1239 lines
63 KiB
HTML
1239 lines
63 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>三胎概念分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #f8fafc;
|
||
}
|
||
.section-card {
|
||
background: rgba(255, 255, 255, 0.9);
|
||
backdrop-filter: blur(10px);
|
||
border-radius: 16px;
|
||
box-shadow: 0 4px 30px rgba(0, 0, 0, 0.1);
|
||
border: 1px solid rgba(255, 255, 255, 0.3);
|
||
}
|
||
.timeline-item {
|
||
position: relative;
|
||
padding-left: 30px;
|
||
}
|
||
.timeline-item:before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 8px;
|
||
width: 12px;
|
||
height: 12px;
|
||
border-radius: 50%;
|
||
background-color: #6366f1;
|
||
}
|
||
.timeline-item:after {
|
||
content: '';
|
||
position: absolute;
|
||
left: 5px;
|
||
top: 20px;
|
||
width: 2px;
|
||
height: calc(100% + 10px);
|
||
background-color: #e2e8f0;
|
||
}
|
||
.timeline-item:last-child:after {
|
||
display: none;
|
||
}
|
||
#tsparticles {
|
||
position: fixed;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
}
|
||
.industry-badge {
|
||
display: inline-block;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 9999px;
|
||
font-size: 0.75rem;
|
||
font-weight: 600;
|
||
}
|
||
.industry-badge.辅助生殖 {
|
||
background-color: #dbeafe;
|
||
color: #1e40af;
|
||
}
|
||
.industry-badge.日用 {
|
||
background-color: #dcfce7;
|
||
color: #166534;
|
||
}
|
||
.industry-badge.母婴 {
|
||
background-color: #fce7f3;
|
||
color: #be185d;
|
||
}
|
||
.industry-badge.奶粉 {
|
||
background-color: #fef3c7;
|
||
color: #92400e;
|
||
}
|
||
.industry-badge.玩具 {
|
||
background-color: #e9d5ff;
|
||
color: #6b21a8;
|
||
}
|
||
.industry-badge.教育 {
|
||
background-color: #ffedd5;
|
||
color: #9a3412;
|
||
}
|
||
.industry-badge.儿童药 {
|
||
background-color: #fee2e2;
|
||
color: #991b1b;
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 640px) {
|
||
.table-container {
|
||
overflow-x: scroll;
|
||
}
|
||
table {
|
||
min-width: 600px;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen relative">
|
||
<div id="tsparticles"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">三胎概念分析报告</h1>
|
||
<p class="text-lg text-gray-600">政策驱动下的母婴产业链投资机会</p>
|
||
</div>
|
||
|
||
<!-- 概念事件部分 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-calendar-alt text-indigo-500 mr-3"></i>
|
||
概念事件
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">政策时间轴</h3>
|
||
<div class="space-y-4">
|
||
<div class="timeline-item">
|
||
<p class="font-medium text-gray-800">2024年10月29日</p>
|
||
<p class="text-gray-600">国务院办公厅印发《关于加快完善生育支持政策体系推动建设生育友好型社会的若干措施》,首次明确全国性生育补贴框架。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<p class="font-medium text-gray-800">2025年3月14日</p>
|
||
<p class="text-gray-600">呼和浩特落地"二孩每年补贴1万元、三孩每年补贴1万元至10岁"政策,覆盖范围、金额、周期均超预期,引爆市场。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<p class="font-medium text-gray-800">2025年7月28日</p>
|
||
<p class="text-gray-600">国家育儿补贴制度实施方案公布,一孩至三孩每年补贴3600元至3周岁,2025年1月1日起实施。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">市场反应</h3>
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<div class="mb-3">
|
||
<p class="font-medium text-gray-800">2024年11月-2025年3月</p>
|
||
<p class="text-gray-600">三胎概念股多次异动,孩子王、贝因美、爱婴室等单日涨停超10次,板块指数最大涨幅超30%(2025年3月14日数据)。</p>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2025年7月29日</p>
|
||
<p class="text-gray-600">港股三胎概念股走强,锦欣生殖涨8.93%,中国飞鹤涨5.12%。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要部分 -->
|
||
<div class="section-card p-6 mb-8 bg-gradient-to-r from-indigo-50 to-purple-50">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
|
||
核心观点摘要
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="text-indigo-600 text-3xl mb-3">
|
||
<i class="fas fa-chart-line"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">阶段判断</h3>
|
||
<p class="text-gray-600">三胎概念已从"政策预期"进入"补贴落地+基本面验证"阶段,2025年是政策效果观察的关键年。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="text-green-600 text-3xl mb-3">
|
||
<i class="fas fa-rocket"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">核心驱动力</h3>
|
||
<p class="text-gray-600">财政直接补贴(年规模或达2000-3000亿元)叠加出生人口降幅收窄,驱动母婴消费链需求修复。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="text-purple-600 text-3xl mb-3">
|
||
<i class="fas fa-star"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">未来潜力</h3>
|
||
<p class="text-gray-600">低线城市边际弹性更大,奶粉/液态奶/儿童药率先受益,AI玩具/辅助生殖等新兴赛道存在预期差。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析部分 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-brain text-pink-500 mr-3"></i>
|
||
核心逻辑与市场认知分析
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-3 gap-6 mb-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4 text-center">核心驱动力</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-800 mb-2">政策端</h4>
|
||
<p class="text-gray-600 text-sm">从"鼓励生育"转向"财政真金白银补贴",呼和浩特模式若全国推广,财政支出强度或超家电以旧换新(2025年3000亿元)。</p>
|
||
</div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-800 mb-2">需求端</h4>
|
||
<p class="text-gray-600 text-sm">2024年出生人口902万(同比-6%),中信证券预测2025年跌幅收窄至4-5%,一段奶粉2025年1月已同比+20%,验证需求拐点。</p>
|
||
</div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-800 mb-2">供给端</h4>
|
||
<p class="text-gray-600 text-sm">新国标淘汰中小奶粉品牌,飞鹤/伊利市占率提升至17%+,行业价格战缓和,毛利率触底回升(飞鹤2024H1毛利率+2.3pct)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4 text-center">市场热度与情绪</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-800 mb-2">研报密集度</h4>
|
||
<p class="text-gray-600 text-sm">2025年3-7月,中信证券/国盛/天风等10篇以上研报聚焦奶粉/母婴赛道,"政策+基本面"双轮驱动成共识。</p>
|
||
</div>
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-800 mb-2">分歧点</h4>
|
||
<p class="text-gray-600 text-sm">市场对补贴能否扭转生育率存疑(日本经验显示补贴仅减缓下滑),但对母婴消费链估值修复一致乐观(板块PE从2024年25倍降至15倍)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4 text-center">预期差分析</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-800 mb-2">低线城市弹性</h4>
|
||
<p class="text-gray-600 text-sm">天门市2024年出生率+17%(补贴12万元购房),而一线城市补贴敏感度低。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-800 mb-2">非奶粉赛道</h4>
|
||
<p class="text-gray-600 text-sm">兴齐眼药阿托品滴眼液(儿童近视)Q1利润+300%,三胎政策下儿童健康需求被低估。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径部分 -->
|
||
<div class="section-card p-6 mb-8 bg-gradient-to-r from-green-50 to-teal-50">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-fire text-orange-500 mr-3"></i>
|
||
关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">近期催化剂(3-6个月)</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-orange-100 text-orange-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-calendar-check text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2025年8-10月</p>
|
||
<p class="text-gray-600 text-sm">各省市补贴细则密集落地(云南/哈尔滨已跟进),母婴门店同店增速或成验证指标。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-orange-100 text-orange-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-chart-bar text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2025年9月</p>
|
||
<p class="text-gray-600 text-sm">飞鹤/伊利中报披露,奶粉业务增速若超预期,将强化板块β。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">长期路径</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-teal-100 text-teal-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-arrow-trend-up text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2025-2027年</p>
|
||
<p class="text-gray-600 text-sm">补贴驱动出生人口年均+5%,奶粉规模年复合+8%(中信证券预测)。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-teal-100 text-teal-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-graduation-cap text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2028年后</p>
|
||
<p class="text-gray-600 text-sm">政策转向托育服务/教育减负,孩子王AI玩具/海伦钢琴艺术教育等新兴需求崛起。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析部分 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-blue-500 mr-3"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
|
||
<div class="bg-gray-50 p-6 rounded-lg">
|
||
<div class="flex flex-wrap justify-center items-center gap-4 text-center">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm w-32">
|
||
<p class="font-medium text-gray-700 mb-1">上游</p>
|
||
<p class="text-sm text-gray-600">DHA/ARA原料</p>
|
||
<p class="text-xs text-indigo-600 mt-1">嘉必优</p>
|
||
</div>
|
||
<div class="text-gray-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm w-32">
|
||
<p class="font-medium text-gray-700 mb-1">中游</p>
|
||
<p class="text-sm text-gray-600">奶粉</p>
|
||
<p class="text-xs text-indigo-600 mt-1">飞鹤/伊利/贝因美</p>
|
||
</div>
|
||
<div class="text-gray-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm w-32">
|
||
<p class="font-medium text-gray-700 mb-1">下游</p>
|
||
<p class="text-sm text-gray-600">母婴渠道</p>
|
||
<p class="text-xs text-indigo-600 mt-1">孩子王/爱婴室</p>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 pt-6 border-t border-gray-200">
|
||
<p class="text-center text-gray-700 font-medium mb-3">辅助产业</p>
|
||
<div class="flex flex-wrap justify-center gap-4">
|
||
<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full text-sm">儿童药(葫芦娃/康芝药业)</span>
|
||
<span class="bg-purple-100 text-purple-800 px-3 py-1 rounded-full text-sm">玩具(奥飞娱乐)</span>
|
||
<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full text-sm">教育(珠江钢琴)</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">逻辑纯度</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">飞鹤</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 px-2 py-1 rounded-full text-xs">高</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">超高端市占率70%+,渠道库存<1.2倍</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">出生人口长期下滑压力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">孩子王</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-yellow-100 text-yellow-800 px-2 py-1 rounded-full text-xs">中</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">AI玩具+直播电商(辛巴合作GMV 2亿+)</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">线下加盟模式盈利待验证</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">嘉必优</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 px-2 py-1 rounded-full text-xs">高</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">奶粉原料DHA龙头,绑定飞鹤/伊利</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">海外大客户拓展不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">兴齐眼药</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-100 text-green-800 px-2 py-1 rounded-full text-xs">高</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">儿童近视药唯一上市,渗透率仅5%</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">集采降价风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战部分 -->
|
||
<div class="section-card p-6 mb-8 bg-gradient-to-r from-red-50 to-orange-50">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h3 class="font-semibold text-gray-800 mb-2 flex items-center">
|
||
<i class="fas fa-ban text-red-500 mr-2"></i>
|
||
政策风险
|
||
</h3>
|
||
<p class="text-gray-600 text-sm">补贴力度若低于预期(如仅覆盖三孩),出生人口或继续下滑(2024年总和生育率1.0)。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h3 class="font-semibold text-gray-800 mb-2 flex items-center">
|
||
<i class="fas fa-chess text-red-500 mr-2"></i>
|
||
竞争风险
|
||
</h3>
|
||
<p class="text-gray-600 text-sm">奶粉行业新国标后价格战重启(2024年中小品牌退出放缓)。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h3 class="font-semibold text-gray-800 mb-2 flex items-center">
|
||
<i class="fas fa-microscope text-red-500 mr-2"></i>
|
||
技术风险
|
||
</h3>
|
||
<p class="text-gray-600 text-sm">辅助生殖技术(如锦欣生殖)成功率提升不及预期,影响长期需求。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h3 class="font-semibold text-gray-800 mb-2 flex items-center">
|
||
<i class="fas fa-balance-scale text-red-500 mr-2"></i>
|
||
信息矛盾
|
||
</h3>
|
||
<p class="text-gray-600 text-sm">中信证券看好飞鹤25%空间,但公司下调全年指引;需验证渠道库存是否真改善。呼和浩特补贴效果显著,但一线城市如深圳补贴敏感度低(调研显示仅20%家庭愿因补贴生育)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示部分 -->
|
||
<div class="section-card p-6 mb-8 bg-gradient-to-r from-blue-50 to-indigo-50">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-trophy text-yellow-500 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">阶段判断</h3>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<p class="text-gray-600">三胎概念处于"政策落地→基本面验证"过渡期,短期看补贴催化,长期看结构性需求。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">最具价值方向</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800 mb-2">奶粉龙头(飞鹤/伊利)</h4>
|
||
<p class="text-gray-600 text-sm">市占率提升+价格战缓和,2025年PE仅13倍(历史底部)。</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800 mb-2">儿童健康(兴齐眼药)</h4>
|
||
<p class="text-gray-600 text-sm">渗透率5%→30%空间,政策外溢需求(近视防控纳入政府考核)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-calendar text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2025年9月</p>
|
||
<p class="text-gray-600 text-sm">各省市出生人口月度数据(卫健委)。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-warehouse text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2025年Q3</p>
|
||
<p class="text-gray-600 text-sm">飞鹤渠道库存周转天数(目标<90天)。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-shopping-cart text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">2025年双11</p>
|
||
<p class="text-gray-600 text-sm">孩子王AI玩具销量(目标GMV 5亿+)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-yellow-50 rounded-lg border-l-4 border-yellow-400">
|
||
<p class="font-medium text-gray-800">风险提示</p>
|
||
<p class="text-gray-600 text-sm">若2025年出生人口未现拐点,板块或重回主题炒作,需警惕估值回撤。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格部分 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-green-500 mr-3"></i>
|
||
关联股票
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">行业</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">项目</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">概念</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">戴维医疗</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">医疗器械</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及医疗器械项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">理邦仪器</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">医疗器械</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及医疗器械项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">悦心健康</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">长江健康</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">易联众</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">ST粤泰</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">澳洋健康</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">共同药业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">国际医学</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">达嘉维康</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">爱朋医疗</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">麦迪科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 辅助生殖">辅助生殖</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">技术支持</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的辅助生殖行业,涉及技术支持项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">美邦服饰</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">泰慕士</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">爱慕股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">朗姿股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">ST摩登</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">中胤时尚</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">森马服饰</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">华利集团</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">罗莱生活</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">童装孕妇装</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及童装孕妇装项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">通达创智</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">天成自控</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">嘉益股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">奇德新材</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">嘉亨家化</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">茶花股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">豪悦护理</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">汇鸿集团</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">百亚股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">稳健医疗</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">奥飞娱乐</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">中顺洁柔</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 日用">日用</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">婴童产品</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的日用行业,涉及婴童产品项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">金发拉比</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">宋都股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">珠江股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">浙江震元</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">爱婴室</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">贝泰妮</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">创新医疗</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">诚益通</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">孩子王</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 母婴">母婴</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">母婴</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的母婴行业,涉及母婴项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">贝因美</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 奶粉">奶粉</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">奶粉</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的奶粉行业,涉及奶粉项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">西部牧业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 奶粉">奶粉</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">奶粉</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的奶粉行业,涉及奶粉项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">伊利股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 奶粉">奶粉</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">奶粉</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的奶粉行业,涉及奶粉项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">嘉必优</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 奶粉">奶粉</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">奶粉</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的奶粉行业,涉及奶粉项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">光明乳业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 奶粉">奶粉</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">奶粉</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的奶粉行业,涉及奶粉项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">鹏都农牧</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 奶粉">奶粉</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">奶粉</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的奶粉行业,涉及奶粉项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">高乐股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 玩具">玩具</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">玩具</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的玩具行业,涉及玩具项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">实丰文化</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 玩具">玩具</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">玩具</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的玩具行业,涉及玩具项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">美盛文化</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 玩具">玩具</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">玩具</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的玩具行业,涉及玩具项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">创源股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 玩具">玩具</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">玩具</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的玩具行业,涉及玩具项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">邦宝益智</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 玩具">玩具</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">玩具</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的玩具行业,涉及玩具项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">星辉娱乐</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 玩具">玩具</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">玩具</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的玩具行业,涉及玩具项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">美吉姆</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">珠江钢琴</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">电光科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">时代出版</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">创源股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">孚日股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">盛通股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">和晶科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">华媒控股</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">威创股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">昂立教育</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">长江传媒</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 教育">教育</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">教育</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的教育行业,涉及教育项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">康芝药业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 儿童药">儿童药</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">儿童药</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的儿童药行业,涉及儿童药项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">葫芦娃</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 儿童药">儿童药</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">儿童药</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的儿童药行业,涉及儿童药项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">贵州三力</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 儿童药">儿童药</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">儿童药</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的儿童药行业,涉及儿童药项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">华特达因</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 儿童药">儿童药</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">儿童药</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的儿童药行业,涉及儿童药项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium text-gray-800">葵花药业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 儿童药">儿童药</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">儿童药</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的儿童药行业,涉及儿童药项目</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">一品红</td>
|
||
<td class="py-3 px-4">
|
||
<span class="industry-badge 儿童药">儿童药</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-600">儿童药</td>
|
||
<td class="py-3 px-4 text-gray-600">三胎</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">属于三胎概念中的儿童药行业,涉及儿童药项目</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("tsparticles", {
|
||
background: {
|
||
color: {
|
||
value: "#f8fafc",
|
||
},
|
||
},
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: ["#6366f1", "#8b5cf6", "#ec4899", "#f43f5e", "#f59e0b"],
|
||
},
|
||
links: {
|
||
color: "#9ca3af",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1,
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce",
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false,
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800,
|
||
},
|
||
value: 60,
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 },
|
||
},
|
||
},
|
||
detectRetina: true,
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |