541 lines
30 KiB
HTML
541 lines
30 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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<link rel="icon" type="image/png" href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/favicon.png">
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Nucleo Icons -->
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<link href="https://cdn.jsdelivr.net/npm/nucleo-icons@2.0.0/css/nucleo-icons.min.css" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- CSS Files -->
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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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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700;900&display=swap');
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body {
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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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}
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.gradient-bg {
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background: linear-gradient(135deg, #4f46e5 0%, #7c3aed 100%);
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}
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.card-shadow {
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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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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #4f46e5;
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position: absolute;
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left: -8px;
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top: 8px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 24px;
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bottom: 0;
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width: 2px;
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background-color: #e5e7eb;
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}
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.timeline-item:last-child .timeline-line {
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display: none;
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}
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.highlight {
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background: linear-gradient(transparent 60%, rgba(79, 70, 229, 0.2) 40%);
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padding: 0 2px;
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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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.table-responsive {
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overflow-x: scroll;
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}
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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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 id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">东南亚电商</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">从流量红利期转向盈利质量期，AI技术重塑"人货场"效率</p>
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</div>
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<!-- 摘要部分 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-4">
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<div class="w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
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<i class="ni ni-bulb-61 text-indigo-600"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
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</div>
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<div class="text-gray-700">
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<p class="mb-4">东南亚电商正从<span class="highlight font-semibold">流量红利期</span>转向<span class="highlight font-semibold">盈利质量期</span>：</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h3 class="font-semibold text-indigo-700 mb-2">短期（2024-2025）</h3>
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<p>平台盈利拐点+AI工具渗透，GMV增速维持<span class="font-bold text-indigo-700">15-20%</span></p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-700 mb-2">长期（2025-2030）</h3>
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<p>AI驱动的个性化运营和跨境供应链优化，渗透率有望从<span class="font-bold text-purple-700">20%→26%</span></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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<!-- 时间轴部分 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
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<i class="ni ni-time-alarm text-indigo-600"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">概念事件</h2>
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</div>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<span class="bg-indigo-100 text-indigo-800 text-xs font-semibold px-2.5 py-0.5 rounded">2020-2022</span>
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</div>
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<p class="text-gray-700">疫情催化东南亚电商渗透率从<span class="font-bold">5%→20%</span>，Shopee、Lazada、Tokopedia形成"一超多强"格局</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<span class="bg-indigo-100 text-indigo-800 text-xs font-semibold px-2.5 py-0.5 rounded">2023Q4</span>
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</div>
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<p class="text-gray-700">TikTok Shop因印尼政策封禁，12月以<span class="font-bold">8.4亿美元收购Tokopedia 75%股权</span>重返市场</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<span class="bg-indigo-100 text-indigo-800 text-xs font-semibold px-2.5 py-0.5 rounded">2024H2</span>
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</div>
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<p class="text-gray-700">Lazada宣布<span class="font-bold">7月EBITDA转正</span>，成为东南亚首家盈利平台；Shopee母公司Sea首次全年盈利</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<span class="bg-indigo-100 text-indigo-800 text-xs font-semibold px-2.5 py-0.5 rounded">2025展望</span>
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</div>
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<p class="text-gray-700">墨腾报告预测<span class="font-bold">AI将带来1310亿美元增量市场</span>（2030年），Lazada推出AI购物助手Lazzie转化率<span class="font-bold">高68%</span></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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<!-- 核心逻辑分析部分 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
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<i class="ni ni-chart-bar-32 text-indigo-600"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">核心逻辑与市场认知分析</h2>
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</div>
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">维度</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">市场共识</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">预期差</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据验证</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">驱动力</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">人口红利（6亿年轻用户）+移动互联网普及</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500"><span class="font-semibold text-indigo-600">AI技术降本增效</span>未被充分定价</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">Lazada AI助手转化率<span class="font-bold">+68%</span></td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">竞争格局</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">Shopee/Lazada/TikTok三足鼎立</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500"><span class="font-semibold text-indigo-600">Tokopedia+TikTok合并后份额达28%</span></td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年合并后GMV<span class="font-bold">超Lazada</span></td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">盈利拐点</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">平台持续亏损</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500"><span class="font-semibold text-indigo-600">Lazada/Shopee已实现季度盈利</span></td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">Sea 2023年首次盈利；Lazada 7月EBITDA转正</td>
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</tr>
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</tbody>
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</table>
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</div>
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<div class="mt-6 p-4 bg-yellow-50 rounded-lg">
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<h3 class="font-semibold text-yellow-800 mb-2">关键分歧</h3>
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<ul class="list-disc pl-5 text-sm text-gray-700 space-y-1">
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<li><span class="font-medium">物流成本</span>：研报称COD占比<span class="font-bold">90%</span>（越南），但路演显示Shopee SLS物流成本<span class="font-bold">低30%</span>（规模化优势）</li>
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<li><span class="font-medium">政策风险</span>：印尼曾封禁TikTok Shop，但合并后<span class="font-bold">15亿美元投资承诺</span>显示政策博弈已落地</li>
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</ul>
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</div>
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</div>
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<!-- 催化剂与发展路径部分 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
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<i class="ni ni-rocket text-indigo-600"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">催化剂与发展路径</h2>
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</div>
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<div class="overflow-x-auto mb-6">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">时间窗口</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">催化剂</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">影响标的</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">2024Q4</td>
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<td class="px-6 py-4 text-sm text-gray-500">TikTok Shop印尼斋月大促（GMV占比33.6%）</td>
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<td class="px-6 py-4 text-sm text-gray-500">吉宏股份（Shopee头部卖家）</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">2025H1</td>
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<td class="px-6 py-4 text-sm text-gray-500">Lazada AI工具全量上线（佣金率提升）</td>
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<td class="px-6 py-4 text-sm text-gray-500">南极电商（AI供应链合作）</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">2025全年</td>
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<td class="px-6 py-4 text-sm text-gray-500">RCEP关税减免深化（零关税覆盖率90%）</td>
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<td class="px-6 py-4 text-sm text-gray-500">华凯易佰（跨境物流受益）</td>
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</tr>
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</tbody>
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</table>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h3 class="font-semibold text-indigo-800 mb-3">长期路径</h3>
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<ol class="list-decimal pl-5 text-sm text-gray-700 space-y-2">
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<li><span class="font-medium">2025-2027</span>：AI工具普及→平台佣金率从<span class="font-bold">3%→5%</span>（对标中国）</li>
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<li><span class="font-medium">2027-2030</span>：跨境供应链本土化（越南/泰国海外仓）→物流时效<span class="font-bold">7天→3天</span></li>
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</ol>
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</div>
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</div>
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<!-- 产业链与核心公司部分 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
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<i class="ni ni-network text-indigo-600"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">产业链与核心公司</h2>
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</div>
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<div class="mb-6">
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<h3 class="font-semibold text-gray-800 mb-3">产业链图谱</h3>
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||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-700 mb-2">上游</h4>
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<p class="text-sm text-gray-700">中国供应链（<span class="font-bold">吉宏股份</span>-东南亚营收A股第一，<span class="font-bold">齐心集团</span>-多平台卖家）</p>
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</div>
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||
<div class="bg-purple-50 p-4 rounded-lg">
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||
<h4 class="font-semibold text-purple-700 mb-2">中游</h4>
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||
<p class="text-sm text-gray-700">平台（Shopee/Lazada/TikTok）+服务商（<span class="font-bold">南极电商</span>-品牌授权+AI选品）</p>
|
||
</div>
|
||
<div class="bg-indigo-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-indigo-700 mb-2">下游</h4>
|
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<p class="text-sm text-gray-700">物流（<span class="font-bold">华贸物流</span>-1.6亿Lazada合同）+支付（<span class="font-bold">南天信息</span>-跨境支付系统）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
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<tr>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
|
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">优势</th>
|
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险</th>
|
||
</tr>
|
||
</thead>
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||
<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">吉宏股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">Shopee头部卖家</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">东南亚营收占比<span class="font-bold">超50%</span></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">依赖单一平台流量</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">南极电商</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">品牌服务商</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">轻奢系列日销<span class="font-bold">1800万GMV</span></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">转型期利润率<span class="font-bold">仅10-15%</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华凯易佰</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">跨境物流</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">小包占比<span class="font-bold">20-30%</span>（关税豁免受益）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">美国政策变动影响</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<div class="mt-4 p-4 bg-red-50 rounded-lg">
|
||
<p class="text-sm text-red-700"><span class="font-semibold">验证点</span>：南极电商2024年Q4亏损因<span class="font-bold">时间互联商誉减值1.2亿</span>，与研报"轻装上阵"预期矛盾，需跟踪2025年利润兑现。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格部分 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
|
||
<i class="ni ni-chart-pie-35 text-indigo-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">关联股票</h2>
|
||
</div>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr id="table-header">
|
||
<!-- 动态生成表头 -->
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200" id="table-body">
|
||
<!-- 动态生成表格内容 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险部分 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
|
||
<i class="ni ni-alert text-indigo-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">潜在风险</h2>
|
||
</div>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">政策风险</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">印尼可能再次收紧社交电商监管</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年封禁TikTok Shop先例</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">物流瓶颈</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">COD占比过高导致退货率<span class="font-bold">15-20%</span></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">越南COD占比<span class="font-bold">90%</span>（研报）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">汇率波动</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">越南盾/泰铢2024年贬值<span class="font-bold">5-8%</span></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">IMF东南亚GDP增速预测下调</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">信息矛盾</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">研报称渗透率<span class="font-bold">26%</span>，路演数据<span class="font-bold">20%</span></td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">需以欧睿<span class="font-bold">2028年26%</span>为准</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示部分 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
|
||
<i class="ni ni-light-3 text-indigo-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">综合结论与投资启示</h2>
|
||
</div>
|
||
<div class="mb-6 p-4 bg-indigo-50 rounded-lg">
|
||
<p class="text-gray-700"><span class="font-semibold text-indigo-700">阶段判断</span>：<span class="font-bold text-indigo-700">基本面驱动初期</span>——平台盈利拐点+AI技术落地，主题炒作风险低。</p>
|
||
</div>
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-gray-800 mb-3">投资方向</h3>
|
||
<ol class="list-decimal pl-5 text-gray-700 space-y-3">
|
||
<li>
|
||
<span class="font-semibold">高弹性标的</span>：<span class="font-bold text-indigo-600">吉宏股份</span>（直接受益Shopee流量红利，PE 15x vs 行业25x）
|
||
</li>
|
||
<li>
|
||
<span class="font-semibold">AI赋能</span>：<span class="font-bold text-indigo-600">南极电商</span>（轻奢系列验证AI选品，2025年利润<span class="font-bold">3.43亿</span>对应当前PE 30x）
|
||
</li>
|
||
<li>
|
||
<span class="font-semibold">基础设施</span>：<span class="font-bold text-indigo-600">华贸物流</span>（RCEP关税减免+海外仓布局）
|
||
</li>
|
||
</ol>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3">跟踪指标</h3>
|
||
<ul class="list-disc pl-5 text-gray-700 space-y-2">
|
||
<li><span class="font-medium">平台佣金率</span>：Shopee/Lazada是否从<span class="font-bold">3%→5%</span>（AI工具商业化验证）</li>
|
||
<li><span class="font-medium">物流时效</span>：越南/泰国海外仓发货占比<span class="font-bold">是否超50%</span>（成本下降信号）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="mt-6 p-4 bg-gradient-to-r from-indigo-500 to-purple-600 rounded-lg text-white">
|
||
<p class="text-center font-semibold">东南亚电商正在复制中国2015-2018年的路径——<span class="font-bold">盈利拐点+技术红利+政策东风</span>，但需警惕<span class="font-bold">本土化政策</span>和<span class="font-bold">汇率波动</span>的灰犀牛。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#4f46e5"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "repulse"
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// 动态生成关联股票表格
|
||
const stockData = [{'东南亚电商(250414)': [{'stock': '吉宏股份', '分类': 'shopee（东南亚第一）', '项目': '东南亚电商营收A股排名第一', '产业链角色': 'Lazada/Shopee平台头部卖家', '资料来源': '市场公开资料', 'reason': '公司为东南亚电商营收A股排名第一，且是Lazada/Shopee等平台头部卖家，资料来源于市场公开资料'}, {'stock': '齐心集团', '分类': 'shopee（东南亚第一）', '合作平台': '亚马逊、沃尔玛、Shopee、Lazada', '业务模式': '线上跨境电商业务', '资料来源': '搜互动', 'reason': '公司通过亚马逊、沃尔玛、Shopee、Lazada等平台开展跨境电商业务，资料来源于搜互动'}, {'stock': '新华都', '分类': 'shopee（东南亚第一）', '合作平台': 'TikTok、Lazada、Shopee', '业务模式': '全链路电商服务', '资料来源': '搜互动', 'reason': '公司在TikTok、Lazada、Shopee等平台提供电商零售、短视频运营和直播电商服务，资料来源于搜互动'}, {'stock': '三态股份', '分类': 'shopee（东南亚第一）', '合作平台': 'Shopee等30多个海外第三方电商平台', '业务模式': '出口跨境电商零售（B2C）', '资料来源': '搜互动', 'reason': '公司通过Shopee等30多个海外电商平台以B2C模式销售，资料来源于搜互动'}, {'stock': '冠捷科技', '分类': 'shopee（东南亚第一）', '合作平台': 'Amazon、BestBuy、Shopee', '产品类型': 'AOC产品', '资料来源': '搜互动', 'reason': '公司在Amazon、BestBuy、Shopee等平台销售AOC产品，资料来源于搜互动'}, {'stock': '龙头股份', '分类': 'shopee（东南亚第一）', '合作平台': 'Lazada、Shopee', '业务战略': '品牌出海', '资料来源': '市场公开资料', 'reason': '公司通过Lazada、Shopee等平台加快品牌出海步伐，资料来源于市场公开资料'}, {'stock': '森马服饰', '分类': 'shopee（东南亚第一）', '区域布局': '越南、巴拉巴拉', '业务进展': '开设七家门店并在Shopee等平台增长显著', '资料来源': '市场公开资料', 'reason': '公司在越南开设七家门店并在Shopee等平台取得显著增长，资料来源于市场公开资料'}, {'stock': '芭薇股份', '分类': 'shopee（东南亚第一）', '区域布局': '印尼、马来西亚、越南', '业务模式': '独立店铺运营', '资料来源': '市场公开资料', 'reason': '大客户广州暨美在Shopee开设印尼、马来西亚、越南等地区独立店铺，资料来源于市场公开资料'}, {'stock': '居然之家', '分类': 'Lazada（第二电商）', '业务模式': '入驻Lazada平台', '业务角色': '开设线上品牌旗舰店', '资料来源': '市场公开资料', 'reason': '公司入驻东南亚电商平台Lazada，开设线上品牌旗舰店，资料来源于市场公开资料'}, {'stock': '华凯易佰', '分类': 'Lazada（第二电商）', '合作平台': 'Lazada', '业务战略': '中国商品出口东南亚', '资料来源': '市场公开资料', 'reason': '旗下易佰网络通过Lazada渠道推动中国商品出口东南亚，资料来源于市场公开资料'}, {'stock': '漫步者', '分类': 'Lazada（第二电商）', '合作平台': '亚马逊、LAZADA、SHOPEE', '业务表现': '国际电商业务快速增长', '资料来源': '搜公告', 'reason': '公司在亚马逊、LAZADA、SHOPEE等渠道电商业务快速增长，资料来源于搜公告'}, {'stock': '南天信息', '分类': 'Lazada（第二电商）', '业务角色': '中国-东盟跨境支付系统承建方', '业务功能': '为Lazada提供支付支持', '资料来源': '市场公开资料', 'reason': '公司承建中国-东盟跨境支付系统，为Lazada提供支付支持，资料来源于市场公开资料'}, {'stock': '华贸物流', '分类': 'Lazada（第二电商）', '业务角色': 'Lazada全链路服务关键环节', '业务规模': '签订1.6亿元跨境电商合同', '资料来源': '搜公告', 'reason': '公司为Lazada提供全链路服务并签订1.6亿元合同，资料来源于搜公告'}]}];
|
||
|
||
// 获取所有可能的列名
|
||
const stocks = stockData[0]['东南亚电商(250414)'];
|
||
const allColumns = new Set();
|
||
stocks.forEach(stock => {
|
||
Object.keys(stock).forEach(key => {
|
||
allColumns.add(key);
|
||
});
|
||
});
|
||
|
||
// 移除reason列（因为内容太长）
|
||
allColumns.delete('reason');
|
||
|
||
// 排序列名，确保stock和分类在前
|
||
const orderedColumns = ['stock', '分类'];
|
||
allColumns.forEach(col => {
|
||
if (col !== 'stock' && col !== '分类') {
|
||
orderedColumns.push(col);
|
||
}
|
||
});
|
||
|
||
// 生成表头
|
||
const tableHeader = document.getElementById('table-header');
|
||
orderedColumns.forEach(col => {
|
||
const th = document.createElement('th');
|
||
th.className = 'px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider';
|
||
th.textContent = col;
|
||
tableHeader.appendChild(th);
|
||
});
|
||
|
||
// 生成表格内容
|
||
const tableBody = document.getElementById('table-body');
|
||
stocks.forEach(stock => {
|
||
const tr = document.createElement('tr');
|
||
|
||
orderedColumns.forEach(col => {
|
||
const td = document.createElement('td');
|
||
td.className = 'px-6 py-4 whitespace-nowrap text-sm text-gray-500';
|
||
|
||
// 特殊处理某些列
|
||
if (col === 'stock') {
|
||
td.className = 'px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900';
|
||
} else if (col === '分类') {
|
||
if (stock[col].includes('shopee')) {
|
||
td.innerHTML = `<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">${stock[col]}</span>`;
|
||
} else if (stock[col].includes('Lazada')) {
|
||
td.innerHTML = `<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">${stock[col]}</span>`;
|
||
}
|
||
} else {
|
||
td.textContent = stock[col] || '-';
|
||
}
|
||
|
||
if (col !== '分类') {
|
||
td.textContent = stock[col] || '-';
|
||
}
|
||
|
||
tr.appendChild(td);
|
||
});
|
||
|
||
tableBody.appendChild(tr);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |