751 lines
35 KiB
HTML
751 lines
35 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>中国对外战略沟通 - 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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:root {
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--primary-color: #1e40af;
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--secondary-color: #f59e0b;
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--accent-color: #06b6d4;
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}
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body {
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font-family: 'Inter', sans-serif;
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background-color: #f8fafc;
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}
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.hero-gradient {
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background: linear-gradient(135deg, #1e40af 0%, #3b82f6 50%, #06b6d4 100%);
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}
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.card-shadow {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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background-color: var(--accent-color);
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border-radius: 50%;
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position: absolute;
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left: -8px;
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top: 5px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 20px;
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bottom: 0;
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width: 2px;
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background-color: #e5e7eb;
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}
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.hover-scale {
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transition: transform 0.3s ease;
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}
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.hover-scale:hover {
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transform: scale(1.02);
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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}
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.content-wrapper {
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position: relative;
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z-index: 1;
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.875rem;
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}
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="content-wrapper">
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<!-- Hero Section -->
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<section class="hero-gradient text-white py-16 px-4">
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<div class="max-w-7xl mx-auto">
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<div class="text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">中国对外战略沟通</h1>
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<p class="text-xl md:text-2xl opacity-90 mb-8">从被动应对到主动塑造的战略转型</p>
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<div class="flex flex-wrap justify-center gap-4">
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<span class="bg-white/20 backdrop-blur-sm px-4 py-2 rounded-full text-sm">
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<i class="fas fa-globe mr-2"></i>全球战略布局
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</span>
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<span class="bg-white/20 backdrop-blur-sm px-4 py-2 rounded-full text-sm">
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<i class="fas fa-handshake mr-2"></i>多边合作机制
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</span>
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<span class="bg-white/20 backdrop-blur-sm px-4 py-2 rounded-full text-sm">
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<i class="fas fa-chart-line mr-2"></i>产业升级转型
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</span>
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</div>
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</div>
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</div>
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</section>
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<!-- Main Content -->
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<div class="max-w-7xl mx-auto px-4 py-12">
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<!-- 概念事件 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl card-shadow p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-calendar-alt text-blue-600 mr-3"></i>概念事件与催化因素
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-4">关键催化事件</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="bg-blue-100 text-blue-600 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-flag text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">2024年8月27日</p>
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<p class="text-sm text-gray-600">中美在北京启动新一轮战略沟通，王毅与沙利文就"旧金山愿景"落地展开磋商</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="bg-amber-100 text-amber-600 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-exclamation-triangle text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025年6月17日</p>
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<p class="text-sm text-gray-600">欧盟取消中欧高层经济对话，凸显中欧在贸易规则上的博弈</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="bg-green-100 text-green-600 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-chart-pie text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">2023-2025年</p>
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<p class="text-sm text-gray-600">中国ODI连续增长，2023年流量达1772.9亿美元（占全球11.4%）</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="bg-purple-100 text-purple-600 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-pills text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025年</p>
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<p class="text-sm text-gray-600">中国创新药企对外授权交易超110亿美元，标志"中国研发+海外授权"模式成熟</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-lg font-semibold text-gray-700 mb-4">发展时间轴</h3>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold text-gray-800">2019-2021</p>
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<p class="text-sm text-gray-600">中美贸易战→科技封锁（芯片法案、实体清单）</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold text-gray-800">2022-2023</p>
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<p class="text-sm text-gray-600">RCEP生效→东盟投资激增（中国对东盟ODI增速17.2%）</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold text-gray-800">2024-2025</p>
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<p class="text-sm text-gray-600">中美重启对话→中欧贸易摩擦→"一带一路"十周年深化合作</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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</section>
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<!-- 核心观点摘要 -->
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<section class="mb-12">
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<div class="bg-gradient-to-r from-blue-50 to-cyan-50 rounded-xl p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="bg-white/80 backdrop-blur-sm rounded-lg p-6">
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<p class="text-lg text-gray-700 leading-relaxed mb-4">
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中国对外战略沟通已从"被动应对制裁"转向"主动塑造规则"，<span class="font-bold text-blue-600">2024-2025年处于"政策落地+产业验证"的关键阶段</span>。
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</p>
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<p class="text-gray-600">
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核心驱动力是<span class="font-semibold text-amber-600">供应链重构（近岸化+友岸化）</span>和<span class="font-semibold text-green-600">技术输出（创新药、新能源、数字化）</span>，未来潜力在于<span class="font-semibold text-purple-600">中欧/中美博弈中的"中间地带"机会</span>（如墨西哥、东盟）。
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</p>
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</div>
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</div>
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</section>
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<!-- 核心逻辑与市场认知 -->
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<section class="mb-12">
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<div class="grid md:grid-cols-2 gap-8">
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<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-cogs text-blue-600 mr-2"></i>核心驱动力
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</h3>
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<div class="space-y-4">
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<div class="border-l-4 border-blue-500 pl-4">
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<h4 class="font-semibold text-gray-700 mb-2">政策驱动</h4>
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<ul class="text-sm text-gray-600 space-y-1">
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<li>• 中美：2024年旧金山会晤后，经贸工作组全面对接</li>
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<li>• 中欧：通过"一带一路"峰会强化与中东欧合作</li>
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<li>• 2025年Q1中美第一阶段贸易协议评估成为关键节点</li>
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</ul>
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</div>
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-semibold text-gray-700 mb-2">产业驱动</h4>
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<ul class="text-sm text-gray-600 space-y-1">
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<li>• 制造业出海：2023年绿地投资同比增200%</li>
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<li>• 创新药授权：三生制药60亿美元、石药集团53亿美元交易</li>
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<li>• 数字化赋能：中国外运"运一通"平台整合全球资源</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 class="bg-white rounded-xl card-shadow p-6 hover-scale">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-bar text-green-600 mr-2"></i>市场热度与预期差
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</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-700 mb-2">市场热度</h4>
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<div class="grid grid-cols-2 gap-2 text-sm">
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<div class="bg-white rounded p-2">
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<p class="text-gray-500">新闻热度</p>
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<p class="font-bold text-blue-600">+340%</p>
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</div>
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<div class="bg-white rounded p-2">
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<p class="text-gray-500">研报数量</p>
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<p class="font-bold text-green-600">12篇</p>
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</div>
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</div>
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</div>
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<div class="bg-amber-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-700 mb-2">预期差分析</h4>
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<ul class="text-sm text-gray-600 space-y-1">
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<li>• 市场共识：认为中国ODI仅为"规避关税"</li>
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<li>• 忽略点：技术输出（创新药、数字化）</li>
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<li>• 潜力：中东市场、数字化赋能</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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</section>
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<!-- 关键催化剂 -->
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<section class="mb-12">
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<div class="bg-gradient-to-r from-purple-50 to-pink-50 rounded-xl p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-purple-600 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="bg-white rounded-lg p-4 flex items-start">
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<div class="bg-purple-100 text-purple-600 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-calendar-check text-sm"></i>
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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-sm text-gray-600">中美经贸工作组评估第一阶段贸易协议执行，关税豁免清单或超预期</p>
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</div>
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</div>
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<div class="bg-white rounded-lg p-4 flex items-start">
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<div class="bg-blue-100 text-blue-600 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-globe-asia text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025年10月</p>
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<p class="text-sm text-gray-600">第三届"一带一路"峰会，中东、拉美基建订单</p>
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</div>
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</div>
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<div class="bg-white rounded-lg p-4 flex items-start">
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<div class="bg-green-100 text-green-600 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-leaf text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">2025年Q4</p>
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<p class="text-sm text-gray-600">欧盟碳关税细则落地，中国新能源车企或获过渡期豁免</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-lg font-semibold text-gray-700 mb-4">长期路径（2025-2027）</h3>
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<div class="bg-white/80 backdrop-blur-sm rounded-lg p-4">
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<div class="mb-4">
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<div class="flex items-center mb-2">
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<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">1</div>
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<p class="font-semibold text-gray-800">阶段1（2025-2026）</p>
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</div>
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<p class="text-sm text-gray-600 ml-11">供应链重构完成，墨西哥、东盟产能占比超30%</p>
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</div>
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<div>
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">2</div>
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<p class="font-semibold text-gray-800">阶段2（2026-2027）</p>
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</div>
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<p class="text-sm text-gray-600 ml-11">技术标准输出，中国创新药FDA获批、数字人民币跨境试点</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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</section>
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<!-- 产业链分析 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl card-shadow p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap text-indigo-600 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="grid md:grid-cols-3 gap-6 mb-8">
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<div class="bg-blue-50 rounded-lg p-4 text-center">
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<i class="fas fa-microchip text-3xl text-blue-600 mb-2"></i>
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<h3 class="font-semibold text-gray-800 mb-2">上游</h3>
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<p class="text-sm text-gray-600">技术/资源</p>
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<p class="text-xs text-gray-500 mt-1">稀土-北方稀土、芯片-中芯国际</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4 text-center">
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<i class="fas fa-industry text-3xl text-green-600 mb-2"></i>
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<h3 class="font-semibold text-gray-800 mb-2">中游</h3>
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<p class="text-sm text-gray-600">制造/物流</p>
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<p class="text-xs text-gray-500 mt-1">比亚迪-墨西哥工厂、中国外运-中欧班列</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4 text-center">
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<i class="fas fa-store text-3xl text-purple-600 mb-2"></i>
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<h3 class="font-semibold text-gray-800 mb-2">下游</h3>
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<p class="text-sm text-gray-600">品牌/渠道</p>
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<p class="text-xs text-gray-500 mt-1">鱼跃医疗-Inogen合作、今世缘-文化输出</p>
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</div>
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</div>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">比亚迪</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">制造业出海龙头</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">墨西哥工厂规避关税，欧洲市占率15%</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">美国IRA法案补贴限制</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国外运</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">数字化物流</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">"运一通"平台整合全球资源，毛利率高于行业5pct</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">地缘政治导致航线中断</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">三生制药</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">创新药授权</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">60亿美元BD交易，FDA快速通道资格</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">临床数据不及预期</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国再保险</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">金融出海</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">桥社集团中东再保险COR<95%</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">加州山火导致1.35亿美元损失</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<section class="mb-12">
|
||
<div class="bg-gradient-to-r from-red-50 to-orange-50 rounded-xl p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-600 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-white rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800 mb-3 flex items-center">
|
||
<i class="fas fa-microchip text-red-500 mr-2"></i>技术风险
|
||
</h3>
|
||
<p class="text-sm text-gray-600">芯片封锁升级（ASML禁售DUV光刻机）</p>
|
||
<p class="text-xs text-gray-500 mt-1">案例：中芯国际14nm扩产受阻</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800 mb-3 flex items-center">
|
||
<i class="fas fa-dollar-sign text-orange-500 mr-2"></i>商业化风险
|
||
</h3>
|
||
<p class="text-sm text-gray-600">墨西哥工厂成本高于预期（劳动力短缺）</p>
|
||
<p class="text-xs text-gray-500 mt-1">案例：比亚迪2025年Q1毛利率下滑3pct</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800 mb-3 flex items-center">
|
||
<i class="fas fa-gavel text-yellow-500 mr-2"></i>政策风险
|
||
</h3>
|
||
<p class="text-sm text-gray-600">欧盟碳关税追溯期延长</p>
|
||
<p class="text-xs text-gray-500 mt-1">案例：蔚来欧洲订单延迟交付</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800 mb-3 flex items-center">
|
||
<i class="fas fa-info-circle text-blue-500 mr-2"></i>信息矛盾
|
||
</h3>
|
||
<p class="text-sm text-gray-600">新闻称"中欧对话取消"，但外交部回应"沟通持续"</p>
|
||
<p class="text-xs text-gray-500 mt-1">需跟踪欧盟官方文件</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 投资结论 -->
|
||
<section class="mb-12">
|
||
<div class="bg-gradient-to-r from-green-50 to-emerald-50 rounded-xl p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-line text-green-600 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-white/80 backdrop-blur-sm rounded-lg p-6 mb-6">
|
||
<p class="text-lg text-gray-700 leading-relaxed mb-4">
|
||
中国对外战略沟通已从"防御型"转向"进攻型"，<span class="font-bold text-green-600">2025年是"政策红利+产业验证"的拐点</span>。
|
||
</p>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">主题炒作阶段</h4>
|
||
<p class="text-sm text-gray-600">2024年Q4前（中美缓和预期）</p>
|
||
</div>
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">基本面驱动阶段</h4>
|
||
<p class="text-sm text-gray-600">2025年Q2后（墨西哥工厂投产、创新药FDA获批）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-4">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white rounded-lg p-4 border-l-4 border-purple-500">
|
||
<h4 class="font-semibold text-gray-800 mb-1">高弹性赛道</h4>
|
||
<p class="text-sm text-gray-600">创新药授权（三生制药、石药集团）</p>
|
||
<p class="text-xs text-purple-600 mt-1">技术输出溢价未被充分定价</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h4 class="font-semibold text-gray-800 mb-1">稳健赛道</h4>
|
||
<p class="text-sm text-gray-600">数字化物流（中国外运）</p>
|
||
<p class="text-xs text-blue-600 mt-1">全球供应链重构受益</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-4">跟踪指标</h3>
|
||
<div class="bg-white rounded-lg p-4">
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-0.5 mr-2"></i>
|
||
<span class="text-sm text-gray-600">中美关税豁免清单（2025年Q3）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-0.5 mr-2"></i>
|
||
<span class="text-sm text-gray-600">中国药企FDA获批数量（2025年Q4）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-0.5 mr-2"></i>
|
||
<span class="text-sm text-gray-600">墨西哥中资工厂产能利用率（比亚迪月度数据）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<section class="mb-12">
|
||
<div class="bg-white rounded-xl card-shadow p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-indigo-600 mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 中欧贸易 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">中欧贸易（250408）</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 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">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">比亚迪</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">汽车</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">中欧合作</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">出口</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">电动车、汽车零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">位居中国纯电动车欧洲销量第三，出口车型包括唐、汉、海豚等，拥有德国奔驰、大众等欧洲客户。</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">美锦能源</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">能源</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">中欧合作</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">出口</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">氢能源、煤炭加工</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">产品出口欧洲，参与国际氢能合作项目。</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">银轮股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">汽车零部件</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">中欧合作</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">出口</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">热交换器、尾气处理</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">主营热交换器和尾气处理产品，在波兰建有生产基地，客户包括奔驰、大众等。</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">跃岭股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">汽车零部件</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">中欧合作</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">出口</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">铝合金车轮</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">铝合金车轮出口欧洲多个国家，客户涵盖欧洲主机厂。</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">冠盛股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">汽车零部件</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">中欧合作</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">出口</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">传动系统零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">专注汽车传动系统零部件研发生产，在欧洲设有本土化团队。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 中美关系 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">中美关系（20250119）</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业/项目</th>
|
||
<th class="px-4 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">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">威唐工业</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">特斯拉概念</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">涉及特斯拉相关产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中芯国际</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">芯片半导体</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">半导体芯片制造</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">永辉超市</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">内需消费</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">零售消费</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">北方稀土</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">稀土永磁</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">稀土开采</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">省广集团</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">抖音出海</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">广告代理</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
|
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// Initialize particles
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tsParticles.load("particles-js", {
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|
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||
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|
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|
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|
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|
||
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|
||
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|
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|
||
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|
||
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|
||
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|
||
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|
||
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||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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||
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|
||
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||
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|
||
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|
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|
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|
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|
||
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||
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|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// Smooth scroll for anchor links
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
const target = document.querySelector(this.getAttribute('href'));
|
||
if (target) {
|
||
target.scrollIntoView({
|
||
behavior: 'smooth',
|
||
block: 'start'
|
||
});
|
||
}
|
||
});
|
||
});
|
||
|
||
// Add animation on scroll
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -100px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('section').forEach(section => {
|
||
section.style.opacity = '0';
|
||
section.style.transform = 'translateY(20px)';
|
||
section.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(section);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |