809 lines
48 KiB
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809 lines
48 KiB
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<div id="vanta-bg"></div>
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<div class="content-wrapper min-h-screen py-8 px-4 sm:px-6 lg:px-8">
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<!-- 页面标题 -->
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<div class="max-w-7xl mx-auto mb-10">
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<div class="text-center">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">参股基金概念</h1>
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<p class="text-xl text-blue-100 max-w-3xl mx-auto">2024-2025年中国资本市场"基金化"加速阶段的核心投资主线</p>
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</div>
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</div>
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<div class="max-w-7xl mx-auto space-y-8">
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<!-- 概念事件 -->
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<div class="bg-white rounded-xl card-shadow p-6">
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<h2 class="text-2xl font-bold mb-4 section-title">概念事件</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-2 text-blue-800">背景</h3>
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<p class="text-gray-700">2024-2025年,中国资本市场进入"基金化"加速阶段,居民储蓄搬家、政策鼓励机构资金入市、注册制扩容三大趋势叠加,推动"参股基金"成为核心投资主线。</p>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-blue-800">催化事件</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">1</span>
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<div>
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<span class="font-semibold">2025年1月:</span>
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<span>大基金三期(国家集成电路产业投资基金)成立<span class="highlight-text">华芯鼎新(930亿)</span>和<span class="highlight-text">国投集新(710亿)</span>两只参股基金,聚焦半导体自主可控</span>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">2</span>
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<div>
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<span class="font-semibold">2024年9月:</span>
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<span>券商板块大涨带动<span class="highlight-text">参股券商概念</span>(大众交通、华茂股份涨停),因持有国泰君安、海通证券股权</span>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">3</span>
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<div>
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<span class="font-semibold">2025年5月:</span>
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<span>广东、上海等地政府明确鼓励<span class="highlight-text">国企参股国家级基金</span>(如国家新兴产业引导基金),政策红利释放</span>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">4</span>
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<div>
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<span class="font-semibold">2024-2025年:</span>
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<span>多家上市公司通过参股基金布局前沿领域(如福达股份参股机器人基金、德宏股份参股智能驾驶基金、联影医疗参股核医学基金)</span>
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</div>
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</li>
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</ul>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="bg-white rounded-xl card-shadow p-6">
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<h2 class="text-2xl font-bold mb-4 section-title">核心观点摘要</h2>
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<div class="bg-blue-50 rounded-lg p-5 border-l-4 border-blue-500">
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-3"></i>
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<div>
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<span class="font-semibold">阶段判断:</span>
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<span>参股基金概念已从<span class="highlight-text">主题炒作</span>(2024年券商行情)进入<span class="highlight-text">基本面驱动</span>阶段(2025年大基金三期落地+政策强制渗透)。</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-3"></i>
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<div>
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<span class="font-semibold">核心驱动力:</span>
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<span>政策强制(政府/国企必须参股)+ 产业资本(上市公司通过基金卡位技术赛道)+ 居民储蓄搬家(基金规模爆发)。</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-3"></i>
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<div>
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<span class="font-semibold">未来潜力:</span>
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<span>2025-2027年,参股基金相关公司的<span class="highlight-text">投资收益+管理费分成</span>将贡献显著利润,<span class="highlight-text">"基金影子股"估值有望系统性重估</span>。</span>
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</div>
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</li>
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</ul>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-xl card-shadow p-6">
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<h2 class="text-2xl font-bold mb-4 section-title">概念的核心逻辑与市场认知分析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-800">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="text-blue-600 text-2xl mb-2">
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<i class="fas fa-landmark"></i>
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</div>
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<h4 class="font-bold mb-2">政策强制</h4>
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<p class="text-sm text-gray-700">广东/上海明确要求政府/国企参股国家级基金,类似2014年"PPP模式"的升级版,但资金量级更大(国家级基金规模超万亿)。</p>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="text-blue-600 text-2xl mb-2">
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<i class="fas fa-industry"></i>
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</div>
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<h4 class="font-bold mb-2">产业资本卡位</h4>
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<p class="text-sm text-gray-700">上市公司通过参股基金低成本锁定技术赛道(如福达股份1.05亿参股机器人基金,对应35%股权,卡位人形机器人核心零部件)。</p>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="text-blue-600 text-2xl mb-2">
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<i class="fas fa-piggy-bank"></i>
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</div>
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<h4 class="font-bold mb-2">居民储蓄搬家</h4>
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<p class="text-sm text-gray-700">非货基金规模2024年达16万亿,东方财富天天基金网规模1177亿,管理费收入暴增(牛市预期下基金申购量翻倍)。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-800">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
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<h4 class="font-bold mb-2 text-yellow-700">新闻热度</h4>
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<p class="text-sm text-gray-700">2025年1月大基金三期成立后,半导体板块北方华创、中微公司等关联个股3日内涨幅超15%。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
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<h4 class="font-bold mb-2 text-green-700">研报密集度</h4>
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<p class="text-sm text-gray-700">2024年Q4以来,"参股基金"相关路演增加300%,但市场仍聚焦半导体,忽略券商/保险参股基金逻辑。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-blue-800">预期差分析</h3>
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<div class="bg-purple-50 rounded-lg p-5">
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<div class="mb-4">
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<h4 class="font-bold mb-2 text-purple-700">市场认知</h4>
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<p class="text-sm text-gray-700">认为参股基金="财务投资",忽略<span class="highlight-text">管理费分成+项目退出收益</span>(如广发证券持有广发基金55%股权,2024年管理费分成超30亿)。</p>
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</div>
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<div>
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<h4 class="font-bold mb-2 text-purple-700">被忽略的关键点</h4>
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<ul class="text-sm text-gray-700 space-y-2">
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<li>• <span class="font-semibold">政府强制参股</span>:广东要求国企必须参股国家级基金,地方国资平台(如越秀金控)将被动成为LP,带来稳定管理费收入。</li>
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<li>• <span class="font-semibold">基金退出收益</span>:耐普矿机参股哥伦比亚铜矿基金(22.5%股权),2028年项目IRR超23%,但市场仅按PE估值,未计入资源溢价。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-xl card-shadow p-6">
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<h2 class="text-2xl font-bold mb-4 section-title">关键催化剂与未来发展路径</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-800">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="flex items-start">
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<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">1</div>
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<div>
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<h4 class="font-bold">大基金三期首批项目落地(2025年Q2)</h4>
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<p class="text-sm text-gray-700">华芯鼎新/国投集新将宣布半导体设备/材料订单,北方华创、中微公司等直接受益。</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-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">2</div>
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<div>
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<h4 class="font-bold">券商板块政策催化</h4>
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<p class="text-sm text-gray-700">证监会可能放宽券商资管子公司股权比例限制(当前49%上限),华泰证券、广发证券等参股基金比例提升。</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-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">3</div>
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<div>
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<h4 class="font-bold">地方国资参股基金细则出台</h4>
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<p class="text-sm text-gray-700">广东/上海将公布国企参股基金考核办法,越秀金控、陆家嘴等地方国资平台估值修复。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-blue-800">长期发展路径(2025-2027)</h3>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg p-5">
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<div class="flex flex-col md:flex-row justify-between items-center">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-500 text-white rounded-full w-12 h-12 flex items-center justify-center font-bold mx-auto mb-2">1</div>
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<h4 class="font-bold">阶段1(2025)</h4>
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<p class="text-sm text-gray-700">政策强制参股→基金规模爆发→管理费收入确认</p>
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</div>
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<div class="hidden md:block text-2xl text-blue-400">
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<i class="fas fa-arrow-right"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-500 text-white rounded-full w-12 h-12 flex items-center justify-center font-bold mx-auto mb-2">2</div>
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<h4 class="font-bold">阶段2(2026-2027)</h4>
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<p class="text-sm text-gray-700">基金项目退出→投资收益兑现</p>
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</div>
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<div class="hidden md:block text-2xl text-blue-400">
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<i class="fas fa-arrow-right"></i>
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</div>
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<div class="text-center">
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<div class="bg-blue-500 text-white rounded-full w-12 h-12 flex items-center justify-center font-bold mx-auto mb-2">3</div>
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<h4 class="font-bold">终局</h4>
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<p class="text-sm text-gray-700">参股基金成为"类REITs"资产,稳定分红+退出收益</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl card-shadow p-6">
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<h2 class="text-2xl font-bold mb-4 section-title">产业链与核心公司深度剖析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-800">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-between items-center bg-gray-50 p-5 rounded-lg">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-600 text-white rounded-lg p-3 mb-2">
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<i class="fas fa-university text-2xl"></i>
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</div>
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<h4 class="font-bold">上游</h4>
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<p class="text-sm text-gray-700">国家级基金<br>(政策驱动)</p>
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</div>
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<div class="hidden md:block text-3xl text-blue-400">
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<i class="fas fa-arrow-right"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-600 text-white rounded-lg p-3 mb-2">
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<i class="fas fa-handshake text-2xl"></i>
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</div>
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<h4 class="font-bold">中游</h4>
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<p class="text-sm text-gray-700">券商/保险/上市公司LP<br>(管理费分成+项目退出收益)</p>
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</div>
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<div class="hidden md:block text-3xl text-blue-400">
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<i class="fas fa-arrow-right"></i>
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</div>
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<div class="text-center">
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<div class="bg-blue-600 text-white rounded-lg p-3 mb-2">
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<i class="fas fa-rocket text-2xl"></i>
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</div>
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<h4 class="font-bold">下游</h4>
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<p class="text-sm text-gray-700">被投企业<br>(技术突破+估值溢价)</p>
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</div>
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</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-800">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>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">公司</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">参股基金类型</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">核心逻辑</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">东方财富</td>
|
||
<td class="py-3 px-4 border-b">控股天天基金网(100%)</td>
|
||
<td class="py-3 px-4 border-b">非货基金规模1177亿,牛市下管理费收入弹性最大(每增加1000亿规模,利润增厚15亿)</td>
|
||
<td class="py-3 px-4 border-b">市场回调导致基金赎回</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">广发证券</td>
|
||
<td class="py-3 px-4 border-b">控股广发基金(55%)</td>
|
||
<td class="py-3 px-4 border-b">2024年管理费分成30亿,参股基金比例最高(间接管理规模/市值=6.83)</td>
|
||
<td class="py-3 px-4 border-b">监管限制资管子公司股权比例</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">耐普矿机</td>
|
||
<td class="py-3 px-4 border-b">参股哥伦比亚铜矿基金</td>
|
||
<td class="py-3 px-4 border-b">2028年项目IRR 23%,资源项目退出收益未被定价(当前市值仅反映主业)</td>
|
||
<td class="py-3 px-4 border-b">铜价波动+海外政治风险</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">福达股份</td>
|
||
<td class="py-3 px-4 border-b">参股机器人基金(35%)</td>
|
||
<td class="py-3 px-4 border-b">人形机器人赛道卡位,基金已对接小米/比亚迪客户,2026年机器人业务估值100亿</td>
|
||
<td class="py-3 px-4 border-b">技术量产不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-4 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="font-bold mb-2 text-green-700">验证与证伪</h4>
|
||
<p class="text-sm text-gray-700">广发证券2024年半年报显示,广发基金贡献净利润占比35%,远超市场预期。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-bold mb-2 text-red-700">风险信号</h4>
|
||
<p class="text-sm text-gray-700">福达股份机器人基金量产条件未达成(需年产能1万根丝杠),若2025年Q3未达标,第二期增资可能流产。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold mb-4 section-title">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>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">技术风险</td>
|
||
<td class="py-3 px-4 border-b">福达股份机器人基金需实现反向行星滚柱丝杠量产,技术难度高(路演显示良率仅60%)。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">商业化风险</td>
|
||
<td class="py-3 px-4 border-b">耐普矿机哥伦比亚铜矿2027年才投产,铜价若跌破8000美元/吨,IRR将降至15%以下。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">政策风险</td>
|
||
<td class="py-3 px-4 border-b">券商资管子公司股权比例限制(49%上限)可能放松,但时间表不确定。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">信息矛盾</td>
|
||
<td class="py-3 px-4 border-b">新闻称"大基金三期将投资半导体",但路演显示首批资金可能流向HBM封装(长电科技),与市场预期偏差。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold mb-4 section-title">综合结论与投资启示</h2>
|
||
<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-lg p-6 text-white">
|
||
<div class="mb-4">
|
||
<h3 class="text-xl font-bold mb-2">阶段判断</h3>
|
||
<p>参股基金概念已从"券商影子股"炒作(2024年)升级为"政策强制+产业卡位"双轮驱动(2025年),进入基本面兑现期。</p>
|
||
</div>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-xl font-bold mb-2">最具价值方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="bg-yellow-400 text-blue-900 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-2 flex-shrink-0">1</span>
|
||
<span><span class="font-semibold">券商系参股基金</span>:广发证券、东方财富(管理费分成弹性大)。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="bg-yellow-400 text-blue-900 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-2 flex-shrink-0">2</span>
|
||
<span><span class="font-semibold">资源类参股基金</span>:耐普矿机(铜矿项目IRR 23%,未被定价)。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="bg-yellow-400 text-blue-900 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-2 flex-shrink-0">3</span>
|
||
<span><span class="font-semibold">产业卡位基金</span>:福达股份(机器人赛道稀缺性)。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-2">关键跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line mt-1 mr-2"></i>
|
||
<span>大基金三期首批项目公告(2025年Q2)。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line mt-1 mr-2"></i>
|
||
<span>券商资管子公司股权比例政策(证监会窗口指导)。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line mt-1 mr-2"></i>
|
||
<span>福达股份机器人基金量产验收(2025年Q3)。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-blue-800 bg-opacity-50 rounded-lg">
|
||
<p class="text-center font-bold text-lg">参股基金不是简单的"财务投资",而是政策红利+产业资本+居民储蓄的三重共振,2025年将是"基金影子股"估值重估元年。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold mb-4 section-title">关联股票数据</h2>
|
||
<div class="mobile-table">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">市值(亿)</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">参股股权</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">参股基金</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">非货基金规模(亿)</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">间接管理规模/市值</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">东方财富</td>
|
||
<td class="py-3 px-4 border-b">1888</td>
|
||
<td class="py-3 px-4 border-b">100%</td>
|
||
<td class="py-3 px-4 border-b">天天基金网</td>
|
||
<td class="py-3 px-4 border-b">1177</td>
|
||
<td class="py-3 px-4 border-b">7.77</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">东北证券</td>
|
||
<td class="py-3 px-4 border-b">145.8</td>
|
||
<td class="py-3 px-4 border-b">58%</td>
|
||
<td class="py-3 px-4 border-b">东方基金</td>
|
||
<td class="py-3 px-4 border-b">1177</td>
|
||
<td class="py-3 px-4 border-b">7.77</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">东北证券</td>
|
||
<td class="py-3 px-4 border-b">145.8</td>
|
||
<td class="py-3 px-4 border-b">21%</td>
|
||
<td class="py-3 px-4 border-b">银华基金</td>
|
||
<td class="py-3 px-4 border-b">2144</td>
|
||
<td class="py-3 px-4 border-b">7.77</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">广发证券</td>
|
||
<td class="py-3 px-4 border-b">990</td>
|
||
<td class="py-3 px-4 border-b">55%</td>
|
||
<td class="py-3 px-4 border-b">广发基金</td>
|
||
<td class="py-3 px-4 border-b">7479</td>
|
||
<td class="py-3 px-4 border-b">6.83</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">广发证券</td>
|
||
<td class="py-3 px-4 border-b">990</td>
|
||
<td class="py-3 px-4 border-b">23%</td>
|
||
<td class="py-3 px-4 border-b">易方达基金</td>
|
||
<td class="py-3 px-4 border-b">11524</td>
|
||
<td class="py-3 px-4 border-b">6.83</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">烽火通信</td>
|
||
<td class="py-3 px-4 border-b">176.4</td>
|
||
<td class="py-3 px-4 border-b">14%</td>
|
||
<td class="py-3 px-4 border-b">广发基金</td>
|
||
<td class="py-3 px-4 border-b">7479</td>
|
||
<td class="py-3 px-4 border-b">5.94</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">大恒科技</td>
|
||
<td class="py-3 px-4 border-b">31.93</td>
|
||
<td class="py-3 px-4 border-b">20%</td>
|
||
<td class="py-3 px-4 border-b">诺安基金</td>
|
||
<td class="py-3 px-4 border-b">724</td>
|
||
<td class="py-3 px-4 border-b">4.53</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">西南证券</td>
|
||
<td class="py-3 px-4 border-b">253.2</td>
|
||
<td class="py-3 px-4 border-b">49%</td>
|
||
<td class="py-3 px-4 border-b">银华基金</td>
|
||
<td class="py-3 px-4 border-b">2144</td>
|
||
<td class="py-3 px-4 border-b">4.15</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">海欣股份</td>
|
||
<td class="py-3 px-4 border-b">60.84</td>
|
||
<td class="py-3 px-4 border-b">31%</td>
|
||
<td class="py-3 px-4 border-b">长信基金</td>
|
||
<td class="py-3 px-4 border-b">812</td>
|
||
<td class="py-3 px-4 border-b">4.14</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">亨通股份</td>
|
||
<td class="py-3 px-4 border-b">57.51</td>
|
||
<td class="py-3 px-4 border-b">30%</td>
|
||
<td class="py-3 px-4 border-b">财通基金</td>
|
||
<td class="py-3 px-4 border-b">703</td>
|
||
<td class="py-3 px-4 border-b">3.67</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">华泰证券</td>
|
||
<td class="py-3 px-4 border-b">1237</td>
|
||
<td class="py-3 px-4 border-b">49%</td>
|
||
<td class="py-3 px-4 border-b">华泰柏瑞基金</td>
|
||
<td class="py-3 px-4 border-b">3753</td>
|
||
<td class="py-3 px-4 border-b">3.50</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">华泰证券</td>
|
||
<td class="py-3 px-4 border-b">1237</td>
|
||
<td class="py-3 px-4 border-b">45%</td>
|
||
<td class="py-3 px-4 border-b">南方基金</td>
|
||
<td class="py-3 px-4 border-b">5531</td>
|
||
<td class="py-3 px-4 border-b">3.50</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">国脉科技</td>
|
||
<td class="py-3 px-4 border-b">62.06</td>
|
||
<td class="py-3 px-4 border-b">24%</td>
|
||
<td class="py-3 px-4 border-b">兴银基金</td>
|
||
<td class="py-3 px-4 border-b">712</td>
|
||
<td class="py-3 px-4 border-b">2.75</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">第一创业</td>
|
||
<td class="py-3 px-4 border-b">232.4</td>
|
||
<td class="py-3 px-4 border-b">29%</td>
|
||
<td class="py-3 px-4 border-b">银华基金</td>
|
||
<td class="py-3 px-4 border-b">2144</td>
|
||
<td class="py-3 px-4 border-b">2.68</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">中泰证券</td>
|
||
<td class="py-3 px-4 border-b">409.1</td>
|
||
<td class="py-3 px-4 border-b">49%</td>
|
||
<td class="py-3 px-4 border-b">万家基金</td>
|
||
<td class="py-3 px-4 border-b">1627</td>
|
||
<td class="py-3 px-4 border-b">1.95</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">君正集团</td>
|
||
<td class="py-3 px-4 border-b">323.2</td>
|
||
<td class="py-3 px-4 border-b">16%</td>
|
||
<td class="py-3 px-4 border-b">天弘基金</td>
|
||
<td class="py-3 px-4 border-b">3481</td>
|
||
<td class="py-3 px-4 border-b">1.72</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">苏州高新</td>
|
||
<td class="py-3 px-4 border-b">48.47</td>
|
||
<td class="py-3 px-4 border-b">2%</td>
|
||
<td class="py-3 px-4 border-b">华泰柏瑞基金</td>
|
||
<td class="py-3 px-4 border-b">3753</td>
|
||
<td class="py-3 px-4 border-b">1.55</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">长江证券</td>
|
||
<td class="py-3 px-4 border-b">290.9</td>
|
||
<td class="py-3 px-4 border-b">45%</td>
|
||
<td class="py-3 px-4 border-b">长信基金</td>
|
||
<td class="py-3 px-4 border-b">978</td>
|
||
<td class="py-3 px-4 border-b">1.51</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">电广传媒</td>
|
||
<td class="py-3 px-4 border-b">72.58</td>
|
||
<td class="py-3 px-4 border-b">13%</td>
|
||
<td class="py-3 px-4 border-b">银河基金</td>
|
||
<td class="py-3 px-4 border-b">711</td>
|
||
<td class="py-3 px-4 border-b">1.27</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">兴业证券</td>
|
||
<td class="py-3 px-4 border-b">470.7</td>
|
||
<td class="py-3 px-4 border-b">10%</td>
|
||
<td class="py-3 px-4 border-b">南方基金</td>
|
||
<td class="py-3 px-4 border-b">5531</td>
|
||
<td class="py-3 px-4 border-b">1.18</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">光大证券</td>
|
||
<td class="py-3 px-4 border-b">706.8</td>
|
||
<td class="py-3 px-4 border-b">55%</td>
|
||
<td class="py-3 px-4 border-b">光大保德信基金</td>
|
||
<td class="py-3 px-4 border-b">551</td>
|
||
<td class="py-3 px-4 border-b">1.12</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">光大证券</td>
|
||
<td class="py-3 px-4 border-b">706.8</td>
|
||
<td class="py-3 px-4 border-b">25%</td>
|
||
<td class="py-3 px-4 border-b">大成基金</td>
|
||
<td class="py-3 px-4 border-b">1959</td>
|
||
<td class="py-3 px-4 border-b">1.12</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">财通证券</td>
|
||
<td class="py-3 px-4 border-b">319.5</td>
|
||
<td class="py-3 px-4 border-b">40%</td>
|
||
<td class="py-3 px-4 border-b">财通基金</td>
|
||
<td class="py-3 px-4 border-b">703</td>
|
||
<td class="py-3 px-4 border-b">0.88</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">东吴证券</td>
|
||
<td class="py-3 px-4 border-b">324</td>
|
||
<td class="py-3 px-4 border-b">70%</td>
|
||
<td class="py-3 px-4 border-b">东吴基金</td>
|
||
<td class="py-3 px-4 border-b">217</td>
|
||
<td class="py-3 px-4 border-b">0.47</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">中集集团</td>
|
||
<td class="py-3 px-4 border-b">405.5</td>
|
||
<td class="py-3 px-4 border-b">5%</td>
|
||
<td class="py-3 px-4 border-b">交银施罗德基金</td>
|
||
<td class="py-3 px-4 border-b">2885</td>
|
||
<td class="py-3 px-4 border-b">0.36</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">交通银行</td>
|
||
<td class="py-3 px-4 border-b">5295</td>
|
||
<td class="py-3 px-4 border-b">65%</td>
|
||
<td class="py-3 px-4 border-b">交银施罗德基金</td>
|
||
<td class="py-3 px-4 border-b">2885</td>
|
||
<td class="py-3 px-4 border-b">0.35</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">越秀金控</td>
|
||
<td class="py-3 px-4 border-b">274.4</td>
|
||
<td class="py-3 px-4 border-b">24%</td>
|
||
<td class="py-3 px-4 border-b">金鹰基金</td>
|
||
<td class="py-3 px-4 border-b">346</td>
|
||
<td class="py-3 px-4 border-b">0.30</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">白云山</td>
|
||
<td class="py-3 px-4 border-b">418.5</td>
|
||
<td class="py-3 px-4 border-b">20%</td>
|
||
<td class="py-3 px-4 border-b">金鹰基金</td>
|
||
<td class="py-3 px-4 border-b">346</td>
|
||
<td class="py-3 px-4 border-b">0.17</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">工商银行</td>
|
||
<td class="py-3 px-4 border-b">21384</td>
|
||
<td class="py-3 px-4 border-b">80%</td>
|
||
<td class="py-3 px-4 border-b">工银瑞信基金</td>
|
||
<td class="py-3 px-4 border-b">1772</td>
|
||
<td class="py-3 px-4 border-b">0.07</td>
|
||
<td class="py-3 px-4 border-b">牛市预期,基金成了大部分人参与金融市场的首选,加上未来存款利率逐渐降低,居民储蓄搬家到基金是大势所趋,而基金公司主要是收取管理费,随着越来越多资金涌入基金,基金公司未来营收自然暴增。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景效果
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1e3a8a,
|
||
shininess: 100.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.65
|
||
});
|
||
|
||
// 初始化tsParticles
|
||
tsParticles.load("tsparticles", {
|
||
background: {
|
||
color: {
|
||
value: "transparent",
|
||
},
|
||
},
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#ffffff",
|
||
},
|
||
links: {
|
||
color: "#ffffff",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1,
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce",
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false,
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800,
|
||
},
|
||
value: 50,
|
||
},
|
||
opacity: {
|
||
value: 0.3,
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 },
|
||
},
|
||
},
|
||
detectRetina: true,
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |