596 lines
44 KiB
HTML
596 lines
44 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>大消费 - 深度投研报告</title>
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font-family: 'Noto Sans SC', sans-serif;
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background-image:
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<body class="min-h-screen p-4 sm:p-8">
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<div class="max-w-screen-2xl mx-auto">
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<header class="text-center mb-8">
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<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-purple-400 via-pink-500 to-red-500 tracking-wider">
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大消费 (Big Consumption)
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</h1>
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<p class="mt-2 text-xl font-light text-gray-300">深度投研报告</p>
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<div class="mt-4 text-xs text-gray-500 p-2 glass-card inline-block">
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<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>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<main class="bento-grid">
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<!-- Insight: Core View -->
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<section class="bento-item glass-card glow-border col-span-12 lg:col-span-8 p-6 order-1">
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<h2 class="section-title text-2xl mb-4">// 01. 核心观点摘要 (Executive Summary)</h2>
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<div class="prose prose-custom max-w-none">
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<p>“大消费”概念正处在一个<strong class="highlight-text">由政策强预期驱动，向基本面结构性分化验证过渡的关键阶段</strong>。其核心驱动力是自上而下的“扩大内需”国家战略，但市场的普涨狂热正让位于对真实复苏成色和结构性机会的甄别。未来潜力不再是简单的“雨露均沾”，而是蕴藏在<strong class="highlight-text">渠道变革、情绪价值、消费出海和性价比升级</strong>四大结构性趋势中的阿尔法机会。</p>
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</div>
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</section>
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<!-- Chart -->
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<section class="bento-item glass-card col-span-12 lg:col-span-4 p-6 order-2">
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<h2 class="section-title text-lg mb-4">// 02. 线上消费数据 (Online Data)</h2>
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<div id="ecommerce-chart" class="w-full h-48 sm:h-64"></div>
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</section>
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<!-- Insight: Core Logic -->
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<section class="bento-item glass-card col-span-12 p-6 order-3">
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<h2 class="section-title text-2xl mb-4">// 03. 核心逻辑与市场认知 (Core Logic & Market Perception)</h2>
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<div class="prose prose-custom max-w-none grid md:grid-cols-3 gap-6">
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<div>
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<h4>核心驱动力</h4>
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<ul>
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<li><strong>政策托底与驱动:</strong> 从中央定调到财政贴息，形成完整政策支持体系，提供高安全边际。</li>
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<li><strong>经济修复与场景复苏:</strong> 线下场景全面恢复，消费数据（如2023年社零+7.2%）提供支撑。</li>
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<li><strong>估值修复需求:</strong> 经历长期调整后估值处历史低位，吸引外资等增量资金回流。</li>
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</ul>
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</div>
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<div>
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<h4>市场热度与情绪</h4>
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<p>市场关注度极高，但情绪已从普涨狂热转向<strong class="highlight-text">结构性乐观与谨慎并存</strong>。初期是“全面复苏”的Beta逻辑，但数据揭示分化（如海南免税下滑、白酒动销平淡），市场情绪从“买所有”转向“买龙头、买结构”。</p>
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</div>
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<div>
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<h4>预期差分析</h4>
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<ol>
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<li><strong>全面复苏 vs K型分化:</strong> 实际是上行（情绪价值、渠道变革）与下行（传统百货）并存。</li>
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<li><strong>传统渠道 vs 新兴渠道:</strong> 微信送礼、抖音电商等新兴渠道重塑逻辑可能被市场低估。</li>
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<li><strong>周期反弹 vs 结构变革:</strong> “永辉胖东来式调改”是根本性变革信号，意义远超短期反弹。</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- Insight: Catalysts & Path -->
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<section class="bento-item glass-card col-span-12 md:col-span-6 p-6 order-4">
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<h2 class="section-title text-2xl mb-4">// 04. 关键催化剂与发展路径 (Catalysts & Roadmap)</h2>
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<div class="prose prose-custom max-w-none">
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<h4>近期催化剂 (3-6个月)</h4>
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<ul>
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<li><strong>财政刺激政策落地:</strong> 消费贷款财政贴息等具体方案的公布与力度。</li>
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<li><strong>商超改革成效验证:</strong> 永辉等调改门店的坪效、毛利率等关键数据。</li>
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<li><strong>白酒库存周期拐点:</strong> 2025年中库存能否如期回归正常水平。</li>
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<li><strong>重要节假日消费数据:</strong> “双节档”数据将是复苏成色的试金石。</li>
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</ul>
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<h4>长期发展路径</h4>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box">初期（当前）：政策驱动下的估值修复与普涨。</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-end timeline-box">中期（1-2年）：基本面分化，国货崛起、消费出海、新性价比是主线。</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-start timeline-box">成熟期（3-5年）：创新驱动，与AI等技术融合，满足Z世代个性化、情感化需求。</div>
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</li>
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</ul>
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</div>
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</section>
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<!-- Insight: Industry Chain -->
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<section class="bento-item glass-card col-span-12 md:col-span-6 p-6 order-5">
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<h2 class="section-title text-2xl mb-4">// 05. 产业链与核心公司 (Industry Chain & Key Players)</h2>
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<div class="prose prose-custom max-w-none">
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<h4>产业链图谱</h4>
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<ul>
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<li><strong>上游 (原材料/服务):</strong> 牧原股份(生猪), 海大集团(饲料), 科锐国际(人力), 新大陆(支付IT)</li>
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<li><strong>中游 (品牌/制造商):</strong> 贵州茅台(白酒), 珀莱雅(美妆), 美的集团(家电), 安踏体育(服饰), 周大生(珠宝)</li>
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<li><strong>下游 (渠道/服务):</strong> 永辉超市(零售), 海底捞(餐饮), 阿里巴巴(电商), 中国中免(免税)</li>
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</ul>
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<h4>核心玩家对比</h4>
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<blockquote>
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<p><strong>永辉超市 vs. 传统百货:</strong> 永辉是主动拥抱变革的“真零售商”，逻辑纯粹；传统百货多为被动政策驱动，风险更高。</p>
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<p><strong>贵州茅台 vs. 泸州老窖:</strong> 茅台是确定性的“压舱石”；老窖是估值低位（14倍PE）的“高弹性选择”。</p>
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<p><strong>泡泡玛特 vs. 盐津铺子:</strong> 泡泡玛特是“情绪价值”领导者；盐津铺子是“渠道变革”受益者。</p>
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</blockquote>
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</div>
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</section>
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<!-- Source Data Tabs -->
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<section class="bento-item glass-card col-span-12 p-6 order-6" x-data="{ tab: 'news' }">
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{'tab-active': tab === 'news'}" @click="tab = 'news'">新闻数据</a>
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<a class="tab" :class="{'tab-active': tab === 'roadshow'}" @click="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{'tab-active': tab === 'report'}" @click="tab = 'report'">研报精粹</a>
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</div>
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<div class="max-h-96 overflow-y-auto pr-4 prose prose-custom max-w-none">
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<div x-show="tab === 'news'">
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<h3>宏观政策与市场情绪</h3>
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<ul>
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<li><strong>中央定调：</strong>政治局会议提出“大力提振消费、提高投资效益”，国务院部署“持续激发消费潜力”。</li>
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<li><strong>财政支持：</strong>财政部明确将对重点领域消费贷款给予财政贴息，激发养老、托育等服务消费。</li>
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<li><strong>地方行动：</strong>多地启动新一轮消费券发放，举办主题消费月活动。</li>
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<li><strong>市场情绪：</strong>外资开始做多，机构高呼“大消费行情刚开始”，上交所密集调研超40家大消费公司。</li>
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</ul>
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<h3>消费数据与趋势 (以10月为例)</h3>
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<ul>
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<li><strong>线上GMV：</strong>同比增长15.5%，京东(+34.38%)、抖音(+22.43%)增速亮眼。3C数码、家电、食品饮料领涨。</li>
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<li><strong>线下消费：</strong>商圈客流恢复至2019年的68%，同比下降17%，受线上虹吸影响。</li>
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<li><strong>APP活跃度：</strong>出行类(滴滴+54.4%)、电商类(京东+38.7%)、即时零售(盒马+32.4%)高增。</li>
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</ul>
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<h3>重点板块动态</h3>
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<ul>
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<li><strong>白酒：</strong>头部酒企“控量挺价”，库存压力有望在2025年中回归正常。茅台2024年营收增15.44%。</li>
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<li><strong>大众品：</strong>零食量贩带来渠道红利，餐饮供应链复苏。</li>
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<li><strong>商超零售：</strong>以永辉、步步高为代表开启“胖东来式”改革，调改门店销售额数倍增长，从“二房东”转向“真零售”。</li>
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<li><strong>出海消费：</strong>成长方向确定，重点关注出口型消费企业。</li>
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</ul>
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</div>
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<div x-show="tab === 'roadshow'">
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<h3>宏观及共识观点</h3>
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<ul>
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<li>消费板块估值处历史低位，防御与结构性机会并存。</li>
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<li>政策刺激是核心驱动，中央重视内需，为板块提供估值重估基础。</li>
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<li>消费复苏呈现结构性特征，下沉市场与出海是亮点。</li>
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</ul>
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<h3>关键细分赛道洞察</h3>
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<ul>
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<li><strong>线下零售(永辉超市):</strong> 2025年计划完成31家门店调改，春节数据有望提升，是市场关注的改革标杆。</li>
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<li><strong>黄金珠宝(周大生/老铺黄金):</strong> 受益消费降级和避险情绪，高股息率具防御性。微信送礼功能带来新增长点。</li>
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<li><strong>白酒(茅台/老窖):</strong> 茅台批价稳定，是确定性标的。泸州老窖估值低位(14倍PE)，业绩稳健，具弹性。</li>
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<li><strong>家电(格力/石头科技):</strong> 格力高股息+低估值+内需龙头属性。石头科技新品持续领先，海外市场增长超预期。</li>
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<li><strong>情绪消费(泡泡玛特/名创优品):</strong> 潮玩行业全球高景气，IP战略驱动海外高增长。</li>
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<li><strong>新兴渠道(微信生态):</strong> 微信送礼功能被多家机构重点提及，利好社交属性强的品类（礼盒、黄金、美妆），可能加速线上化率。</li>
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</ul>
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</div>
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<div x-show="tab === 'report'">
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<h3>宏观消费数据</h3>
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<ul>
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<li><strong>社零总额：</strong>2023年达47.15万亿元，同比增长7.2%。2024年Q1同比增长4.7%，整体平稳。</li>
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<li><strong>高增长品类：</strong>金银珠宝、体育娱乐、通讯器材、烟酒类增长明显，体现避险和悦己消费趋势。</li>
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<li><strong>渠道变化：</strong>线上渠道高速增长，特别是直播电商，成为日化等品类主要驱动力。</li>
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</ul>
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<h3>消费者行为洞察 (Z世代成主力)</h3>
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<ul>
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<li><strong>核心需求：</strong>从功能性转向品质、个性化、环保及<strong class="highlight-text">情感体验</strong>。情绪释放型消费成刚需。</li>
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<li><strong>决策习惯：</strong>信息获取渠道多元化(超70%通过社交媒体)，倾向线上购物、移动支付，社交分享常态化。</li>
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</ul>
|
||
<h3>重点品类分析</h3>
|
||
<ul>
|
||
<li><strong>啤酒：</strong>进入高端化下半场，8-10元价格带将成主流。场景向音乐节、露营等拓展。</li>
|
||
<li><strong>白酒：</strong>行业“量减价增”，宴席需求恢复强于政商务需求，大众价格带升级成新动力。</li>
|
||
<li><strong>医疗美容：</strong>预计2024年增速15-20%，渗透率提升、再生材料是核心驱动力。</li>
|
||
<li><strong>旅游文娱：</strong>消费趋于多元化、品质化，县域“小城”旅游市场活力迸发。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="bento-item glass-card col-span-12 p-6 order-7">
|
||
<h2 class="section-title text-2xl mb-4">// 06. 近期异动个股解析 (Recent Movers Analysis)</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4 max-h-[40rem] overflow-y-auto pr-2">
|
||
<div class="card bg-base-100/10 border border-primary/20 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title">迪阿股份 (301177) <span class="badge badge-accent">+19.99%</span></h3>
|
||
<p class="text-sm text-gray-400">2025-08-29</p>
|
||
<div class="prose prose-sm prose-custom">
|
||
<p><strong>核心结论:</strong> 2025年半年报净利润同比+131.6%大超预期，叠加“AI+婚恋消费”场景预期，资金抢筹20CM涨停。</p>
|
||
<p><strong>驱动概念:</strong> DeepSeek+新零售+婚恋消费</p>
|
||
<p><strong>解析:</strong> 业绩拐点、AI场景落地预期、节日消费催化三因素共振。公司探索将AI接入线上选钻、情感客服，契合政策导向与婚庆旺季需求。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="card bg-base-100/10 border border-primary/20 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title">大东方 (600327) <span class="badge badge-accent">+10.04%</span></h3>
|
||
<p class="text-sm text-gray-400">2025-11-17</p>
|
||
<div class="prose prose-sm prose-custom">
|
||
<p><strong>核心结论:</strong> 国常会提“推动零售转型”叠加市场重燃“申请免税资质”预期，低价小盘零售标的被选为情绪龙头。</p>
|
||
<p><strong>驱动概念:</strong> 零售转型+免税店扩容+服务消费</p>
|
||
<p><strong>解析:</strong> 公司主营百货，直接受益线下复苏。同时公告收购医疗健康科技公司，向“零售+服务”转型，契合政策方向。市值小、股价低，符合短线资金审美。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="card bg-base-100/10 border border-primary/20 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title">欢乐家 (300997) <span class="badge badge-accent">+8.51%</span></h3>
|
||
<p class="text-sm text-gray-400">2025-06-26</p>
|
||
<div class="prose prose-sm prose-custom">
|
||
<p><strong>核心结论:</strong> 大消费板块整体异动拉升，叠加港股椰子水概念预期催化。</p>
|
||
<p><strong>驱动概念:</strong> 消费板块轮动+港股映射</p>
|
||
<p><strong>解析:</strong> 板块效应明显，市场预期港股同类公司上市将带动其上涨。融资资金净买入提供弹药，技术面突破吸引买盘。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List -->
|
||
<section class="bento-item glass-card col-span-12 p-6 order-8">
|
||
<h2 class="section-title text-2xl mb-4">// 07. '大消费' 概念成分股 (Constituent Stocks)</h2>
|
||
<div class="overflow-x-auto max-h-[48rem]">
|
||
<table class="table table-sm table-zebra-zebra">
|
||
<thead class="sticky top-0 bg-base-200/50 backdrop-blur-sm z-10">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心题材</th>
|
||
<th>所属板块</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- Stock data will be injected here by JavaScript -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('ecommerce-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option = {
|
||
title: {
|
||
text: '10月主要电商平台GMV同比增速',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#e0e0e0',
|
||
fontSize: 14,
|
||
fontFamily: 'Roboto Mono'
|
||
}
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'shadow' },
|
||
backgroundColor: 'rgba(20, 20, 40, 0.8)',
|
||
borderColor: '#a78bfa',
|
||
textStyle: { color: '#ffffff' }
|
||
},
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['天猫', '京东', '拼多多', '抖音'],
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } },
|
||
axisLabel: { color: '#e0e0e0' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } },
|
||
axisLabel: { color: '#e0e0e0', formatter: '{value}%' },
|
||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } }
|
||
},
|
||
series: [{
|
||
name: 'GMV同比增速',
|
||
type: 'bar',
|
||
barWidth: '60%',
|
||
data: [
|
||
{ value: 3.94, itemStyle: { color: '#ff7f50' } },
|
||
{ value: 34.38, itemStyle: { color: '#c23531' } },
|
||
{ value: 10.19, itemStyle: { color: '#e84f4f' } },
|
||
{ value: 22.43, itemStyle: { color: '#61a0a8' } }
|
||
],
|
||
label: { show: true, position: 'top', color: '#fff', formatter: '{c}%' }
|
||
}]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
|
||
// Stock Data Injection
|
||
const stockData = {
|
||
"大消费(241210)": {
|
||
"78656CA3-99DF-4A46-9E51-DC2077131EA4.jpg": [
|
||
{"stock": "良品铺子", "reason": "休闲食品", "其他标签": "食品", "stock_code": "603719"},
|
||
{"stock": "三只松鼠", "reason": "休闲食品", "其他标签": "食品", "stock_code": "300783"},
|
||
{"stock": "洽洽食品", "reason": "休闲食品", "其他标签": "食品", "stock_code": "002557"},
|
||
{"stock": "盐津铺子", "reason": "休闲食品", "其他标签": "食品", "stock_code": "002847"},
|
||
{"stock": "五芳斋", "reason": "休闲食品", "其他标签": "食品", "stock_code": "603237"},
|
||
{"stock": "劲仔食品", "reason": "休闲食品", "其他标签": "食品", "stock_code": "003000"},
|
||
{"stock": "好想你", "reason": "休闲食品", "其他标签": "食品", "stock_code": "002582"},
|
||
{"stock": "甘源食品", "reason": "休闲食品", "其他标签": "食品", "stock_code": "002991"},
|
||
{"stock": "有友食品", "reason": "休闲食品", "其他标签": "食品", "stock_code": "603697"},
|
||
{"stock": "桂发祥", "reason": "休闲食品", "其他标签": "食品", "stock_code": "002820"},
|
||
{"stock": "青岛食品", "reason": "休闲食品", "其他标签": "食品", "stock_code": "001219"},
|
||
{"stock": "广州酒家", "reason": "休闲食品", "其他标签": "食品", "stock_code": "603043"},
|
||
{"stock": "来伊份", "reason": "休闲食品", "其他标签": "食品", "stock_code": "603777"},
|
||
{"stock": "金字火腿", "reason": "休闲食品", "其他标签": "食品", "stock_code": "002515"},
|
||
{"stock": "朗源股份", "reason": "休闲食品", "其他标签": "食品"},
|
||
{"stock": "绝味食品", "reason": "卤制品", "其他标签": "食品"},
|
||
{"stock": "煌上煌", "reason": "卤制品", "其他标签": "食品", "stock_code": "002695"},
|
||
{"stock": "紫燕食品", "reason": "卤制品", "其他标签": "食品", "stock_code": "603057"},
|
||
{"stock": "桃李面包", "reason": "烘焙食品", "其他标签": "食品", "stock_code": "603866"},
|
||
{"stock": "立高食品", "reason": "烘焙食品", "其他标签": "食品", "stock_code": "300973"},
|
||
{"stock": "元祖股份", "reason": "烘焙食品", "其他标签": "食品", "stock_code": "603886"},
|
||
{"stock": "一鸣食品", "reason": "烘焙食品", "其他标签": "食品", "stock_code": "605179"},
|
||
{"stock": "麦趣尔", "reason": "烘焙食品", "其他标签": "食品", "stock_code": "002719"},
|
||
{"stock": "南侨食品", "reason": "烘焙食品", "其他标签": "食品", "stock_code": "605339"},
|
||
{"stock": "海融科技", "reason": "烘焙食品", "其他标签": "食品", "stock_code": "300915"},
|
||
{"stock": "巴比食品", "reason": "烘焙食品", "其他标签": "食品", "stock_code": "605338"},
|
||
{"stock": "味知香", "reason": "预制菜", "其他标签": "食品", "stock_code": "605089"},
|
||
{"stock": "惠发食品", "reason": "预制菜", "其他标签": "食品", "stock_code": "603536"},
|
||
{"stock": "安井食品", "reason": "预制菜", "其他标签": "食品", "stock_code": "603345"},
|
||
{"stock": "全聚德", "reason": "预制菜", "其他标签": "食品"},
|
||
{"stock": "金陵饭店", "reason": "预制菜", "其他标签": "食品", "stock_code": "601007"},
|
||
{"stock": "春雪食品", "reason": "预制菜", "其他标签": "食品", "stock_code": "605567"},
|
||
{"stock": "国联水产", "reason": "预制菜", "其他标签": "食品", "stock_code": "300094"},
|
||
{"stock": "海欣食品", "reason": "预制菜", "其他标签": "食品", "stock_code": "002702"},
|
||
{"stock": "承德露露", "reason": "植物蛋白", "其他标签": "饮料", "stock_code": "000848"},
|
||
{"stock": "养元饮品", "reason": "植物蛋白", "其他标签": "饮料", "stock_code": "603156"},
|
||
{"stock": "海南椰岛", "reason": "植物蛋白", "其他标签": "饮料"},
|
||
{"stock": "祖名股份", "reason": "植物蛋白", "其他标签": "饮料", "stock_code": "003030"},
|
||
{"stock": "维维股份", "reason": "植物蛋白", "其他标签": "饮料", "stock_code": "600300"},
|
||
{"stock": "东鹏饮料", "reason": "功能饮料", "其他标签": "饮料", "stock_code": "605499"},
|
||
{"stock": "燕塘乳业", "reason": "乳酸菌", "其他标签": "饮料", "stock_code": "002732"},
|
||
{"stock": "均瑶健康", "reason": "乳酸菌", "其他标签": "饮料", "stock_code": "605388"},
|
||
{"stock": "酒鬼酒", "reason": "酒类", "其他标签": "饮料", "stock_code": "000799"},
|
||
{"stock": "皇台酒业", "reason": "酒类", "其他标签": "饮料", "stock_code": "000995"},
|
||
{"stock": "永顺泰", "reason": "酒类", "其他标签": "饮料", "stock_code": "001338"},
|
||
{"stock": "舍得酒业", "reason": "酒类", "其他标签": "饮料", "stock_code": "600702"},
|
||
{"stock": "水井坊", "reason": "酒类", "其他标签": "饮料", "stock_code": "600779"},
|
||
{"stock": "国投中鲁", "reason": "果汁", "其他标签": "饮料", "stock_code": "600962"},
|
||
{"stock": "安得利", "reason": "果汁", "其他标签": "饮料"},
|
||
{"stock": "国中水务", "reason": "果汁", "其他标签": "饮料", "stock_code": "600187"},
|
||
{"stock": "伊利股份", "reason": "常温奶", "其他标签": "乳业", "stock_code": "600887"},
|
||
{"stock": "皇氏集团", "reason": "常温奶", "其他标签": "乳业", "stock_code": "002329"},
|
||
{"stock": "天润乳业", "reason": "常温奶", "其他标签": "乳业", "stock_code": "600419"},
|
||
{"stock": "李子园", "reason": "常温奶", "其他标签": "乳业", "stock_code": "605337"},
|
||
{"stock": "品渥食品", "reason": "常温奶", "其他标签": "乳业", "stock_code": "300892"},
|
||
{"stock": "庄园牧场", "reason": "常温奶", "其他标签": "乳业", "stock_code": "002910"},
|
||
{"stock": "燕塘乳业", "reason": "常温奶", "其他标签": "乳业", "stock_code": "002732"},
|
||
{"stock": "麦趣尔", "reason": "常温奶", "其他标签": "乳业", "stock_code": "002719"},
|
||
{"stock": "一鸣食品", "reason": "鲜奶", "其他标签": "乳业", "stock_code": "605179"},
|
||
{"stock": "光明乳业", "reason": "鲜奶", "其他标签": "乳业", "stock_code": "600597"},
|
||
{"stock": "三元股份", "reason": "鲜奶", "其他标签": "乳业", "stock_code": "600429"},
|
||
{"stock": "新乳业", "reason": "鲜奶", "其他标签": "乳业", "stock_code": "002946"},
|
||
{"stock": "阳光乳业", "reason": "鲜奶", "其他标签": "乳业", "stock_code": "001318"},
|
||
{"stock": "妙可蓝多", "reason": "奶酪", "其他标签": "乳业", "stock_code": "600882"},
|
||
{"stock": "熊猫乳品", "reason": "炼乳", "其他标签": "乳业", "stock_code": "300898"},
|
||
{"stock": "同庆楼", "reason": "酒楼饭店老字号(安徽)", "其他标签": "餐饮", "stock_code": "605108"},
|
||
{"stock": "西安饮食", "reason": "酒楼饭店老字号(西安)", "其他标签": "餐饮", "stock_code": "000721"},
|
||
{"stock": "全聚德", "reason": "酒楼饭店老字号(北京)", "其他标签": "餐饮"},
|
||
{"stock": "广州酒家", "reason": "酒楼饭店老字号(广州)", "其他标签": "餐饮", "stock_code": "603043"},
|
||
{"stock": "华天酒店", "reason": "酒店", "其他标签": "餐饮", "stock_code": "000428"},
|
||
{"stock": "君亭酒店", "reason": "酒店", "其他标签": "餐饮", "stock_code": "301073"},
|
||
{"stock": "锦江酒店", "reason": "酒店", "其他标签": "餐饮", "stock_code": "600754"},
|
||
{"stock": "首旅酒店", "reason": "酒店", "其他标签": "餐饮", "stock_code": "600258"},
|
||
{"stock": "金陵饭店", "reason": "酒店", "其他标签": "餐饮", "stock_code": "601007"},
|
||
{"stock": "中国中免", "reason": "运营商", "其他标签": "免税概念", "stock_code": "601888"},
|
||
{"stock": "王府井", "reason": "运营商", "其他标签": "免税概念", "stock_code": "600859"},
|
||
{"stock": "格力地产", "reason": "运营商", "其他标签": "免税概念"},
|
||
{"stock": "海汽集团", "reason": "运营商", "其他标签": "免税概念", "stock_code": "603069"},
|
||
{"stock": "海南发展", "reason": "运营商", "其他标签": "免税概念", "stock_code": "002163"},
|
||
{"stock": "上海机场", "reason": "物业", "其他标签": "免税概念", "stock_code": "600009"},
|
||
{"stock": "白云机场", "reason": "物业", "其他标签": "免税概念", "stock_code": "600004"},
|
||
{"stock": "海南机场", "reason": "物业", "其他标签": "免税概念", "stock_code": "600515"},
|
||
{"stock": "海峡股份", "reason": "海南", "其他标签": "免税概念", "stock_code": "002320"},
|
||
{"stock": "海南发展", "reason": "海南", "其他标签": "免税概念", "stock_code": "002163"},
|
||
{"stock": "海汽集团", "reason": "海南", "其他标签": "免税概念", "stock_code": "603069"},
|
||
{"stock": "海南高速", "reason": "海南", "其他标签": "免税概念", "stock_code": "000886"},
|
||
{"stock": "南宁百货", "reason": "曾申请/探索/合作", "其他标签": "免税概念", "stock_code": "600712"},
|
||
{"stock": "中百集团", "reason": "曾申请/探索/合作", "其他标签": "免税概念", "stock_code": "000759"},
|
||
{"stock": "东百集团", "reason": "曾申请/探索/合作", "其他标签": "免税概念", "stock_code": "600693"},
|
||
{"stock": "海印股份", "reason": "曾申请/探索/合作", "其他标签": "免税概念"},
|
||
{"stock": "百联股份", "reason": "曾申请/探索/合作", "其他标签": "免税概念", "stock_code": "600827"},
|
||
{"stock": "友好集团", "reason": "曾申请/探索/合作", "其他标签": "免税概念", "stock_code": "600778"},
|
||
{"stock": "新华锦", "reason": "曾申请/探索/合作", "其他标签": "免税概念"},
|
||
{"stock": "居然之家", "reason": "曾申请/探索/合作", "其他标签": "免税概念"},
|
||
{"stock": "众信旅游", "reason": "曾申请/探索/合作", "其他标签": "免税概念", "stock_code": "002707"},
|
||
{"stock": "永辉超市", "reason": "全国", "其他标签": "百货零售", "stock_code": "601933"},
|
||
{"stock": "中央商场", "reason": "全国", "其他标签": "百货零售", "stock_code": "600280"},
|
||
{"stock": "大商股份", "reason": "全国", "其他标签": "百货零售", "stock_code": "600694"},
|
||
{"stock": "*ST人乐", "reason": "全国", "其他标签": "百货零售"},
|
||
{"stock": "ST步步高", "reason": "全国", "其他标签": "百货零售"},
|
||
{"stock": "徐家汇", "reason": "上海", "其他标签": "百货零售", "stock_code": "002561"},
|
||
{"stock": "益民集团", "reason": "上海", "其他标签": "百货零售", "stock_code": "600824"},
|
||
{"stock": "新世界", "reason": "上海", "其他标签": "百货零售", "stock_code": "600628"},
|
||
{"stock": "上海九百", "reason": "上海", "其他标签": "百货零售", "stock_code": "600838"},
|
||
{"stock": "百联股份", "reason": "上海", "其他标签": "百货零售", "stock_code": "600827"},
|
||
{"stock": "三江购物", "reason": "浙江", "其他标签": "百货零售", "stock_code": "601116"},
|
||
{"stock": "杭州解百", "reason": "浙江", "其他标签": "百货零售", "stock_code": "600814"},
|
||
{"stock": "宁波中百", "reason": "浙江", "其他标签": "百货零售", "stock_code": "600857"},
|
||
{"stock": "百大集团", "reason": "浙江", "其他标签": "百货零售", "stock_code": "600865"},
|
||
{"stock": "家家悦", "reason": "山东", "其他标签": "百货零售", "stock_code": "603708"},
|
||
{"stock": "银座股份", "reason": "山东", "其他标签": "百货零售", "stock_code": "600858"},
|
||
{"stock": "通程控股", "reason": "湖南", "其他标签": "百货零售", "stock_code": "000419"},
|
||
{"stock": "友阿股份", "reason": "湖南", "其他标签": "百货零售", "stock_code": "002277"},
|
||
{"stock": "中百集团", "reason": "湖北", "其他标签": "百货零售", "stock_code": "000759"},
|
||
{"stock": "武商集团", "reason": "湖北", "其他标签": "百货零售", "stock_code": "000501"},
|
||
{"stock": "汉商集团", "reason": "湖北", "其他标签": "百货零售", "stock_code": "600774"},
|
||
{"stock": "东百集团", "reason": "福建", "其他标签": "百货零售", "stock_code": "600693"},
|
||
{"stock": "新华都", "reason": "福建", "其他标签": "百货零售"},
|
||
{"stock": "中央商场", "reason": "南京", "其他标签": "百货零售", "stock_code": "600280"},
|
||
{"stock": "南京商旅", "reason": "南京", "其他标签": "百货零售", "stock_code": "600250"},
|
||
{"stock": "王府井", "reason": "北京", "其他标签": "百货零售", "stock_code": "600859"},
|
||
{"stock": "翠微股份", "reason": "北京", "其他标签": "百货零售", "stock_code": "603123"},
|
||
{"stock": "华联股份", "reason": "北京", "其他标签": "百货零售", "stock_code": "000882"},
|
||
{"stock": "广百股份", "reason": "广东", "其他标签": "百货零售", "stock_code": "002187"},
|
||
{"stock": "海印股份", "reason": "广东", "其他标签": "百货零售"},
|
||
{"stock": "大商股份", "reason": "辽宁", "其他标签": "百货零售", "stock_code": "600694"},
|
||
{"stock": "中兴商业", "reason": "辽宁", "其他标签": "百货零售", "stock_code": "000715"},
|
||
{"stock": "大连友谊", "reason": "辽宁", "其他标签": "百货零售", "stock_code": "000679"},
|
||
{"stock": "红旗连锁", "reason": "四川", "其他标签": "百货零售", "stock_code": "002697"},
|
||
{"stock": "茂业商业", "reason": "四川", "其他标签": "百货零售", "stock_code": "600828"},
|
||
{"stock": "国光连锁", "reason": "其他(江西)", "其他标签": "百货零售", "stock_code": "605188"},
|
||
{"stock": "合肥百货", "reason": "其他(安徽)", "其他标签": "百货零售"},
|
||
{"stock": "重庆百货", "reason": "其他(重庆)", "其他标签": "百货零售", "stock_code": "600729"},
|
||
{"stock": "新华百货", "reason": "其他(宁夏)", "其他标签": "百货零售", "stock_code": "600785"},
|
||
{"stock": "南宁百货", "reason": "其他(广西)", "其他标签": "百货零售", "stock_code": "600712"},
|
||
{"stock": "汇嘉时代", "reason": "其他(新疆)", "其他标签": "百货零售", "stock_code": "603101"},
|
||
{"stock": "国芳集团", "reason": "其他(甘肃)", "其他标签": "百货零售", "stock_code": "601086"},
|
||
{"stock": "欧亚集团", "reason": "其他(吉林)", "其他标签": "百货零售", "stock_code": "600697"},
|
||
{"stock": "中兴商业", "reason": "其他(沈阳)", "其他标签": "百货零售", "stock_code": "000715"},
|
||
{"stock": "彩虹股份", "reason": "其他(咸阳)", "其他标签": "百货零售", "stock_code": "600707"},
|
||
{"stock": "长白山", "reason": "冰雪经济(吉林)", "其他标签": "文旅旅游", "stock_code": "603099"},
|
||
{"stock": "大连圣亚", "reason": "冰雪经济(辽宁)", "其他标签": "文旅旅游", "stock_code": "600593"},
|
||
{"stock": "三特索道", "reason": "冰雪经济", "其他标签": "文旅旅游", "stock_code": "002159"},
|
||
{"stock": "峨眉山A", "reason": "冰雪经济", "其他标签": "文旅旅游"},
|
||
{"stock": "亚泰集团", "reason": "冰雪经济(长春)", "其他标签": "文旅旅游", "stock_code": "600881"},
|
||
{"stock": "晶雪节能", "reason": "冰雪经济", "其他标签": "文旅旅游", "stock_code": "301010"},
|
||
{"stock": "冰山冷热", "reason": "冰雪经济", "其他标签": "文旅旅游", "stock_code": "000530"},
|
||
{"stock": "莱茵体育", "reason": "冰雪经济", "其他标签": "文旅旅游"},
|
||
{"stock": "长白山", "reason": "各地区旅游(吉林)", "其他标签": "文旅旅游", "stock_code": "603099"},
|
||
{"stock": "大连圣亚", "reason": "各地区旅游(辽宁)", "其他标签": "文旅旅游", "stock_code": "600593"},
|
||
{"stock": "曲江文旅", "reason": "各地区旅游(西安+大唐不夜城)", "其他标签": "文旅旅游", "stock_code": "600706"},
|
||
{"stock": "西安旅游", "reason": "各地区旅游(西安)", "其他标签": "文旅旅游", "stock_code": "000610"},
|
||
{"stock": "九华旅游", "reason": "各地区旅游(安徽)", "其他标签": "文旅旅游", "stock_code": "603199"},
|
||
{"stock": "丽江股份", "reason": "各地区旅游(云南)", "其他标签": "文旅旅游", "stock_code": "002033"},
|
||
{"stock": "云南旅游", "reason": "各地区旅游(云南)", "其他标签": "文旅旅游", "stock_code": "002059"},
|
||
{"stock": "峨眉山A", "reason": "各地区旅游(四川)", "其他标签": "文旅旅游"},
|
||
{"stock": "黄山旅游", "reason": "各地区旅游(安徽)", "其他标签": "文旅旅游", "stock_code": "600054"},
|
||
{"stock": "张家界", "reason": "各地区旅游(湖南)", "其他标签": "文旅旅游"},
|
||
{"stock": "三峡旅游", "reason": "各地区旅游(湖北)", "其他标签": "文旅旅游", "stock_code": "002627"},
|
||
{"stock": "西域旅游", "reason": "各地区旅游(新疆)", "其他标签": "文 其他标签": "文旅旅游", "stock_code": "300859"},
|
||
{"stock": "天目湖", "reason": "各地区旅游(江苏)", "其他标签": "文旅旅游", "stock_code": "603136"},
|
||
{"stock": "西藏旅游", "reason": "各地区旅游(西藏)", "其他标签": "文旅旅游", "stock_code": "600749"},
|
||
{"stock": "桂林旅游", "reason": "各地区旅游(桂林)", "其他标签": "文旅旅游", "stock_code": "000978"},
|
||
{"stock": "三特索道", "reason": "各地区旅游(武汉)", "其他标签": "文旅旅游", "stock_code": "002159"},
|
||
{"stock": "岭南股份", "reason": "各地区旅游(广州)", "其他标签": "文旅旅游"},
|
||
{"stock": "宋城演艺", "reason": "各地区旅游(旅游演义)", "其他标签": "文旅旅游", "stock_code": "300144"},
|
||
{"stock": "亚泰集团", "reason": "各地区旅游(长春)", "其他标签": "文旅旅游", "stock_code": "600881"},
|
||
{"stock": "美之高", "reason": "北交所", "其他标签": "北交所", "stock_code": "920765"},
|
||
{"stock": "海达尔", "reason": "北交所", "其他标签": "北交所", "stock_code": "920699"},
|
||
{"stock": "盖世食品", "reason": "北交所", "其他标签": "北交所", "stock_code": "920826"},
|
||
{"stock": "太湖雪", "reason": "北交所", "其他标签": "北交所", "stock_code": "920262"},
|
||
{"stock": "鸿智科技", "reason": "北交所", "其他标签": "北交所", "stock_code": "920926"}
|
||
]
|
||
}
|
||
};
|
||
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
const stocks = stockData["大消费(241210)"]["78656CA3-99DF-4A46-9E51-DC2077131EA4.jpg"];
|
||
|
||
let html = '';
|
||
stocks.forEach(stock => {
|
||
const codeLink = stock.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="text-info hover:underline">${stock.stock_code}</a>` : 'N/A';
|
||
html += `
|
||
<tr>
|
||
<td>${stock.stock}</td>
|
||
<td>${codeLink}</td>
|
||
<td>${stock.reason || ''}</td>
|
||
<td>${stock['其他标签'] || ''}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
tableBody.innerHTML = html;
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |