464 lines
33 KiB
HTML
464 lines
33 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 | 水产养殖概念</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/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=Poppins:wght@300;400;500;600;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Poppins', sans-serif;
|
||
background-color: #010418;
|
||
background-image:
|
||
radial-gradient(ellipse 80% 80% at 50% -20%, rgba(28, 25, 23, 0.4), rgba(255, 255, 255, 0)),
|
||
radial-gradient(at 20% 10%, hsla(278, 70%, 30%, 0.3) 0px, transparent 50%),
|
||
radial-gradient(at 80% 20%, hsla(210, 70%, 40%, 0.3) 0px, transparent 50%),
|
||
radial-gradient(at 0% 100%, hsla(255, 60%, 50%, 0.4) 0px, transparent 50%),
|
||
radial-gradient(at 80% 100%, hsla(190, 70%, 50%, 0.3) 0px, transparent 50%),
|
||
radial-gradient(at 0% 0%, hsla(343, 60%, 40%, 0.2) 0px, transparent 50%);
|
||
background-attachment: fixed;
|
||
color: #e0e0e0;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 10, 25, 0.4);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 2rem;
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.2);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 12px 40px 0 rgba(31, 38, 135, 0.3);
|
||
border-color: rgba(0, 255, 255, 0.3);
|
||
}
|
||
|
||
.text-glow {
|
||
text-shadow: 0 0 8px rgba(0, 255, 255, 0.5), 0 0 12px rgba(0, 255, 255, 0.3);
|
||
}
|
||
|
||
.title-gradient {
|
||
background: linear-gradient(90deg, #818cf8, #38bdf8, #a78bfa);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
|
||
h2, h3 {
|
||
letter-spacing: 0.05em;
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
@media (max-width: 1024px) {
|
||
.bento-grid {
|
||
grid-template-columns: repeat(1, 1fr);
|
||
}
|
||
.bento-cell {
|
||
grid-column: auto !important;
|
||
}
|
||
}
|
||
|
||
.bento-cell-1 { grid-column: span 12; }
|
||
.bento-cell-2 { grid-column: span 8; }
|
||
.bento-cell-3 { grid-column: span 4; }
|
||
.bento-cell-4 { grid-column: span 6; }
|
||
.bento-cell-5 { grid-column: span 6; }
|
||
|
||
.tag-accent {
|
||
background-color: rgba(56, 189, 248, 0.1);
|
||
color: #38bdf8;
|
||
border: 1px solid rgba(56, 189, 248, 0.3);
|
||
}
|
||
.tag-warning {
|
||
background-color: rgba(251, 191, 36, 0.1);
|
||
color: #fbbf24;
|
||
border: 1px solid rgba(251, 191, 36, 0.3);
|
||
}
|
||
.tag-info {
|
||
background-color: rgba(167, 139, 250, 0.1);
|
||
color: #a78bfa;
|
||
border: 1px solid rgba(167, 139, 250, 0.3);
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen p-4 sm:p-8 lg:p-12">
|
||
<div class="max-w-7xl mx-auto space-y-12">
|
||
<!-- Header -->
|
||
<header class="text-center p-8 space-y-4">
|
||
<h1 class="text-4xl md:text-6xl font-bold title-gradient text-glow">水产养殖 概念深度研报</h1>
|
||
<p class="text-lg text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<div class="alert bg-black/30 border border-warning/30 text-warning/80 max-w-2xl mx-auto">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<span>本报告为AI合成数据，内容仅供参考，不构成投资建议，投资需谨慎。</span>
|
||
</div>
|
||
</header>
|
||
|
||
<!-- Main Content -->
|
||
<main class="space-y-12">
|
||
<!-- Core Insight -->
|
||
<section id="core-insight" class="glass-card p-8">
|
||
<h2 class="text-3xl font-bold mb-6 text-sky-300 text-glow">核心观点摘要</h2>
|
||
<p class="text-lg text-slate-300 leading-relaxed">
|
||
水产养殖概念正处于<strong class="text-purple-300">基本面周期复苏</strong>与<strong class="text-cyan-300">短线主题炒作</strong>共振的特殊阶段。其核心驱动力源于长达两年的产能出清所带来的<strong class="text-purple-300">供需格局逆转</strong>，而地缘政治事件（中方暂停进口日本水产品）则成为引爆市场情绪的强催化剂。未来，概念的潜力将从短期替代逻辑回归至<strong class="text-cyan-300">技术驱动的现代化转型</strong>（智能化、深远海养殖）和<strong class="text-purple-300">产业链利润传导</strong>（从养殖端向上游饲料端转移）。
|
||
</p>
|
||
</section>
|
||
|
||
<!-- Market Dynamics -->
|
||
<section id="market-dynamics" class="glass-card p-8">
|
||
<h2 class="text-3xl font-bold mb-6 text-sky-300 text-glow">市场动态与双重驱动逻辑</h2>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-3 text-purple-300">阶段一：基本面驱动的周期性复苏 (2024年初 - 2025年中)</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong class="text-slate-100">周期底部 (2024.03 - 2024.04):</strong> 行业普遍亏损，生鱼塘口价6.6元/斤低于成本（6.8-7.3元/斤），导致全行业主动收缩产能，主要品种投苗量显著下降10%-50%。</li>
|
||
<li><strong class="text-slate-100">供需逆转 (2024.05 - 2024.07):</strong> 前期产能出清致存塘量持续走低（如广东草鱼存塘仅2-3成），水产品价格进入上行通道。加州鲈塘口价达18.3元/斤，同比减少超50%的存塘量是主要推手。</li>
|
||
<li><strong class="text-slate-100">景气拐点 (2025.Q1 - 2025.Q2):</strong> 价格回暖传导至养殖户，投苗积极性显著提高，确立水产饲料需求的景气拐点，利好饲料龙头企业。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-3 text-cyan-300">阶段二：事件驱动的情绪性爆发 (2025年7月 - 2025年11月)</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong class="text-slate-100">事件催化 (2025.07 - 2025.11):</strong> 因“中方暂停进口日本水产品”，市场预期国内水产品将迎来替代需求，引发“对日反制”炒作主题。</li>
|
||
<li><strong class="text-slate-100">情绪高潮 (2025.11.17 - 2025.11.24):</strong> 板块出现“集体高开”、“开盘大涨”，中水渔业走出“7连板”，国联水产“20cm涨停”。此阶段上涨脱离基本面，表现为典型短线主题炒作。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Echarts Chart -->
|
||
<section id="price-chart" class="glass-card p-8">
|
||
<h2 class="text-3xl font-bold mb-6 text-sky-300 text-glow">关键水产品种价格走势 (2024-2025)</h2>
|
||
<p class="text-slate-400 mb-4">数据反映了从产能出清到价格修复的周期性变化，验证了行业基本面复苏的逻辑。</p>
|
||
<div id="mainChart" style="width: 100%; height: 400px;"></div>
|
||
</section>
|
||
|
||
<!-- Core Logic & Market Perception -->
|
||
<section id="core-logic" class="glass-card p-8">
|
||
<h2 class="text-3xl font-bold mb-6 text-sky-300 text-glow">核心逻辑与市场认知分析</h2>
|
||
<div class="space-y-8">
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-3 text-purple-300">四大核心驱动力</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-black/20 p-4 rounded-2xl border border-white/10">
|
||
<h4 class="font-bold text-lg text-slate-100">周期性反转 (根本逻辑)</h4>
|
||
<p class="text-slate-400">“养殖亏损 → 产能出清 → 存塘下降 → 价格上涨 → 盈利修复 → 补栏投苗 → 饲料增长”的完整传导链，是本轮行情最坚实的底层逻辑。</p>
|
||
</div>
|
||
<div class="bg-black/20 p-4 rounded-2xl border border-white/10">
|
||
<h4 class="font-bold text-lg text-slate-100">政策引导 (长期驱动)</h4>
|
||
<p class="text-slate-400">“十四五”规划等政策引导行业向绿色、高效、现代化转型，倒逼产业向工厂化、深远海养殖升级。</p>
|
||
</div>
|
||
<div class="bg-black/20 p-4 rounded-2xl border border-white/10">
|
||
<h4 class="font-bold text-lg text-slate-100">技术革新 (未来增量)</h4>
|
||
<p class="text-slate-400">AI养殖、育种突破(沪苏1号)、养殖工船(苏海1号)等代表行业摆脱“靠天吃饭”的未来方向，旨在降本增效。</p>
|
||
</div>
|
||
<div class="bg-black/20 p-4 rounded-2xl border border-white/10">
|
||
<h4 class="font-bold text-lg text-slate-100">事件催化 (情绪引爆)</h4>
|
||
<p class="text-slate-400">暂停进口日本水产品事件，提供了“国产替代”的叙事，是引发板块短线暴涨的直接原因。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-3 text-cyan-300">预期差分析：市场认知与现实的脱节</h3>
|
||
<ul class="space-y-3 text-slate-300">
|
||
<li class="flex items-start">
|
||
<span class="text-red-400 font-bold mr-3 text-lg">⚠️</span>
|
||
<div><strong class="text-slate-100">“伪养殖”龙头炒作：</strong>市场热炒国联水产、*ST佳沃为养殖龙头，但两家公司均公告无直接养殖业务。市场买入的是水产品<strong class="text-yellow-300">加工与贸易</strong>逻辑，而非养殖本身，存在巨大认知偏差。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-red-400 font-bold mr-3 text-lg">⚠️</span>
|
||
<div><strong class="text-slate-100">短期情绪与长期基本面脱节：</strong>市场聚焦“国产替代”，但可能忽略了国内水产品价格的核心驱动仍是<strong class="text-yellow-300">内生的供需周期</strong>，而非外部替代。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-red-400 font-bold mr-3 text-lg">⚠️</span>
|
||
<div><strong class="text-slate-100">对上游价值的忽视：</strong>市场目光集中在养殖和加工端，可能低估了周期回暖对上游<strong class="text-yellow-300">饲料环节</strong>的利润传导。饲料需求增长逻辑确定性高，龙头企业（如海大集团）在行业下行期已实现逆势增长。</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Company Analysis Bento Grid -->
|
||
<section id="company-analysis">
|
||
<h2 class="text-3xl font-bold mb-6 text-sky-300 text-glow text-center">产业链核心公司深度剖析</h2>
|
||
<div class="bento-grid">
|
||
<div class="bento-cell bento-cell-2 glass-card p-6">
|
||
<h3 class="text-2xl font-semibold text-purple-300 mb-3">海大集团 (002311) - 饲料龙头</h3>
|
||
<p class="text-slate-300 mb-4">逻辑最纯粹的受益标的。规模效应显著，研发能力强。在2024Q1行业下滑10%背景下，水产料销量逆势增长10%，市占率提升逻辑清晰。</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="tag-accent text-sm font-medium px-3 py-1 rounded-full">规模效应</span>
|
||
<span class="tag-accent text-sm font-medium px-3 py-1 rounded-full">逆势增长</span>
|
||
<span class="tag-warning text-sm font-medium px-3 py-1 rounded-full">风险: 原料价格波动</span>
|
||
</div>
|
||
</div>
|
||
<div class="bento-cell bento-cell-3 glass-card p-6">
|
||
<h3 class="text-2xl font-semibold text-purple-300 mb-3">中水渔业 (000798)</h3>
|
||
<p class="text-slate-300">2024年水产品营收A股第一，主营远洋捕捞与贸易。因“中字头”和龙头地位，成为市场情绪风向标。</p>
|
||
<div class="flex flex-wrap gap-2 mt-4">
|
||
<span class="tag-info text-sm font-medium px-3 py-1 rounded-full">营收龙头</span>
|
||
<span class="tag-info text-sm font-medium px-3 py-1 rounded-full">情绪风向标</span>
|
||
</div>
|
||
</div>
|
||
<div class="bento-cell bento-cell-3 glass-card p-6">
|
||
<h3 class="text-2xl font-semibold text-purple-300 mb-3">盖世食品 (920826)</h3>
|
||
<p class="text-slate-300">逻辑独特，深度绑定上游“3000亩黄金海洋牧场”，具备资源稀缺性。作为北交所标的，具备独特性。</p>
|
||
<div class="flex flex-wrap gap-2 mt-4">
|
||
<span class="tag-info text-sm font-medium px-3 py-1 rounded-full">资源稀缺</span>
|
||
<span class="tag-info text-sm font-medium px-3 py-1 rounded-full">产业链整合</span>
|
||
</div>
|
||
</div>
|
||
<div class="bento-cell bento-cell-2 glass-card p-6">
|
||
<h3 class="text-2xl font-semibold text-red-400 mb-3">国联水产 (300094) - 逻辑证伪</h3>
|
||
<p class="text-slate-300 mb-4">市场眼中的“伪”养殖龙头，真实主业为水产加工与预制菜。公司反复澄清无养殖业务，是典型逻辑证伪案例。股价弹性更多来自主题情绪。公司曾收警示函，暴露治理问题。</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="tag-warning text-sm font-medium px-3 py-1 rounded-full">认知偏差</span>
|
||
<span class="tag-warning text-sm font-medium px-3 py-1 rounded-full">加工龙头</span>
|
||
<span class="tag-warning text-sm font-medium px-3 py-1 rounded-full">风险: 治理问题</span>
|
||
</div>
|
||
</div>
|
||
<div class="bento-cell bento-cell-4 glass-card p-6">
|
||
<h3 class="text-2xl font-semibold text-cyan-300 mb-3">技术与未来路径</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong class="text-slate-100">规模化与集约化:</strong> 散户加速出清，资源向高效模式（工厂化、深海网箱）集中。</li>
|
||
<li><strong class="text-slate-100">智能化与数据化:</strong> AI养殖、水下机器人等技术将从“探索”走向“普及”。</li>
|
||
<li><strong class="text-slate-100">种业自主可控:</strong> “沪苏1号”只是开始，高价值品种育种突破是战略重点。</li>
|
||
<li><strong class="text-slate-100">向深蓝进军:</strong> 养殖工船和深远海网箱是拓展养殖空间的全新赛道。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-cell bento-cell-5 glass-card p-6">
|
||
<h3 class="text-2xl font-semibold text-red-400 mb-3">潜在风险与挑战</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong class="text-slate-100">价格波动:</strong> 小龙虾价格“跌幅超50%”是产能过度扩张的警示。</li>
|
||
<li><strong class="text-slate-100">成本压力:</strong> 鱼粉、豆粕等原料价格受全球供需影响，侵蚀利润。</li>
|
||
<li><strong class="text-slate-100">进口冲击:</strong> “进口越南鱼冲击”压制国内黑鱼价格，国际竞争不容忽视。</li>
|
||
<li><strong class="text-slate-100">海外对标风险:</strong> 印尼独角兽eFishery财务造假丑闻，警示赛道存在治理风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion & Investment Thesis -->
|
||
<section id="conclusion" class="glass-card p-8">
|
||
<h2 class="text-3xl font-bold mb-6 text-sky-300 text-glow">综合结论与投资启示</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-3 text-purple-300">最终看法</h3>
|
||
<p class="text-slate-300 leading-relaxed">水产养殖概念的炒作情绪会随时间消退，但<strong class="text-slate-100">产业周期性复苏的趋势是确定的</strong>，并将持续演绎。长期来看，行业已进入依靠技术进步和模式创新的<strong class="text-cyan-300">结构性成长新阶段</strong>。</p>
|
||
<h3 class="text-2xl font-semibold mt-6 mb-3 text-purple-300">最具投资价值的细分环节</h3>
|
||
<p class="text-slate-300 font-bold text-lg text-cyan-400">上游饲料环节</p>
|
||
<ul class="list-decimal list-inside space-y-2 text-slate-400 mt-2">
|
||
<li><strong class="text-slate-200">高确定性:</strong> 饲料需求增长能平滑单一养殖品种价格波动的风险。</li>
|
||
<li><strong class="text-slate-200">竞争格局优化:</strong> 龙头企业（如海大集团）逆势扩张，α属性凸显。</li>
|
||
<li><strong class="text-slate-200">盈利弹性:</strong> 在“原料成本下行+销量回升”双重利好下，利润弹性有望集中释放。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-3 text-cyan-300">需重点跟踪的关键指标</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-black/20 rounded-xl border border-white/10">
|
||
<p class="font-bold text-slate-100">核心水产品塘口价</p>
|
||
<p class="text-sm text-slate-400">判断养殖户盈利和情绪的最直接指标。</p>
|
||
</div>
|
||
<div class="p-4 bg-black/20 rounded-xl border border-white/10">
|
||
<p class="font-bold text-slate-100">主要饲料企业月/季度销量</p>
|
||
<p class="text-sm text-slate-400">验证行业景气度向上传导的核心数据。</p>
|
||
</div>
|
||
<div class="p-4 bg-black/20 rounded-xl border border-white/10">
|
||
<p class="font-bold text-slate-100">存塘量与投苗量</p>
|
||
<p class="text-sm text-slate-400">判断供需格局的先行指标。</p>
|
||
</div>
|
||
<div class="p-4 bg-black/20 rounded-xl border border-white/10">
|
||
<p class="font-bold text-slate-100">鱼粉、豆粕等原料成本</p>
|
||
<p class="text-sm text-slate-400">预判饲料企业毛利率变化趋势。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Tables -->
|
||
<section id="stock-data">
|
||
<h2 class="text-3xl font-bold mb-6 text-sky-300 text-glow text-center">核心关联公司数据</h2>
|
||
|
||
<div class="glass-card p-6 mb-8">
|
||
<h3 class="text-2xl font-semibold mb-4 text-purple-300">水产品营收排名 (2024年报)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-slate-300">
|
||
<th>排名</th>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心业务/原因</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><th>1</th><td>中水渔业</td><td><a href="https://valuefrontier.cn/company?scode=000798" target="_blank" class="link link-hover text-cyan-400">000798</a></td><td>2024年水产品营收A股第一，49.33亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>2</th><td>*ST佳沃</td><td><a href="https://valuefrontier.cn/company?scode=300268" target="_blank" class="link link-hover text-cyan-400">300268</a></td><td>2024年水产品营收A股第二，34.18亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>3</th><td>国联水产</td><td><a href="https://valuefrontier.cn/company?scode=300094" target="_blank" class="link link-hover text-cyan-400">300094</a></td><td>2024年水产品营收A股第三，32.32亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>4</th><td>开创国际</td><td><a href="https://valuefrontier.cn/company?scode=600097" target="_blank" class="link link-hover text-cyan-400">600097</a></td><td>2024年水产品营收A股第四，23.16亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>5</th><td>百洋股份</td><td><a href="https://valuefrontier.cn/company?scode=002696" target="_blank" class="link link-hover text-cyan-400">002696</a></td><td>2024年水产品营收A股第五，16.99亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>6</th><td>獐子岛</td><td><a href="https://valuefrontier.cn/company?scode=002069" target="_blank" class="link link-hover text-cyan-400">002069</a></td><td>2024年水产品营收A股第六，15.17亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>7</th><td>好当家</td><td><a href="https://valuefrontier.cn/company?scode=600467" target="_blank" class="link link-hover text-cyan-400">600467</a></td><td>2024年水产品营收A股第七，8.31亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>8</th><td>大湖股份</td><td><a href="https://valuefrontier.cn/company?scode=600257" target="_blank" class="link link-hover text-cyan-400">600257</a></td><td>2024年水产品营收A股第八，5.39亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>9</th><td>东方海洋</td><td><a href="https://valuefrontier.cn/company?scode=002086" target="_blank" class="link link-hover text-cyan-400">002086</a></td><td>2024年水产品营收A股第九，2.344亿</td><td>消息来源: 公司年报</td></tr>
|
||
<tr><th>10</th><td>海南高速</td><td><a href="https://valuefrontier.cn/company?scode=000886" target="_blank" class="link link-hover text-cyan-400">000886</a></td><td>持有海南省海洋发展28.09%股权，三亚湾休闲海洋牧场项目深海网箱养殖业务已实现销售</td><td>消息来源: 公司互动</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-300">涨幅异动分析 (关联个股)</h3>
|
||
<p class="text-slate-400 mb-4">以下个股因名称、概念混淆或乌龙事件等原因，在特定日期出现与水产养殖概念联动的异动，反映了市场情绪化和非理性的一面。</p>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-slate-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th class="w-1/2">异动原因分析摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>善水科技</td><td><a href="https://valuefrontier.cn/company?scode=301190" target="_blank" class="link link-hover text-cyan-400">301190</a></td><td>2025-07-30</td><td class="text-error font-bold">5.85%</td><td><strong>概念关联:</strong> 因公司名称含“水”字，在水产养殖板块异动时被资金关注。<strong>行业利好:</strong> 日本暂停核污染水排海消息形成潜在利好。多重因素叠加导致上涨。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>百洋医药</td><td><a href="https://valuefrontier.cn/company?scode=301015" target="_blank" class="link link-hover text-cyan-400">301015</a></td><td>2025-07-03</td><td class="text-error font-bold">7.50%</td><td><strong>核心原因 - 概念混淆:</strong> 市场将“百洋医药”与水产概念股“百洋股份”(002696)混淆，导致跟风买入。<strong>次要原因:</strong> 医药板块整体强势。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>北化股份</td><td><a href="https://valuefrontier.cn/company?scode=002246" target="_blank" class="link link-hover text-cyan-400">002246</a></td><td>2025-11-20</td><td class="text-error font-bold">10.02%</td><td><strong>乌龙新闻驱动:</strong> 一则关于“北交所水产反制核心股，合作3000亩海洋养殖基地”的新闻被错误关联至该公司，引发投机性炒作。公司主业为军工化工，与水产毫无关联。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>美农生物</td><td><a href="https://valuefrontier.cn/company?scode=301156" target="_blank" class="link link-hover text-cyan-400">301156</a></td><td>2025-11-19</td><td class="text-error font-bold">7.30%</td><td><strong>利好与板块共振:</strong> 公司子公司荣获水产行业奖项的新闻，叠加33亿农业产业基金成立点燃板块热情。作为“正宗”水产标的成为资金轮动焦点。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>好莱客</td><td><a href="https://valuefrontier.cn/company?scode=603898" target="_blank" class="link link-hover text-cyan-400">603898</a></td><td>2025-11-17</td><td class="text-error font-bold">6.87%</td><td><strong>行业预期驱动 (关联性弱):</strong> 投资者论坛流传高盛看好其所在“装修建材”行业未来发展的预期，在缺乏公司实质性利好时，成为股价上涨的导火索。与水产概念无关。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>盖世食品</td><td><a href="https://valuefrontier.cn/company?scode=920826" target="_blank" class="link link-hover text-cyan-400">920826</a></td><td>2025-11-19</td><td class="text-error font-bold">8.03%</td><td><strong>新闻引爆+题材稀缺:</strong> 关于其“3000亩海洋养殖基地”的报道，契合市场“水产反制”题材。作为“北交所唯一”水产概念股，稀缺性导致资金高度聚焦。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('mainChart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
backgroundColor: 'rgba(10, 10, 25, 0.8)',
|
||
borderColor: '#38bdf8',
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['草鱼', '加州鲈', '罗非鱼', '南美白对虾'],
|
||
textStyle: {
|
||
color: '#a78bfa'
|
||
},
|
||
top: '5%'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2024-Q1', '2024-Q2', '2024-Q3', '2024-Q4', '2025-Q1', '2025-Q2'],
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.2)'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
name: '价格 (元/斤)',
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.2)'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#e0e0e0'
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.1)'
|
||
}
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '草鱼',
|
||
type: 'line',
|
||
smooth: true,
|
||
itemStyle: { color: '#38bdf8' },
|
||
lineStyle: { shadowColor: 'rgba(56, 189, 248, 0.5)', shadowBlur: 10 },
|
||
data: [5.8, 6.4, 6.2, 6.5, 6.8, 7.5]
|
||
},
|
||
{
|
||
name: '加州鲈',
|
||
type: 'line',
|
||
smooth: true,
|
||
itemStyle: { color: '#818cf8' },
|
||
lineStyle: { shadowColor: 'rgba(129, 140, 248, 0.5)', shadowBlur: 10 },
|
||
data: [13.0, 17.0, 19.5, 21.0, 20.0, 23.0]
|
||
},
|
||
{
|
||
name: '罗非鱼',
|
||
type: 'line',
|
||
smooth: true,
|
||
itemStyle: { color: '#a78bfa' },
|
||
lineStyle: { shadowColor: 'rgba(167, 139, 250, 0.5)', shadowBlur: 10 },
|
||
data: [4.5, 6.0, 5.7, 5.5, 6.2, 6.8]
|
||
},
|
||
{
|
||
name: '南美白对虾',
|
||
type: 'line',
|
||
smooth: true,
|
||
itemStyle: { color: '#f471b5' },
|
||
lineStyle: { shadowColor: 'rgba(244, 113, 181, 0.5)', shadowBlur: 10 },
|
||
data: [25.0, 21.3, 19.3, 18.0, 20.4, 22.0]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |