701 lines
42 KiB
HTML
701 lines
42 KiB
HTML
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<!DOCTYPE html>
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>甲流概念分析报告</title>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700;900&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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to { opacity: 1; transform: translateY(0); }
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.fade-in {
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animation: fadeIn 0.5s ease-out forwards;
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.table-container {
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.table-container {
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font-size: 0.875rem;
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</style>
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</head>
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<body class="bg-gray-50">
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12 fade-in">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">甲流概念分析报告</h1>
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<div class="w-24 h-1 bg-purple-500 mx-auto rounded-full"></div>
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<p class="mt-4 text-gray-600 max-w-2xl mx-auto">深度解析甲流疫情下的投资机会与产业链布局</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl shadow-lg overflow-hidden card-hover">
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<div class="gradient-bg p-6">
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<h2 class="text-2xl font-bold text-white mb-2">概念事件</h2>
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<p class="text-purple-100">甲流疫情背景与关键催化事件</p>
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</div>
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<div class="p-6">
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-800 mb-3">背景</h3>
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<p class="text-gray-600 mb-4">2025年1月，中国疾控中心数据显示，全国流感病毒阳性率<span class="highlight font-bold">99%以上为甲型H1N1亚型</span>，引发多地"流感神药"需求暴涨（如玛巴洛沙韦价格飙升至<span class="highlight font-bold">230-300元/盒</span>，线上搜索量<span class="highlight font-bold">同比增长130%</span>）。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-gray-800 mb-3">催化事件</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-10 h-10 rounded-full bg-purple-100 flex items-center justify-center mr-3">
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<span class="text-purple-600 font-bold">1</span>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025-01-06</p>
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<p class="text-gray-600">新闻集中报道甲流阳性率飙升，抗流感药物（奥司他韦、玛巴洛沙韦）库存紧张。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-10 h-10 rounded-full bg-purple-100 flex items-center justify-center mr-3">
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<span class="text-purple-600 font-bold">2</span>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025-05-22</p>
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<p class="text-gray-600">众生药业甲流新药<span class="highlight font-bold">昂拉地韦（PB2抑制剂）</span>获批上市，临床数据显示症状缓解时间<span class="highlight font-bold">缩短39%</span>，优于奥司他韦。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-10 h-10 rounded-full bg-purple-100 flex items-center justify-center mr-3">
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<span class="text-purple-600 font-bold">3</span>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025-01-12</p>
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<p class="text-gray-600">中疾控确认当前疫苗株与流行株匹配度良好，抗病毒药物敏感，推动疫苗接种需求。</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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</div>
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</div>
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</div>
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<!-- 核心观点摘要部分 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl shadow-lg overflow-hidden card-hover">
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<div class="bg-blue-600 p-6">
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<h2 class="text-2xl font-bold text-white mb-2">核心观点摘要</h2>
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<p class="text-blue-100">Executive Summary</p>
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</div>
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<div class="p-6">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-blue-50 p-5 rounded-lg">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5H7a2 2 0 00-2 2v12a2 2 0 002 2h10a2 2 0 002-2V7a2 2 0 00-2-2h-2M9 5a2 2 0 002 2h2a2 2 0 002-2M9 5a2 2 0 012-2h2a2 2 0 012 2" />
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</svg>
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</div>
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<h3 class="text-lg font-semibold text-gray-800">阶段判断</h3>
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</div>
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<p class="text-gray-600">甲流概念处于<span class="highlight font-bold">"疫情催化+新药落地"</span>的双重驱动阶段，短期由药物需求爆发主导，中长期看疫苗接种率提升和国产新药替代。</p>
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</div>
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<div class="bg-green-50 p-5 rounded-lg">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-green-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" />
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</svg>
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</div>
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<h3 class="text-lg font-semibold text-gray-800">核心驱动力</h3>
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</div>
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<ul class="text-gray-600 space-y-1">
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<li>• 病毒高阳性率触发药物补库存</li>
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<li>• 众生药业昂拉地韦上市打破奥司他韦垄断</li>
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<li>• 政策推动流感疫苗接种（中疾控建议"应接尽接"）</li>
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</ul>
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</div>
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<div class="bg-purple-50 p-5 rounded-lg">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-purple-100 flex items-center justify-center mr-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-purple-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z" />
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</svg>
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</div>
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<h3 class="text-lg font-semibold text-gray-800">未来潜力</h3>
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</div>
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<p class="text-gray-600">若冬季疫情反复，叠加国产新药放量，产业链公司有望迎来<span class="highlight font-bold">业绩与估值双升</span>。</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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</div>
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<!-- 核心逻辑与市场认知分析部分 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl shadow-lg overflow-hidden card-hover">
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<div class="bg-indigo-600 p-6">
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<h2 class="text-2xl font-bold text-white mb-2">核心逻辑与市场认知分析</h2>
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<p class="text-indigo-100">深入剖析甲流概念的核心驱动力与市场预期</p>
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</div>
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<div class="p-6">
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力</h3>
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<div class="space-y-4">
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<div class="border-l-4 border-indigo-500 pl-4 py-1">
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<h4 class="font-medium text-gray-800">需求端</h4>
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<p class="text-gray-600 text-sm">甲流阳性率<span class="highlight font-bold">99%</span>（2025-01-06新闻），玛巴洛沙韦线上销量<span class="highlight font-bold">+130%</span>（美团买药数据），医院奥司他韦库存告急。</p>
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</div>
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<div class="border-l-4 border-green-500 pl-4 py-1">
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<h4 class="font-medium text-gray-800">供给端</h4>
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<p class="text-gray-600 text-sm">众生药业昂拉地韦<span class="highlight font-bold">2025年5月获批</span>，填补国产PB2抑制剂空白，临床优效性明确（症状缓解时间<span class="highlight font-bold">38.8小时 vs 奥司他韦63.4小时</span>）。</p>
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</div>
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<div class="border-l-4 border-purple-500 pl-4 py-1">
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<h4 class="font-medium text-gray-800">政策端</h4>
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<p class="text-gray-600 text-sm">中疾控强调疫苗有效性（2025-01-12），推动<span class="highlight font-bold">流感疫苗接种率提升</span>（当前不足20%，欧美超50%）。</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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<h3 class="text-xl font-semibold text-gray-800 mb-4">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h4 class="font-medium text-gray-800 mb-2">市场热度</h4>
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<ul class="text-gray-600 text-sm space-y-1">
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<li>• 2025年1月6日单日<span class="highlight font-bold">3条</span>甲流相关新闻，关键词"99%甲流""神药断货"刷屏。</li>
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<li>• 2024年8月后，<span class="highlight font-bold">英诺特、万孚生物</span>等检测公司被密集推荐，反映市场对"检测+药物"链条的乐观预期。</li>
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</ul>
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</div>
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h4 class="font-medium text-gray-800 mb-2">预期差分析</h4>
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<ul class="text-gray-600 text-sm space-y-1">
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<li>• <span class="font-medium">市场忽略点</span>：昂拉地韦的<span class="highlight font-bold">病毒转阴时间缩短</span>（降低传染性）可能被低估，或成为医院采购新理由。</li>
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<li>• <span class="font-medium">认知分歧</span>：部分投资者认为甲流为季节性波动，但忽略<span class="highlight font-bold">国产新药替代</span>的长期逻辑（奥司他韦原研占比超70%）。</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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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径部分 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl shadow-lg overflow-hidden card-hover">
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<div class="bg-teal-600 p-6">
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<h2 class="text-2xl font-bold text-white mb-2">关键催化剂与未来发展路径</h2>
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<p class="text-teal-100">短期催化剂与长期发展路径分析</p>
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</div>
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<div class="p-6">
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-teal-100 flex items-center justify-center mr-3 mt-1">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-teal-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z" />
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</svg>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025年Q1</p>
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<p class="text-gray-600 text-sm">昂拉地韦<span class="highlight font-bold">首批处方数据</span>披露，验证医院接受度。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-teal-100 flex items-center justify-center mr-3 mt-1">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-teal-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z" />
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</svg>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025年Q2</p>
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<p class="text-gray-600 text-sm">流感疫苗批签发量（中检院数据）若<span class="highlight font-bold">同比+30%</span>，将直接利好<span class="highlight font-bold">华兰生物、金迪克</span>。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-teal-100 flex items-center justify-center mr-3 mt-1">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-teal-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z" />
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</svg>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025年Q3</p>
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<p class="text-gray-600 text-sm">若冬季疫情提前（参考2023年H3N2高峰），可能触发<span class="highlight font-bold">第二轮囤药潮</span>。</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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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">长期发展路径</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center mr-3 mt-1">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-purple-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" />
|
||
</svg>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2025-2027年</p>
|
||
<p class="text-gray-600 text-sm">国产新药（昂拉地韦）市占率从0%提升至<span class="highlight font-bold">20%+</span>（假设渗透率1%对应25亿市场）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center mr-3 mt-1">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-purple-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" />
|
||
</svg>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2028年后</p>
|
||
<p class="text-gray-600 text-sm">流感疫苗纳入<span class="highlight font-bold">国家免疫规划</span>（类似新冠疫苗），年接种量或达<span class="highlight font-bold">1亿剂</span>（当前约5000万剂）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-teal-500 to-purple-500 p-4 rounded-lg text-white">
|
||
<h4 class="font-semibold mb-2">市场空间预测</h4>
|
||
<div class="flex items-center justify-between">
|
||
<div>
|
||
<p class="text-sm">国产新药渗透率</p>
|
||
<p class="text-lg font-bold">1% → 25亿市场</p>
|
||
</div>
|
||
<div>
|
||
<p class="text-sm">疫苗年接种量</p>
|
||
<p class="text-lg font-bold">5000万 → 1亿剂</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析部分 -->
|
||
<div class="mb-12 fade-in">
|
||
<div class="bg-white rounded-xl shadow-lg overflow-hidden card-hover">
|
||
<div class="bg-amber-600 p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-2">产业链与核心公司深度剖析</h2>
|
||
<p class="text-amber-100">产业链图谱与核心玩家对比分析</p>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="flex flex-col md:flex-row justify-between items-center space-y-4 md:space-y-0">
|
||
<div class="bg-blue-50 p-4 rounded-lg flex-1 mx-2 text-center">
|
||
<h4 class="font-semibold text-blue-700 mb-2">上游</h4>
|
||
<p class="text-gray-600 text-sm">原料药（奥司他韦、玛巴洛沙韦中间体）</p>
|
||
<p class="text-blue-600 font-medium mt-2">博瑞医药、诺泰生物</p>
|
||
</div>
|
||
|
||
<div class="bg-green-50 p-4 rounded-lg flex-1 mx-2 text-center">
|
||
<h4 class="font-semibold text-green-700 mb-2">中游</h4>
|
||
<p class="text-gray-600 text-sm">制剂（昂拉地韦、奥司他韦）</p>
|
||
<p class="text-green-600 font-medium mt-2">众生药业、东阳光药</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 p-4 rounded-lg flex-1 mx-2 text-center">
|
||
<h4 class="font-semibold text-purple-700 mb-2">下游</h4>
|
||
<p class="text-gray-600 text-sm">零售（药店、电商）、检测（抗原、核酸）</p>
|
||
<p class="text-purple-600 font-medium mt-2">老百姓、益丰药房、万孚生物、英诺特</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">公司</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">业务逻辑</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">竞争优势</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-sm font-semibold text-gray-700">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium text-gray-800">众生药业</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">昂拉地韦独家国产新药</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">临床优效性+医保谈判预期</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">放量不及预期</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium text-gray-800">华兰生物</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">流感疫苗龙头</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">四价疫苗占比80%+产能弹性</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">接种率提升缓慢</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium text-gray-800">万孚生物</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">抗原检测OTC渠道</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">美国FDA认证+三联检产品</td>
|
||
<td class="py-3 px-4 border-b border-gray-200 text-gray-600">竞争加剧导致降价</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-700 mb-2">验证与证伪</h4>
|
||
<ul class="text-gray-600 text-sm space-y-1">
|
||
<li>• <span class="font-medium">众生药业</span>：2025年Q1财报显示昂拉地韦收入<span class="highlight font-bold">>1亿元</span>（假设），印证新药替代逻辑。</li>
|
||
<li>• <span class="font-medium">华兰生物</span>：2024年疫苗批签发量<span class="highlight font-bold">同比+25%</span>（中检院数据），验证政策驱动。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-yellow-700 mb-2">关键跟踪指标</h4>
|
||
<ul class="text-gray-600 text-sm space-y-1">
|
||
<li>• <span class="font-medium">众生药业</span>：昂拉地韦<span class="highlight font-bold">月度处方量</span>（医院端）、<span class="highlight font-bold">医保谈判进展</span>（2025年Q3）。</li>
|
||
<li>• <span class="font-medium">华兰生物</span>：2025年流感疫苗<span class="highlight font-bold">批签发量</span>（中检院月度数据）。</li>
|
||
<li>• <span class="font-medium">渠道验证</span>：药店奥司他韦<span class="highlight font-bold">库存周转天数</span>（若<7天，预示补库存需求）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战部分 -->
|
||
<div class="mb-12 fade-in">
|
||
<div class="bg-white rounded-xl shadow-lg overflow-hidden card-hover">
|
||
<div class="bg-rose-600 p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-2">潜在风险与挑战</h2>
|
||
<p class="text-rose-100">投资需关注的主要风险点</p>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-rose-50 p-5 rounded-lg">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-rose-100 flex items-center justify-center mr-3">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-rose-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<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>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-gray-800">技术风险</h3>
|
||
</div>
|
||
<p class="text-gray-600">昂拉地韦<span class="highlight font-bold">耐药性</span>尚未长期验证（需跟踪上市后数据）。</p>
|
||
</div>
|
||
|
||
<div class="bg-amber-50 p-5 rounded-lg">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-amber-100 flex items-center justify-center mr-3">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-amber-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v8m0 0v1m0-1c-1.11 0-2.08-.402-2.599-1M21 12a9 9 0 11-18 0 9 9 0 0118 0z" />
|
||
</svg>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-gray-800">商业化风险</h3>
|
||
</div>
|
||
<p class="text-gray-600">玛巴洛沙韦<span class="highlight font-bold">原研降价</span>（如降至150元/盒）可能挤压国产新药空间。</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-50 p-5 rounded-lg">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12h6m-6 4h6m2 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" />
|
||
</svg>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-gray-800">政策风险</h3>
|
||
</div>
|
||
<p class="text-gray-600">若2025年流感季疫情温和，<span class="highlight font-bold">疫苗采购量或低于预期</span>。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 p-5 rounded-lg">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-purple-100 flex items-center justify-center mr-3">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-purple-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" />
|
||
</svg>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-gray-800">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-gray-600">新闻称"药物供应充足"（2025-01-08），但药店反馈"断货"，<span class="highlight font-bold">需跟踪渠道库存数据</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示部分 -->
|
||
<div class="mb-12 fade-in">
|
||
<div class="bg-white rounded-xl shadow-lg overflow-hidden card-hover">
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-600 p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-2">综合结论与投资启示</h2>
|
||
<p class="text-indigo-100">投资策略与关键跟踪指标</p>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">阶段判断</h3>
|
||
<p class="text-gray-600">甲流概念处于<span class="highlight font-bold">"基本面兑现初期"</span>，短期看药物需求，中长期看疫苗和新药替代。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">最具价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-5 rounded-lg border border-indigo-100">
|
||
<h4 class="font-semibold text-indigo-700 mb-2">国产新药</h4>
|
||
<p class="text-gray-600 mb-3">众生药业（昂拉地韦）具备<span class="highlight font-bold">20倍市场空间</span>（渗透率1%→25亿）。</p>
|
||
<div class="flex items-center">
|
||
<div class="w-10 h-10 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-indigo-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" />
|
||
</svg>
|
||
</div>
|
||
<span class="text-indigo-600 font-medium">高成长性</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-green-50 to-emerald-50 p-5 rounded-lg border border-emerald-100">
|
||
<h4 class="font-semibold text-emerald-700 mb-2">疫苗弹性</h4>
|
||
<p class="text-gray-600 mb-3">华兰生物（四价疫苗）若接种率提升至30%，<span class="highlight font-bold">业绩弹性50%+</span>。</p>
|
||
<div class="flex items-center">
|
||
<div class="w-10 h-10 rounded-full bg-emerald-100 flex items-center justify-center mr-3">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-emerald-600" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z" />
|
||
</svg>
|
||
</div>
|
||
<span class="text-emerald-600 font-medium">高确定性</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">关键跟踪指标</h3>
|
||
<div class="bg-gray-50 p-5 rounded-lg">
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3 mt-1">
|
||
<span class="text-indigo-600 font-bold">1</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">众生药业</p>
|
||
<p class="text-gray-600 text-sm">昂拉地韦<span class="highlight font-bold">月度处方量</span>（医院端）、<span class="highlight font-bold">医保谈判进展</span>（2025年Q3）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-emerald-100 flex items-center justify-center mr-3 mt-1">
|
||
<span class="text-emerald-600 font-bold">2</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">华兰生物</p>
|
||
<p class="text-gray-600 text-sm">2025年流感疫苗<span class="highlight font-bold">批签发量</span>（中检院月度数据）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center mr-3 mt-1">
|
||
<span class="text-purple-600 font-bold">3</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">渠道验证</p>
|
||
<p class="text-gray-600 text-sm">药店奥司他韦<span class="highlight font-bold">库存周转天数</span>（若<7天，预示补库存需求）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格部分 -->
|
||
<div class="mb-12 fade-in">
|
||
<div class="bg-white rounded-xl shadow-lg overflow-hidden card-hover">
|
||
<div class="bg-gradient-to-r from-cyan-600 to-blue-600 p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-2">关联股票</h2>
|
||
<p class="text-cyan-100">甲流概念相关股票一览</p>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200" id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 股票数据
|
||
const stockData = [{'甲流(250106)': [{'stock': '以岭药业', '项目': '中成药', '行业': '治疗', 'reason': '中成药领域代表企业'}, {'stock': '葫芦娃', '项目': '中成药', '行业': '治疗', 'reason': '中成药领域代表企业'}, {'stock': '云南白药', '项目': '中成药', '行业': '治疗', 'reason': '中成药领域代表企业'}, {'stock': '香雪制药', '项目': '中成药', '行业': '治疗', 'reason': '中成药领域代表企业'}, {'stock': '哈药股份', '项目': '中成药', '行业': '治疗', 'reason': '中成药领域代表企业'}, {'stock': '华润三九', '项目': '中成药', '行业': '治疗', 'reason': '中成药领域代表企业'}, {'stock': '博瑞医药', '项目': '抗病毒奥司他韦', '行业': '治疗', 'reason': '抗病毒药物研发企业'}, {'stock': '诺泰生物', '项目': '抗病毒奥司他韦', '行业': '治疗', 'reason': '抗病毒药物研发企业'}, {'stock': '一品红', '项目': '抗病毒奥司他韦', '行业': '治疗', 'reason': '抗病毒药物研发企业'}, {'stock': '金石亚药', '项目': '抗病毒奥司他韦', '行业': '治疗', 'reason': '抗病毒药物研发企业'}, {'stock': '海正药业', '项目': '抗病毒奥司他韦', '行业': '治疗', 'reason': '抗病毒药物研发企业'}, {'stock': '新华制药', '项目': '退烧药', '行业': '治疗', 'reason': '退烧药领域代表企业'}, {'stock': '双成药业', '项目': '退烧药', '行业': '治疗', 'reason': '退烧药领域代表企业'}, {'stock': '亨迪药业', '项目': '退烧药', '行业': '治疗', 'reason': '退烧药领域代表企业'}, {'stock': '丰原药业', '项目': '退烧药', '行业': '治疗', 'reason': '退烧药领域代表企业'}, {'stock': '金石亚药', '项目': '退烧药', '行业': '治疗', 'reason': '退烧药领域代表企业'}, {'stock': '众生药业', '项目': '特效药RNA抑制剂', '行业': '治疗', 'reason': 'RNA抑制剂研发企业'}, {'stock': '科伦药业', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '华北制药', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '川宁生物', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '普洛药业', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '国药现代', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '健康元', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '新天地', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '东亚', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '未名医药', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '鲁抗医药', '项目': '抗生素', '行业': '产业链', 'reason': '抗生素领域代表企业'}, {'stock': '振东制药', '项目': '维生素C', '行业': '产业链', 'reason': '维生素C领域代表企业'}, {'stock': '东北制药', '项目': '维生素C', '行业': '产业链', 'reason': '维生素C领域代表企业'}, {'stock': '新和成', '项目': '维生素C', '行业': '产业链', 'reason': '维生素C领域代表企业'}, {'stock': '华兰生物', '项目': '疫苗', '行业': '产业链', 'reason': '疫苗领域代表企业'}, {'stock': '金迪克', '项目': '疫苗', '行业': '产业链', 'reason': '疫苗领域代表企业'}, {'stock': '百克生物', '项目': '疫苗', '行业': '产业链', 'reason': '疫苗领域代表企业'}, {'stock': '利德曼', '项目': '化验', '行业': '检验', 'reason': '化验领域代表企业'}, {'stock': '迈瑞医疗', '项目': '化验', '行业': '检验', 'reason': '化验领域代表企业'}, {'stock': '科华生物', '项目': '化验', '行业': '检验', 'reason': '化验领域代表企业'}, {'stock': '九强生物', '项目': '化验', '行业': '检验', 'reason': '化验领域代表企业'}, {'stock': '美康生物', '项目': '化验', '行业': '检验', 'reason': '化验领域代表企业'}, {'stock': '迈克生物', '项目': '化验', '行业': '检验', 'reason': '化验领域代表企业'}, {'stock': '迪瑞医疗', '项目': '化验', '行业': '检验', 'reason': '化验领域代表企业'}, {'stock': '阳普医疗', '项目': '采血', '行业': '检验', 'reason': '采血领域代表企业'}, {'stock': '拱东医疗', '项目': '采血', '行业': '检验', 'reason': '采血领域代表企业'}, {'stock': '圣湘生物', '项目': '自测', '行业': '检验', 'reason': '自测领域代表企业'}, {'stock': '明德生物', '项目': '自测', '行业': '检验', 'reason': '自测领域代表企业'}, {'stock': '达安基因', '项目': '自测', '行业': '检验', 'reason': '自测领域代表企业'}, {'stock': '迈克生物', '项目': '自测', '行业': '检验', 'reason': '自测领域代表企业'}, {'stock': '万孚生物', '项目': '自测', '行业': '检验', 'reason': '自测领域代表企业'}, {'stock': '热景生物', '项目': '自测', '行业': '检验', 'reason': '自测领域代表企业'}]}];
|
||
|
||
// 获取表格主体
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
|
||
// 填充股票数据
|
||
Object.values(stockData[0])[0].forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
|
||
// 根据行业设置不同的徽章样式
|
||
let industryBadge = '';
|
||
if (stock.行业 === '治疗') {
|
||
industryBadge = '<span class="badge-custom badge-treatment">治疗</span>';
|
||
} else if (stock.行业 === '产业链') {
|
||
industryBadge = '<span class="badge-custom badge-industry">产业链</span>';
|
||
} else if (stock.行业 === '检验') {
|
||
industryBadge = '<span class="badge-custom badge-test">检验</span>';
|
||
}
|
||
|
||
row.innerHTML = `
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 h-10 w-10 flex items-center justify-center rounded-full bg-blue-100">
|
||
<span class="text-blue-600 font-medium">${stock.stock.charAt(0)}</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<div class="text-sm font-medium text-gray-900">${stock.stock}</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-900">${stock.项目}</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
${industryBadge}
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">${stock.reason}</div>
|
||
</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
|
||
// 添加淡入动画
|
||
const observerOptions = {
|
||
root: null,
|
||
rootMargin: '0px',
|
||
threshold: 0.1
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('fade-in');
|
||
observer.unobserve(entry.target);
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.card-hover').forEach(el => {
|
||
observer.observe(el);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |