628 lines
36 KiB
HTML
628 lines
36 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>国资高息股 - 行业洞察报告</title>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
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min-height: 100vh;
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background: linear-gradient(135deg, #1a365d 0%, #2c5282 100%);
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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.other-tag { background-color: #f0f5ff; color: #2f54eb; }
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.table-container {
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padding: 1rem;
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</style>
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</head>
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<body>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="gradient-bg rounded-2xl p-8 mb-8 text-white card-shadow">
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<div class="flex flex-col md:flex-row justify-between items-start md:items-center">
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<div>
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<h1 class="text-3xl md:text-4xl font-bold mb-2">国资高息股</h1>
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<p class="text-blue-200 text-lg">政策红利与基本面驱动的双重机遇</p>
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</div>
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<div class="mt-4 md:mt-0 bg-blue-900 bg-opacity-50 rounded-lg p-4">
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<div class="text-sm text-blue-200">更新时间</div>
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<div class="text-xl font-semibold">2025年1月</div>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件时间轴</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="text-blue-700 font-semibold">2024-03-14</div>
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<div class="mt-2">恒生指数公司推出"恒生高息股30指数"，首次将"高息+国资"作为独立主题指数，标志着市场对国资高息股的官方认可。</div>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="text-blue-700 font-semibold">2024-04</div>
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<div class="mt-2">新"国九条"强制要求国企提高分红比例。</div>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="text-blue-700 font-semibold">2024-08-13</div>
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<div class="mt-2">险资举牌潮再起，<span class="font-semibold">太保寿险、长城人寿等9家险资</span>举牌公用事业、银行等高股息国企，举牌标的平均股息率<span class="font-semibold text-red-600">>5%</span>，直接验证险资对国资高息股的配置需求。</div>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="text-blue-700 font-semibold">2024-12</div>
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<div class="mt-2">央行窗口指导压降同业存款利率，银行负债成本下降<span class="font-semibold text-green-600">50-100BP</span>，直接增厚国有银行息差与分红能力。</div>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="text-blue-700 font-semibold">2025-01-02</div>
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<div class="mt-2">重阳投资明确将"高息股"列为2025年核心配置方向，提出"股息率相对无风险利率利差回到合理区间"，国资高息股成为"价值防御"首选。</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-xl p-6 border-l-4 border-blue-500">
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<p class="text-lg leading-relaxed">
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国资高息股已从"政策红利"阶段进入<span class="highlight-text">基本面驱动阶段</span>：政策强制分红+险资万亿级欠配需求+低利率环境三重共振，<span class="font-semibold text-blue-700">未来2-3年将是持续配置窗口</span>。当前股息率与无风险利率利差<span class="font-bold text-red-600">>300BP</span>（<span class="font-semibold">中国神华股息率7.8% vs 10年期国债2.5%</span>），具备长期持有价值。
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</p>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="bg-white rounded-2xl p-6 card-shadow">
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<div class="flex items-center mb-4">
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<div class="bg-blue-100 rounded-full p-3 mr-4">
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<i class="fas fa-landmark text-blue-600 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold">政策刚性</h3>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li>• 新"国九条"要求央企分红比例<span class="font-semibold text-blue-600">≥30%</span></li>
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<li>• 重庆国资委明确"提质增效"目标</li>
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<li>• 2025年Q1起三年期高息定存集中到期（<span class="font-semibold">20万亿规模</span>）</li>
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<li>• 银行息差改善<span class="font-semibold text-green-600">6-8BP</span></li>
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</ul>
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</div>
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<div class="bg-white rounded-2xl p-6 card-shadow">
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<div class="flex items-center mb-4">
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<div class="bg-green-100 rounded-full p-3 mr-4">
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<i class="fas fa-chart-line text-green-600 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold">险资欠配</h3>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li>• 华泰证券测算需配置<span class="font-semibold text-green-600">5000-9000亿高息股</span></li>
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<li>• 当前仅完成<span class="font-semibold text-red-600"><20%</span></li>
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<li>• 港股股息率普遍高于A股<span class="font-semibold">200-300BP</span></li>
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<li>• 长江基建港股股息率<span class="font-semibold">4.7% vs A股同类3.2%</span></li>
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</ul>
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</div>
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<div class="bg-white rounded-2xl p-6 card-shadow">
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<div class="flex items-center mb-4">
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<div class="bg-purple-100 rounded-full p-3 mr-4">
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<i class="fas fa-coins text-purple-600 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold">资金属性</h3>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li>• 低利率环境下，股息率<span class="font-semibold text-purple-600">>4%的国资股</span>成为"类债券"替代品</li>
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<li>• 北向资金2024年净流入高息板块<span class="font-semibold">超800亿</span></li>
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<li>• 险资OCI科目配置需求强烈</li>
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<li>• 长期资金偏好稳定现金流</li>
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</ul>
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</div>
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</div>
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<!-- 市场热度与情绪 -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 section-title">市场热度与情绪</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-700">研报密集度</h3>
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<div class="bg-blue-50 rounded-lg p-4">
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<p class="mb-3">2024年7-12月，<span class="font-semibold">中信建投、华泰、重阳等10家机构</span>发布专题报告，关键词"国资高息"提及率<span class="font-bold text-red-600">环比+340%</span>。</p>
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<div class="h-48">
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<canvas id="reportChart"></canvas>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-700">情绪分歧</h3>
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<div class="bg-yellow-50 rounded-lg p-4">
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<p class="mb-3">部分投资者担忧"高股息陷阱"（如银行股估值收缩），但路演显示<span class="font-semibold">中国神华、工商银行等国企现金流覆盖率>150%</span>，分红可持续性被低估。</p>
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<div class="flex items-center justify-between mt-4">
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<div class="text-center">
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<div class="text-2xl font-bold text-green-600">65%</div>
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<div class="text-sm text-gray-600">乐观预期</div>
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</div>
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<div class="text-center">
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<div class="text-2xl font-bold text-yellow-600">25%</div>
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<div class="text-sm text-gray-600">中性预期</div>
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</div>
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<div class="text-center">
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<div class="text-2xl font-bold text-red-600">10%</div>
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<div class="text-sm text-gray-600">悲观预期</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 预期差分析 -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 section-title">预期差分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-gray-50 rounded-xl p-5">
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<h3 class="text-lg font-semibold mb-3 text-gray-700">市场共识</h3>
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<p class="text-gray-600">认为高息股仅是防御工具，缺乏成长性，估值提升空间有限。</p>
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<div class="mt-4 flex items-center">
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<div class="bg-gray-200 rounded-full h-2 flex-grow mr-2">
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<div class="bg-gray-500 h-2 rounded-full" style="width: 100%"></div>
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</div>
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<span class="text-sm text-gray-600">防御属性</span>
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</div>
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<div class="mt-2 flex items-center">
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<div class="bg-gray-200 rounded-full h-2 flex-grow mr-2">
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<div class="bg-gray-500 h-2 rounded-full" style="width: 30%"></div>
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</div>
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<span class="text-sm text-gray-600">成长属性</span>
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</div>
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</div>
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<div class="bg-blue-50 rounded-xl p-5 border-l-4 border-blue-500">
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<h3 class="text-lg font-semibold mb-3 text-blue-700">预期差</h3>
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<p class="text-gray-700">国资高息股正从"股息收益"转向"股息+估值修复"双击。</p>
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<div class="mt-4 space-y-2">
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<div class="flex items-center">
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<i class="fas fa-check-circle text-green-500 mr-2"></i>
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<span><span class="font-semibold">太古股份</span>回购+分红合计收益<span class="font-bold text-green-600">8.8%</span></span>
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</div>
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<div class="flex items-center">
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<i class="fas fa-check-circle text-green-500 mr-2"></i>
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<span><span class="font-semibold">北控水务</span>水价上调<span class="font-bold text-green-600">20%</span>带动ROE从<span class="font-semibold">7.5%→8.2%</span></span>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与未来发展路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-700">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-xl p-5">
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<div class="text-blue-700 font-bold mb-2">2025年Q1</div>
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<p>三年期高息定存到期<span class="font-semibold">10万亿</span>，银行息差改善<span class="font-semibold text-green-600">6-8BP</span>，国有大行分红比例或从<span class="font-semibold">30%提至35%</span></p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-green-100 rounded-xl p-5">
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<div class="text-green-700 font-bold mb-2">2025年3月</div>
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<p>恒生高息股30指数首次调仓，<span class="font-semibold">中国神华、工商银行</span>等权重或提升</p>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-xl p-5">
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<div class="text-purple-700 font-bold mb-2">2025年6月</div>
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<p>非上市险企切换新会计准则（IFRS17），<span class="font-semibold">OCI科目高息股配置缺口5000亿</span>将加速建仓</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-700">长期路径（2025-2027）</h3>
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<div class="relative">
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<div class="absolute left-4 top-0 bottom-0 w-0.5 bg-gray-200"></div>
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<div class="relative pl-10 pb-8">
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<div class="absolute left-0 w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold">1</div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="font-semibold text-blue-700">阶段1（2025）</div>
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<p>政策驱动分红率提升，<span class="font-semibold">股息率中枢从5%→6%</span></p>
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</div>
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</div>
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<div class="relative pl-10 pb-8">
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<div class="absolute left-0 w-8 h-8 rounded-full bg-green-500 flex items-center justify-center text-white font-bold">2</div>
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<div class="bg-green-50 rounded-lg p-4">
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<div class="font-semibold text-green-700">阶段2（2026）</div>
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<p>险资完成OCI配置后，<span class="font-semibold">国资高息股估值修复（PE从8倍→10倍）</span></p>
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</div>
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</div>
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<div class="relative pl-10">
|
||
<div class="absolute left-0 w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center text-white font-bold">3</div>
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<div class="font-semibold text-purple-700">阶段3（2027）</div>
|
||
<p>行业成熟期I阶段（如油服、医药商业）国企加入高息阵营，<span class="font-semibold">标的池扩容至200+只</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-700">产业链图谱</h3>
|
||
<div class="bg-gray-50 rounded-xl p-6">
|
||
<div class="flex flex-col md:flex-row justify-between items-center">
|
||
<div class="text-center mb-6 md:mb-0">
|
||
<div class="bg-blue-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-industry text-blue-600 text-2xl"></i>
|
||
</div>
|
||
<div class="font-bold text-blue-700">上游</div>
|
||
<div class="text-sm mt-1">能源（煤炭/石油）</div>
|
||
<div class="mt-2">
|
||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">中国神华</span>
|
||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">中国石油</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="text-center mb-6 md:mb-0">
|
||
<i class="fas fa-arrow-right text-gray-400 text-2xl mx-4 hidden md:block"></i>
|
||
<i class="fas fa-arrow-down text-gray-400 text-2xl my-2 md:hidden"></i>
|
||
</div>
|
||
|
||
<div class="text-center mb-6 md:mb-0">
|
||
<div class="bg-green-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-university text-green-600 text-2xl"></i>
|
||
</div>
|
||
<div class="font-bold text-green-700">中游</div>
|
||
<div class="text-sm mt-1">银行/公用事业</div>
|
||
<div class="mt-2">
|
||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded">工商银行</span>
|
||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded">重庆水务</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<i class="fas fa-arrow-right text-gray-400 text-2xl mx-4 hidden md:block"></i>
|
||
<i class="fas fa-arrow-down text-gray-400 text-2xl my-2 md:hidden"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-purple-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-ship text-purple-600 text-2xl"></i>
|
||
</div>
|
||
<div class="font-bold text-purple-700">下游</div>
|
||
<div class="text-sm mt-1">交通运输/基建</div>
|
||
<div class="mt-2">
|
||
<span class="bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">中远海控</span>
|
||
<span class="bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">长江基建</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-700">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">公司</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股息率</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分红比例</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">催化剂</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">中国神华</td>
|
||
<td class="py-3 px-4 border-b text-red-600 font-bold">7.8%</td>
|
||
<td class="py-3 px-4 border-b">70%</td>
|
||
<td class="py-3 px-4 border-b">煤价中枢上移+资本开支下降</td>
|
||
<td class="py-3 px-4 border-b">新能源替代风险</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">工商银行</td>
|
||
<td class="py-3 px-4 border-b text-red-600 font-bold">6.1%</td>
|
||
<td class="py-3 px-4 border-b">30%</td>
|
||
<td class="py-3 px-4 border-b">息差改善+不良率下降</td>
|
||
<td class="py-3 px-4 border-b">地产坏账暴露</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">长江基建</td>
|
||
<td class="py-3 px-4 border-b text-red-600 font-bold">4.7%</td>
|
||
<td class="py-3 px-4 border-b">60%</td>
|
||
<td class="py-3 px-4 border-b">英国降息周期+海外并购</td>
|
||
<td class="py-3 px-4 border-b">汇率波动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-red-700">商业化风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<div class="font-semibold text-red-700 mb-1">煤炭</div>
|
||
<p>新能源渗透率提升或压制长期煤价</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<div class="font-semibold text-red-700 mb-1">银行</div>
|
||
<p>若2025年LPR再降20BP，息差可能二次探底</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-700">政策风险</h3>
|
||
<div class="bg-yellow-50 rounded-lg p-4 mb-3">
|
||
<p>若国企考核从"ROE"转向"科技投入"，分红比例可能被动下调</p>
|
||
</div>
|
||
|
||
<h3 class="text-lg font-semibold mb-3 text-orange-700">信息矛盾</h3>
|
||
<div class="bg-orange-50 rounded-lg p-4">
|
||
<p>股息率口径差异：路演中兖矿能源股息率<span class="font-semibold">53%</span>（基于极端分红假设），实际TTM股息率<span class="font-semibold">12%</span>，需警惕过度乐观预测</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-2xl p-6 mb-8 text-white card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">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>
|
||
<p class="text-blue-100">国资高息股已从"政策主题"进入<span class="font-bold text-yellow-300">"盈利+分红"双轮驱动阶段</span>，类似2016-2018年的美股高息股行情。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">最优方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-800 bg-opacity-50 rounded-lg p-4">
|
||
<div class="font-semibold text-yellow-300 mb-2">港股高息国企</div>
|
||
<p><span class="font-semibold">长江基建、太古股份</span>：股息率<span class="font-bold">4-5%+回购3%</span>，免税优势（险资持有12个月免红利税）</p>
|
||
</div>
|
||
<div class="bg-blue-800 bg-opacity-50 rounded-lg p-4">
|
||
<div class="font-semibold text-yellow-300 mb-2">A股能源/银行龙头</div>
|
||
<p><span class="font-semibold">中国神华、工商银行</span>：股息率<span class="font-bold">6-8%+估值修复15%</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="space-y-2">
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-400 text-blue-900 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-3 flex-shrink-0">1</div>
|
||
<p><span class="font-semibold">险资OCI配置进度</span>（每季度披露持仓变动）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-400 text-blue-900 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-3 flex-shrink-0">2</div>
|
||
<p><span class="font-semibold">国有大行分红比例</span>（2025年3月年报验证是否提至35%）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-400 text-blue-900 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-3 flex-shrink-0">3</div>
|
||
<p><span class="font-semibold">港股通高息股30指数</span>成分股调整（2025年6月生效）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-2xl p-6 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关联股票数据</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">行业</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">入选理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 股票数据
|
||
const stockData = [{'stock': '光大银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合《关于加强监管防范风险推动资本市场高质量发展若干意见》中推动提高股息率、分红稳定性政策导向'}, {'stock': '招商银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动提高股息率和分红稳定性要求'}, {'stock': '中信银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '工商银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息优质公司激励政策'}, {'stock': '交通银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动分红稳定性提升'}, {'stock': '邮储银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合资本市场高质量发展导向'}, {'stock': '建设银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策支持提高股息率和分红频率'}, {'stock': '农业银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息优质公司激励政策'}, {'stock': '中国银行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动分红稳定性提升'}, {'stock': '渝农商行', '行业': '银行', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '兰花科创', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动提高股息率要求'}, {'stock': '冀中能源', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策支持高股息优质公司'}, {'stock': '山煤国际', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合分红稳定性提升政策导向'}, {'stock': '兖矿能源', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '恒源煤电', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息激励政策'}, {'stock': '开滦股份', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动提高股息率和分红频率'}, {'stock': '中国神华', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动分红稳定性要求'}, {'stock': '平煤股份', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '淮北矿业', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息优质公司激励政策'}, {'stock': '上海能源', '行业': '煤炭', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动提高股息率和分红稳定性'}, {'stock': '中国巨石', '行业': '建筑', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动分红稳定性要求'}, {'stock': '海螺水泥', '行业': '建筑', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '广咨国际', '行业': '建筑', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息激励政策'}, {'stock': '设计总院', '行业': '建筑', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动提高股息率和分红频率'}, {'stock': '隧道股份', '行业': '建筑', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动分红稳定性提升'}, {'stock': '安徽建工', '行业': '建筑', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '北元集团', '行业': '化工', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息优质公司激励政策'}, {'stock': '镇洋发展', '行业': '化工', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动提高股息率和分红稳定性'}, {'stock': '兴发集团', '行业': '化工', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动分红稳定性要求'}, {'stock': '云天化', '行业': '化工', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '中远海控', '行业': '交运', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息激励政策'}, {'stock': '华贸物流', '行业': '交运', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动提高股息率和分红频率'}, {'stock': '华域汽车', '行业': '交运', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动分红稳定性提升'}, {'stock': '浦东金桥', '行业': '房地产', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '深物业A', '行业': '房地产', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息优质公司激励政策'}, {'stock': '南钢股份', '行业': '钢铁', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动提高股息率和分红稳定性'}, {'stock': '中信特钢', '行业': '钢铁', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动分红稳定性要求'}, {'stock': '重庆水务', '行业': '环保', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '首创环保', '行业': '环保', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息激励政策'}, {'stock': '新媒股份', '行业': '其他', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动提高股息率和分红频率'}, {'stock': '富春环保', '行业': '其他', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动分红稳定性提升'}, {'stock': '中粮糖业', '行业': '其他', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}, {'stock': '国义招标', '行业': '其他', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合高股息优质公司激励政策'}, {'stock': '中国石化', '行业': '其他', '分类': '国资', 'reason': '近12个月股息率大于4.5%，政策推动提高股息率和分红稳定性'}, {'stock': '江中药业', '行业': '其他', '分类': '国资', 'reason': '近12个月股息率大于4.5%，符合政策推动分红稳定性要求'}, {'stock': '西部矿业', '行业': '其他', '分类': '国资', 'reason': '近12个月股息率大于4.5%，受益于资本市场高质量发展政策'}];
|
||
|
||
// 行业标签映射
|
||
const industryTagMap = {
|
||
'银行': 'bank-tag',
|
||
'煤炭': 'coal-tag',
|
||
'建筑': 'construction-tag',
|
||
'化工': 'chemical-tag',
|
||
'交运': 'transport-tag',
|
||
'房地产': 'realestate-tag',
|
||
'钢铁': 'steel-tag',
|
||
'环保': 'environment-tag',
|
||
'其他': 'other-tag'
|
||
};
|
||
|
||
// 填充股票表格
|
||
function populateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
|
||
stockData.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'hover:bg-gray-50';
|
||
|
||
const industryClass = industryTagMap[stock.行业] || 'other-tag';
|
||
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 border-b font-semibold">${stock.stock}</td>
|
||
<td class="py-3 px-4 border-b">
|
||
<span class="industry-tag ${industryClass}">${stock.行业}</span>
|
||
</td>
|
||
<td class="py-3 px-4 border-b">${stock.分类}</td>
|
||
<td class="py-3 px-4 border-b text-sm">${stock.reason}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 初始化研报密集度图表
|
||
function initReportChart() {
|
||
const ctx = document.getElementById('reportChart').getContext('2d');
|
||
|
||
new Chart(ctx, {
|
||
type: 'line',
|
||
data: {
|
||
labels: ['1月', '2月', '3月', '4月', '5月', '6月', '7月', '8月', '9月', '10月', '11月', '12月'],
|
||
datasets: [{
|
||
label: '研报数量',
|
||
data: [2, 3, 2, 5, 4, 6, 8, 12, 15, 18, 22, 25],
|
||
borderColor: 'rgb(59, 130, 246)',
|
||
backgroundColor: 'rgba(59, 130, 246, 0.1)',
|
||
tension: 0.3,
|
||
fill: true
|
||
}]
|
||
},
|
||
options: {
|
||
responsive: true,
|
||
maintainAspectRatio: false,
|
||
plugins: {
|
||
legend: {
|
||
display: false
|
||
}
|
||
},
|
||
scales: {
|
||
y: {
|
||
beginAtZero: true,
|
||
grid: {
|
||
color: 'rgba(0, 0, 0, 0.05)'
|
||
}
|
||
},
|
||
x: {
|
||
grid: {
|
||
display: false
|
||
}
|
||
}
|
||
}
|
||
}
|
||
});
|
||
}
|
||
|
||
// 页面加载完成后初始化
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
populateStockTable();
|
||
initReportChart();
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |