479 lines
32 KiB
HTML
479 lines
32 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>银发经济行业洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
|
||
min-height: 100vh;
|
||
}
|
||
.timeline-item::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0;
|
||
height: 100%;
|
||
width: 2px;
|
||
background: linear-gradient(to bottom, #3b82f6, #8b5cf6);
|
||
}
|
||
.timeline-dot {
|
||
position: absolute;
|
||
left: -5px;
|
||
top: 8px;
|
||
width: 12px;
|
||
height: 12px;
|
||
border-radius: 50%;
|
||
background: #3b82f6;
|
||
border: 2px solid white;
|
||
box-shadow: 0 0 0 3px rgba(59, 130, 246, 0.2);
|
||
}
|
||
.card-hover {
|
||
transition: all 0.3s ease;
|
||
}
|
||
.card-hover:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
|
||
}
|
||
.gradient-text {
|
||
background: linear-gradient(135deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
.industry-tag {
|
||
display: inline-block;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 9999px;
|
||
font-size: 0.75rem;
|
||
font-weight: 500;
|
||
margin-right: 0.5rem;
|
||
margin-bottom: 0.5rem;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.timeline-item::before {
|
||
left: 15px;
|
||
}
|
||
.timeline-dot {
|
||
left: 10px;
|
||
}
|
||
.timeline-content {
|
||
margin-left: 2rem;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-50">
|
||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||
<!-- 页面标题 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">银发经济行业洞察报告</h1>
|
||
<p class="text-lg text-gray-600 max-w-3xl mx-auto">深入分析中国银发经济发展趋势、政策驱动与投资机会</p>
|
||
</div>
|
||
|
||
<!-- 概念事件 - 时间轴 -->
|
||
<div class="bg-white rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-history text-blue-500 mr-3"></i>概念事件时间轴
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div class="timeline-item relative pl-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-content">
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h3 class="font-semibold text-blue-700">2024年1月15日</h3>
|
||
<p class="text-gray-700 mt-1">国务院发布《关于发展银发经济增进老年人福祉的意见》，首次以政策文件形式定义银发经济为"向老年人提供产品或服务，以及为老龄阶段做准备的一系列经济活动"，明确其战略地位。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative pl-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-content">
|
||
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
|
||
<h3 class="font-semibold text-purple-700">2024年12月</h3>
|
||
<p class="text-gray-700 mt-1">中央经济工作会议将"银发经济"列为2025年扩大内需的三大重点（与首发经济、冰雪经济并列），地方政策密集跟进（安徽、浙江等17省明确布局产业园区）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative pl-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-content">
|
||
<div class="bg-indigo-50 rounded-lg p-4 border-l-4 border-indigo-500">
|
||
<h3 class="font-semibold text-indigo-700">2025年3月</h3>
|
||
<p class="text-gray-700 mt-1">广东省出台实施方案，提出2027年建成6500家老年用品规上企业、布局2个国家级银发经济园区，标志政策从顶层设计进入落地阶段。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative pl-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-content">
|
||
<div class="bg-teal-50 rounded-lg p-4 border-l-4 border-teal-500">
|
||
<h3 class="font-semibold text-teal-700">2025年7月</h3>
|
||
<p class="text-gray-700 mt-1">上海发布《养老金融服务方案》，首次将银发经济纳入信贷与直接融资支持体系，解决行业"轻资产、融资难"痛点。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="bg-gradient-to-r from-blue-600 to-purple-600 rounded-2xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
|
||
</h2>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-5">
|
||
<p class="text-lg leading-relaxed">
|
||
银发经济已从<strong class="text-yellow-300">政策主题炒作</strong>进入<strong class="text-yellow-300">基本面驱动初期</strong>：2024年政策定调后，2025年成为产业落地元年，<strong class="text-yellow-300">2035年市场规模30万亿（占GDP 10%）</strong>的远景目标具备数据支撑（当前7万亿）。核心驱动力是<strong class="text-yellow-300">1962-1975年婴儿潮人群退休</strong>（年均新增2000万高消费力老人），叠加<strong class="text-yellow-300">支付端改革</strong>（长护险全国推广、个人养老金税优），但需警惕<strong class="text-yellow-300">供给端标准化不足</strong>与<strong class="text-yellow-300">区域支付能力分化</strong>的风险。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||
<!-- 核心驱动力 -->
|
||
<div class="bg-white rounded-2xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-rocket text-green-500 mr-3"></i>核心驱动力
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-green-700 mb-2">人口结构拐点</h3>
|
||
<p class="text-gray-700 text-sm">2023年60岁以上人口占比<strong>21.1%</strong>（2.97亿人），<strong>2035年将达30%</strong>（4.2亿人），其中<strong>1962-1975年出生队列</strong>（当前47-60岁）掌握<strong>288万元户均资产</strong>（2019年数据），消费力远超传统"节俭老人"刻板印象。</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-blue-700 mb-2">政策杠杆效应</h3>
|
||
<p class="text-gray-700 text-sm">2024年国务院文件明确<strong>"事业+产业"双轮驱动</strong>——事业端（助餐、照护）由政府兜底，产业端（智慧养老、适老用品）通过<strong>税收减免、专项贷款</strong>（如上海方案提出信贷投放倾斜）市场化扩张。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-purple-700 mb-2">技术降本</h3>
|
||
<p class="text-gray-700 text-sm">智慧养老设备成本下降（如跌倒监测传感器价格从2020年500元降至2024年80元），推动<strong>居家场景渗透率</strong>从2022年3%提升至2024年<strong>7.3%</strong>（工信部数据）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 市场热度与预期差 -->
|
||
<div class="bg-white rounded-2xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-chart-line text-orange-500 mr-3"></i>市场热度与预期差
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="bg-orange-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-orange-700 mb-2">研报密度</h3>
|
||
<p class="text-gray-700 text-sm">2024年Q4以来，<strong>国信、国联、平安等8家券商</strong>发布银发经济深度报告，创2021年以来新高。</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-yellow-700 mb-2">情绪分化</h3>
|
||
<p class="text-gray-700 text-sm">路演中机构对<strong>"重资产养老地产"</strong>普遍谨慎（日本经验显示盈利困难），但对<strong>"轻资产服务+科技"</strong>一致乐观（如智慧养老平台<strong>"一键到家"</strong>2024年获1600万元天使轮融资）。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-700 mb-2">预期差分析</h3>
|
||
<p class="text-gray-700 text-sm">市场忽略政策重心从"机构养老"转向<strong>"居家适老化改造"</strong>（2025年目标改造1000万户，直接市场规模<strong>3万亿</strong>），但当前<strong>供给端仅2000种产品</strong>（日本4万种），<strong>标准化缺口</strong>巨大。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="bg-white rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-road text-indigo-500 mr-3"></i>关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<!-- 近期催化剂 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-indigo-600 mb-4">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-indigo-50 rounded-lg p-4 border-l-4 border-indigo-500">
|
||
<h4 class="font-semibold text-indigo-700">长护险全国推广</h4>
|
||
<p class="text-gray-700 text-sm mt-1">2025年Q2预计出台试点扩容方案，<strong>失能老人月均支付标准或从1500元提至2500元</strong>（接近日本介护保险水平），直接利好<strong>康复器械</strong>（鱼跃医疗）、<strong>护理服务</strong>（福寿康）。</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h4 class="font-semibold text-blue-700">适老化改造补贴落地</h4>
|
||
<p class="text-gray-700 text-sm mt-1">住建部2025年预算草案拟安排<strong>500亿元专项资金</strong>，优先支持<strong>加装电梯、智能监测设备</strong>，<strong>康力源</strong>（康复工具）、<strong>匠心家居</strong>（适老家具）订单或爆发。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
|
||
<h4 class="font-semibold text-purple-700">银发经济产业园招标</h4>
|
||
<p class="text-gray-700 text-sm mt-1">广东、江苏等地启动园区建设招标，<strong>昆药集团</strong>（华润赋能的三七产业链）、<strong>华润三九</strong>（OTC渠道）有望获得<strong>土地+税收优惠</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 长期路径 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-purple-600 mb-4">长期路径（2025-2035）</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
|
||
<h4 class="font-semibold text-purple-700">2025-2027年：政策驱动期</h4>
|
||
<p class="text-gray-700 text-sm mt-1"><strong>"普惠型服务"</strong>（助餐、居家照护）标准化，<strong>"9073"格局中社区养老占比或从7%提至15%</strong>（参考日本介护保险推动社区服务占比从2006年7.1%升至2024年17.2%）。</p>
|
||
</div>
|
||
|
||
<div class="bg-indigo-50 rounded-lg p-4 border-l-4 border-indigo-500">
|
||
<h4 class="font-semibold text-indigo-700">2028-2032年：需求爆发期</h4>
|
||
<p class="text-gray-700 text-sm mt-1"><strong>"60后"退休高峰</strong>（年均新增2500万人）带动<strong>高端消费</strong>（抗衰老、旅居养老），<strong>市场规模突破15万亿</strong>。</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h4 class="font-semibold text-blue-700">2033-2035年：产业成熟期</h4>
|
||
<p class="text-gray-700 text-sm mt-1"><strong>智慧养老渗透率超30%</strong>（当前7.3%），<strong>头部企业市占率集中</strong>（参考日本尤尼佳宠物食品占老年消费20%份额）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="bg-white rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-teal-500 mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-teal-600 mb-3">产业链图谱</h3>
|
||
<div class="flex flex-wrap items-center justify-center gap-4 bg-teal-50 rounded-xl p-4">
|
||
<div class="bg-white rounded-lg px-4 py-2 shadow-sm border border-teal-200">
|
||
<span class="font-medium text-teal-700">上游：适老用品</span>
|
||
<div class="text-xs text-gray-600 mt-1">康复器械、保健品</div>
|
||
</div>
|
||
<i class="fas fa-arrow-right text-teal-400"></i>
|
||
<div class="bg-white rounded-lg px-4 py-2 shadow-sm border border-teal-200">
|
||
<span class="font-medium text-teal-700">中游：智慧养老平台</span>
|
||
<div class="text-xs text-gray-600 mt-1">数据整合</div>
|
||
</div>
|
||
<i class="fas fa-arrow-right text-teal-400"></i>
|
||
<div class="bg-white rounded-lg px-4 py-2 shadow-sm border border-teal-200">
|
||
<span class="font-medium text-teal-700">下游：服务交付</span>
|
||
<div class="text-xs text-gray-600 mt-1">居家照护、旅居养老</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-teal-600 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">业务定位</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">验证数据</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">昆药集团</td>
|
||
<td class="py-3 px-4 text-gray-700">三七产业链龙头</td>
|
||
<td class="py-3 px-4 text-gray-700">华润入主后渠道协同（三九商道）</td>
|
||
<td class="py-3 px-4 text-gray-700">血塞通集采降价压力</td>
|
||
<td class="py-3 px-4 text-gray-700">2024年血塞通软胶囊市占率<strong>3.6%</strong>（+1.2pct YoY）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">鱼跃医疗</td>
|
||
<td class="py-3 px-4 text-gray-700">康复器械全品类</td>
|
||
<td class="py-3 px-4 text-gray-700">家用医疗市占率<strong>25%</strong>（血糖仪等）</td>
|
||
<td class="py-3 px-4 text-gray-700">集采挤压毛利率（2023年-3pct）</td>
|
||
<td class="py-3 px-4 text-gray-700">2024年Q1线上老年用户占比<strong>38%</strong>（+8pct）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">保利物业</td>
|
||
<td class="py-3 px-4 text-gray-700">居家养老服务商</td>
|
||
<td class="py-3 px-4 text-gray-700">央企背书+社区渗透（管理5亿㎡住宅）</td>
|
||
<td class="py-3 px-4 text-gray-700">服务标准化难度大</td>
|
||
<td class="py-3 px-4 text-gray-700">2024年养老收入<strong>5亿元</strong>（占总收入7%）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">可靠股份</td>
|
||
<td class="py-3 px-4 text-gray-700">成人失禁用品</td>
|
||
<td class="py-3 px-4 text-gray-700">渗透率仅<strong>5%</strong>（日本80%），空间巨大</td>
|
||
<td class="py-3 px-4 text-gray-700">品牌教育成本高</td>
|
||
<td class="py-3 px-4 text-gray-700">2024年京东老年用户复购率<strong>60%</strong></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead class="bg-red-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-red-700 uppercase tracking-wider">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-red-700 uppercase tracking-wider">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-red-700 uppercase tracking-wider">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">技术风险</td>
|
||
<td class="py-3 px-4 text-gray-700">智慧养老设备<strong>适老化不足</strong>（如智能手表操作复杂，60岁以上用户弃用率<strong>35%</strong>）</td>
|
||
<td class="py-3 px-4 text-gray-700">工信部2024年调研报告</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">商业化风险</td>
|
||
<td class="py-3 px-4 text-gray-700"><strong>支付能力分化</strong>：农村老人月均养老金<strong>仅186元</strong>（2023年），难以覆盖<strong>5000元/月</strong>的护理服务</td>
|
||
<td class="py-3 px-4 text-gray-700">国家统计局</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">政策风险</td>
|
||
<td class="py-3 px-4 text-gray-700">长护险试点城市<strong>49个</strong>未全国推广，<strong>支付标准不统一</strong>（上海2500元 vs 吉林800元）</td>
|
||
<td class="py-3 px-4 text-gray-700">医保局2024年通报</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">信息矛盾</td>
|
||
<td class="py-3 px-4 text-gray-700">新闻称"银发经济规模30万亿"，但<strong>2024年实际GDP占比仅6%</strong>（7万亿），需警惕<strong>线性外推过度乐观</strong></td>
|
||
<td class="py-3 px-4 text-gray-700">国务院发展研究中心测算</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-green-500 to-teal-500 rounded-2xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-check-circle mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-5 mb-6">
|
||
<p class="text-lg leading-relaxed mb-4">
|
||
银发经济处于<strong class="text-yellow-300">"政策红利→需求验证"过渡期</strong>，<strong class="text-yellow-300">2025-2027年</strong>是布局窗口期，<strong class="text-yellow-300">轻资产服务+科技</strong>优于重资产模式。
|
||
</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4">高价值细分方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">1. 居家适老化改造</h4>
|
||
<p class="text-sm">政策补贴+低渗透率（当前<strong>3%</strong>），<strong>康力源</strong>（康复工具）、<strong>匠心家居</strong>（适老家具）直接受益。</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">2. 成人失禁用品</h4>
|
||
<p class="text-sm"><strong>可靠股份</strong>市占率<strong>15%</strong>（行业第一），但渗透率仅<strong>5%</strong>（日本80%），<strong>老龄化+电商渠道下沉</strong>驱动量价齐升。</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">3. 智慧养老平台</h4>
|
||
<p class="text-sm"><strong>"一键到家"</strong>等初创企业已验证模式（2024年签约8000用户），关注<strong>政策数据接口开放</strong>带来的流量红利。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold mb-4">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">政策端</h4>
|
||
<p class="text-sm">2025年Q2长护险试点扩容名单、适老化改造补贴发放进度。</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">需求端</h4>
|
||
<p class="text-sm">京东/抖音<strong>51岁以上用户GMV增速</strong>（2024年Q1为<strong>+150%</strong>）。</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">供给端</h4>
|
||
<p class="text-sm"><strong>昆药集团</strong>血塞通口服剂院外渠道覆盖率（当前<strong>12%</strong>，目标2027年<strong>30%</strong>）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="bg-white rounded-2xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-500 mr-3"></i>银发经济关联股票
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead class="bg-blue-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-blue-700 uppercase tracking-wider">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-blue-700 uppercase tracking-wider">所属行业</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-blue-700 uppercase tracking-wider">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200" id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 处理股票数据并填充表格
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const stockData = [{'银发经济(241216)': {'B1AC33F5-2FC3-4B21-82E9-C23F1E931189.jpg': [{'stock': '悦心健康', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '交大昂立', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '中关村', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '双箭股份', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '澳洋健康', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '启迪药业', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '方盛制药', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '益民集团', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '湖南发展', '行业': '养老院', 'reason': '图片中归类在养老院标签下'}, {'stock': '延华智能', '行业': '养老平台', 'reason': '图片中归类在养老平台标签下'}, {'stock': '亚华电子', '行业': '养老平台', 'reason': '图片中归类在养老平台标签下'}, {'stock': '信隆健康', '行业': '护理设备', 'reason': '图片中归类在护理设备标签下'}, {'stock': '豪悦护理', '行业': '护理设备', 'reason': '图片中归类在护理设备标签下'}, {'stock': '中源家居', '行业': '护理设备', 'reason': '图片中归类在护理设备标签下'}, {'stock': '匠心家居', '行业': '护理设备', 'reason': '图片中归类在护理设备标签下'}, {'stock': '豪江智能', '行业': '护理设备', 'reason': '图片中归类在护理设备标签下'}, {'stock': '康力源', '行业': '护理设备', 'reason': '图片中归类在护理设备标签下'}, {'stock': '融捷健康', '行业': '护理设备', 'reason': '图片中归类在护理设备标签下'}, {'stock': '凤凰股份', '行业': '养老地产', 'reason': '图片中归类在养老地产标签下'}, {'stock': '新华锦', '行业': '养老地产', 'reason': '图片中归类在养老地产标签下'}, {'stock': '天茂集团', '行业': '养老地产', 'reason': '图片中归类在养老地产标签下'}, {'stock': '鱼跃医疗', '行业': '医疗器械', 'reason': '图片中归类在医疗器械标签下'}, {'stock': '九安医疗', '行业': '医疗器械', 'reason': '图片中归类在医疗器械标签下'}, {'stock': '稳健医疗', '行业': '医疗器械', 'reason': '图片中归类在医疗器械标签下'}, {'stock': '可孚医疗', '行业': '医疗器械', 'reason': '图片中归类在医疗器械标签下'}, {'stock': '唯科科技', '行业': '医疗器械', 'reason': '图片中归类在医疗器械标签下'}, {'stock': '可孚医疗', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '海南椰岛', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '漫步者', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '明德生物', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '康芝药业', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '科大讯飞', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '天键股份', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '朝阳科技', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '瀛通通讯', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '亿联网络', '行业': '助听器', 'reason': '图片中归类在助听器标签下'}, {'stock': '信隆健康', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '奥佳华', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '融捷健康', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '诚益通', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '匠心家居', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '康力源', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '豪江智能', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '捷昌驱动', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '中源家居', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '伟思医疗', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '翔宇医疗', '行业': '康复工具', 'reason': '图片中归类在康复工具标签下'}, {'stock': '乐心医疗', '行业': '智能手表', 'reason': '图片中归类在智能手表标签下'}, {'stock': '九安医疗', '行业': '智能手表', 'reason': '图片中归类在智能手表标签下'}, {'stock': '汤臣倍健', '行业': '保健品', 'reason': '图片中归类在保健品标签下'}, {'stock': '东阿阿胶', '行业': '保健品', 'reason': '图片中归类在保健品标签下'}, {'stock': '仙乐健康', '行业': '保健品', 'reason': '图片中归类在保健品标签下'}, {'stock': '百合股份', '行业': '保健品', 'reason': '图片中归类在保健品标签下'}, {'stock': '交大昂立', '行业': '保健品', 'reason': '图片中归类在保健品标签下'}, {'stock': '同仁堂', '行业': '保健品', 'reason': '图片中归类在保健品标签下'}, {'stock': '新诺威', '行业': '保健品', 'reason': '图片中归类在保健品标签下'}, {'stock': '新光药业', '行业': '保健品', 'reason': '图片中归类在保健品标签下'}]}}];
|
||
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
|
||
// 获取股票数据
|
||
const stocks = stockData[0]['银发经济(241216)']['B1AC33F5-2FC3-4B21-82E9-C23F1E931189.jpg'];
|
||
|
||
// 行业颜色映射
|
||
const industryColors = {
|
||
'养老院': 'bg-blue-100 text-blue-800',
|
||
'养老平台': 'bg-purple-100 text-purple-800',
|
||
'护理设备': 'bg-green-100 text-green-800',
|
||
'养老地产': 'bg-yellow-100 text-yellow-800',
|
||
'医疗器械': 'bg-red-100 text-red-800',
|
||
'助听器': 'bg-indigo-100 text-indigo-800',
|
||
'康复工具': 'bg-pink-100 text-pink-800',
|
||
'智能手表': 'bg-teal-100 text-teal-800',
|
||
'保健品': 'bg-orange-100 text-orange-800'
|
||
};
|
||
|
||
// 填充表格数据
|
||
stocks.forEach((stock, index) => {
|
||
const row = document.createElement('tr');
|
||
if (index % 2 === 0) {
|
||
row.classList.add('bg-gray-50');
|
||
}
|
||
|
||
const industryClass = industryColors[stock['行业']] || 'bg-gray-100 text-gray-800';
|
||
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 font-medium text-gray-900">${stock['stock']}</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-tag ${industryClass}">${stock['行业']}</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">${stock['reason']}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |