716 lines
37 KiB
HTML
716 lines
37 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>新饮品概念分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
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min-height: 100vh;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.85);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.18);
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}
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.gradient-text {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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left: -20px;
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top: 50%;
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transform: translateY(-50%);
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width: 10px;
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height: 10px;
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border-radius: 50%;
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background: #667eea;
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}
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.table-responsive {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.mobile-stack {
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flex-direction: column;
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}
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}
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.particle-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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opacity: 0.3;
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}
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</style>
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</head>
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<body>
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<div class="particle-bg" id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">新饮品概念分析报告</h1>
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<p class="text-gray-600 text-lg">健康化+功能化升级周期的投资机会</p>
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</div>
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<!-- 概念事件区域 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-purple-600"></i>概念事件
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</h2>
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<div class="space-y-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-800 mb-2">背景</h3>
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<p class="text-gray-700">2024-2025年，中国饮料行业进入"健康化+功能化"升级周期，传统饮品企业与新兴品牌密集推出"新饮品"——以<strong>无糖茶、电解质水、植物基饮品、养生草本饮</strong>为核心，叠加<strong>现制茶饮</strong>的跨界创新。</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="font-semibold text-green-800 mb-2">催化事件</h3>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<span class="text-green-600 mr-2">•</span>
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<span><strong>2024年Q3</strong>：元气森林"燃茶"市占率飙升至<strong>74%</strong>（华泰研报），东方树叶无糖茶销量同比增<strong>50%</strong>。</span>
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</li>
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<li class="flex items-start">
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<span class="text-green-600 mr-2">•</span>
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<span><strong>2025年5月</strong>：莲花控股推出<strong>红豆薏米水/桂圆红枣水</strong>（4月上市，全年目标<strong>3000万收入</strong>）；李子园"营养素水"铺货零食量贩，目标<strong>1亿销售额</strong>。</span>
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</li>
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<li class="flex items-start">
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<span class="text-green-600 mr-2">•</span>
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<span><strong>2025年6月</strong>：星巴克中国宣布发力<strong>非咖啡饮品</strong>（"上午咖啡，下午非咖"），现制饮品赛道竞争白热化。</span>
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</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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<!-- 核心观点摘要 -->
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<div class="bg-gradient-to-r from-purple-500 to-indigo-600 rounded-2xl p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="space-y-3">
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<div class="flex items-start">
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<i class="fas fa-check-circle mt-1 mr-3 text-yellow-300"></i>
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<p><strong>阶段判断</strong>：新饮品处于<strong>"健康需求爆发+供应链升级"</strong>驱动的<strong>基本面早期</strong>，而非纯主题炒作。</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle mt-1 mr-3 text-yellow-300"></i>
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<p><strong>核心驱动力</strong>：<strong>Z世代健康焦虑</strong>（低糖/0糖需求）+ <strong>现制茶饮标准化</strong>（蜜雪冰城4.5万家门店验证供应链能力）。</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle mt-1 mr-3 text-yellow-300"></i>
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<p><strong>未来潜力</strong>：2025年无糖茶市场规模或达<strong>2458亿元</strong>（艾媒咨询），电解质水渗透率仅<strong>3%</strong>（对比美国20%+），空间巨大。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-chart-line mr-3 text-green-600"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<!-- 核心驱动力 -->
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<div class="bg-white rounded-xl p-5 shadow-sm">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力</h3>
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<div class="mb-4">
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<h4 class="font-medium text-blue-600 mb-2">需求端</h4>
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<ul class="space-y-2 text-sm text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-heartbeat text-red-500 mt-1 mr-2"></i>
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<span><strong>健康化</strong>：2024年抖音保健品销售额增<strong>52.5%</strong>（方正研报），"0糖0卡"成为搜索热词。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-layer-group text-blue-500 mt-1 mr-2"></i>
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<span><strong>场景细分</strong>：运动（电解质水）、熬夜（养生草本）、社交（高颜值现制茶饮）需求分层。</span>
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</li>
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</ul>
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</div>
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<div>
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<h4 class="font-medium text-green-600 mb-2">供给端</h4>
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<ul class="space-y-2 text-sm text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-cogs text-purple-500 mt-1 mr-2"></i>
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<span><strong>技术突破</strong>：NFC果汁（农夫山泉17.5°）、HPP冷萃技术（统一春拂焙茶）降低健康饮品成本。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-truck text-orange-500 mt-1 mr-2"></i>
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<span><strong>供应链</strong>：蜜雪冰城<strong>100%核心原料自产</strong>（路演数据），支撑<strong>8.5万家门店</strong>扩张目标。</span>
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</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-xl p-5 shadow-sm">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">市场热度与情绪</h3>
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<div class="mb-4">
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<div class="bg-yellow-50 rounded-lg p-3 mb-3">
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<p class="text-sm text-gray-700"><strong>研报密集度</strong>：2024年9月-2025年6月，<strong>12篇</strong>深度报告聚焦"无糖茶/电解质水/养生饮"，情绪<strong>极度乐观</strong>。</p>
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</div>
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<h4 class="font-medium text-orange-600 mb-2">分歧点</h4>
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<ul class="space-y-2 text-sm text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-tag text-green-500 mt-1 mr-2"></i>
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<span><strong>价格带</strong>：市场认为高端化（20元+）是趋势，但路演显示<strong>10-15元</strong>（李子园营养素水定价<strong>5元/500ml</strong>）才是放量区间。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-store text-blue-500 mt-1 mr-2"></i>
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<span><strong>渠道</strong>：研报高估电商，实际<strong>零食量贩</strong>（如零食很忙）贡献<strong>30%</strong>增量（莲花控股数据）。</span>
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</li>
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</ul>
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</div>
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<div>
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<h4 class="font-medium text-red-600 mb-2">预期差分析</h4>
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<div class="bg-red-50 rounded-lg p-3">
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<p class="text-sm text-gray-700"><strong>被忽略的关键点</strong>：下沉市场三线及以下城市现制茶饮增速<strong>24.6%</strong>，但<strong>供应链本土化</strong>不足；政策风险：2025年《饮料通则》修订或限制"0糖"宣称。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-indigo-600"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<!-- 近期催化剂 -->
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-5">
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<h3 class="text-xl font-semibold text-indigo-800 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="bg-white rounded-lg p-3 shadow-sm">
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<div class="flex items-start">
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<span class="bg-indigo-600 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-0.5">1</span>
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<div>
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<h4 class="font-medium text-gray-800">618大促</h4>
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<p class="text-sm text-gray-600 mt-1">李子园营养素水联名丁禹兮，目标<strong>1亿销售额</strong>（5月已铺货零食量贩）。</p>
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</div>
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</div>
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</div>
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<div class="bg-white rounded-lg p-3 shadow-sm">
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<div class="flex items-start">
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<span class="bg-indigo-600 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-0.5">2</span>
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<div>
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<h4 class="font-medium text-gray-800">政策落地</h4>
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<p class="text-sm text-gray-600 mt-1">国家卫健委拟出台<strong>"电解质饮料标准"</strong>，利好东鹏"补水啦"（2025年目标<strong>5亿</strong>）。</p>
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</div>
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</div>
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</div>
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<div class="bg-white rounded-lg p-3 shadow-sm">
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<div class="flex items-start">
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<span class="bg-indigo-600 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-0.5">3</span>
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<div>
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<h4 class="font-medium text-gray-800">新品发布</h4>
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<p class="text-sm text-gray-600 mt-1">元气森林<strong>冷泡茶系列</strong>（红豆薏米/茉莉青瓜）7月上市，对标三得利乌龙茶。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 长期路径 -->
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl p-5">
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<h3 class="text-xl font-semibold text-emerald-800 mb-4">长期路径（2025-2027）</h3>
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<div class="space-y-4">
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<div class="timeline-dot pl-8">
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<h4 class="font-medium text-gray-800 mb-1">阶段1（2025）</h4>
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<p class="text-sm text-gray-600">健康饮品渗透率提升（无糖茶从2.5%→8%）</p>
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</div>
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<div class="timeline-dot pl-8">
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<h4 class="font-medium text-gray-800 mb-1">阶段2（2026）</h4>
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<p class="text-sm text-gray-600">供应链本土化（蜜雪冰城东南亚建厂降本30%）</p>
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</div>
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<div class="timeline-dot pl-8">
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<h4 class="font-medium text-gray-800 mb-1">阶段3（2027）</h4>
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<p class="text-sm text-gray-600">出海验证（霸王茶姬巴黎店盈利模型跑通）</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-purple-600"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 mb-3">产业链图谱</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-purple-50 rounded-lg p-4 text-center">
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<i class="fas fa-seedling text-3xl text-purple-600 mb-2"></i>
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<h4 class="font-medium text-purple-800">上游</h4>
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<p class="text-sm text-gray-600 mt-1">茶叶、水果、代糖</p>
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</div>
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<div class="bg-blue-50 rounded-lg p-4 text-center">
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<i class="fas fa-industry text-3xl text-blue-600 mb-2"></i>
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<h4 class="font-medium text-blue-800">中游</h4>
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<p class="text-sm text-gray-600 mt-1">现制茶饮、包装饮品</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4 text-center">
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<i class="fas fa-shopping-cart text-3xl text-green-600 mb-2"></i>
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<h4 class="font-medium text-green-800">下游</h4>
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<p class="text-sm text-gray-600 mt-1">零食量贩、会员店</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-lg font-semibold text-gray-700 mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gray-100">
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<tr>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心逻辑</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">验证数据</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="px-4 py-3 font-medium text-gray-900">蜜雪冰城</td>
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<td class="px-4 py-3 text-gray-700">供应链极致降本（自产柠檬<strong>成本降20%</strong>）</td>
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<td class="px-4 py-3 text-gray-700">2024年门店<strong>4.5万家</strong></td>
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<td class="px-4 py-3 text-red-600">加盟乱象（假冒门店）</td>
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</tr>
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<tr>
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<td class="px-4 py-3 font-medium text-gray-900">东鹏饮料</td>
|
||
<td class="px-4 py-3 text-gray-700">电解质水第二曲线（2025年目标<strong>5亿</strong>）</td>
|
||
<td class="px-4 py-3 text-gray-700">"补水啦"铺货<strong>150万家终端</strong></td>
|
||
<td class="px-4 py-3 text-red-600">红牛商标诉讼拖累</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-gray-900">承德露露</td>
|
||
<td class="px-4 py-3 text-gray-700">养生饮系列（2025年目标<strong>2亿</strong>）</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道<strong>枸杞桑葚饮</strong>月销<strong>千万级</strong></td>
|
||
<td class="px-4 py-3 text-red-600">产品老化（杏仁露占比低）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-gradient-to-r from-red-50 to-orange-50 rounded-2xl p-6 mb-8 card-hover border border-red-100">
|
||
<h2 class="text-2xl font-bold text-red-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h4 class="font-medium text-red-700 mb-2">技术风险</h4>
|
||
<p class="text-sm text-gray-700">NFC果汁保质期短（7天），冷链成本占比<strong>30%+</strong>（农夫山泉路演）。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h4 class="font-medium text-red-700 mb-2">商业化风险</h4>
|
||
<p class="text-sm text-gray-700">养生水定价<strong>5元/瓶</strong>（承德露露），但消费者心理价位<strong>3-4元</strong>（草根调研）。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h4 class="font-medium text-red-700 mb-2">政策风险</h4>
|
||
<p class="text-sm text-gray-700">2025年欧盟拟对含糖饮料征税，可能影响出口。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h4 class="font-medium text-red-700 mb-2">信息矛盾</h4>
|
||
<p class="text-sm text-gray-700">渠道数据：研报称"电商占比30%"，但莲花控股路演显示<strong>电商仅占10%</strong>，主因投流成本高。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-green-500 to-teal-600 rounded-2xl p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-trophy mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-2">阶段判断</h3>
|
||
<p>新饮品处于<strong>"需求验证→供应链优化"</strong>过渡期，<strong>非主题炒作</strong>。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-2">投资方向</h3>
|
||
<div class="space-y-2">
|
||
<div class="bg-white/20 rounded-lg p-3">
|
||
<p><span class="font-bold">最确定</span>：<strong>电解质水</strong>（东鹏饮料）——渗透率3%→10%，<strong>PE 25X</strong>低于功能饮料均值30X。</p>
|
||
</div>
|
||
<div class="bg-white/20 rounded-lg p-3">
|
||
<p><span class="font-bold">弹性最大</span>：<strong>养生草本饮</strong>（承德露露）——山姆渠道放量+成本下行（红枣原料降价20%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-2">跟踪指标</h3>
|
||
<ul class="space-y-1">
|
||
<li>• <strong>东鹏</strong>：电解质水<strong>单店月销</strong>（当前<strong>200瓶/月</strong>，目标<strong>500瓶</strong>）</li>
|
||
<li>• <strong>蜜雪冰城</strong>：东南亚<strong>单店模型</strong>（越南门店<strong>EBITDA利润率</strong>能否转正）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-yellow-300/30 rounded-lg p-3 mt-4">
|
||
<p class="font-bold text-lg">结论：新饮品是<strong>"健康需求+供应链红利"</strong>共振的<strong>中期赛道</strong>，<strong>电解质水>养生饮>无糖茶</strong>为优先级，需紧盯<strong>渠道动销数据</strong>与<strong>政策落地节奏</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-blue-600"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">均瑶健康</td>
|
||
<td class="px-4 py-3 text-gray-700">益生菌</td>
|
||
<td class="px-4 py-3 text-gray-700">味动力饮品添加三大均瑶明星益生菌</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-blue-100 text-blue-800">益生菌</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">科拓生物</td>
|
||
<td class="px-4 py-3 text-gray-700">益生菌</td>
|
||
<td class="px-4 py-3 text-gray-700">益适优为体育训练局国家队运动员备战保障产品</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-blue-100 text-blue-800">益生菌</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">交大昂立</td>
|
||
<td class="px-4 py-3 text-gray-700">益生菌</td>
|
||
<td class="px-4 py-3 text-gray-700">昂微态胶原蛋白肽益生菌固体饮料（小粉）</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-blue-100 text-blue-800">益生菌</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">华森制药</td>
|
||
<td class="px-4 py-3 text-gray-700">益生菌</td>
|
||
<td class="px-4 py-3 text-gray-700">严品森活系列益生菌白芸豆酵素果冻</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-blue-100 text-blue-800">益生菌</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司调研</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">会稽山</td>
|
||
<td class="px-4 py-3 text-gray-700">黄酒</td>
|
||
<td class="px-4 py-3 text-gray-700">气泡黄酒年轻化产品</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-yellow-100 text-yellow-800">黄酒</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司公告</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">古越龙山</td>
|
||
<td class="px-4 py-3 text-gray-700">黄酒</td>
|
||
<td class="px-4 py-3 text-gray-700">推出含玛咖、铁皮石斛等药食同源露酒及草本黄酒</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-yellow-100 text-yellow-800">黄酒</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">金枫酒业</td>
|
||
<td class="px-4 py-3 text-gray-700">黄酒</td>
|
||
<td class="px-4 py-3 text-gray-700">石库门等知名黄酒品牌</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-yellow-100 text-yellow-800">黄酒</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司公告</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">嘉美包装</td>
|
||
<td class="px-4 py-3 text-gray-700">精酿啤酒</td>
|
||
<td class="px-4 py-3 text-gray-700">跨界布局精酿啤酒</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-purple-100 text-purple-800">精酿啤酒</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">乐惠国际</td>
|
||
<td class="px-4 py-3 text-gray-700">精酿啤酒</td>
|
||
<td class="px-4 py-3 text-gray-700">鲜啤30公里品牌</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-purple-100 text-purple-800">精酿啤酒</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">百润股份</td>
|
||
<td class="px-4 py-3 text-gray-700">鸡尾酒</td>
|
||
<td class="px-4 py-3 text-gray-700">RIO（锐澳）预调鸡尾酒市占率全国第一</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-pink-100 text-pink-800">鸡尾酒</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">来伊份</td>
|
||
<td class="px-4 py-3 text-gray-700">威士忌</td>
|
||
<td class="px-4 py-3 text-gray-700">高端威士忌品牌望空</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-amber-100 text-amber-800">威士忌</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">永安药业</td>
|
||
<td class="px-4 py-3 text-gray-700">牛磺酸</td>
|
||
<td class="px-4 py-3 text-gray-700">易加能品牌电商渠道销量上升</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-green-100 text-green-800">牛磺酸</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司调研</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">西王食品</td>
|
||
<td class="px-4 py-3 text-gray-700">牛磺酸</td>
|
||
<td class="px-4 py-3 text-gray-700">牛磺酸型运动型饮料</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-green-100 text-green-800">牛磺酸</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">东鹏饮料</td>
|
||
<td class="px-4 py-3 text-gray-700">牛磺酸</td>
|
||
<td class="px-4 py-3 text-gray-700">东鹏特饮添加牛磺酸，功能饮料市场规模第一</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-green-100 text-green-800">牛磺酸</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">圣元环保</td>
|
||
<td class="px-4 py-3 text-gray-700">牛磺酸</td>
|
||
<td class="px-4 py-3 text-gray-700">元气小树牛磺酸衍生品</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-green-100 text-green-800">牛磺酸</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公司互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">康比特</td>
|
||
<td class="px-4 py-3 text-gray-700">牛磺酸</td>
|
||
<td class="px-4 py-3 text-gray-700">运动营养饮品赛速饮含牛磺酸</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-green-100 text-green-800">牛磺酸</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">佳禾食品</td>
|
||
<td class="px-4 py-3 text-gray-700">玉米汁</td>
|
||
<td class="px-4 py-3 text-gray-700">佳禾晶花玉米汁饮料粉</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-yellow-200 text-yellow-800">玉米汁</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">祖名股份</td>
|
||
<td class="px-4 py-3 text-gray-700">玉米汁</td>
|
||
<td class="px-4 py-3 text-gray-700">祖名鲜榨玉米汁</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-yellow-200 text-yellow-800">玉米汁</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">泉阳泉</td>
|
||
<td class="px-4 py-3 text-gray-700">白桦树汁</td>
|
||
<td class="px-4 py-3 text-gray-700">白桦树汁为年度网红品类</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-teal-100 text-teal-800">白桦树汁</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">诺普信</td>
|
||
<td class="px-4 py-3 text-gray-700">蓝莓</td>
|
||
<td class="px-4 py-3 text-gray-700">果臻叹蓝莓复合果蔬汁NFC饮料京东销售</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-indigo-100 text-indigo-800">蓝莓</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">欢乐家</td>
|
||
<td class="px-4 py-3 text-gray-700">椰子水</td>
|
||
<td class="px-4 py-3 text-gray-700">椰子水市占率快速提升，2025Q1销量增180%</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-cyan-100 text-cyan-800">椰子水</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">维维股份</td>
|
||
<td class="px-4 py-3 text-gray-700">植物蛋白饮料</td>
|
||
<td class="px-4 py-3 text-gray-700">豆奶行业开拓者，动植物蛋白饮料</td>
|
||
<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-emerald-100 text-emerald-800">植物蛋白饮料</span></td>
|
||
<td class="px-4 py-3 text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-medium text-gray-900">陇神戎发</td>
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<td class="px-4 py-3 text-gray-700">草本植物功能饮品</td>
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<td class="px-4 py-3 text-gray-700">7°啡歌乐植物饮料</td>
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<td class="px-4 py-3 text-gray-700">代糖</td>
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<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-orange-100 text-orange-800">代糖</span></td>
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<td class="px-4 py-3 text-gray-700">公开资料</td>
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<tr class="hover:bg-gray-50">
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<td class="px-4 py-3 font-medium text-gray-900">田野股份</td>
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<td class="px-4 py-3 text-gray-700">北交所</td>
|
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<td class="px-4 py-3 text-gray-700">奈雪的茶、茶百道、蜜雪冰城等原料果汁供应商</td>
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<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-gray-100 text-gray-800">北交所</span></td>
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<td class="px-4 py-3 text-gray-700">北交所</td>
|
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<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-gray-100 text-gray-800">北交所</span></td>
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<tr class="hover:bg-gray-50">
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<td class="px-4 py-3 font-medium text-gray-900">康比特</td>
|
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<td class="px-4 py-3 text-gray-700">北交所</td>
|
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<td class="px-4 py-3 text-gray-700">运动营养饮品赛速饮含牛磺酸</td>
|
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<td class="px-4 py-3"><span class="px-2 py-1 text-xs rounded-full bg-gray-100 text-gray-800">北交所</span></td>
|
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<td class="px-4 py-3 text-gray-700">公开资料</td>
|
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|
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