455 lines
39 KiB
HTML
455 lines
39 KiB
HTML
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<title>深度投研报告 | 深圳本地股</title>
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<div class="max-w-7xl mx-auto flex justify-between items-center">
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<div class="flex flex-col">
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<h1 class="text-xl md:text-2xl font-bold text-white fui-title">概念投研 // 深圳本地股</h1>
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<p class="text-xs text-gray-400 mt-1">Presented by: 北京价值前沿科技有限公司 AI投研agent “价小前投研”</p>
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</div>
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<div class="text-xs text-info font-mono">STATUS: AI_ANALYSIS_COMPLETE</div>
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</div>
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</header>
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<main class="max-w-7xl mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Insight Section -->
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<section class="mb-12" x-data="{ shown: false }" x-intersect.once="shown = true" :class="shown ? 'is-visible' : ''" class="fade-in-up">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-3xl font-bold text-white mb-2 fui-title">Insight: 概念核心洞察</h2>
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<p class="text-base text-gray-400 mb-6">“深圳本地股”的本质是市场对深圳政府利用其强大的资源调动能力和政策创新能力，对其辖区内上市公司进行价值重塑的预期。当前，该概念正从传统的地产、基建驱动，全面转向由**“国资改革与并购重组”**和**“硬核科技产业扶持”**双轮驱动的新阶段。</p>
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<div class="space-y-8">
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<div>
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<h3 class="text-xl font-semibold text-sky-300 mb-3">核心催化事件时间轴</h3>
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<div id="timeline-chart" class="w-full h-80"></div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-sky-300 mb-3">核心逻辑与市场认知</h3>
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<ul class="space-y-4 text-gray-300 list-inside">
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<li class="flex items-start"><span class="text-cyan-400 mr-3 text-lg">▶</span><div><strong class="text-white">强政府引导与背书:</strong> 贯穿所有信息的根本逻辑是深圳市政府的积极作为。从地产托底、创投激励，到雄心勃勃的并购重组计划（目标20万亿市值），都表明政府是推动本地上市公司价值提升的核心力量。</div></li>
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<li class="flex items-start"><span class="text-cyan-400 mr-3 text-lg">▶</span><div><strong class="text-white">国资平台的战略重组预期:</strong> 市场核心押注方向是深圳市国资委将通过资产注入、产业整合、并购做强等方式，提升旗下上市公司的规模与盈利能力。深圳国际通过土地转型实现巨额利润，是此逻辑的完美范例。</div></li>
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<li class="flex items-start"><span class="text-cyan-400 mr-3 text-lg">▶</span><div><strong class="text-white">新质生产力的产业聚焦:</strong> 政策和资金明显向战略性新兴产业（创投、AI、半导体）倾斜，驱动概念向“科技创新”维度延伸，培育增量价值。</div></li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-sky-300 mb-3">关键催化剂与未来发展路径</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="border-l-2 border-purple-400 pl-4">
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<h4 class="font-bold text-white">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside mt-2 text-gray-400 space-y-1">
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<li>首单标志性并购重组案例落地。</li>
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<li>深中通道正式通车对深圳机场的客流提振。</li>
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<li>深圳国际华南物流园首宗土地合同签署。</li>
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</ul>
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</div>
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<div class="border-l-2 border-cyan-400 pl-4">
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<h4 class="font-bold text-white">长期发展路径</h4>
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<ul class="list-disc list-inside mt-2 text-gray-400 space-y-1">
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<li><strong class="text-gray-300">存量价值重估:</strong> 国资委旗下传统产业通过“资产盘活 -> 并购重组 -> 提质增效”释放价值。</li>
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<li><strong class="text-gray-300">增量创新成长:</strong> 在政策支持下，从科技企业中培育出掌握核心技术的新经济龙头。</li>
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</ul>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-sky-300 mb-3">最具投资价值的细分环节</h3>
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<ol class="space-y-2 text-gray-300 list-decimal list-inside">
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<li><strong class="text-white">确定性资产价值重估:</strong> 如深圳国际，拥有低估核心资产（土地）且有清晰变现路径的公司。</li>
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<li><strong class="text-white">关键基础设施枢纽:</strong> 如深圳机场，受益于大湾区互联互通重大工程，能直接提升运营效率的公司。</li>
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<li><strong class="text-white">嵌入全球核心产业链的科技龙头:</strong> 如新宙邦，凭借技术优势深度参与全球顶级供应链，成长天花板更高的公司。</li>
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</ol>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-rose-400 mb-3">潜在风险与挑战</h3>
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<ul class="list-disc list-inside text-gray-400 space-y-2">
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<li><strong class="text-rose-300">政策风险:</strong> 20万亿市值目标宏大，若后续推进力度、配套资金不及预期，将削弱概念逻辑。</li>
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<li><strong class="text-rose-300">经济周期风险:</strong> 宏观经济景气度直接影响地产、基建、消费和投资，全面压制概念表现。</li>
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<li><strong class="text-rose-300">信息交叉验证风险:</strong> 新闻热度与公司经营现实存在温差（如地产库存压力），部分个股的“题材”业务营收占比较小，需警惕纯题材炒作。</li>
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</ul>
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</div>
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</div>
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</div>
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</section>
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<hr class="glow-divider" />
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<!-- Supporting Data Bento Grid -->
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<section class="mb-12" x-data="{ shown: false }" x-intersect.once="shown = true" :class="shown ? 'is-visible' : ''" class="fade-in-up">
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<h2 class="text-3xl font-bold text-white mb-6 fui-title">数据情报摘要</h2>
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<div class="bento-grid">
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<div class="grid-item grid-item-12 md:grid-item-8 glass-card p-6">
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<h3 class="text-xl font-semibold text-cyan-300 mb-3">新闻数据分析</h3>
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<p class="text-sm text-gray-400 mb-4">新闻数据显示，“深圳本地股”概念具有强烈的政策驱动和事件驱动特征，行情呈现脉冲式爆发。</p>
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<ul class="space-y-3 text-sm">
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<li><strong>地产政策 (24/09/27):</strong> 政治局会议提振，特发服务、深振业A等十余股涨停，与地产板块强联动。</li>
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<li><strong>创投政策 (24/10/25):</strong> 深圳拟打造万亿级基金群，深康佳A、力合科创等竞价涨停，概念向科创延伸。</li>
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<li><strong>并购重组政策 (24/11/28 & 25/10/23):</strong> 从征求意见到正式落地，目标直指“20万亿市值”，引发板块集体爆发，深赛格、特力A等十余股涨停，是行情最强催化剂。</li>
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<li><strong>AI政策 (25/03/03):</strong> 《人工智能终端产业发展行动计划》印发，深康佳A、深赛格双双涨停，精准受益产业政策。</li>
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</ul>
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</div>
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<div class="grid-item grid-item-12 md:grid-item-4 glass-card p-6">
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<h3 class="text-xl font-semibold text-purple-300 mb-3">研报数据聚焦</h3>
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<p class="text-sm text-gray-400 mb-4">研报数据高度聚焦于资产价值重估的确定性标的，特别是**深圳国际 (00152.HK)**。</p>
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<ul class="space-y-3 text-sm">
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<li><strong>核心价值:</strong> 华南物流园土地转型是其核心价值来源，预计带来**132-155亿元**土地增值及开发收益。</li>
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<li><strong>业绩驱动:</strong> 近两年利润增长主要来自前海项目收益和华南物流园土地置换收益。</li>
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<li><strong>估值模型:</strong> 在SOTP估值法中，物流园转型业务估值占比超过**50%-70%**，凸显深圳资产的核心地位。</li>
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</ul>
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</div>
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<div class="grid-item grid-item-12 glass-card p-6">
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<h3 class="text-xl font-semibold text-green-300 mb-3">路演情报精炼</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6 text-sm">
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<div>
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<h4 class="font-bold text-white mb-2">深圳机场 (000089)</h4>
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<p class="text-gray-400"><strong class="text-green-400">核心利好:</strong> 深中通道预计24年6月底开通，将显著扩大客源覆盖范围至珠江西岸。</p>
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<p class="text-gray-400"><strong class="text-green-400">业绩亮点:</strong> 跨境电商货量同比激增**142.2%**，成为核心增长引擎。</p>
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</div>
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<div>
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<h4 class="font-bold text-white mb-2">深圳燃气 (601139)</h4>
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<p class="text-gray-400"><strong class="text-green-400">本地增长:</strong> 深圳地区工商业需求增长，城中村改造带来用户增量。</p>
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<p class="text-gray-400"><strong class="text-rose-400">经营挑战:</strong> 居民气价顺价节奏因舆情事件放缓，采购成本与销售价仍存在**0.5元/m³**缺口。</p>
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</div>
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<div>
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<h4 class="font-bold text-white mb-2">深圳国际 (00152.HK)</h4>
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<p class="text-gray-400"><strong class="text-green-400">价值核心:</strong> 深圳龙华区**50万㎡**待开发住宅用地（华南物流园），是业绩弹性的主要来源，税后利润预计超百亿。</p>
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<p class="text-gray-400"><strong class="text-green-400">稳定现金流:</strong> 持有**52%**深高速股权，贡献稳定利润。</p>
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</div>
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<div>
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<h4 class="font-bold text-white mb-2">深圳地产市场</h4>
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<p class="text-gray-400"><strong class="text-rose-400">市场压力:</strong> 新房库存压力较大，24年4月去化周期达**18个月**，“以价换量”压力未根本缓解。</p>
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<p class="text-gray-400"><strong class="text-green-400">政策信号:</strong> 中央会议释放支持信号后，深振业A等本地地产股股价短期反应积极。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<hr class="glow-divider" />
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<!-- Rise Analysis Section -->
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<section class="mb-12" x-data="{ shown: false }" x-intersect.once="shown = true" :class="shown ? 'is-visible' : ''" class="fade-in-up">
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<h2 class="text-3xl font-bold text-white mb-6 fui-title">涨停复盘解析</h2>
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<div class="space-y-6">
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<div class="glass-card p-6">
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<div class="flex justify-between items-center mb-4">
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<h3 class="text-xl font-bold text-white">深圳新星 (603978) - <span class="text-green-400">上涨5.43% on 2025-10-24</span></h3>
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<div class="badge badge-outline badge-primary font-mono">政策驱动</div>
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</div>
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<blockquote class="border-l-4 border-cyan-500 pl-4 text-gray-300 italic mb-4">
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核心结论：本次上涨并非由公司自身基本面直接驱动，而是一次典型的**区域性政策红利与板块情绪共振下的“戴维斯双击”预期**。其上涨逻辑根植于市场对“深圳本地股”整体的强烈看好，特别是前一日发布的并购重组重磅政策。
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</blockquote>
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<div class="text-sm text-gray-400 space-y-2">
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<p><strong>1. 首要催化剂 (引爆器):</strong> 10月23日深圳印发《推动并购重组高质量发展行动方案》，提出“2027年总市值突破20万亿”的宏大目标，直接引爆市场对深圳本地中小市值公司的价值重估预期。</p>
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<p><strong>2. 宏观数据验证 (助推器):</strong> 10月24日深圳披露强劲的金融数据（FT账户交易额同比+70.7%），为政策提供了扎实的经济基本面支撑，增强投资者信心。</p>
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<p><strong>3. 市场行为:</strong> 属于“深圳本地股+并购重组”主题的补涨行情，资金从龙头股向二线标的扩散。交易的是对“可能发生”积极变化的预期，而非已知的基本面。</p>
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</div>
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</div>
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<div class="glass-card p-6">
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<div class="flex justify-between items-center mb-4">
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<h3 class="text-xl font-bold text-white">深振业Ａ (000006) - <span class="text-green-400">上涨7.77% on 2025-10-23</span></h3>
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<div class="badge badge-outline badge-secondary font-mono">龙头辨识度</div>
|
||
</div>
|
||
<blockquote class="border-l-4 border-cyan-500 pl-4 text-gray-300 italic mb-4">
|
||
核心结论：一次典型的“政策驱动+板块联动+市场情绪”共振的结果。核心催化剂是深圳市发布的重磅并购重组政策，而深振业A作为深圳本地国资控股的房地产企业，具备极高的辨识度，迅速成为资金追捧的焦点。
|
||
</blockquote>
|
||
<div class="text-sm text-gray-400 space-y-2">
|
||
<p><strong>1. 直接催化剂:</strong> 深圳并购重组政策发布，具体、可量化的宏伟目标（20万亿市值、20家千亿企业）超市场预期。</p>
|
||
<p><strong>2. 龙头辨识度:</strong> 作为纯正的深圳本地国资地产平台，历史股性活跃，在市场流传的“辨识度”名单中被明确列出，成为资金攻击的首选目标，形成“抱团”效应。</p>
|
||
<p><strong>3. 市场环境:</strong> 两市成交额维持在1.5万亿以上，流动性充裕，为热点题材爆发提供了“弹药”。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<div class="flex justify-between items-center mb-4">
|
||
<h3 class="text-xl font-bold text-white">深华发Ａ (000020) - <span class="text-green-400">上涨10.01% on 2025-06-18</span></h3>
|
||
<div class="badge badge-outline badge-accent font-mono">多重利好</div>
|
||
</div>
|
||
<blockquote class="border-l-4 border-cyan-500 pl-4 text-gray-300 italic mb-4">
|
||
核心结论：涨停主要受半导体产业整合预期、中国电子科技集团关联概念驱动，叠加深圳本地旧改题材的多重利好影响。
|
||
</blockquote>
|
||
<div class="text-sm text-gray-400 space-y-2">
|
||
<p><strong>1. 产业整合预期:</strong> 京东方收购彩虹光电，显示面板产业整合加速。公司作为中国电子科技集团旗下企业，存在获得集团优质半导体资产注入的预期。</p>
|
||
<p><strong>2. 并购重组政策:</strong> 证监会推动并购重组新规，市场对国资背景企业重组预期升温。</p>
|
||
<p><strong>3. 深圳本地题材:</strong> 深圳推出大规模旧改计划，公司在深圳拥有工业用地，具备旧改潜力。</p>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Stock List Table -->
|
||
<section x-data="{ shown: false }" x-intersect.once="shown = true" :class="shown ? 'is-visible' : ''" class="fade-in-up">
|
||
<h2 class="text-3xl font-bold text-white mb-6 fui-title">概念关联股票列表</h2>
|
||
<div class="overflow-x-auto glass-card p-2">
|
||
<table class="table table-sm md:table-md w-full">
|
||
<thead class="text-sm text-gray-300">
|
||
<tr>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">股票代码</th>
|
||
<th class="bg-transparent">核心逻辑/关联原因</th>
|
||
<th class="bg-transparent">标签分类</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-400">
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深振业A</td><td>000006</td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">建科院</td><td><a href="https://valuefrontier.cn/company?scode=300675" target="_blank" class="text-sky-400 hover:underline">300675</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">沙河股份</td><td><a href="https://valuefrontier.cn/company?scode=000014" target="_blank" class="text-sky-400 hover:underline">000014</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">广田集团</td><td><a href="https://valuefrontier.cn/company?scode=002482" target="_blank" class="text-sky-400 hover:underline">002482</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">天音控股</td><td><a href="https://valuefrontier.cn/company?scode=000829" target="_blank" class="text-sky-400 hover:underline">000829</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">特力A</td><td>000025</td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">力合科创</td><td><a href="https://valuefrontier.cn/company?scode=002243" target="_blank" class="text-sky-400 hover:underline">002243</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">天健集团</td><td><a href="https://valuefrontier.cn/company?scode=000090" target="_blank" class="text-sky-400 hover:underline">000090</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">怡亚通</td><td>002183</td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深圳能源</td><td><a href="https://valuefrontier.cn/company?scode=000027" target="_blank" class="text-sky-400 hover:underline">000027</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深深房A</td><td>000029</td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">中新赛克</td><td><a href="https://valuefrontier.cn/company?scode=002912" target="_blank" class="text-sky-400 hover:underline">002912</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深粮控股</td><td><a href="https://valuefrontier.cn/company?scode=000019" target="_blank" class="text-sky-400 hover:underline">000019</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">盐田港</td><td>000088</td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深圳燃气</td><td><a href="https://valuefrontier.cn/company?scode=601139" target="_blank" class="text-sky-400 hover:underline">601139</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">麦捷科技</td><td><a href="https://valuefrontier.cn/company?scode=300319" target="_blank" class="text-sky-400 hover:underline">300319</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">兆驰股份</td><td><a href="https://valuefrontier.cn/company?scode=002429" target="_blank" class="text-sky-400 hover:underline">002429</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">国信证券</td><td><a href="https://valuefrontier.cn/company?scode=002736" target="_blank" class="text-sky-400 hover:underline">002736</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">农产品</td><td>000061</td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深圳机场</td><td><a href="https://valuefrontier.cn/company?scode=000089" target="_blank" class="text-sky-400 hover:underline">000089</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深高速</td><td><a href="https://valuefrontier.cn/company?scode=600548" target="_blank" class="text-sky-400 hover:underline">600548</a></td><td>深圳国资</td><td><div class="badge badge-info badge-outline">深圳国资</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">新宙邦</td><td><a href="https://valuefrontier.cn/company?scode=300037" target="_blank" class="text-sky-400 hover:underline">300037</a></td><td>电子氟化液龙头，产品覆盖半导体级和数据中心级，已批量交付英伟达DGX GB200等高端服务器冷却液。</td><td><div class="badge badge-primary badge-outline">半导体</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">可立克</td><td><a href="https://valuefrontier.cn/company?scode=002782" target="_blank" class="text-sky-400 hover:underline">002782</a></td><td>AI服务器电源，磁性元器件是供配电重要组件。</td><td><div class="badge badge-primary badge-outline">半导体</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">大族激光</td><td><a href="https://valuefrontier.cn/company?scode=002008" target="_blank" class="text-sky-400 hover:underline">002008</a></td><td>AI PCB，控股子公司大族数控为全球PCB专用设备龙头。</td><td><div class="badge badge-primary badge-outline">半导体</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">佰维存储</td><td><a href="https://valuefrontier.cn/company?scode=688525" target="_blank" class="text-sky-400 hover:underline">688525</a></td><td>存储芯片设备，自主开发一系列存储芯片测试设备，产品在国内存储厂商中市场份额位居前列。</td><td><div class="badge badge-primary badge-outline">半导体</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">德方纳米</td><td><a href="https://valuefrontier.cn/company?scode=300769" target="_blank" class="text-sky-400 hover:underline">300769</a></td><td>从事锂离子电池核心材料的研产销，应用于新能源汽车动力电池和储能电池领域。</td><td><div class="badge badge-secondary badge-outline">新能源</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">雄韬股份</td><td><a href="https://valuefrontier.cn/company?scode=002733" target="_blank" class="text-sky-400 hover:underline">002733</a></td><td>参股44%的武汉理工氢电是全国最大膜电极生产企业，市占率超50%。</td><td><div class="badge badge-secondary badge-outline">新能源</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">飞亚达</td><td>000026</td><td>拟收购长空齿轮，其主要产品为精密齿轮、精密减速器，下游应用包括机器人等高端装备领域。</td><td><div class="badge badge-accent badge-outline">机器人</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">沃特股份</td><td><a href="https://valuefrontier.cn/company?scode=002886" target="_blank" class="text-sky-400 hover:underline">002886</a></td><td>国内少数具备PEEK材料自主研发和生产能力的企业之一，可用于机器人。</td><td><div class="badge badge-accent badge-outline">机器人</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深康佳A</td><td>000016</td><td>公司生产的Micro LED产品可应用于小尺寸穿戴设备和AR领域。</td><td><div class="badge badge-warning badge-outline">消费电子</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深纺织A</td><td>000045</td><td>控股股东为深圳投资控股公司，实控人深圳市国资委。生产的偏光片主要应用于TV、NB等。</td><td><div class="badge" style="background-color: #f87171; border-color: #f87171; color: white;">车联网/无人驾驶</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深城交</td><td><a href="https://valuefrontier.cn/company?scode=301091" target="_blank" class="text-sky-400 hover:underline">301091</a></td><td>深圳本土重要的交通决策科研机构暨车联网先导区建设的牵头者。</td><td><div class="badge" style="background-color: #f87171; border-color: #f87171; color: white;">车联网/无人驾驶</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">深物业A</td><td><a href="https://valuefrontier.cn/company?scode=000011" target="_blank" class="text-sky-400 hover:underline">000011</a></td><td>公司实控人深圳市国资委，深耕房地产和物业管理等多年。</td><td><div class="badge badge-error badge-outline">房地产</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">特发服务</td><td><a href="https://valuefrontier.cn/company?scode=300917" target="_blank" class="text-sky-400 hover:underline">300917</a></td><td>主营物业管理，实控人为深圳市国资委。</td><td><div class="badge badge-error badge-outline">房地产</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">翰宇药业</td><td><a href="https://valuefrontier.cn/company?scode=300199" target="_blank" class="text-sky-400 hover:underline">300199</a></td><td>2.19亿商业批GLP-1多肽原料药已成功销往美国。</td><td><div class="badge badge-success badge-outline">医药</div></td></tr>
|
||
<tr class="hover:bg-gray-800/50 transition-colors duration-200"><td class="font-semibold text-white">财富趋势</td><td><a href="https://valuefrontier.cn/company?scode=688318" target="_blank" class="text-sky-400 hover:underline">688318</a></td><td>国内证券行情交易系统软件和证券信息服务的重要供应商。</td><td><div class="badge badge-neutral badge-outline">金融</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
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|
||
</section>
|
||
|
||
</main>
|
||
|
||
<footer class="text-center p-6 text-xs text-gray-500">
|
||
<p>北京价值前沿科技有限公司 © 2024</p>
|
||
<p class="mt-1">本报告为AI合成数据，不构成任何投资建议，投资需谨慎。</p>
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itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(58, 110, 253, 0.8)' },
|
||
{ offset: 1, color: 'rgba(139, 92, 246, 0.5)' }
|
||
]),
|
||
borderRadius: [5, 5, 0, 0]
|
||
},
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(58, 110, 253, 1)' },
|
||
{ offset: 1, color: 'rgba(139, 92, 246, 0.8)' }
|
||
])
|
||
}
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
|
||
// Alpine.js Intersection Observer for fade-in animations
|
||
const sections = document.querySelectorAll('.fade-in-up');
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('is-visible');
|
||
observer.unobserve(entry.target);
|
||
}
|
||
});
|
||
}, {
|
||
threshold: 0.1
|
||
});
|
||
|
||
sections.forEach(section => {
|
||
observer.observe(section);
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |