2025-10-29",
|
||
"reason": "核心结论: 10-27晚公告的“三年14.8亿元光伏跟踪减速器长单+30万台扩产定增”与美国201关税豁免形成“订单-产能-利润”三重共振，触发10-29涨停。<br><br>驱动概念: 光伏跟踪支架+美国关税豁免+储能出海<br><br>个股异动解析:<br>1. 消息面 <br>（1）光伏跟踪支架：板块反内卷+需求拐点。-10-27公告：签三年48万台回转减速器长单，金额14.8亿元，占2024营收62%，客户锁定全球前五跟踪支架龙头NEXTracker；-同步披露定增8.5亿元扩产30万台/年，环评已公示，产能匹配长单增量。 <br>（2）美国关税豁免：成本骤降+净利率抬升。-10-28 USTR清单豁免“steel torque tubes and gears for tracker”25%关税，公司出口美国减速器直接受益，净利率一次性增4-5pct；客户邮件确认返还60%关税节省，2026年利润再增厚。 <br>（3）储能出海：美国缺电拉高储能配套。-机构1029晨会点名“通润装备美国储能配套值得关注”，情绪共振；公司回转减速器可用于光储一体跟踪系统，与阿特斯同列推荐名单。",
|
||
}
|
||
];
|
||
|
||
const stockData = {
|
||
"苹果链": [
|
||
{ "stock": "鹏鼎控股", "reason": "PCB", "stock_code": "002938" },
|
||
{ "stock": "东山精密", "reason": "PCB", "stock_code": "002384" },
|
||
{ "stock": "水晶光电", "reason": "潜望式摄像头", "stock_code": "002273" },
|
||
{ "stock": "蓝特光学", "reason": "潜望式摄像头", "stock_code": "688127" },
|
||
{ "stock": "领益智造", "reason": "结构件", "stock_code": "002600" },
|
||
{ "stock": "长盈精密", "reason": "结构件", "stock_code": "300115" },
|
||
{ "stock": "工业富联", "reason": "代工", "stock_code": "601138" },
|
||
{ "stock": "比亚迪", "reason": "代工", "stock_code": "002594" },
|
||
{ "stock": "立讯精密", "reason": "代工", "stock_code": "002475" },
|
||
{ "stock": "歌尔股份", "reason": "代工/麦克风", "stock_code": "002241" },
|
||
{ "stock": "欣旺达", "reason": "手机电池", "stock_code": "300207" }
|
||
],
|
||
"英伟达相关": [
|
||
{ "stock": "神宇股份", "reason": "高速铜缆", "stock_code": "300563" },
|
||
{ "stock": "沃尔核材", "reason": "高速铜缆", "stock_code": "002130" },
|
||
{ "stock": "鼎通科技", "reason": "高速铜缆", "stock_code": "688668" },
|
||
{ "stock": "沪电股份", "reason": "HDI电路板", "stock_code": "002463" },
|
||
{ "stock": "鹏鼎控股", "reason": "HDI电路板", "stock_code": "002938" },
|
||
{ "stock": "生益电子", "reason": "HDI电路板", "stock_code": "688183" }
|
||
],
|
||
"半导体设备": [
|
||
{ "stock": "北方华创", "reason": "刻蚀/沉积设备", "stock_code": "002371" },
|
||
{ "stock": "中微公司", "reason": "刻蚀设备", "stock_code": "688012" },
|
||
{ "stock": "拓荆科技", "reason": "沉积设备", "stock_code": "688072" },
|
||
{ "stock": "芯源微", "reason": "涂胶显影设备", "stock_code": "688037" },
|
||
{ "stock": "盛美上海", "reason": "清洗设备", "stock_code": "688082" },
|
||
{ "stock": "华海清科", "reason": "抛光设备", "stock_code": "688120" },
|
||
{ "stock": "长川科技", "reason": "测试设备", "stock_code": "300604" },
|
||
{ "stock": "华峰测控", "reason": "测试设备", "stock_code": "688200" }
|
||
],
|
||
"太阳能电池": [
|
||
{ "stock": "晶澳科技", "reason": "TOPCon", "stock_code": "002459" },
|
||
{ "stock": "钧达股份", "reason": "TOPCon", "stock_code": "002865" },
|
||
{ "stock": "天合光能", "reason": "TOPCon", "stock_code": "688599" },
|
||
{ "stock": "通威股份", "reason": "HJT", "stock_code": "600438" },
|
||
{ "stock": "迈为股份", "reason": "HJT", "stock_code": "300751" },
|
||
{ "stock": "爱旭股份", "reason": "BC", "stock_code": "600732" },
|
||
{ "stock": "隆基绿能", "reason": "BC", "stock_code": "601012" }
|
||
],
|
||
"网络与存储": [
|
||
{ "stock": "中兴通讯", "reason": "路由器", "stock_code": "000063" },
|
||
{ "stock": "广和通", "reason": "调制解调器", "stock_code": "300638" },
|
||
{ "stock": "江波龙", "reason": "闪存、固态驱动器", "stock_code": "301308" },
|
||
{ "stock": "兆易创新", "reason": "存储卡", "stock_code": "603986" },
|
||
{ "stock": "佰维存储", "reason": "存储卡", "stock_code": "688525" },
|
||
{ "stock": "北京君正", "reason": "存储卡", "stock_code": "300223" }
|
||
],
|
||
"电子元器件分销": [
|
||
{ "stock": "中电港", "reason": "分销规模A股第一", "stock_code": "001287" },
|
||
{ "stock": "深圳华强", "reason": "分销规模A股第二", "stock_code": "000062" },
|
||
{ "stock": "香农芯创", "reason": "分销规模A股第三", "stock_code": "300475" }
|
||
]
|
||
};
|
||
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts Timeline
|
||
const chartDom = document.getElementById('timeline-chart');
|
||
const myChart = echarts.init(chartDom);
|
||
const option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
formatter: '{b}: {c}',
|
||
backgroundColor: 'rgba(31, 41, 55, 0.8)',
|
||
borderColor: '#4A5568',
|
||
textStyle: { color: '#E5E7EB' }
|
||
},
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['2025-04-02', '2025-04-05', '2025-04-11', '2025-04-12', '2025-09-05'],
|
||
axisLine: { lineStyle: { color: '#4A5568' } },
|
||
axisLabel: { color: '#9CA3AF' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
show: false
|
||
},
|
||
series: [{
|
||
data: [
|
||
{ value: 10, name: '“对等关税”政策宣布，市场悲观' },
|
||
{ value: 30, name: '豁免政策追溯生效点' },
|
||
{ value: 80, name: 'CBP宣布豁免，市场情绪反转' },
|
||
{ value: 100, name: '豁免细节公布，确认覆盖核心品类' },
|
||
{ value: 60, name: '豁免黄金、石墨等战略金属关税' }
|
||
],
|
||
type: 'line',
|
||
smooth: true,
|
||
symbol: 'circle',
|
||
symbolSize: 8,
|
||
itemStyle: { color: '#A78BFA' },
|
||
lineStyle: {
|
||
width: 3,
|
||
color: '#A78BFA',
|
||
shadowColor: 'rgba(167, 139, 250, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(167, 139, 250, 0.3)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(167, 139, 250, 0)'
|
||
}])
|
||
}
|
||
}]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
|
||
// Rise Analysis Cards
|
||
const riseContainer = document.getElementById('rise-analysis').querySelector('.grid');
|
||
riseAnalysisData.forEach(item => {
|
||
const cardHtml = `
|
||
<div class="card rise-card glass-card shadow-xl transition-all duration-300">
|
||
<div class="card-body">
|
||
<div class="flex justify-between items-start">
|
||
<h2 class="card-title text-xl">${item.stock} (${item.stock_code})</h2>
|
||
<div class="badge badge-lg ${item.rise_rate > 0 ? 'badge-success' : 'badge-error'} text-white shadow-lg">${item.rise_rate > 0 ? '+' : ''}${item.rise_rate.toFixed(2)}%</div>
|
||
</div>
|
||
<p class="text-sm text-gray-400 mb-4">${item.trade_date}</p>
|
||
<div class="rise-card-reason text-xs text-gray-300">
|
||
${item.reason}
|
||
</div>
|
||
</div>
|
||
</div>
|
||
`;
|
||
riseContainer.innerHTML += cardHtml;
|
||
});
|
||
|
||
// Stock Tables
|
||
const stockContainer = document.getElementById('stock-tables-container');
|
||
for (const groupName in stockData) {
|
||
const stocks = stockData[groupName];
|
||
let tableHtml = `
|
||
<div class="overflow-x-auto glass-card rounded-2xl p-4">
|
||
<h3 class="text-xl font-semibold mb-4 text-violet-300 pl-2">${groupName}</h3>
|
||
<table class="table table-zebra">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
`;
|
||
stocks.forEach(stock => {
|
||
tableHtml += `
|
||
<tr>
|
||
<td class="font-semibold">${stock.stock}</td>
|
||
<td>
|
||
${stock.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="text-indigo-400 hover:text-indigo-300 transition-colors">${stock.stock_code}</a>` : 'N/A'}
|
||
</td>
|
||
<td>${stock.reason}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
tableHtml += `
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
`;
|
||
stockContainer.innerHTML += tableHtml;
|
||
}
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |