500 lines
34 KiB
HTML
500 lines
34 KiB
HTML
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<title>深度概念分析报告：珠海国资</title>
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font-family: 'Noto Sans SC', sans-serif;
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<body class="min-h-screen p-4 sm:p-6 md:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-blue-400 via-cyan-300 to-indigo-400 pb-2">
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珠海国资 (Zhuhai State-owned Assets)
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</h1>
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<h2 class="text-xl md:text-2xl text-gray-300 mt-2">深度概念分析报告</h2>
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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。本报告基于公开数据合成，观点仅供参考，投资需谨慎。
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</p>
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</header>
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<!-- Main Bento Grid Layout -->
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<main class="bento-grid">
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<!-- Core Insight -->
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<section class="grid-item glass-card col-span-12 lg:col-span-7">
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<h3 class="section-title mb-4">核心观点摘要</h3>
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<p class="text-gray-300 leading-relaxed">
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珠海国资概念的本质是一场由地方政府主导的、<strong>从“资源整合”到“产业跃迁”的战略转型</strong>。其核心驱动力源于顶层设计下的政策强力推动，旨在通过优化存量资产（整合、出售）来盘活资源，并集中力量将资本精准投向<strong>AI、低空经济、新能源</strong>等战略性新兴产业。当前，该概念正处于从宏大叙事转向具体项目落地的<strong>早期执行阶段</strong>，未来潜力巨大，但执行效率与产业培育成果将是决定其成败的关键。
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</p>
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<div class="glow-divider"></div>
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<h4 class="font-semibold text-blue-300 mb-2">潜在预期差</h4>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-400">
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<li><strong>转型的“双面性”</strong>：市场关注其新兴产业“进攻”的同时，可能忽略了其在传统地产领域的“防守”与“托底”作用（如华发集团120亿收购存量房），这对国资平台是责任也是财务压力测试。</li>
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<li><strong>改革的“决心”与“速度”</strong>：市场可能低估了珠海国资的执行力。新成立的科技集团当月即完成对AI算力公司的领投，显示出高效、市场化的决策链条。</li>
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<li><strong>信息不对称风险</strong>：华金资本与DeepSeek的传闻揭示，市场在寻找科技抓手时可能过度解读，存在短期炒作风险。</li>
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</ul>
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</section>
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<!-- ECharts Capital Allocation -->
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<section class="grid-item glass-card col-span-12 lg:col-span-5">
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<h3 class="section-title mb-4">国资战略资本布局</h3>
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<div id="capitalChart" class="w-full h-80"></div>
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</section>
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<!-- Key Events Timeline -->
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<section class="grid-item glass-card col-span-12">
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<h3 class="section-title mb-4">核心催化事件时间轴</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-blue-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2024-01-29</time>
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<div class="text-lg font-black text-gray-200">改革启动</div>
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珠海国资委深夜启动三大集团系统性整合（华发、交控、海洋），标志着本轮改革大幕正式拉开。
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</div>
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<hr class="bg-blue-400/50"/>
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</li>
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<li>
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<hr class="bg-blue-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2024-05</time>
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<div class="text-lg font-black text-gray-200">科技旗舰组建</div>
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由华发与格力集团共同组建的<strong>珠海科技产业集团</strong>正式成立，注册资本高达<strong>500亿元</strong>，成为向科技产业转型的关键落子。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-indigo-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2024-05后</time>
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<div class="text-lg font-black text-gray-200">资本运作密集展开</div>
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一系列围绕新战略的资本运作密集展开：投资AI算力（无问芯穹）、设立百亿低空经济基金、收购120亿存量房稳定市场、出售非核心资产（通裕重工）。
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</div>
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<hr class="bg-indigo-400/50"/>
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</li>
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<li>
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<hr class="bg-indigo-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end">
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<time class="font-mono italic">2025</time>
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<div class="text-lg font-black text-gray-200">精准赋能上市公司</div>
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国资运作从宏观整合深入到对具体上市公司的精准赋能，如支持珠海中富（15亿纾困基金）、入主世荣兆业（对接保障房）。
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</div>
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</li>
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</ul>
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</section>
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<!-- Source Data Highlights -->
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<section class="grid-item glass-card col-span-12 lg:col-span-6">
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<h3 class="section-title mb-4">情报来源摘要</h3>
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<div class="space-y-2">
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<details class="glass-card !rounded-lg !p-4">
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<summary class="flex justify-between items-center cursor-pointer font-semibold text-blue-200">
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新闻数据洞察
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<svg class="arrow w-5 h-5" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7" /></svg>
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</summary>
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<div class="mt-3 pt-3 border-t border-gray-700/50 text-sm text-gray-400 space-y-2">
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<p><strong>重大投资：</strong>华发集团拟不超120亿购置存量商品房；珠海科技集团领投AI算力商无问芯穹近5亿元；设立百亿低空经济基金群。</p>
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<p><strong>国企改革：</strong>组建500亿注册资本的珠海科技产业集团；光库科技、华金资本等股权注入新集团；格力地产控股股东划转至华发；通裕重工实控人变更为山东国资委。</p>
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<p><strong>资产运作：</strong>向香港机管局出售珠海机场35%股权，斥资约43亿元。</p>
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</div>
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</details>
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<details class="glass-card !rounded-lg !p-4">
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<summary class="flex justify-between items-center cursor-pointer font-semibold text-cyan-200">
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路演纪要精粹
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<svg class="arrow w-5 h-5" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7" /></svg>
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</summary>
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<div class="mt-3 pt-3 border-t border-gray-700/50 text-sm text-gray-400 space-y-2">
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<p><strong>宏观整合 (2024-01-30)：</strong>明确珠海国资整合三大方向（华发+九州；交通+港口+航空；海洋资产），动因是提升效率、缓解财政压力。</p>
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<p><strong>微观案例 (三特索道)：</strong>旗下珠海景区是核心盈利资产，业绩表现突出；正与珠海市政府合作规划外伶仃岛跨海索道等新项目，显示文旅资产发展潜力。</p>
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</div>
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</details>
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<details class="glass-card !rounded-lg !p-4">
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<summary class="flex justify-between items-center cursor-pointer font-semibold text-indigo-200">
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研报核心观点
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<svg class="arrow w-5 h-5" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7" /></svg>
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</summary>
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<div class="mt-3 pt-3 border-t border-gray-700/50 text-sm text-gray-400 space-y-2">
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<p><strong>珠海冠宇：</strong>国资控股股东战略明确，要求其聚焦消费电子、收缩动力电池业务，体现出国资对旗下公司战略的直接影响。</p>
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<p><strong>珠海港：</strong>"港航物流+新能源"双轮驱动战略得到国资在资源、政策上的支持。国资背景为其提供融资优势，并主导其与央企的资本运作。</p>
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<p><strong>景旺电子：</strong>虽非国资控股，但其在珠海的大规模投资（超50亿）隐含地方政府及国资平台在土地、政策、配套投资上的深度介入和支持。</p>
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</div>
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</details>
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</div>
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</section>
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<!-- Industry Chain -->
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<section class="grid-item glass-card col-span-12 lg:col-span-6">
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<h3 class="section-title mb-4">产业链与核心公司剖析</h3>
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<div class="space-y-4 text-sm">
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<div>
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<h4 class="font-semibold text-blue-300">上游：资本与决策层</h4>
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<p class="text-gray-400"><strong>珠海市国资委</strong> (顶层设计) 及核心控股平台：<strong>华发集团</strong> (综合运营+科技投资)、<strong>格力集团</strong> (制造+科技投资)、<strong>珠海科技产业集团</strong> (科技投资主平台)、<strong>珠海交控集团</strong>、<strong>海洋集团</strong>。</p>
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</div>
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<div>
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<h4 class="font-semibold text-cyan-300">中游：旗下上市公司与核心资产</h4>
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<p class="text-gray-400">
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<strong>科技金融：</strong>华金资本、光库科技<br>
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<strong>城市建设：</strong>华发股份、格力地产、世联行、建艺集团<br>
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<strong>交通新能源：</strong>珠海港、天能重工<br>
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<strong>先进制造：</strong>珠海冠宇、阳普医疗
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</p>
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</div>
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<div>
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<h4 class="font-semibold text-indigo-300">下游：投资与赋能对象</h4>
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<p class="text-gray-400"><strong>新兴产业</strong> (无问芯穹、低空经济) 和 <strong>区域经济民生</strong> (保障房、文旅项目)。</p>
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</div>
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</div>
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<div class="glow-divider"></div>
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<div class="tabs tabs-boxed bg-black/20">
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<a class="tab tab-active !text-white">华发集团</a>
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<a class="tab">科技产业集团</a>
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<a class="tab">珠海港</a>
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</div>
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<div class="mt-4 text-sm text-gray-400">
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<p><strong>角色定位：领导者与核心枢纽。</strong>体量最大，是本轮整合的核心。不仅承担传统地产“稳定器”角色，还主导科技集团和低空经济基金组建，是连接“旧经济”与“新经济”的关键。<strong>风险：</strong>业务庞杂，整合难度大，地产业务下行周期构成现金流压力。</p>
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</div>
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</section>
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<!-- Risks -->
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<section class="grid-item glass-card col-span-12">
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<h3 class="section-title mb-4 flex items-center gap-2"><svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-red-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>潜在风险与挑战</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4 text-sm">
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<div class="p-4 bg-gray-900/50 rounded-lg border border-gray-700">
|
||
<h4 class="font-semibold text-red-300">商业化与执行风险</h4>
|
||
<p class="text-gray-400 mt-1">新兴产业投资回报周期长、不确定性高。国企整合过程可能存在内耗，协同效应不及预期。</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-900/50 rounded-lg border border-gray-700">
|
||
<h4 class="font-semibold text-amber-300">财务与经济风险</h4>
|
||
<p class="text-gray-400 mt-1">地方财政压力是改革背景。若宏观经济特别是房地产市场持续低迷，将削弱国资平台“造血”能力。120亿购房计划是对华发集团的财务压力测试。</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-900/50 rounded-lg border border-gray-700">
|
||
<h4 class="font-semibold text-yellow-300">政策与竞争风险</h4>
|
||
<p class="text-gray-400 mt-1">国企改革受政策影响，存在变动风险。在AI、低空经济等热门赛道，面临深圳、广州等城市的激烈竞争。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion & Investment Thesis -->
|
||
<section class="grid-item glass-card col-span-12">
|
||
<h3 class="section-title mb-4">综合结论与投资启示</h3>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div>
|
||
<h4 class="font-semibold text-blue-300 mb-2">阶段判断</h4>
|
||
<p class="text-gray-300">珠海国资概念已进入<strong>“战略落地、基本面驱动”的早期验证期</strong>。标志是真金白银的投资、清晰的产业基金和实质性的资产重组已经发生。</p>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<h4 class="font-semibold text-blue-300 mb-2">最具投资价值的细分环节</h4>
|
||
<ul class="list-decimal list-inside space-y-2 text-sm text-gray-400">
|
||
<li><strong>国资赋能的价值重估：</strong>寻找通过国资介入（资金、订单）实现困境反转或开辟新增长曲线的公司（如珠海中富、世荣兆业）。</li>
|
||
<li><strong>新兴产业的“卖水人”：</strong>逻辑更稳健的国资科创平台（华金资本）及提供基础元器件的公司（光库科技、珠海冠宇）。</li>
|
||
<li><strong>核心战略资产：</strong>业务模式清晰、受益于长期趋势的核心平台（如珠海港）。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-300 mb-2">需重点跟踪和验证的关键指标</h4>
|
||
<ul class="space-y-3 text-sm">
|
||
<li class="flex items-start">
|
||
<svg class="w-4 h-4 mr-2 mt-1 text-cyan-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm1-12a1 1 0 10-2 0v4a1 1 0 00.293.707l2.828 2.829a1 1 0 101.414-1.414L11 9.586V6z" clip-rule="evenodd"></path></svg>
|
||
<span class="text-gray-400"><strong class="text-gray-200">资本开支方向：</strong>珠海科技产业集团的投资组合中，硬科技项目资金占比。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-4 h-4 mr-2 mt-1 text-cyan-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm1-12a1 1 0 10-2 0v4a1 1 0 00.293.707l2.828 2.829a1 1 0 101.414-1.414L11 9.586V6z" clip-rule="evenodd"></path></svg>
|
||
<span class="text-gray-400"><strong class="text-gray-200">整合协同效应：</strong>新组建集团（如珠海交控）的毛利率、净利率及资产周转率变化。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-4 h-4 mr-2 mt-1 text-cyan-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm1-12a1 1 0 10-2 0v4a1 1 0 00.293.707l2.828 2.829a1 1 0 101.414-1.414L11 9.586V6z" clip-rule="evenodd"></path></svg>
|
||
<span class="text-gray-400"><strong class="text-gray-200">新兴业务收入占比：</strong>珠海港新能源业务、珠海冠宇新业务的出货量和营收贡献。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-4 h-4 mr-2 mt-1 text-cyan-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm1-12a1 1 0 10-2 0v4a1 1 0 00.293.707l2.828 2.829a1 1 0 101.414-1.414L11 9.586V6z" clip-rule="evenodd"></path></svg>
|
||
<span class="text-gray-400"><strong class="text-gray-200">资产负债表健康度：</strong>华发集团/股份在执行120亿购房计划后的现金流和负债水平。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section class="grid-item glass-card col-span-12">
|
||
<h3 class="section-title mb-4">相关上市公司梳理</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left text-gray-300">股票名称</th>
|
||
<th class="text-left text-gray-300">股票代码</th>
|
||
<th class="text-left text-gray-300 w-1/3">驱动原因</th>
|
||
<th class="text-left text-gray-300">所属集团</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<section class="grid-item glass-card col-span-12">
|
||
<h3 class="section-title mb-4">涨幅异动分析补充</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full" id="rise-analysis-table">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left text-gray-300">股票名称</th>
|
||
<th class="text-left text-gray-300">股票代码</th>
|
||
<th class="text-left text-gray-300">异动日期</th>
|
||
<th class="text-left text-gray-300 w-1/2">核心原因解析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
// Can add Alpine.js logic here if needed, for now it's mainly for potential future use
|
||
});
|
||
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('capitalChart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{b}<br/>{c} 亿元 (人民币)',
|
||
backgroundColor: 'rgba(31, 41, 55, 0.8)',
|
||
borderColor: '#4A5568',
|
||
textStyle: {
|
||
color: '#E5E7EB'
|
||
}
|
||
},
|
||
legend: {
|
||
bottom: '5%',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#9CA3AF'
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '战略资本布局',
|
||
type: 'pie',
|
||
radius: ['40%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: 'rgba(0,0,0,0.5)',
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
show: false,
|
||
position: 'center'
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: 20,
|
||
fontWeight: 'bold',
|
||
formatter: '{b}\n{c} 亿',
|
||
color: '#FFFFFF'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [
|
||
{ value: 500, name: '科技产业集团注册资本', itemStyle: { color: '#3B82F6'} },
|
||
{ value: 120, name: '购置存量商品房', itemStyle: { color: '#10B981'} },
|
||
{ value: 100, name: '低空经济基金群目标', itemStyle: { color: '#8B5CF6'} },
|
||
{ value: 43, name: '出售机场股权回笼资金', itemStyle: { color: '#F97316'} },
|
||
{ value: 15, name: '低空经济基金首期', itemStyle: { color: '#6366F1'} },
|
||
{ value: 5, name: '投资AI算力商', itemStyle: { color: '#EC4899'} },
|
||
],
|
||
color: ['#3B82F6', '#10B981', '#8B5CF6', '#F97316', '#6366F1', '#EC4899']
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
|
||
// Stock Data Population
|
||
const stockData = {
|
||
"珠海国资（240130）": {
|
||
"stocks": [
|
||
{ "stock": "华发股份", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "华发集团" }, "stock_code": "600325" },
|
||
{ "stock": "华金资本", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "华发集团" }, "stock_code": "000532" },
|
||
{ "stock": "光库科技", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "华发集团" }, "stock_code": "300620" },
|
||
{ "stock": "方正科技", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "华发集团" }, "stock_code": "600601" },
|
||
{ "stock": "维业股份", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "华发集团" }, "stock_code": "300621" },
|
||
{ "stock": "日海智能", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "九洲控股" }, "stock_code": "002313" },
|
||
{ "stock": "珠海港", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "珠海港" }, "stock_code": "000507" },
|
||
{ "stock": "天能重工", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "珠海港" }, "stock_code": "300569" },
|
||
{ "stock": "通裕重工", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "珠海港" }, "stock_code": "300185" },
|
||
{ "stock": "秀强股份", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "珠海港" }, "stock_code": "300160" },
|
||
{ "stock": "建艺集团", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "正方集团" } },
|
||
{ "stock": "世联行", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "大横琴集团" }, "stock_code": "002285" },
|
||
{ "stock": "宝鹰股份", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "大横琴集团" } },
|
||
{ "stock": "格力地产", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "珠海投控" } },
|
||
{ "stock": "阳普医疗", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "格力金投" }, "stock_code": "300030" },
|
||
{ "stock": "航宇微", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "格力金投" }, "stock_code": "300053" },
|
||
{ "stock": "科恒股份", "reason": "珠海市国资委启动新一轮重组整合行动", "其他标签": { "类别": "珠海国资", "集团": "格力金投" }, "stock_code": "300340" }
|
||
]
|
||
},
|
||
"rise_analysis": [
|
||
{"stock":"珠海中富","stock_code":"000659","trade_date":"2025-09-09","reason":"核心结论：珠海中富因“珠海国资15亿元纾困基金首期5亿元到账+富山工业园40%产能扩张+rPET食品级认证卡位可乐百事招标”三重硬逻辑，资金一次性把价格打至3.2元转股价，形成无风险套利涨停。<br><br>驱动概念：珠海国资纾困+产能搬迁扩产+rPET食品级认证"},
|
||
{"stock":"世荣兆业","stock_code":"002016","trade_date":"2025-10-29","reason":"核心结论 <br>珠海海洋集团（珠海市国资委）拟协议受让29.81%股份触发“控制权变更+地方国企整合”硬核题材，叠加公司312万㎡旧改土储与5.4万套保障房订单直接对接珠海“十五五”海洋经济-保障房双主线，资金抢筹封板。<br><br>驱动概念 <br>珠海国资入主+旧改土储注入+保障房总包"}
|
||
]
|
||
};
|
||
|
||
const tableBody = document.querySelector('.table tbody');
|
||
stockData['珠海国资（240130）'].stocks.forEach(s => {
|
||
const code = s.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${s.stock_code}" target="_blank" class="text-blue-400 hover:text-blue-300 transition">${s.stock_code}</a>` : 'N/A';
|
||
const row = `
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-2 px-4 text-gray-200 font-medium">${s.stock}</td>
|
||
<td class="py-2 px-4 text-gray-400 font-mono">${code}</td>
|
||
<td class="py-2 px-4 text-gray-400 text-sm">${s.reason}</td>
|
||
<td class="py-2 px-4 text-gray-300">${s['其他标签']?.集团 || 'N/A'}</td>
|
||
</tr>
|
||
`;
|
||
tableBody.innerHTML += row;
|
||
});
|
||
|
||
const riseTableBody = document.querySelector('#rise-analysis-table tbody');
|
||
stockData.rise_analysis.forEach(s => {
|
||
// Filter out non-Zhuhai related stocks for relevance
|
||
if (s.reason.includes('珠海国资')) {
|
||
const code = s.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${s.stock_code}" target="_blank" class="text-blue-400 hover:text-blue-300 transition">${s.stock_code}</a>` : 'N/A';
|
||
const formattedReason = s.reason.replace(/<br>/g, '\n');
|
||
const row = `
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-2 px-4 text-gray-200 font-medium">${s.stock}</td>
|
||
<td class="py-2 px-4 text-gray-400 font-mono">${code}</td>
|
||
<td class="py-2 px-4 text-gray-400 font-mono">${s.trade_date}</td>
|
||
<td class="py-2 px-4 text-gray-400 text-sm" style="white-space: pre-wrap;">${formattedReason}</td>
|
||
</tr>
|
||
`;
|
||
riseTableBody.innerHTML += row;
|
||
}
|
||
});
|
||
|
||
|
||
</script>
|
||
</body>
|
||
</html> |