467 lines
35 KiB
HTML
467 lines
35 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>次新股 - 概念深度投研报告</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@keyframes subtle-glow {
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0%, 100% {
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box-shadow: 0 0 15px 2px rgba(0, 190, 255, 0.2), 0 0 25px 5px rgba(255, 45, 225, 0.1);
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}
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@keyframes float {
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0% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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100% { transform: translateY(0px); }
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}
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body {
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background-color: #000010;
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background-image:
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radial-gradient(ellipse 20% 40% at 20% 25%, rgba(100, 100, 255, 0.1), transparent),
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background-size: cover;
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color: #E0E0E0;
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(100, 100, 255, 0.2);
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border-radius: 1.5rem; /* 24px */
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transition: all 0.3s ease;
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.glass-card:hover {
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animation: subtle-glow 3s infinite alternate;
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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.fui-title {
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.fui-subtitle {
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.inactive-tab {
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background-color: transparent;
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border-bottom: 2px solid transparent;
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</style>
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</head>
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<body class="font-sans antialiased text-gray-200">
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12 animate-[float_8s_ease-in-out_infinite]">
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<h1 class="text-4xl md:text-6xl font-bold fui-title tracking-widest">
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次新股 (Sub-New Stock)
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</h1>
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<h2 class="text-lg md:text-2xl fui-subtitle mt-2">概念深度投研报告</h2>
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<p class="mt-4 text-xs text-slate-400 max-w-2xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main class="space-y-6">
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<!-- Core Insight Section -->
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<section class="bento-grid">
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-8">
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<h3 class="text-2xl font-semibold mb-4 fui-title">核心观点摘要</h3>
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<p class="text-slate-300 leading-relaxed">
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次新股概念本质上是A股市场中一个<strong class="text-cyan-300">双重属性</strong>的结构性机会集合：它既是短线资金利用<strong class="text-pink-300">信息不对称</strong>和<strong class="text-pink-300">筹码结构优势</strong>进行高频博弈的投机场所（近端次新），也是长线投资者在企业生命周期早期，挖掘未来行业巨擘的<strong class="text-green-300">“狩猎场”</strong>（远端次新）。其核心驱动力源于<strong class="text-cyan-300">新股供给稀缺性、高成长预期以及与时代前沿产业的高度绑定</strong>，当前正从无序炒作向策略化、基本面驱动的价值发现阶段演进。
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</p>
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</div>
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<div class="glass-card p-6 col-span-12 lg:col-span-4 flex flex-col justify-center">
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<h3 class="text-xl font-semibold mb-3 fui-title">关键催化剂 (3-6个月)</h3>
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<ul class="space-y-2 list-disc list-inside text-slate-300">
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<li><span class="font-semibold text-cyan-400">IPO政策：</span>持续收紧或阶段性放松。</li>
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<li><span class="font-semibold text-cyan-400">宏观指标：</span>M2-M1增速差高位回落信号。</li>
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<li><span class="font-semibold text-cyan-400">产业突破：</span>AI、新材料等领域技术突破。</li>
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<li><span class="font-semibold text-cyan-400">业绩验证：</span>远端次新股财报季业绩拐点。</li>
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</ul>
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</div>
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</section>
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<section class="bento-grid">
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<div class="glass-card p-6 md:p-8 col-span-12">
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<h3 class="text-2xl font-semibold mb-4 fui-title">核心逻辑与市场认知分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 text-slate-300">
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<div>
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<h4 class="text-lg font-semibold mb-2 fui-subtitle">核心驱动力</h4>
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<ul class="space-y-3 list-decimal list-inside">
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<li><strong>供给稀缺性与筹码优势 (交易层面):</strong> IPO节奏放缓，流通盘小，机构持股低，上方无套牢盘，价格弹性极高。新闻中<code class="bg-slate-700 px-2 py-1 rounded">N长联</code>1700%的涨幅是极致体现。</li>
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<li><strong>“时代红利”与产业映射 (基本面层面):</strong> 次新股是“时代感”最强的资产，集中反映前沿产业趋势（如科创板中42%为新一代信息技术），是宏大叙事的直接载体。</li>
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<li><strong>信息不对称与价值发现:</strong> 上市初期研究覆盖少，存在信息差。机构调研是有效超额因子（年化超额12% vs 全市场4%），深度研究价值巨大。</li>
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<li><strong>资本运作预期:</strong> 拥有超募资金的次新股，在减持限制下，有通过并购整合实现资源配置和股东退出的动机，带来外延式增长想象空间。</li>
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</ul>
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</div>
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<div>
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<h4 class="text-lg font-semibold mb-2 fui-subtitle">预期差分析 (关键)</h4>
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<ul class="space-y-3 list-disc list-inside">
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<li><strong>定义上的预期差:</strong> 市场普遍认知（上市不久、短期博弈）与机构策略（聚焦上市1-3年甚至更久的“远端次新”，挖掘估值消化后的业绩拐点）存在巨大鸿沟。市场的短期狂热可能恰好是机构等待的价值“播种期”。</li>
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<li><strong>基本面与股价的预期差:</strong> 短期暴涨多为“次新属性 + 热门概念”叠加，而非业绩直接兑现。市场的宏大叙事（如千亿市场规模）与公司当前实际经营之间存在显著差距。市场交易的是远期预期，忽略了近期波动。</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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<section class="bento-grid">
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<div class="glass-card p-6 col-span-12 lg:col-span-5">
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<h3 class="text-xl font-semibold mb-4 fui-title">次新股生命周期演化路径</h3>
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<p class="text-sm text-slate-400 mb-4">参考广发证券(2024-05-09)生命周期模型，仅约10%的次新股能成功穿越周期。</p>
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<ol class="relative border-l border-cyan-500/30">
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<li class="mb-10 ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-blue-900 rounded-full -left-3 ring-8 ring-blue-900/50">
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<svg class="w-3 h-3 text-cyan-300" fill="currentColor" viewBox="0 0 20 20"><path d="M20 4a2 2 0 0 0-2-2h-2V1a1 1 0 0 0-2 0v1h-3V1a1 1 0 0 0-2 0v1H6V1a1 1 0 0 0-2 0v1H2a2 2 0 0 0-2 2v2h20V4zM0 18a2 2 0 0 0 2 2h16a2 2 0 0 0 2-2V8H0v10z"></path></svg>
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</span>
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<h3 class="flex items-center mb-1 text-lg font-semibold text-white">IPO初始阶段 <span class="bg-cyan-100 text-cyan-800 text-sm font-medium mr-2 px-2.5 py-0.5 rounded ml-3">0-6个月</span></h3>
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<p class="mb-2 text-sm font-normal text-slate-400">情绪主导期，股价受市场情绪、炒作资金影响剧烈波动，破发率高 (2020年后超70%)。高风险博弈阶段。</p>
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</li>
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<li class="mb-10 ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-blue-900 rounded-full -left-3 ring-8 ring-blue-900/50">
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<svg class="w-3 h-3 text-cyan-300" fill="currentColor" viewBox="0 0 20 20"><path d="M10 12a2 2 0 1 0 0-4 2 2 0 0 0 0 4z"></path><path fill-rule="evenodd" d="M.458 10C1.732 5.943 5.522 3 10 3s8.268 2.943 9.542 7c-1.274 4.057-5.022 7-9.542 7S1.732 14.057.458 10zM14 10a4 4 0 1 1-8 0 4 4 0 0 1 8 0z" clip-rule="evenodd"></path></svg>
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</span>
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<h3 class="mb-1 text-lg font-semibold text-white">震荡整理阶段 <span class="bg-pink-100 text-pink-800 text-sm font-medium mr-2 px-2.5 py-0.5 rounded ml-3">>6个月</span></h3>
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<p class="text-sm font-normal text-slate-400">价值沉淀与伪成长股出清期。市场关注度下降，股价经历漫长盘整，完成估值消化。研究和跟踪的黄金窗口期。</p>
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</li>
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<li class="ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-blue-900 rounded-full -left-3 ring-8 ring-blue-900/50">
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<svg class="w-3 h-3 text-cyan-300" fill="currentColor" viewBox="0 0 20 20"><path d="M10 18a8 8 0 1 0 0-16 8 8 0 0 0 0 16zm3.707-9.293a1 1 0 0 0-1.414-1.414L9 10.586 7.707 9.293a1 1 0 0 0-1.414 1.414l2 2a1 1 0 0 0 1.414 0l4-4z"></path></svg>
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</span>
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<h3 class="mb-1 text-lg font-semibold text-white">趋势验证阶段</h3>
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<p class="text-sm font-normal text-slate-400">基本面驱动期。优质公司凭借业绩增长、市占率提升等因素，股价突破整理平台，开启长期牛市，最终成长为行业龙头。</p>
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</li>
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</ol>
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</div>
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<div class="glass-card p-6 col-span-12 lg:col-span-7">
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<h3 class="text-xl font-semibold mb-4 fui-title">数据洞察与可视化</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 h-full">
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<div id="defChart" class="w-full h-64 md:h-full"></div>
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<div id="industryChart" class="w-full h-64 md:h-full"></div>
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</div>
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</div>
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</section>
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<section class="bento-grid">
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<div class="glass-card p-6 md:p-8 col-span-12">
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<h3 class="text-2xl font-semibold mb-4 fui-title">产业链图谱与核心公司深度剖析</h3>
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<p class="text-slate-400 mb-6 max-w-4xl">次新股本身不构成传统产业链，但可根据其上市板块和行业属性进行结构化划分，这代表了资本市场的资源导向和时代前沿的产业映射。</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="p-4 border border-slate-700 rounded-xl">
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<h4 class="text-lg font-semibold text-cyan-300 mb-2">上游：资本与政策</h4>
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<p class="text-sm">证监会 (IPO政策)、交易所 (上市规则)、券商 (保荐承销)。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-xl">
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<h4 class="text-lg font-semibold text-pink-300 mb-2">中游：次新股主体 (按板块)</h4>
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<ul class="text-sm space-y-1">
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<li><strong>科创板:</strong> 硬科技核心 (半导体, 信创)。</li>
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<li><strong>创业板:</strong> 成长型企业摇篮 (生物医药, 精密制造)。</li>
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<li><strong>北交所:</strong> 专精特新“小巨人” (市值小, 弹性高)。</li>
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<li><strong>主板:</strong> 成熟行业及国企改革 (体量大, 背景强)。</li>
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</ul>
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</div>
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<div class="p-4 border border-slate-700 rounded-xl">
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<h4 class="text-lg font-semibold text-green-300 mb-2">下游：投资与应用</h4>
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<p class="text-sm">公募基金、私募基金、游资、散户等各类投资者。</p>
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</div>
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</div>
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<h4 class="text-xl font-semibold mt-8 mb-4 fui-subtitle">核心玩家对比</h4>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="p-4 bg-slate-800/50 rounded-lg">
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<h5 class="font-bold text-white">硬科技龙头 (逻辑纯粹)</h5>
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<p class="text-sm mt-2"><strong class="text-cyan-400">达梦数据:</strong> 信创核心，技术与客户壁垒高，直接受益国产化。</p>
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<p class="text-sm mt-1"><strong class="text-cyan-400">汇成真空:</strong> “次新+光刻机”，切入最迫切赛道，想象空间巨大。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg">
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<h5 class="font-bold text-white">细分行业隐形冠军</h5>
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<p class="text-sm mt-2"><strong class="text-cyan-400">爱迪特:</strong> 齿科修复材料龙头，低估值高增速绩优股代表。</p>
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<p class="text-sm mt-1"><strong class="text-cyan-400">乔锋智能:</strong> 金属切削机床头部，受益国产化和设备更新双重需求。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg">
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<h5 class="font-bold text-white">高弹性博弈标的</h5>
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<p class="text-sm mt-2"><strong class="text-cyan-400">万达轴承:</strong> 北交所920第一股，辨识度高，股价弹性是市场情绪的“温度计”。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Supporting Data Tabs -->
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<section x-data="{ tab: 'news' }" class="glass-card p-6 md:p-8 col-span-12">
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<div class="border-b border-slate-700 mb-4">
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<nav class="-mb-px flex space-x-4" aria-label="Tabs">
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<button @click="tab = 'news'" :class="tab === 'news' ? 'active-tab' : 'inactive-tab'" class="whitespace-nowrap py-3 px-4 text-base font-medium rounded-t-lg transition-colors">
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市场动态 (新闻)
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</button>
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<button @click="tab = 'roadshows'" :class="tab === 'roadshows' ? 'active-tab' : 'inactive-tab'" class="whitespace-nowrap py-3 px-4 text-base font-medium rounded-t-lg transition-colors">
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机构视角 (路演)
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</button>
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<button @click="tab = 'reports'" :class="tab === 'reports' ? 'active-tab' : 'inactive-tab'" class="whitespace-nowrap py-3 px-4 text-base font-medium rounded-t-lg transition-colors">
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深度研报
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</button>
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</nav>
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</div>
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<div x-show="tab === 'news'" x-transition>
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<h3 class="text-xl font-semibold mb-4 fui-subtitle">市场整体表现与个股动态</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 text-sm">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-bold text-green-400 mb-2">强势与异动</h4>
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<ul class="space-y-2 list-disc list-inside">
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<li><strong>N长联:</strong> 上市后暴涨超1700%，后触发临停，体现极致弹性与风险。</li>
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<li><strong>C无线:</strong> 3个交易日累计上涨超900%，触发二次临停。</li>
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<li><strong>万达轴承:</strong> 北交所次新代表，8个交易日累计上涨2.5倍。</li>
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<li><strong>逆势活跃:</strong> “次新股逆势活跃”为高频词，在市场疲软时常成存量资金博弈战场。</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-bold text-red-400 mb-2">回调与风险</h4>
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<ul class="space-y-2 list-disc list-inside">
|
||
<li><strong>集体跳水:</strong> C无线、C合合、C长联等暴涨后均出现超44%的跌幅并触发临停。</li>
|
||
<li><strong>开盘领跌:</strong> 市场情绪转向时，次新股板块常开盘领跌，波动剧烈。</li>
|
||
<li><strong>中草香料:</strong> 上市次日30CM跌停，前一日换手率高达98%，警示炒作风险。</li>
|
||
<li><strong>高换手率:</strong> C南网数字换手率超50%，C国货航超48%，C华之杰达75%，筹码极度不稳定。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshows'" x-transition>
|
||
<h3 class="text-xl font-semibold mb-4 fui-subtitle">策略演化与机构观点</h3>
|
||
<ul class="space-y-4 text-sm">
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>中金公司 (量化策略):</strong> 将次新股定义为<strong class="text-cyan-300">上市1-3年</strong>，规避短期炒作。提出宏观择时框架（M2-M1增速差）和微观指标（IPO放缓）。其“次新股掘金”策略2023年收益达<strong class="text-green-400">+23.1%</strong>。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>浙商证券 (科创牛市策略):</strong> 提出<strong class="text-cyan-300">“远端次新”</strong>概念，聚焦<strong class="text-cyan-300">上市2.5-3.5年</strong>、估值消化充分、迎来业绩拐点的标的。认为A股每轮牛市的牛股多出自次新股。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>华创策略 (周期框架):</strong> 将次新股策略归为成长型策略，指出其在宏观周期的<strong class="text-green-400">“衰退期”</strong>和<strong class="text-green-400">“繁荣早期”</strong>均表现优异。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>国投证券 (并购视角):</strong> 提出拥有超募资金的次新股可能借并购实现资源整合与股东减持，具备外延式增长潜力。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div x-show="tab === 'reports'" x-transition>
|
||
<h3 class="text-xl font-semibold mb-4 fui-subtitle">研究报告核心洞察</h3>
|
||
<ul class="space-y-4 text-sm">
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>广发证券 ("广义次新成长股"):</strong> 定义为<strong class="text-cyan-300">上市6个月-3年</strong>，提出三大生命周期与四大形态。指出历史上仅约<strong class="text-yellow-400">10%</strong>的个股最大收益超500%。2020年后形成有效突破的个股多分布在<strong class="text-green-400">科技和高端制造业</strong>。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>开源证券 (IPO专题):</strong> 持续跟踪新股上市表现及注册情况。其重点跟踪组合包括<strong class="text-cyan-400">源杰科技、日联科技、富创精密</strong>等，逻辑多为“国产替代”和“行业龙头”。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>2024数绿融合新能源发展指数报告:</strong> 间接指出新能源领域次新股的沃土区域，如江苏、浙江、广东等在政策、产业、创新方面优势显著，为投资者提供了按图索骥的区域背景。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section class="bento-grid">
|
||
<div class="glass-card p-6 md:p-8 col-span-12">
|
||
<h3 class="text-2xl font-semibold mb-6 fui-title">相关股票列表</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>板块分类</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data injected via script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<section class="bento-grid">
|
||
<div class="glass-card p-6 md:p-8 col-span-12">
|
||
<h3 class="text-2xl font-semibold mb-6 fui-title">涨幅异动分析补充</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full" id="rise-analysis-table">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票</th>
|
||
<th>代码</th>
|
||
<th>涨幅</th>
|
||
<th>日期</th>
|
||
<th>原因分析摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data injected via script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
const stockData = {
|
||
"main": [
|
||
{ "stock": "中邮科技", "reason": "次新股概念", "其他标签": "央国企次新", "stock_code": "688648" },
|
||
{ "stock": "中远通", "reason": "次新股概念", "其他标签": "央国企次新", "stock_code": "301516" },
|
||
{ "stock": "中机认检", "reason": "次新股概念", "其他标签": "央国企次新", "stock_code": "301508" },
|
||
{ "stock": "国际复材", "reason": "次新股概念", "其他标签": "央国企次新", "stock_code": "301526" },
|
||
{ "stock": "宏盛华源", "reason": "次新股概念", "其他标签": "央国企次新", "stock_code": "601096" },
|
||
{ "stock": "永兴股份", "reason": "次新股概念", "其他标签": "央国企次新", "stock_code": "601033" },
|
||
{ "stock": "中信金属", "reason": "次新股概念", "其他标签": "央国企次新", "stock_code": "601061" },
|
||
{ "stock": "腾达科技", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "001379" },
|
||
{ "stock": "永达股份", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "001239" },
|
||
{ "stock": "上海汽配", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "603107" },
|
||
{ "stock": "金帝股份", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "603270" },
|
||
{ "stock": "中电港", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "001287" },
|
||
{ "stock": "百通能源", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "001376" },
|
||
{ "stock": "上海建科", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "603153" },
|
||
{ "stock": "安邦护卫", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "603373" },
|
||
{ "stock": "兴欣新材", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "001358" },
|
||
{ "stock": "锦江航运", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "601083" },
|
||
{ "stock": "德冠新材", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "001378" },
|
||
{ "stock": "天元智能", "reason": "次新股概念", "其他标签": "主板次新", "stock_code": "603273" },
|
||
{ "stock": "金凯生科", "reason": "次新股概念", "其他标签": "创业板次新", "stock_code": "301509" },
|
||
{ "stock": "贝隆精密", "reason": "次新股概念", "其他标签": "创业板次新", "stock_code": "301567" },
|
||
{ "stock": "达利凯普", "reason": "次新股概念", "其他标签": "创业板次新", "stock_code": "301566" },
|
||
{ "stock": "辰奕智能", "reason": "次新股概念", "其他标签": "创业板次新", "stock_code": "301578" },
|
||
{ "stock": "安培龙", "reason": "次新股概念", "其他标签": "创业板次新", "stock_code": "301413" },
|
||
{ "stock": "丰茂股份", "reason": "次新股概念", "其他标签": "创业板次新", "stock_code": "301459" },
|
||
{ "stock": "思泰克", "reason": "次新股概念", "其他标签": "创业板次新", "stock_code": "301568" },
|
||
{ "stock": "云星宇", "reason": "次新股概念", "其他标签": "北交所次新", "stock_code": "920806" },
|
||
{ "stock": "捷众科技", "reason": "次新股概念", "其他标签": "北交所次新", "stock_code": "920690" },
|
||
{ "stock": "莱赛激光", "reason": "次新股概念", "其他标签": "北交所次新", "stock_code": "920363" },
|
||
{ "stock": "许昌智能", "reason": "次新股概念", "其他标签": "北交所次新", "stock_code": "920496" },
|
||
{ "stock": "机科股份", "reason": "次新股概念", "其他标签": "北交所次新", "stock_code": "920579" },
|
||
{ "stock": "艾罗能源", "reason": "次新股概念", "其他标签": "科创板次新", "stock_code": "688717" },
|
||
{ "stock": "艾森股份", "reason": "次新股概念", "其他标签": "科创板次新", "stock_code": "688720" },
|
||
{ "stock": "京仪装备", "reason": "次新股概念", "其他标签": "科创板次新", "stock_code": "688652" },
|
||
{ "stock": "浩辰软件", "reason": "次新股概念", "其他标签": "科创板次新", "stock_code": "688657" },
|
||
{ "stock": "爱科赛博", "reason": "次新股概念", "其他标签": "科创板次新", "stock_code": "688719" },
|
||
],
|
||
"analysis": [
|
||
{ "stock": "中仑新材", "stock_code": "301565", "rise_rate": 20.01, "trade_date": "2025-06-26", "reason": "核心驱动为固态电池概念走强，叠加功能性薄膜材料在固态电池领域的潜在应用及次新股属性的资金追捧。" },
|
||
{ "stock": "建发致新", "stock_code": "301584", "rise_rate": 7.19, "trade_date": "2025-10-22", "reason": "由市场风格切换至次新股板块为导火索，以“建发系投资人形机器人”为故事核心，叠加国家鼓励“新质生产力”的宏观政策背景。" },
|
||
{ "stock": "C新恒汇", "stock_code": "301678", "rise_rate": 16.18, "trade_date": "2025-06-25", "reason": "多重因素共振：次新股属性引发炒作，半导体行业利好推动，稳定币概念叠加，机构资金介入。" },
|
||
{ "stock": "云汉芯城", "stock_code": "301563", "rise_rate": 13.84, "trade_date": "2025-10-23", "reason": "直接催化剂为次新股板块逆势活跃，深层驱动为市场对国产半导体/AI产业链乐观情绪的传导和映射。" },
|
||
{ "stock": "C禾元", "stock_code": "688765", "rise_rate": 24.28, "trade_date": "2025-10-29", "reason": "“硬核科技叙事(稻米造血)” + “政策窗口重启(科创板第五套)” + “次新股板块共振”多重驱动。" },
|
||
{ "stock": "C广东建科", "stock_code": "301632", "rise_rate": 28.2, "trade_date": "2025-08-13", "reason": "次新股特性、国企背景、台风灾后重建预期、市场炒作情绪及资金推动效应综合作用。" }
|
||
]
|
||
};
|
||
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// Populate main stock table
|
||
const mainTableBody = document.querySelector('.table tbody');
|
||
stockData.main.forEach(item => {
|
||
const row = `
|
||
<tr>
|
||
<td class="font-semibold">${item.stock}</td>
|
||
<td>${item.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="text-cyan-400 hover:text-cyan-200">${item.stock_code}</a>` : 'N/A'}</td>
|
||
<td>${item.reason}</td>
|
||
<td><span class="badge badge-outline ${item['其他标签'].includes('央国企') ? 'badge-primary' : item['其他标签'].includes('主板') ? 'badge-secondary' : item['其他标签'].includes('创业板') ? 'badge-accent' : 'badge-info'}">${item['其他标签']}</span></td>
|
||
</tr>`;
|
||
mainTableBody.innerHTML += row;
|
||
});
|
||
|
||
// Populate rise analysis table
|
||
const analysisTableBody = document.querySelector('#rise-analysis-table tbody');
|
||
stockData.analysis.forEach(item => {
|
||
const row = `
|
||
<tr class="hover">
|
||
<td class="font-semibold">${item.stock}</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="text-cyan-400 hover:text-cyan-200">${item.stock_code}</a></td>
|
||
<td><span class="font-bold ${item.rise_rate > 10 ? 'text-red-400' : 'text-green-400'}">${item.rise_rate.toFixed(2)}%</span></td>
|
||
<td>${item.trade_date}</td>
|
||
<td class="text-xs text-slate-400 max-w-md">${item.reason}</td>
|
||
</tr>`;
|
||
analysisTableBody.innerHTML += row;
|
||
});
|
||
|
||
// ECharts Initialization
|
||
const defChart = echarts.init(document.getElementById('defChart'));
|
||
const industryChart = echarts.init(document.getElementById('industryChart'));
|
||
|
||
const defOption = {
|
||
title: { text: '机构对“次新股”定义演化', textStyle: { color: '#E0F7FA', fontSize: 16 }, left: 'center'},
|
||
tooltip: { trigger: 'axis', axisPointer: { type: 'shadow' } },
|
||
backgroundColor: 'transparent',
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: { type: 'value', boundaryGap: [0, 0.01], axisLabel: { color: '#888' }, splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } } },
|
||
yAxis: { type: 'category', data: ['市场常规', '广发策略', '中金策略', '浙商策略'], axisLabel: { color: '#ccc' } },
|
||
series: [{
|
||
name: '上市时间(年)',
|
||
type: 'bar',
|
||
data: [1, 3, 3, 3.5],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: 'rgba(255, 45, 225, 0.4)' },
|
||
{ offset: 1, color: 'rgba(0, 190, 255, 0.8)' }
|
||
])
|
||
}
|
||
}]
|
||
};
|
||
|
||
const industryOption = {
|
||
title: { text: '成功突破次新股行业分布', textStyle: { color: '#E0F7FA', fontSize: 16 }, left: 'center' },
|
||
tooltip: { trigger: 'item', formatter: '{a} <br/>{b} : {c} ({d}%)' },
|
||
backgroundColor: 'transparent',
|
||
legend: { show: false },
|
||
series: [{
|
||
name: '行业分布',
|
||
type: 'pie',
|
||
radius: ['40%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: { borderRadius: 10, borderColor: 'rgba(15, 23, 42, 0.8)', borderWidth: 2 },
|
||
label: { show: true, color: '#ccc', formatter: '{b}\n{d}%' },
|
||
emphasis: { label: { show: true, fontSize: 16, fontWeight: 'bold' } },
|
||
labelLine: { show: true },
|
||
data: [
|
||
{ value: 1048, name: '电力设备' },
|
||
{ value: 735, name: '电子' },
|
||
{ value: 580, name: '机械设备' },
|
||
{ value: 484, name: '计算机' },
|
||
{ value: 300, name: '通信' }
|
||
]
|
||
}],
|
||
color: ['#00BEFF', '#FF2DE1', '#25D366', '#FFC300', '#DAF7A6']
|
||
};
|
||
|
||
defChart.setOption(defOption);
|
||
industryChart.setOption(industryOption);
|
||
|
||
window.addEventListener('resize', function() {
|
||
defChart.resize();
|
||
industryChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
|
||
</html> |