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<!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>中国-东盟经贸合作概念分析</title>
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<style>
.gradient-bg {
background: linear-gradient(135deg, #1a2a6c, #2c5282, #3182ce);
}
.card-shadow {
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
}
.timeline-dot {
width: 16px;
height: 16px;
background-color: #3182ce;
border-radius: 50%;
position: absolute;
left: -8px;
top: 6px;
}
.timeline-line {
position: absolute;
left: 0;
top: 22px;
bottom: 0;
width: 2px;
background-color: #e2e8f0;
}
.timeline-item:last-child .timeline-line {
display: none;
}
.table-responsive {
overflow-x: auto;
}
@media (max-width: 768px) {
.table-responsive {
overflow-x: scroll;
}
}
</style>
</head>
<body class="bg-gray-50">
<div class="container mx-auto px-4 py-8 max-w-7xl">
<!-- 标题区域 -->
<div class="mb-10 text-center">
<h1 class="text-4xl font-bold text-gray-800 mb-4">中国-东盟经贸合作</h1>
<p class="text-lg text-gray-600 max-w-3xl mx-auto">自贸区3.0升级谈判分析报告 - 从政策驱动到制度红利兑现期</p>
<div class="mt-6 h-1 w-24 bg-blue-500 mx-auto rounded"></div>
</div>
<!-- 概念事件时间轴 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-10 card-shadow">
<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="grid grid-cols-1 md:grid-cols-2 gap-8">
<div>
<h3 class="text-lg font-semibold text-gray-700 mb-4">背景与催化事件</h3>
<ul class="space-y-3 text-gray-600">
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">2022年11月</span>中国与东盟领导人宣布启动中国-东盟自贸区3.0版升级谈判
</div>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">2024年10月</span>双方宣布实质性结束谈判,发表联合声明
</div>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">2025年5月20日</span>中国-东盟经贸部长特别会议宣布全面完成谈判
</div>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">2025年7月</span>东盟秘书长访华,推动东盟-中国-海合会峰会合作
</div>
</li>
</ul>
</div>
<div>
<h3 class="text-lg font-semibold text-gray-700 mb-4">时间轴详情</h3>
<div class="relative pl-6">
<div class="timeline-item relative pb-6">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="text-sm">
<span class="font-semibold text-blue-600">2022.11</span> - 自贸区3.0启动谈判
</div>
</div>
<div class="timeline-item relative pb-6">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="text-sm">
<span class="font-semibold text-blue-600">2024.09</span> - 第九轮谈判(曼谷)取得突破性进展
</div>
</div>
<div class="timeline-item relative pb-6">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="text-sm">
<span class="font-semibold text-blue-600">2024.10</span> - 实质性结束谈判
</div>
</div>
<div class="timeline-item relative pb-6">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="text-sm">
<span class="font-semibold text-blue-600">2025.05</span> - 全面完成谈判,年内签署
</div>
</div>
<div class="timeline-item relative">
<div class="timeline-dot"></div>
<div class="text-sm">
<span class="font-semibold text-blue-600">2025.07</span> - 东盟秘书长访华,推动与海合会三方合作
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-xl shadow-lg p-6 mb-10 text-white">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-lightbulb text-yellow-300 mr-3"></i>核心观点摘要
</h2>
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
<div class="bg-white bg-opacity-20 rounded-lg p-5 backdrop-blur-sm">
<h3 class="text-lg font-semibold mb-3">阶段判断</h3>
<p class="text-sm">中国-东盟经贸合作已从"政策驱动"进入<strong>制度红利兑现期</strong>自贸区3.0的签署将重塑区域价值链,成为对冲全球贸易碎片化的核心抓手。</p>
</div>
<div class="bg-white bg-opacity-20 rounded-lg p-5 backdrop-blur-sm">
<h3 class="text-lg font-semibold mb-3">核心驱动力</h3>
<p class="text-sm"><strong>政策自贸区3.0+RCEP+产业(新能源/数字经济转移)+地缘(中美关税战下的转口替代)</strong>三重共振。</p>
</div>
<div class="bg-white bg-opacity-20 rounded-lg p-5 backdrop-blur-sm">
<h3 class="text-lg font-semibold mb-3">未来潜力</h3>
<p class="text-sm">2025-2030年中国对东盟直接投资年均增速或维持<strong>15%+</strong>2023年存量1756亿美元新能源车、光伏、数据中心三大赛道将贡献超60%增量。</p>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-10 card-shadow">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-chart-line text-green-500 mr-3"></i>核心逻辑与市场认知分析
</h2>
<div class="mb-8">
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
<div class="border-l-4 border-blue-500 pl-4 py-2">
<h4 class="font-semibold text-gray-800 mb-2">政策端</h4>
<ul class="text-sm text-gray-600 space-y-1">
<li>• 自贸区3.0新增数字经济、绿色经济章节</li>
<li>• 零关税覆盖率从90%升至98%</li>
<li>• RCEP原产地累积规则强化"中国技术+东盟制造"模式</li>
</ul>
</div>
<div class="border-l-4 border-green-500 pl-4 py-2">
<h4 class="font-semibold text-gray-800 mb-2">产业端</h4>
<ul class="text-sm text-gray-600 space-y-1">
<li>• 新能源产业链转移加速</li>
<li>• 比亚迪泰国工厂2024年投产年产能15万辆</li>
<li>• 东盟2028年数据中心规模将增长4倍</li>
</ul>
</div>
<div class="border-l-4 border-purple-500 pl-4 py-2">
<h4 class="font-semibold text-gray-800 mb-2">地缘端</h4>
<ul class="text-sm text-gray-600 space-y-1">
<li>• 美国"对等关税"倒逼转口</li>
<li>• 东盟通过"竹式外交"谈判降税</li>
<li>• 中国中间品出口东盟再转口美国路径韧性超预期</li>
</ul>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">市场热度与情绪</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<h4 class="font-medium text-gray-800 mb-3">研报密度</h4>
<p class="text-sm text-gray-600 mb-4">2024Q4以来<strong>银河/中金/兴证等8家券商</strong>发布东盟专题报告,关键词从"成本优势"转向"制度红利"。</p>
<h4 class="font-medium text-gray-800 mb-3">情绪分化</h4>
<div class="space-y-3">
<div>
<div class="flex justify-between text-sm mb-1">
<span class="text-gray-700">乐观派</span>
<span class="text-gray-700">60%</span>
</div>
<div class="w-full bg-gray-200 rounded-full h-2">
<div class="bg-green-500 h-2 rounded-full" style="width: 60%"></div>
</div>
<p class="text-xs text-gray-500 mt-1">认为自贸区3.0将复制中国加入WTO后的出口爆发</p>
</div>
<div>
<div class="flex justify-between text-sm mb-1">
<span class="text-gray-700">谨慎派</span>
<span class="text-gray-700">40%</span>
</div>
<div class="w-full bg-gray-200 rounded-full h-2">
<div class="bg-yellow-500 h-2 rounded-full" style="width: 40%"></div>
</div>
<p class="text-xs text-gray-500 mt-1">担忧东盟本土保护主义和汇率波动</p>
</div>
</div>
</div>
<div>
<h4 class="font-medium text-gray-800 mb-3">预期差分析</h4>
<div class="bg-blue-50 rounded-lg p-4">
<h5 class="font-semibold text-blue-800 mb-2">被低估的环节</h5>
<ul class="text-sm text-gray-700 space-y-2">
<li class="flex items-start">
<i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">中间品出口:</span>市场聚焦整车/电池,但<strong>中国向东盟出口锂电隔膜、电解液等中间品增速达50%</strong>2024年数据
</div>
</li>
<li class="flex items-start">
<i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">服务贸易:</span>RCEP下中国-东盟跨境支付规模2024年达<strong>6.4万亿元</strong>+15.2% YoY但券商覆盖度不足20%
</div>
</li>
</ul>
</div>
</div>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-10 card-shadow">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-rocket text-red-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-8">
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">近期催化剂3-6个月</h3>
<div class="space-y-4">
<div class="flex items-start">
<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
1
</div>
<div>
<h4 class="font-medium text-gray-800">2025年10月</h4>
<p class="text-sm text-gray-600">自贸区3.0升级议定书正式签署,<strong>数字经济章节细则落地</strong>数据跨境流动、AI治理规则</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
2
</div>
<div>
<h4 class="font-medium text-gray-800">2025年Q4</h4>
<p class="text-sm text-gray-600">比亚迪泰国工厂首批右舵车下线,验证"中国技术+东盟制造"模式可行性</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
3
</div>
<div>
<h4 class="font-medium text-gray-800">2025年12月</h4>
<p class="text-sm text-gray-600">东盟-中国-海合会峰会召开,<strong>三方联合声明或涉及新能源基建投资</strong>(如沙特在印尼光伏项目)</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">长期发展路径</h3>
<div class="overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">阶段</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">里程碑</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关键指标</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">2025-2026</td>
<td class="px-4 py-3 text-sm text-gray-600">自贸区3.0生效,关税减免落地</td>
<td class="px-4 py-3 text-sm text-gray-600">中国对东盟出口增速<strong>&gt;10%</strong></td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">2027-2028</td>
<td class="px-4 py-3 text-sm text-gray-600">新能源产业链本土化率超50%</td>
<td class="px-4 py-3 text-sm text-gray-600">东盟新能源车渗透率<strong>&gt;15%</strong></td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">2029-2030</td>
<td class="px-4 py-3 text-sm text-gray-600">区域数字单一市场雏形</td>
<td class="px-4 py-3 text-sm text-gray-600">东盟数据中心市场规模<strong>&gt;200亿美元</strong></td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-10 card-shadow">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-project-diagram text-purple-500 mr-3"></i>产业链与核心公司深度剖析
</h2>
<div class="mb-8">
<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
<div class="bg-gradient-to-r from-purple-50 to-indigo-50 rounded-lg p-6">
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
<div class="text-center">
<div class="bg-purple-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
<i class="fas fa-industry text-xl"></i>
</div>
<h4 class="font-semibold text-gray-800">上游</h4>
<p class="text-sm text-gray-600">中国锂电材料<br>(恩捷股份隔膜、天赐材料电解液)</p>
</div>
<div class="text-2xl text-purple-500">
<i class="fas fa-arrow-right"></i>
</div>
<div class="text-center">
<div class="bg-indigo-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
<i class="fas fa-cogs text-xl"></i>
</div>
<h4 class="font-semibold text-gray-800">中游</h4>
<p class="text-sm text-gray-600">东盟电池组装<br>(宁德时代印尼工厂)</p>
</div>
<div class="text-2xl text-purple-500">
<i class="fas fa-arrow-right"></i>
</div>
<div class="text-center">
<div class="bg-blue-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
<i class="fas fa-car text-xl"></i>
</div>
<h4 class="font-semibold text-gray-800">下游</h4>
<p class="text-sm text-gray-600">整车出口<br>(比亚迪泰国基地)</p>
</div>
<div class="text-2xl text-purple-500">
<i class="fas fa-arrow-right"></i>
</div>
<div class="text-center">
<div class="bg-green-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
<i class="fas fa-ship text-xl"></i>
</div>
<h4 class="font-semibold text-gray-800">服务端</h4>
<p class="text-sm text-gray-600">跨境物流<br>(中远海控东南亚航线货量+12%)</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">业务布局</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
<th scope="col" 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="bg-white divide-y divide-gray-200">
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">比亚迪</td>
<td class="px-4 py-3 text-sm text-gray-600">泰国工厂2024投产辐射东盟+澳洲</td>
<td class="px-4 py-3 text-sm text-gray-600">政策补贴泰国EV消费税降至2%</td>
<td class="px-4 py-3 text-sm text-gray-600">本土品牌竞争(丰田氢能车)</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">宁德时代</td>
<td class="px-4 py-3 text-sm text-gray-600">印尼15GWh电池项目锁定镍资源</td>
<td class="px-4 py-3 text-sm text-gray-600">与印尼国企合资,原料成本-30%</td>
<td class="px-4 py-3 text-sm text-gray-600">印尼限制镍矿出口政策反复</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中远海控</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚航线货量占比27%</td>
<td class="px-4 py-3 text-sm text-gray-600">运费上涨周期2024年东南亚航线运价+40%</td>
<td class="px-4 py-3 text-sm text-gray-600">地缘政治导致马六甲海峡通行风险</td>
</tr>
</tbody>
</table>
</div>
<div class="mt-6 bg-yellow-50 border-l-4 border-yellow-400 p-4">
<div class="flex">
<div class="flex-shrink-0">
<i class="fas fa-exclamation-triangle text-yellow-400"></i>
</div>
<div class="ml-3">
<h4 class="text-sm font-medium text-yellow-800">验证与证伪</h4>
<p class="mt-2 text-sm text-yellow-700">
<strong>证伪点:</strong>研报称"东盟新能源车市场将爆发"但2024年泰国渗透率仅<strong>10.9%</strong>低于预期15%需跟踪2025年政策退坡影响。
</p>
</div>
</div>
</div>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="bg-white rounded-xl shadow-lg p-6 mb-10 card-shadow">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-exclamation-triangle text-yellow-500 mr-3"></i>潜在风险与挑战
</h2>
<div class="overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据支撑</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">政策风险</td>
<td class="px-4 py-3 text-sm text-gray-600">印尼2025年或重启镍矿出口禁令</td>
<td class="px-4 py-3 text-sm text-gray-600">2024年印尼镍矿出口量同比-12%</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">汇率风险</td>
<td class="px-4 py-3 text-sm text-gray-600">越南盾2024年贬值5.2%,侵蚀利润</td>
<td class="px-4 py-3 text-sm text-gray-600">越南央行外汇储备仅够3个月进口</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">竞争风险</td>
<td class="px-4 py-3 text-sm text-gray-600">日韩车企在泰国加大氢能车补贴</td>
<td class="px-4 py-3 text-sm text-gray-600">丰田2024年在泰氢能车补贴翻倍至1万美元/辆</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">信息矛盾</td>
<td class="px-4 py-3 text-sm text-gray-600">路演称"东盟劳动力成本优势持续"但2024年越南最低工资上涨10%</td>
<td class="px-4 py-3 text-sm text-gray-600">越南最低工资上涨10%</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="bg-gradient-to-r from-green-600 to-teal-700 rounded-xl shadow-lg p-6 mb-10 text-white">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-trophy text-yellow-300 mr-3"></i>综合结论与投资启示
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
<div class="bg-white bg-opacity-20 rounded-lg p-4 backdrop-blur-sm">
<p class="text-lg">当前处于"<strong>制度红利兑现+产业验证</strong>"过渡期类似2018年光伏531政策后的"平价前夜"。</p>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="bg-white bg-opacity-20 rounded-lg p-4 backdrop-blur-sm">
<h4 class="font-semibold mb-3 text-yellow-200">高弹性赛道</h4>
<ul class="space-y-2">
<li class="flex items-start">
<i class="fas fa-chart-line text-yellow-300 mt-1 mr-2"></i>
<div>
<span class="font-medium">锂电中游出口:</span>恩捷股份(隔膜)、天赐材料(电解液)对东盟出口占比<strong>&gt;30%</strong>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-chart-line text-yellow-300 mt-1 mr-2"></i>
<div>
<span class="font-medium">跨境物流:</span>中远海控东南亚航线量价齐升2025年Q1运价+25%
</div>
</li>
</ul>
</div>
<div class="bg-white bg-opacity-20 rounded-lg p-4 backdrop-blur-sm">
<h4 class="font-semibold mb-3 text-yellow-200">防御性标的</h4>
<ul class="space-y-2">
<li class="flex items-start">
<i class="fas fa-shield-alt text-yellow-300 mt-1 mr-2"></i>
<div>
<span class="font-medium">港口枢纽:</span>北部湾港(中国-东盟贸易核心节点2024年货物吞吐量+18%
</div>
</li>
</ul>
</div>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
<div class="bg-white bg-opacity-20 rounded-lg p-4 backdrop-blur-sm">
<ul class="space-y-2">
<li class="flex items-start">
<i class="fas fa-search text-yellow-300 mt-1 mr-2"></i>
<div>
<span class="font-medium">政策落地:</span>2025年10月自贸区3.0签署后,中国对东盟<strong>新能源车零部件出口增速</strong>(需&gt;30%验证产业逻辑)
</div>
</li>
<li class="flex items-start">
<i class="fas fa-search text-yellow-300 mt-1 mr-2"></i>
<div>
<span class="font-medium">产能利用率:</span>比亚迪泰国工厂2025年Q4产能利用率目标&gt;80%
</div>
</li>
</ul>
</div>
</div>
<div class="bg-yellow-400 bg-opacity-20 rounded-lg p-4 backdrop-blur-sm border-l-4 border-yellow-300">
<p class="text-lg font-medium italic">
"自贸区3.0是制度β,新能源产业链是产业α,两者共振下,东盟将成为中国高端制造的'第二增长曲线'。"
</p>
</div>
</div>
<!-- 关联股票数据表格 -->
<div class="bg-white rounded-xl shadow-lg p-6 card-shadow">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-table text-indigo-500 mr-3"></i>关联股票数据
</h2>
<div class="mb-6">
<div class="flex flex-wrap gap-2 mb-4">
<span class="px-3 py-1 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">东盟贸易(2504111)</span>
<span class="px-3 py-1 bg-green-100 text-green-800 rounded-full text-sm font-medium">多边贸易物流(250406)</span>
</div>
</div>
<div class="table-responsive">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/分类</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链/业务相关</th>
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">投资逻辑</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<!-- 东盟贸易(2504111) 股票 -->
<tr class="bg-blue-50">
<td colspan="5" class="px-4 py-2 text-sm font-medium text-blue-800">东盟贸易(2504111)</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">北部湾港</td>
<td class="px-4 py-3 text-sm text-gray-600">港口</td>
<td class="px-4 py-3 text-sm text-gray-600">广西北部湾地区国有公共码头唯一运营商</td>
<td class="px-4 py-3 text-sm text-gray-600">连接重庆、云南、贵州,邻广东、海南、香港、澳门,西接越南,南海海南岛</td>
<td class="px-4 py-3 text-sm text-gray-600">国家发展"一带一路""海上丝绸之路"的重要节点港口</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">五洲交通</td>
<td class="px-4 py-3 text-sm text-gray-600">高速公路</td>
<td class="px-4 py-3 text-sm text-gray-600">中国-东盟高速核心公司</td>
<td class="px-4 py-3 text-sm text-gray-600">广西本地高速公路上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">广西本地第一大高速公路公司</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">广州港</td>
<td class="px-4 py-3 text-sm text-gray-600">港口</td>
<td class="px-4 py-3 text-sm text-gray-600">连接新加坡、越南、泰国马来西亚巴生港、印尼雅加达港等</td>
<td class="px-4 py-3 text-sm text-gray-600">外贸航线覆盖广泛</td>
<td class="px-4 py-3 text-sm text-gray-600">对接新加坡港、马来西亚巴生港等东南亚重要港口</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">天津港</td>
<td class="px-4 py-3 text-sm text-gray-600">港口</td>
<td class="px-4 py-3 text-sm text-gray-600">对接新加坡港、马来西亚巴生港、越南海防港等</td>
<td class="px-4 py-3 text-sm text-gray-600">外贸航线覆盖</td>
<td class="px-4 py-3 text-sm text-gray-600">覆盖东南亚主要港口</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">连云港</td>
<td class="px-4 py-3 text-sm text-gray-600">港口</td>
<td class="px-4 py-3 text-sm text-gray-600">控股51%子公司新东方集装箱覆盖日本、韩国、东南亚、南亚等外贸航线</td>
<td class="px-4 py-3 text-sm text-gray-600">外贸航线覆盖</td>
<td class="px-4 py-3 text-sm text-gray-600">子公司覆盖多国外贸航线</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">凤凰航运</td>
<td class="px-4 py-3 text-sm text-gray-600">航运</td>
<td class="px-4 py-3 text-sm text-gray-600">远洋航线主要聚焦东南亚</td>
<td class="px-4 py-3 text-sm text-gray-600">干散货运输</td>
<td class="px-4 py-3 text-sm text-gray-600">主要从事东南亚干散货运输业务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">宁波海运</td>
<td class="px-4 py-3 text-sm text-gray-600">航运</td>
<td class="px-4 py-3 text-sm text-gray-600">拥有宁波至马来西亚海运转口贸易专线</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚运输</td>
<td class="px-4 py-3 text-sm text-gray-600">运营东南亚专线运输</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">海航科技</td>
<td class="px-4 py-3 text-sm text-gray-600">航运</td>
<td class="px-4 py-3 text-sm text-gray-600">自有船+市场租赁船共15艘总运力规模达到111万载重吨</td>
<td class="px-4 py-3 text-sm text-gray-600">覆盖美洲、澳洲、东南亚、中东、西非</td>
<td class="px-4 py-3 text-sm text-gray-600">主航线覆盖全球主要区域</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">锦江航运</td>
<td class="px-4 py-3 text-sm text-gray-600">航运</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚航线营收占比27%</td>
<td class="px-4 py-3 text-sm text-gray-600">海防丝路快航</td>
<td class="px-4 py-3 text-sm text-gray-600">推出上海至海防3.5天快线</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中远海控</td>
<td class="px-4 py-3 text-sm text-gray-600">航运</td>
<td class="px-4 py-3 text-sm text-gray-600">2025年一季度东南亚航线货量同比增长12%</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚航线增长</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚航线货量显著增长</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中远海特</td>
<td class="px-4 py-3 text-sm text-gray-600">特种运输</td>
<td class="px-4 py-3 text-sm text-gray-600">航线网络覆盖160多个国家和地区</td>
<td class="px-4 py-3 text-sm text-gray-600">极地航线运营经验</td>
<td class="px-4 py-3 text-sm text-gray-600">覆盖东南亚极地航线</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">宁波远洋</td>
<td class="px-4 py-3 text-sm text-gray-600">航运</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚航线集装箱吞吐量占比约0.3%</td>
<td class="px-4 py-3 text-sm text-gray-600">运力提升</td>
<td class="px-4 py-3 text-sm text-gray-600">2024年新增运力重点布局东南亚</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">华贸物流</td>
<td class="px-4 py-3 text-sm text-gray-600">物流</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚营收占比0.67%</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚市场</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚业务占比提升</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">南宁百货</td>
<td class="px-4 py-3 text-sm text-gray-600">零售</td>
<td class="px-4 py-3 text-sm text-gray-600">本地第一大零售上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">本地零售龙头</td>
<td class="px-4 py-3 text-sm text-gray-600">广西本地零售市场份额第一</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">两面针</td>
<td class="px-4 py-3 text-sm text-gray-600">日化</td>
<td class="px-4 py-3 text-sm text-gray-600">本地第一大牙膏上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">本地牙膏龙头</td>
<td class="px-4 py-3 text-sm text-gray-600">广西本地牙膏市场份额第一</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">广农糖业</td>
<td class="px-4 py-3 text-sm text-gray-600">白糖</td>
<td class="px-4 py-3 text-sm text-gray-600">本地第一大白糖上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">白糖生产</td>
<td class="px-4 py-3 text-sm text-gray-600">糖收入11.4亿</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">粤桂股份</td>
<td class="px-4 py-3 text-sm text-gray-600">白糖</td>
<td class="px-4 py-3 text-sm text-gray-600">本地第二大白糖上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">白糖生产</td>
<td class="px-4 py-3 text-sm text-gray-600">糖收入4.2亿</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">百洋股份</td>
<td class="px-4 py-3 text-sm text-gray-600">水产加工</td>
<td class="px-4 py-3 text-sm text-gray-600">本地第一大水产加工上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">水产加工</td>
<td class="px-4 py-3 text-sm text-gray-600">广西本地水产加工领先</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">皇氏集团</td>
<td class="px-4 py-3 text-sm text-gray-600">乳制品</td>
<td class="px-4 py-3 text-sm text-gray-600">本地第一大乳制品上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">乳制品生产</td>
<td class="px-4 py-3 text-sm text-gray-600">广西本地乳制品市场份额第一</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">桂林旅游</td>
<td class="px-4 py-3 text-sm text-gray-600">旅游</td>
<td class="px-4 py-3 text-sm text-gray-600">桂林景区</td>
<td class="px-4 py-3 text-sm text-gray-600">旅游服务</td>
<td class="px-4 py-3 text-sm text-gray-600">桂林核心景区运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">丽江股份</td>
<td class="px-4 py-3 text-sm text-gray-600">旅游</td>
<td class="px-4 py-3 text-sm text-gray-600">丽江景区</td>
<td class="px-4 py-3 text-sm text-gray-600">旅游服务</td>
<td class="px-4 py-3 text-sm text-gray-600">丽江景区运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">云南旅游</td>
<td class="px-4 py-3 text-sm text-gray-600">旅游</td>
<td class="px-4 py-3 text-sm text-gray-600">丽江综合性文旅</td>
<td class="px-4 py-3 text-sm text-gray-600">旅游服务</td>
<td class="px-4 py-3 text-sm text-gray-600">丽江综合文旅项目</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">云南城投</td>
<td class="px-4 py-3 text-sm text-gray-600">房地产</td>
<td class="px-4 py-3 text-sm text-gray-600">云南国资,本地第一大房地产上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">房地产开发</td>
<td class="px-4 py-3 text-sm text-gray-600">云南本地房地产龙头</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">南天信息</td>
<td class="px-4 py-3 text-sm text-gray-600">信息建设</td>
<td class="px-4 py-3 text-sm text-gray-600">云南国资,本地第一大信息建设上市公司</td>
<td class="px-4 py-3 text-sm text-gray-600">跨境支付</td>
<td class="px-4 py-3 text-sm text-gray-600">跨境支付相关业务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">远大控股</td>
<td class="px-4 py-3 text-sm text-gray-600">国际贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">覆盖东南亚、南亚、中东、西非等全球主要棕榈油产销区</td>
<td class="px-4 py-3 text-sm text-gray-600">棕榈油供应链</td>
<td class="px-4 py-3 text-sm text-gray-600">2022年首家通过马来西亚可持续棕榈油供应链认证</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">瑞茂通</td>
<td class="px-4 py-3 text-sm text-gray-600">供应链</td>
<td class="px-4 py-3 text-sm text-gray-600">实现对马来西亚、印尼、菲律宾、越南、印度等"一带一路"沿线国家业务拓展</td>
<td class="px-4 py-3 text-sm text-gray-600">供应链服务</td>
<td class="px-4 py-3 text-sm text-gray-600">拓展东南亚供应链业务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东方创业</td>
<td class="px-4 py-3 text-sm text-gray-600">农产品进口</td>
<td class="px-4 py-3 text-sm text-gray-600">与马来西亚农产品进口合作</td>
<td class="px-4 py-3 text-sm text-gray-600">农产品贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">"国宴级"猫山王榴莲合作</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">万马股份</td>
<td class="px-4 py-3 text-sm text-gray-600">电缆</td>
<td class="px-4 py-3 text-sm text-gray-600">与马来西亚企业存在业务合作</td>
<td class="px-4 py-3 text-sm text-gray-600">电缆制造</td>
<td class="px-4 py-3 text-sm text-gray-600">与马来西亚企业业务合作</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">共达电声</td>
<td class="px-4 py-3 text-sm text-gray-600">电子</td>
<td class="px-4 py-3 text-sm text-gray-600">在马来西亚有子公司</td>
<td class="px-4 py-3 text-sm text-gray-600">电子制造</td>
<td class="px-4 py-3 text-sm text-gray-600">马来西亚子公司布局</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">阿尔特</td>
<td class="px-4 py-3 text-sm text-gray-600">汽车设计</td>
<td class="px-4 py-3 text-sm text-gray-600">在马国有投资成立汽车设计与创新中心</td>
<td class="px-4 py-3 text-sm text-gray-600">汽车设计</td>
<td class="px-4 py-3 text-sm text-gray-600">马来西亚汽车设计中心</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">有方科技</td>
<td class="px-4 py-3 text-sm text-gray-600">智能电网</td>
<td class="px-4 py-3 text-sm text-gray-600">为马来西亚某综合性集团提供智能电网相关产品</td>
<td class="px-4 py-3 text-sm text-gray-600">智能电网</td>
<td class="px-4 py-3 text-sm text-gray-600">智能电网产品出口</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东杰智能</td>
<td class="px-4 py-3 text-sm text-gray-600">智能仓储</td>
<td class="px-4 py-3 text-sm text-gray-600">2024年与马企签约6亿智能仓储设备采购合同</td>
<td class="px-4 py-3 text-sm text-gray-600">智能仓储</td>
<td class="px-4 py-3 text-sm text-gray-600">大额智能仓储合同</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">通达创智</td>
<td class="px-4 py-3 text-sm text-gray-600">智能制造</td>
<td class="px-4 py-3 text-sm text-gray-600">加大马来西亚工厂投入与产能扩充</td>
<td class="px-4 py-3 text-sm text-gray-600">智能制造</td>
<td class="px-4 py-3 text-sm text-gray-600">马来西亚工厂扩产</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">海南海药</td>
<td class="px-4 py-3 text-sm text-gray-600">医药</td>
<td class="px-4 py-3 text-sm text-gray-600">2025年4月10日盘后互动公司产品主要出口地为东南亚、印度及南美洲</td>
<td class="px-4 py-3 text-sm text-gray-600">医药出口</td>
<td class="px-4 py-3 text-sm text-gray-600">出口东南亚及南美</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">晋亿实业</td>
<td class="px-4 py-3 text-sm text-gray-600">高铁扣件</td>
<td class="px-4 py-3 text-sm text-gray-600">国内紧固件龙头时速250和350公里高铁扣件唯一全套供应商</td>
<td class="px-4 py-3 text-sm text-gray-600">高铁配件</td>
<td class="px-4 py-3 text-sm text-gray-600">高铁扣件全套供应</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">今创集团</td>
<td class="px-4 py-3 text-sm text-gray-600">轨道交通</td>
<td class="px-4 py-3 text-sm text-gray-600">参与"一带一路"沿线国家多个轨道交通项目建设</td>
<td class="px-4 py-3 text-sm text-gray-600">轨道交通</td>
<td class="px-4 py-3 text-sm text-gray-600">参与东南亚等国轨道交通项目</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">长江投资</td>
<td class="px-4 py-3 text-sm text-gray-600">成衣生产</td>
<td class="px-4 py-3 text-sm text-gray-600">子公司长江投资(香港)持有香港联泰股权,主要业务为成衣及服饰配件设计生产</td>
<td class="px-4 py-3 text-sm text-gray-600">成衣制造</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚设生产基地</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">鲁泰A</td>
<td class="px-4 py-3 text-sm text-gray-600">纺织</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚营收占比30%</td>
<td class="px-4 py-3 text-sm text-gray-600">纺织出口</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚市场营收占比高</td>
</tr>
<!-- 多边贸易物流(250406) 股票 -->
<tr class="bg-green-50">
<td colspan="5" class="px-4 py-2 text-sm font-medium text-green-800">多边贸易物流(250406)</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">万林物流</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">日本</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及物流业务</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及物流业务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">飞力达</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">日本</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及物流业务</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及物流业务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">南京港</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">日本</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及港口物流</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及港口物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">保税科技</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">日本</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及保税物流</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及保税物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">音飞储存</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">日本</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及仓储物流</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及仓储物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">海晨股份</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">日本</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及物流服务</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的日本部分,涉及物流服务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">青岛双星</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">韩国</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及物流相关业务</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及物流相关业务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">青岛金王</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">韩国</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及物流相关业务</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及物流相关业务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中创物流</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">韩国</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及物流服务</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及物流服务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">海程邦达</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">韩国</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及物流服务</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及物流服务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">青岛港</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">韩国</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及港口物流</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及港口物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">日照港</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">韩国</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及港口物流</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及港口物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">渤海轮渡</td>
<td class="px-4 py-3 text-sm text-gray-600">中日韩贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">韩国</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及航运物流</td>
<td class="px-4 py-3 text-sm text-gray-600">属于中日韩贸易中的韩国部分,涉及航运物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">天顺股份</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,提供跨境物流服务</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,提供跨境物流服务</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">锦州港</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,提供港口物流</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,提供港口物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中国外运</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,综合物流服务商</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,综合物流服务商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">博亚精工</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,物流设备制造</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,物流设备制造</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">辽港股份</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,港口运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">哈投股份</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,能源物流</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,能源物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">哈三联</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,医药物流</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,医药物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">长久物流</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,汽车物流</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,汽车物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">小商品城</td>
<td class="px-4 py-3 text-sm text-gray-600">中俄贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,电商物流</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中俄贸易和中欧贸易,电商物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">铁龙物流</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中欧贸易和东南亚贸易,铁路物流</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中欧贸易和东南亚贸易,铁路物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">新赛股份</td>
<td class="px-4 py-3 text-sm text-gray-600">中欧贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">东南亚贸易</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中欧贸易和东南亚贸易,农产品物流</td>
<td class="px-4 py-3 text-sm text-gray-600">同时涉及中欧贸易和东南亚贸易,农产品物流</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">招商港口</td>
<td class="px-4 py-3 text-sm text-gray-600">一带一路港口</td>
<td class="px-4 py-3 text-sm text-gray-600">港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口投资与运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口投资与运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">秦港股份</td>
<td class="px-4 py-3 text-sm text-gray-600">一带一路港口</td>
<td class="px-4 py-3 text-sm text-gray-600">港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">唐山港</td>
<td class="px-4 py-3 text-sm text-gray-600">一带一路港口</td>
<td class="px-4 py-3 text-sm text-gray-600">港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">上港集团</td>
<td class="px-4 py-3 text-sm text-gray-600">一带一路港口</td>
<td class="px-4 py-3 text-sm text-gray-600">港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">宁波港</td>
<td class="px-4 py-3 text-sm text-gray-600">一带一路港口</td>
<td class="px-4 py-3 text-sm text-gray-600">港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">盐田港</td>
<td class="px-4 py-3 text-sm text-gray-600">一带一路港口</td>
<td class="px-4 py-3 text-sm text-gray-600">港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">珠海港</td>
<td class="px-4 py-3 text-sm text-gray-600">一带一路港口</td>
<td class="px-4 py-3 text-sm text-gray-600">港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">重庆港</td>
<td class="px-4 py-3 text-sm text-gray-600">一带一路港口</td>
<td class="px-4 py-3 text-sm text-gray-600">港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
<td class="px-4 py-3 text-sm text-gray-600">涉及一带一路沿线港口运营</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
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