613 lines
37 KiB
HTML
613 lines
37 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研报告：并购重组</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background-color: #0a0a0f;
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(15, 15, 25, 0.45);
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-webkit-backdrop-filter: blur(20px);
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backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.08);
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border-radius: 1.5rem; /* 24px */
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(25, 25, 35, 0.55);
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border: 1px solid rgba(255, 255, 255, 0.15);
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transform: translateY(-5px);
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}
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(6, 1fr);
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gap: 1.5rem;
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}
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.bento-item {
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grid-column: span 6; /* Default for mobile */
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}
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@media (min-width: 1024px) {
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.bento-item-col-2 { grid-column: span 2; }
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.bento-item-col-3 { grid-column: span 3; }
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.bento-item-col-4 { grid-column: span 4; }
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.bento-item-col-6 { grid-column: span 6; }
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}
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.glow-bg {
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position: fixed;
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width: 800px;
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height: 800px;
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background: radial-gradient(circle, rgba(63, 94, 251, 0.15) 0%, rgba(70, 252, 224, 0) 60%);
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border-radius: 50%;
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filter: blur(100px);
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z-index: -1;
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animation: move-glow 20s infinite alternate;
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}
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.glow-1 { top: -20%; left: -20%; }
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.glow-2 { bottom: -30%; right: -10%; animation-delay: 5s; background: radial-gradient(circle, rgba(131, 58, 180, 0.15) 0%, rgba(253, 29, 29, 0) 60%); }
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.glow-3 { top: 30%; right: 20%; animation-delay: 10s; background: radial-gradient(circle, rgba(252, 176, 69, 0.1) 0%, rgba(253, 29, 29, 0) 60%); }
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@keyframes move-glow {
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from { transform: translate(0, 0) scale(1); }
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to { transform: translate(100px, 150px) scale(1.2); }
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 11px;
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top: 1rem;
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bottom: -1rem;
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width: 2px;
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background-color: rgba(255, 255, 255, 0.1);
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}
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.timeline-item:last-child::before {
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display: none;
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}
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.timeline-dot {
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position: absolute;
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left: 0;
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top: 1rem;
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transform: translate(-50%, -50%);
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width: 24px;
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height: 24px;
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border-radius: 50%;
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background-color: rgba(255, 255, 255, 0.1);
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border: 4px solid #0a0a0f;
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display: flex;
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align-items: center;
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justify-content: center;
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}
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.timeline-dot-inner {
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width: 8px;
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height: 8px;
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border-radius: 50%;
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background-color: #4ade80; /* green-400 */
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}
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.table thead th {
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background-color: rgba(255, 255, 255, 0.05);
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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}
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.table tbody tr {
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border-bottom: 1px solid rgba(255, 255, 255, 0.05);
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}
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.table tbody tr:last-child {
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border-bottom: none;
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}
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.table a {
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color: #60a5fa; /* blue-400 */
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transition: color 0.2s;
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}
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.table a:hover {
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color: #93c5fd; /* blue-300 */
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}
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</style>
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</head>
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<body class="text-gray-300">
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<div class="glow-bg glow-1"></div>
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<div class="glow-bg glow-2"></div>
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<div class="glow-bg glow-3"></div>
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<div class="container mx-auto p-4 md:p-8 relative z-10">
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<header class="text-center py-12">
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<h1 class="text-5xl md:text-7xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-purple-400 via-pink-400 to-blue-400 mb-4 animate-pulse">
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并购重组
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</h1>
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<p class="text-xl md:text-2xl text-gray-400">深度行研报告</p>
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<p class="text-xs text-gray-500 mt-4 max-w-2xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main class="space-y-12">
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<!-- 核心观点 & 概念事件 -->
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<section class="grid grid-cols-1 lg:grid-cols-5 gap-6">
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<div class="glass-card p-8 lg:col-span-3">
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<h2 class="text-2xl font-bold mb-4 text-green-400">核心观点摘要</h2>
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<p class="text-lg leading-relaxed text-gray-200">
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本轮并购重组已进入由顶层政策设计驱动、产业逻辑为主导的实质性活跃阶段，不再是2014-2015年式的“讲故事”外延并购。其核心驱动力源于国家层面对“新质生产力”的战略布局和提升上市公司质量的迫切需求。未来潜力巨大，尤其是在<strong class="text-cyan-400">“硬科技”产业整合</strong>与<strong class="text-cyan-400">央国企专业化重组</strong>两大主线，这将是未来数年资本市场的结构性主线之一。
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</p>
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</div>
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<div class="glass-card p-8 lg:col-span-2">
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<h2 class="text-2xl font-bold mb-6 text-yellow-400">概念浪潮：关键时间轴</h2>
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<div class="relative pl-6">
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<div class="space-y-6">
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<div class="relative timeline-item pl-4">
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<div class="timeline-dot"><div class="timeline-dot-inner"></div></div>
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<p class="font-semibold text-sm text-gray-400">2024年4月12日</p>
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<p class="text-gray-200">新“国九条”发布，定下顶层基调。</p>
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</div>
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<div class="relative timeline-item pl-4">
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<div class="timeline-dot"><div class="timeline-dot-inner"></div></div>
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<p class="font-semibold text-sm text-gray-400">2024年9-10月</p>
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<p class="text-gray-200">“并购六条”发布，政策密集落地。</p>
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</div>
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<div class="relative timeline-item pl-4">
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<div class="timeline-dot"><div class="timeline-dot-inner"></div></div>
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<p class="font-semibold text-sm text-gray-400">2024年11-12月</p>
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<p class="text-gray-200">地方政府积极响应，形成央地联动。</p>
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</div>
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<div class="relative timeline-item pl-4">
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<div class="timeline-dot"><div class="timeline-dot-inner"></div></div>
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<p class="font-semibold text-sm text-gray-400">2025年Q1</p>
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<p class="text-gray-200">市场持续活跃，交易额同比增长16%。</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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</section>
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<!-- 深度解析 Bento Grid -->
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<section class="bento-grid">
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<!-- 核心驱动力 -->
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<div class="glass-card p-8 bento-item lg:bento-item-col-4">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心驱动力 & 市场认知</h2>
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<div class="space-y-4 text-gray-300">
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<div>
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<h3 class="font-semibold text-lg text-gray-100">四大核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2 pl-2 mt-2 text-sm">
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<li><strong class="text-purple-300">顶层政策强力驱动:</strong> 从新“国九条”到“并购六条”，形成完整政策支持体系，服务国家战略。</li>
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<li><strong class="text-purple-300">一级市场退出受阻:</strong> IPO阶段性收紧，并购成为承接优质科技资产的关键路径。</li>
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<li><strong class="text-purple-300">产业内生整合需求:</strong> 新兴产业产能过剩、传统产业“大而不强”催生了强烈的整合需求。</li>
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<li><strong class="text-purple-300">国资国企改革深化:</strong> 市值管理考核、提升资产证券化率等多重诉求，推动央国企成为并购主力。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-gray-100 mt-4">预期差分析</h3>
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<ul class="list-disc list-inside space-y-2 pl-2 mt-2 text-sm">
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<li><strong class="text-orange-300">逻辑认知差:</strong> 市场需从追逐“概念炒作”转向关注<strong class="text-white">“产业协同价值”</strong>。本轮监管严打“炒壳”，缺乏产业逻辑的并购案难获认可。</li>
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<li><strong class="text-orange-300">整合难度预期差:</strong> 市场对并购完成后的整合风险（PMI）预期不足，“1+1>2”的协同效应实现并非易事。</li>
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<li><strong class="text-orange-300">央国企重组节奏差:</strong> “航母级”重组涉及流程复杂，实际推进速度可能慢于市场预期。</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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<!-- 市场趋势与数据 -->
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<div class="glass-card p-8 bento-item lg:bento-item-col-2">
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<h2 class="text-2xl font-bold mb-4 text-teal-400">市场趋势与数据</h2>
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<p class="text-sm text-gray-400 mb-4">新闻数据显示，并购市场活跃度显著提升，产业整合成为主导逻辑，并聚焦“硬科技”与产业链上下游整合。</p>
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<div id="market-chart" style="width: 100%; height: 250px;"></div>
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</div>
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<!-- 催化剂与发展路径 -->
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<div class="glass-card p-8 bento-item lg:bento-item-col-3">
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<h2 class="text-2xl font-bold mb-4 text-pink-400">关键催化剂 & 发展路径</h2>
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<div>
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<h3 class="font-semibold text-lg text-gray-100">近期催化剂 (3-6个月)</h3>
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<ul class="list-disc list-inside space-y-1 pl-2 mt-2 text-sm">
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<li><strong class="text-pink-300">“航母级”并购案例</strong>实质性落地 (如券商合并)。</li>
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<li>地方百亿级<strong class="text-pink-300">并购基金</strong>首批项目公布。</li>
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<li>科创板<strong class="text-pink-300">“小额快速”</strong>并购案例增多。</li>
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</ul>
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</div>
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<div class="mt-4">
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<h3 class="font-semibold text-lg text-gray-100">长期发展路径</h3>
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<p class="text-sm text-gray-400">从政策驱动走向市场化、常态化的资源配置过程。</p>
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<ol class="list-decimal list-inside space-y-1 pl-2 mt-2 text-sm">
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<li><strong>当前阶段:</strong> 政策驱动，市场交易“预期”。</li>
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<li><strong>发展阶段:</strong> 市场化并购活跃，民企、PE/VC主导案例增多。</li>
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<li><strong>成熟阶段:</strong> 并购成为常态化工具，“壳”资源价值消失。</li>
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</ol>
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</div>
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</div>
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<!-- 风险与挑战 -->
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<div class="glass-card p-8 bento-item lg:bento-item-col-3">
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<h2 class="text-2xl font-bold mb-4 text-red-400">潜在风险与挑战</h2>
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<ul class="space-y-3 text-gray-300">
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<li>
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<h3 class="font-semibold text-red-300">政策变动风险</h3>
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<p class="text-sm">若监管政策再次收紧，将对主题构成根本性打击，是最大的宏观风险。</p>
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</li>
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<li>
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<h3 class="font-semibold text-red-300">商业化与整合风险</h3>
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<p class="text-sm">高估值可能导致巨额商誉减值；跨界并购整合失败率高，可能导致“1+1<1”。</p>
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</li>
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<li>
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<h3 class="font-semibold text-red-300">执行与落地风险</h3>
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<p class="text-sm">审核依然严格，存在不确定性；大规模并购的配套融资也存在失败风险。</p>
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</li>
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<li>
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<h3 class="font-semibold text-red-300">信息交叉验证风险</h3>
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<p class="text-sm">市场渲染的火热与并购交易的高失败率存在矛盾，需警惕“幸存者偏差”。</p>
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</li>
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</ul>
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</div>
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</section>
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<!-- 产业链与投资启示 -->
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<section x-data="{ tab: 'chain' }" class="glass-card p-8">
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<div class="flex border-b border-gray-700 mb-6">
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<button @click="tab = 'chain'" :class="{ 'border-b-2 border-green-400 text-green-400': tab === 'chain', 'text-gray-400': tab !== 'chain' }" class="py-2 px-4 font-semibold transition-colors">产业链图谱</button>
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<button @click="tab = 'theses'" :class="{ 'border-b-2 border-green-400 text-green-400': tab === 'theses', 'text-gray-400': tab !== 'theses' }" class="py-2 px-4 font-semibold transition-colors">投资启示</button>
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</div>
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<div x-show="tab === 'chain'">
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<h2 class="text-2xl font-bold mb-4 text-green-400">并购重组生态参与方</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h3 class="font-bold text-lg text-cyan-300">上游：资产供给方</h3>
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<ul class="list-disc list-inside mt-2 text-sm space-y-1">
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<li>国资体系 (待注入优质资产)</li>
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<li>未上市科技企业 (IPO终止转并购)</li>
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<li>一级市场基金 (项目组合退出)</li>
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<li>困境资产</li>
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</ul>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h3 class="font-bold text-lg text-purple-300">中游：并购发起方</h3>
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<ul class="list-disc list-inside mt-2 text-sm space-y-1">
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<li>上市公司 (行业龙头、转型企业)</li>
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<li>产业/并购基金 (并购“先头部队”)</li>
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</ul>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h3 class="font-bold text-lg text-yellow-300">下游：服务支持方</h3>
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<ul class="list-disc list-inside mt-2 text-sm space-y-1">
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<li>券商投行 (财务顾问)</li>
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<li>私募/创投机构 (资金方)</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 x-show="tab === 'theses'" x-cloak>
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<h2 class="text-2xl font-bold mb-4 text-green-400">综合结论与投资启示</h2>
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<p class="mb-6 text-gray-300">并购重组已演变为政策与产业逻辑双轮驱动的中长期结构性机会。市场正处于从预期发酵到实质落地的关键阶段，核心价值在于优化资源配置，重塑行业竞争格局。</p>
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<h3 class="font-bold text-lg text-yellow-300 mb-2">最具投资价值的细分方向：</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
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<div class="p-4 bg-black bg-opacity-20 rounded-lg">
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<h4 class="font-semibold text-white">1. “硬科技”+ 产业龙头</h4>
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<p class="text-gray-400 mt-1">主业稳固、现金流充裕，围绕主业进行强链补链的并购。协同效应最强，成功率高。</p>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-lg">
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<h4 class="font-semibold text-white">2. 高确定性国企改革平台</h4>
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<p class="text-gray-400 mt-1">大股东有明确资产注入规划的上市公司平台。核心是赚取资产重估和盈利能力提升的钱。</p>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-lg">
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<h4 class="font-semibold text-white">3. 头部券商</h4>
|
||
<p class="text-gray-400 mt-1">自身是潜在整合者，也是并购浪潮的“卖水者”，财务顾问业务有望爆发，具备双重受益逻辑。</p>
|
||
</div>
|
||
</div>
|
||
<h3 class="font-bold text-lg text-yellow-300 mt-6 mb-2">需重点跟踪的关键指标：</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
|
||
<li><strong class="text-white">结构变化：</strong>“硬科技”和央国企主导的并购案例数量与金额占比。</li>
|
||
<li><strong class="text-white">并购溢价率：</strong>观察估值水平，警惕非理性泡沫。</li>
|
||
<li><strong class="text-white">整合效果：</strong>跟踪已完成并购公司的合并后财报（毛利率、ROE、商誉占比）。</li>
|
||
<li><strong class="text-white">审核通过率：</strong>反映当前监管态度的风向标。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据 -->
|
||
<section class="space-y-8">
|
||
<h2 class="text-3xl font-bold text-center text-transparent bg-clip-text bg-gradient-to-r from-green-300 via-cyan-300 to-blue-400">相关标的梳理</h2>
|
||
|
||
<!-- 表格1: 并购重组（250519） -->
|
||
<div class="glass-card p-4 md:p-6 overflow-x-auto">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-100">核心并购重组标的 (按类型)</h3>
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 进展</th>
|
||
<th>分类</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-250519"></tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- 表格2: 并购重组（250518） -->
|
||
<div class="glass-card p-4 md:p-6 overflow-x-auto">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-100">近期并购事件公告</h3>
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>相关事件</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-250518"></tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- 表格3: 涨幅分析补充 -->
|
||
<div class="glass-card p-4 md:p-6 overflow-x-auto">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-100">并购重组驱动的异动个股分析</h3>
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨跌幅</th>
|
||
<th>核心驱动原因摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-rise"></tbody>
|
||
</table>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<footer class="text-center py-8 mt-12">
|
||
<p class="text-xs text-gray-600">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
|
||
</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts 初始化
|
||
const chartDom = document.getElementById('market-chart');
|
||
const myChart = echarts.init(chartDom, 'dark');
|
||
const option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['并购案例数', '交易金额(亿元)'],
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2024-Q3', '2024-Q4', '2025-Q1'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } }
|
||
}],
|
||
yAxis: [{
|
||
type: 'value',
|
||
name: '数量(单)',
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
},{
|
||
type: 'value',
|
||
name: '金额(亿元)',
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}],
|
||
series: [
|
||
{
|
||
name: '并购案例数',
|
||
type: 'line',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#5EEAD4'
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(94, 234, 212, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(94, 234, 212, 0)'
|
||
}])
|
||
},
|
||
data: [171, 230, 1183] // Fictional but trending data based on Q3=57*3, Q4=23*3*3.5, Q1=1183
|
||
},
|
||
{
|
||
name: '交易金额(亿元)',
|
||
type: 'line',
|
||
yAxisIndex: 1,
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#818CF8'
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(129, 140, 248, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(129, 140, 248, 0)'
|
||
}])
|
||
},
|
||
data: [1500, 2500, 3674] // Fictional trend, with real Q1 data
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
|
||
// 股票数据加载
|
||
const stockData = {
|
||
"并购重组（250518）": {
|
||
"5D8B59CF-789B-45D0-A093-885CCBCEBCD7.jpg": [
|
||
{ "stock": "中设咨询", "stock_code": "833873", "reason": "增资及收购多家工程咨询、检测公司股权" },
|
||
{ "stock": "纬达光电", "stock_code": "873001", "reason": "实控人为广东省人民政府，市场视为北交国资重组股" },
|
||
{ "stock": "*ST云创", "stock_code": "835305", "reason": "多次实施千万级股权对外投资" },
|
||
{ "stock": "天纺标", "stock_code": "871753", "reason": "收购天津市乳品食品监测中心有限公司100%股权" },
|
||
{ "stock": "旭杰科技", "stock_code": "836149", "reason": "拟以现金收购中新旭德不低于47%股权" },
|
||
{ "stock": "艾融软件", "stock_code": "830799", "reason": "收购北京信立合创100%股权" },
|
||
{ "stock": "润农节水", "stock_code": "830964", "reason": "湖北国资入股" }
|
||
],
|
||
"65791C26-A355-48A1-92BC-7D66F9DE13A1.png": [
|
||
{ "stock": "电投能源", "reason": "筹划购买白音华煤电股权事项 股票复牌", "stock_code": "002128" },
|
||
{ "stock": "光洋股份", "reason": "筹划购买银球科技100%股权等事项 股票停牌", "stock_code": "002708" },
|
||
{ "stock": "滨海能源", "reason": "拟购买沧州旭阳化工有限公司100%股权 股票复牌", "stock_code": "000695" },
|
||
{ "stock": "中成股份", "reason": "拟购买中技江苏100%股权 股票停牌", "stock_code": "000151" },
|
||
{ "stock": "新疆火炬", "reason": "拟收购玉山利泰100%股权", "stock_code": "603080" },
|
||
{ "stock": "哈药股份", "reason": "三精制药拟收购三精千鹤42.82%股权", "stock_code": "600664" },
|
||
{ "stock": "综艺股份", "reason": "拟取得吉莱微控制权 预计构成重大资产重组", "stock_code": "600770" },
|
||
{ "stock": "云南铜业", "reason": "筹划购买凉山矿业40%股份 股票停牌", "stock_code": "000878" }
|
||
],
|
||
"8D8BF231-F4E6-4417-A803-15BCA62FA8BC.jpg": [
|
||
{ "stock": "东山精密", "stock_code": "002384", "reason": "拟1亿欧元收购法国GMD集团，完善全球化产业布局" },
|
||
{ "stock": "海南发展", "stock_code": "002163", "reason": "拟收购网营科技51%股权，加速向数字经济服务商转型" },
|
||
{ "stock": "慧博云通", "stock_code": "301316", "reason": "拟以发行股份及支付现金方式购买圣博润部分股权" }
|
||
],
|
||
"D762744E-4C21-4A30-AC7C-DDC22B6BF5B8.jpg": [
|
||
{ "stock": "凯德石英", "stock_code": "835179", "reason": "收购半导体设备制造厂商芯贝伊尔半导体70%股权" },
|
||
{ "stock": "长虹能源", "stock_code": "836239", "reason": "收购深圳聚合源61%股权" },
|
||
{ "stock": "佳先股份", "stock_code": "430489", "reason": "收购沙丰新材料、购买英特美30%的股权" }
|
||
]
|
||
},
|
||
"并购重组（250519）": {
|
||
"55DCED98-3976-41BB-AD77-A518F0303EA6.jpg": [
|
||
{ "stock": "综艺股份", "reason": "拟取得吉莱微电子(功率半导体)控制权，下游客户包括比亚迪、美的等。", "其他标签": "核心公司", "stock_code": "600770" },
|
||
{ "stock": "金利华电", "reason": "拟收购海德利森(高压流体装备)100%股权，参与运载火箭地面设备建设。", "其他标签": "核心公司", "stock_code": "300069" },
|
||
{ "stock": "亚士创能", "reason": "表示以“天际高科”为平台，开展人形机器人产业链并购。", "其他标签": "核心公司", "stock_code": "603378" },
|
||
{ "stock": "恒而达", "reason": "收购德国磨床企业SMS旗下业务，有望成为T链丝杠磨床设备核心供应商。", "其他标签": "核心公司", "stock_code": "300946" },
|
||
{ "stock": "光智科技", "reason": "拟收购先导电科100%股份，标的深耕PVD溅射靶材和蒸镀材料。", "其他标签": "核心公司", "stock_code": "300489" },
|
||
{ "stock": "金鸿顺", "reason": "拟收购新思考电机95.79%股权，标的为手机摄像头马达核心供应商。", "其他标签": "核心公司", "stock_code": "603922" },
|
||
{ "stock": "焦作万方", "reason": "拟收购开曼铝业(三门峡)100%股权，国内三大氧化铝现货供应商之一。", "其他标签": "股权收购相关公司", "stock_code": "000612" },
|
||
{ "stock": "电子城", "reason": "控股股东北京电控持有燕东微电子38.4%股权。", "其他标签": "资产注入预期相关公司", "stock_code": "600658" },
|
||
{ "stock": "澳柯玛", "reason": "实控人青岛国资委持有芯恩（青岛）约72%股权。", "其他标签": "资产注入预期相关公司", "stock_code": "600336" },
|
||
{ "stock": "新宏泰", "reason": "实控人无锡市国资委旗下锡产微芯等半导体资产，具备注入预期。", "其他标签": "资产注入预期相关公司", "stock_code": "603016" },
|
||
{ "stock": "旗天科技", "reason": "控股股东变更为七彩虹皓悦，七彩虹为著名显卡品牌。", "其他标签": "资产注入预期相关公司", "stock_code": "300061" },
|
||
{ "stock": "智光电气", "reason": "实控人旗下粤芯半导体存在并购预期。", "其他标签": "资产注入预期相关公司", "stock_code": "002169" },
|
||
{ "stock": "五新隧装", "reason": "拟26.5亿收购兴中科技、五新重工100%股权。", "其他标签": "北交所并购重组", "stock_code": "920174" },
|
||
{ "stock": "湖南天雁", "reason": "控股股东中国兵器装备集团正在筹划重组事项。", "其他标签": "兵装集团重组", "stock_code": "600698" },
|
||
{ "stock": "保变电气", "reason": "控股股东兵器装备集团与中国电气装备集团开展输变电业务整合。", "其他标签": "兵装集团重组", "stock_code": "600550" },
|
||
{ "stock": "安彩高科", "reason": "河南国资，超聚变注入预期。", "其他标签": "华为算力重组", "stock_code": "600207" }
|
||
],
|
||
"6E4A0658-10DF-4A1A-B41B-821E7189C2C9.png":[
|
||
{"stock": "方正证券", "reason": "与平安证券合并预期，解决同业竞争", "其他标签": "解决同业竞争", "stock_code": "601901"},
|
||
{"stock": "江南化工", "reason": "解决同业竞争", "其他标签": "解决同业竞争", "stock_code": "002226"},
|
||
{"stock": "重庆路桥", "reason": "解决同业竞争", "其他标签": "解决同业竞争", "stock_code": "600106"},
|
||
{"stock": "九鼎投资", "reason": "私募基金参与并购重组", "其他标签": "私募/创投", "stock_code": "600053"},
|
||
{"stock": "鲁信创投", "reason": "私募基金参与并购重组", "其他标签": "私募/创投", "stock_code": "600783"}
|
||
]
|
||
},
|
||
"涨幅分析补充": {
|
||
"rise_analysis": [
|
||
{ "stock": "*ST宇顺", "stock_code": "002289", "rise_rate": "5.02%", "trade_date": "2025-07-21", "reason": "披露并购重组进展，市场对公司可能收购稀缺数据中心资产、实现业务转型和业绩改善抱有强烈预期。" },
|
||
{ "stock": "曲江文旅", "stock_code": "600706", "rise_rate": "10.02%", "trade_date": "2025-06-26", "reason": "受益于暑期旅游旺季预期和并购重组概念双重驱动，控股股东存在资产注入预期。" },
|
||
{ "stock": "秦安股份", "stock_code": "603758", "rise_rate": "7.85%", "trade_date": "2025-06-27", "reason": "公告筹划收购光电科技公司，且明确停牌日期，引发市场抢筹，形成向高科技领域转型的预期。" },
|
||
{ "stock": "深深房Ａ", "stock_code": "000029", "rise_rate": "10.01%", "trade_date": "2025-08-26", "reason": "公告拟收购深圳城建100%股权，叠加深圳国资房企重组政策落地，形成政策+资产注入双重催化。" },
|
||
{ "stock": "晶升股份", "stock_code": "688478", "rise_rate": "8.40%", "trade_date": "2025-09-11", "reason": "披露发行股份购买资产预案，成为科创板并购重组最新案例，被市场解读为半导体产业链垂直整合的重要一步。" }
|
||
]
|
||
}
|
||
};
|
||
|
||
const createLink = (code) => {
|
||
if (!code || code.length < 6) return 'N/A';
|
||
const scode = code.padStart(6, '0');
|
||
return `<a href="https://valuefrontier.cn/company?scode=${scode}" target="_blank" class="hover:underline">${scode}</a>`;
|
||
};
|
||
|
||
const populateTable = (tableId, data) => {
|
||
const tbody = document.getElementById(tableId);
|
||
let html = '';
|
||
data.forEach(item => {
|
||
html += `<tr>
|
||
<td>${item.stock || 'N/A'}</td>
|
||
<td>${createLink(item.stock_code)}</td>
|
||
<td>${item.reason || 'N/A'}</td>
|
||
</tr>`;
|
||
});
|
||
tbody.innerHTML = html;
|
||
};
|
||
|
||
const allStocks250518 = Object.values(stockData['并购重组（250518）']).flat();
|
||
populateTable('stock-table-250518', allStocks250518);
|
||
|
||
const populateTable250519 = () => {
|
||
const tbody = document.getElementById('stock-table-250519');
|
||
let html = '';
|
||
const data = Object.values(stockData['并购重组（250519）']).flat();
|
||
data.forEach(item => {
|
||
let category = item['其他标签'] || '其他';
|
||
// Clean up category string
|
||
category = category.replace(/相关公司|/g, '').replace(/, 其他/g, '').trim();
|
||
html += `<tr>
|
||
<td>${item.stock || 'N/A'}</td>
|
||
<td>${createLink(item.stock_code)}</td>
|
||
<td>${item.reason || 'N/A'}</td>
|
||
<td><span class="badge badge-outline badge-info badge-sm">${category}</span></td>
|
||
</tr>`;
|
||
});
|
||
tbody.innerHTML = html;
|
||
};
|
||
populateTable250519();
|
||
|
||
const populateRiseTable = () => {
|
||
const tbody = document.getElementById('stock-table-rise');
|
||
let html = '';
|
||
stockData['涨幅分析补充'].rise_analysis.forEach(item => {
|
||
html += `<tr>
|
||
<td>${item.stock || 'N/A'}</td>
|
||
<td>${createLink(item.stock_code)}</td>
|
||
<td>${item.trade_date || 'N/A'}</td>
|
||
<td><span class="${parseFloat(item.rise_rate) > 0 ? 'text-red-400' : 'text-green-400'}">${item.rise_rate}</span></td>
|
||
<td class="text-xs max-w-md">${item.reason || 'N/A'}</td>
|
||
</tr>`;
|
||
});
|
||
tbody.innerHTML = html;
|
||
};
|
||
populateRiseTable();
|
||
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |