1156 lines
61 KiB
HTML
1156 lines
61 KiB
HTML
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<!DOCTYPE html>
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</head>
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<body class="bg-gradient-to-br from-blue-50 to-indigo-100 min-h-screen">
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<div id="tsparticles"></div>
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<div class="container mx-auto px-4 py-8">
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<!-- 标题部分 -->
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<div class="glass-effect p-6 mb-8 shadow-xl">
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<h1 class="text-3xl md:text-4xl font-bold text-gray-800 mb-4">中美贸易政策调整概念分析</h1>
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<p class="text-gray-600 text-lg">深入解析2025年中美贸易政策调整及其对市场的影响</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="glass-effect p-6 mb-8 shadow-xl">
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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-blue-500"></i>概念事件
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</h2>
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<div class="mb-4">
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<h3 class="text-xl font-semibold text-gray-700 mb-2">背景</h3>
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<p class="text-gray-600">2025年中美贸易政策调整的核心是特朗普政府重启"贸易战2.0"，通过关税、供应链重构和盟友联动，试图解决美国对华贸易逆差问题。</p>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-2">催化事件</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white p-4 rounded-lg shadow">
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<div class="text-blue-500 font-bold mb-1">2025年2月1日</div>
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<p class="text-gray-600">特朗普签署行政令，对中国商品加征<strong>10%关税</strong>（后于3月4日追加至<strong>20%</strong>）</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow">
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<div class="text-blue-500 font-bold mb-1">2025年4月2日</div>
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<p class="text-gray-600">美国启动"对等关税"政策，对华关税税率升至<strong>34%-125%</strong>（后于5月12日中美联合声明中暂停90天）</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow">
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<div class="text-blue-500 font-bold mb-1">2025年5月12日</div>
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<p class="text-gray-600">中美达成阶段性协议，美方承诺<strong>取消91%的加征关税</strong>，保留<strong>10%基准关税</strong></p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-2">时间轴</h3>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="mb-6 relative">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-white p-4 rounded-lg shadow">
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<div class="font-bold text-gray-700">2018-2020年</div>
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<p class="text-gray-600">特朗普1.0时期四轮关税（平均税率从3.1%升至21%）</p>
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</div>
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</div>
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<div class="mb-6 relative">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-white p-4 rounded-lg shadow">
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<div class="font-bold text-gray-700">2025年2-4月</div>
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<p class="text-gray-600">特朗普2.0升级关税（累计20%+对等关税）</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-white p-4 rounded-lg shadow">
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<div class="font-bold text-gray-700">2025年5月</div>
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<p class="text-gray-600">中美破冰谈判，关税部分缓和</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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<!-- 核心观点摘要 -->
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<div class="glass-effect p-6 mb-8 shadow-xl">
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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-lightbulb mr-3 text-yellow-500"></i>核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="bg-white p-4 rounded-lg shadow flex items-start">
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<div class="bg-blue-100 rounded-full p-2 mr-3">
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<i class="fas fa-check text-blue-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-700">当前阶段</h3>
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<p class="text-gray-600">中美贸易政策调整已从"单边施压"进入"阶段性缓和"，但长期博弈未结束。</p>
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</div>
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</div>
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<div class="bg-white p-4 rounded-lg shadow flex items-start">
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<div class="bg-blue-100 rounded-full p-2 mr-3">
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<i class="fas fa-cogs text-blue-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-700">核心驱动力</h3>
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<p class="text-gray-600">美国以"贸易逆差"和"供应链安全"为由，通过关税、技术管制和盟友联动施压；中国以反制关税、供应链多元化和内需对冲应对。</p>
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</div>
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</div>
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<div class="bg-white p-4 rounded-lg shadow flex items-start">
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<div class="bg-blue-100 rounded-full p-2 mr-3">
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<i class="fas fa-chart-line text-blue-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-700">未来潜力</h3>
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<p class="text-gray-600">关税缓和短期提振出口链，但长期看"去中国化"供应链重构将加速，利好东南亚转口贸易和国产替代。</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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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-effect p-6 mb-8 shadow-xl">
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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-brain mr-3 text-purple-500"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-white p-4 rounded-lg shadow">
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<h4 class="font-bold text-red-500 mb-2 flex items-center">
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<i class="fas fa-flag-usa mr-2"></i>美国逻辑
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</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-angle-right text-red-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">贸易逆差</span>：2024年美国对华逆差<strong>679亿美元</strong>（占GDP 1.0%），特朗普政府试图通过关税缩小逆差。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-angle-right text-red-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">供应链安全</span>：限制中国高科技产业（如半导体、新能源车），推动制造业回流美国或盟友（墨西哥、越南）。
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-white p-4 rounded-lg shadow">
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<h4 class="font-bold text-red-500 mb-2 flex items-center">
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<i class="fas fa-flag mr-2"></i>中国逻辑
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</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-angle-right text-red-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">反制关税</span>：2025年4月对美商品加征<strong>34%关税</strong>（后暂停），并限制稀土、农产品进口。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-angle-right text-red-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">供应链多元化</span>：2024年中国对东盟出口占比升至<strong>21.8%</strong>（2017年仅16%），墨西哥、越南成为转口枢纽。
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</div>
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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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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-green-50 border-l-4 border-green-500 p-4 rounded">
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<h4 class="font-bold text-green-700 mb-2">短期乐观</h4>
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<p class="text-gray-600">5月12日中美联合声明后，市场认为关税风险阶段性解除，<strong>航运、跨境电商、出口链</strong>板块反弹。</p>
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</div>
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<div class="bg-yellow-50 border-l-4 border-yellow-500 p-4 rounded">
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<h4 class="font-bold text-yellow-700 mb-2">长期分歧</h4>
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<p class="text-gray-600">机构普遍认为"对等关税"仅是暂停，2025年8月后可能重启，<strong>出口链估值仍受压制</strong>。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-3">预期差分析</h3>
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<div class="bg-white p-4 rounded-lg shadow">
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<div class="mb-3">
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<h4 class="font-bold text-gray-700">市场共识</h4>
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<p class="text-gray-600">关税缓和将直接利好对美出口企业（如家电、纺织）。</p>
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</div>
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<div>
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<h4 class="font-bold text-gray-700">被忽略的关键点</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-yellow-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">转口贸易韧性</span>：中国对美出口占比已从2017年<strong>19.1%</strong>降至2024年<strong>14.7%</strong>，但通过墨西哥、越南转口的"隐性出口"未受关税影响。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-yellow-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">国产替代加速</span>：美国技术管制倒逼中国半导体、医疗设备国产化（如<strong>华大智造</strong>国内市占率63.8%）。
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</div>
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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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</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 p-6 mb-8 shadow-xl">
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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-rocket mr-3 text-indigo-500"></i>关键催化剂与未来发展路径
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
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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 flex items-start">
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||
<div class="bg-indigo-100 rounded-full p-3 mr-3">
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||
<i class="fas fa-calendar-day text-indigo-600"></i>
|
||
</div>
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||
<div>
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<h4 class="font-bold text-indigo-700">2025年8月1日</h4>
|
||
<p class="text-gray-600">美国"对等关税"90天暂停期结束，若重启将冲击出口链。</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-indigo-50 p-4 rounded-lg flex items-start">
|
||
<div class="bg-indigo-100 rounded-full p-3 mr-3">
|
||
<i class="fas fa-calendar-alt text-indigo-600"></i>
|
||
</div>
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||
<div>
|
||
<h4 class="font-bold text-indigo-700">2025年Q3</h4>
|
||
<p class="text-gray-600">中国内需刺激政策（如家电以旧换新）落地，对冲外需下滑。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">长期发展路径</h3>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-line"></div>
|
||
<div class="mb-6 relative">
|
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<div class="timeline-dot absolute -left-8"></div>
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||
<div class="bg-white p-4 rounded-lg shadow">
|
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<div class="font-bold text-gray-700">阶段1（2025-2026）</div>
|
||
<p class="text-gray-600">关税博弈反复，出口链企业加速东南亚产能布局（如<strong>申洲国际</strong>印尼产能占比70%）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="relative">
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||
<div class="timeline-dot absolute -left-8"></div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<div class="font-bold text-gray-700">阶段2（2027-2030）</div>
|
||
<p class="text-gray-600">供应链重构完成，中国高端制造（半导体、新能源车）国产替代率超50%，美国逆差结构性缓解。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="glass-effect p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-teal-500"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">产业链图谱</h3>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
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<div class="flex flex-col md:flex-row justify-between items-center">
|
||
<div class="mb-4 md:mb-0 text-center">
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||
<div class="bg-teal-100 rounded-full p-4 mx-auto mb-2 w-16 h-16 flex items-center justify-center">
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<i class="fas fa-layer-group text-teal-600 text-xl"></i>
|
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</div>
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<h4 class="font-bold text-gray-700">上游</h4>
|
||
<p class="text-gray-600">稀土、农产品<br>（中国限制对美出口）</p>
|
||
</div>
|
||
<div class="mb-4 md:mb-0 text-center">
|
||
<i class="fas fa-arrow-right text-gray-400 text-xl mx-2"></i>
|
||
</div>
|
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<div class="mb-4 md:mb-0 text-center">
|
||
<div class="bg-teal-100 rounded-full p-4 mx-auto mb-2 w-16 h-16 flex items-center justify-center">
|
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<i class="fas fa-exchange-alt text-teal-600 text-xl"></i>
|
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</div>
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<h4 class="font-bold text-gray-700">中游</h4>
|
||
<p class="text-gray-600">航运（<strong>中远海控</strong>）、<br>港口（<strong>宁波港</strong>）、<br>跨境电商（<strong>跨境通</strong>）</p>
|
||
</div>
|
||
<div class="mb-4 md:mb-0 text-center">
|
||
<i class="fas fa-arrow-right text-gray-400 text-xl mx-2"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-teal-100 rounded-full p-4 mx-auto mb-2 w-16 h-16 flex items-center justify-center">
|
||
<i class="fas fa-shopping-cart text-teal-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-gray-700">下游</h4>
|
||
<p class="text-gray-600">家电（<strong>石头科技</strong>）、<br>纺织（<strong>开润股份</strong>）、<br>半导体（<strong>华大智造</strong>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">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 font-semibold text-gray-700">公司</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">逻辑</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">竞争优势</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中远海控</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易需求激增</td>
|
||
<td class="py-3 px-4 text-gray-600">全球集装箱运力第一，东南亚航线密集</td>
|
||
<td class="py-3 px-4 text-gray-600">运价波动，地缘政治风险</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">开润股份</td>
|
||
<td class="py-3 px-4 text-gray-600">印尼产能规避关税</td>
|
||
<td class="py-3 px-4 text-gray-600">印尼产能占比70%，绑定Nike、Adidas</td>
|
||
<td class="py-3 px-4 text-gray-600">印尼政策变动，劳动力成本上升</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">华大智造</td>
|
||
<td class="py-3 px-4 text-gray-600">国产替代医疗设备</td>
|
||
<td class="py-3 px-4 text-gray-600">国内基因测序仪市占率63.8%</td>
|
||
<td class="py-3 px-4 text-gray-600">美国技术管制升级</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-bold text-green-700 mb-2">数据印证</h4>
|
||
<p class="text-gray-600">2024年中国对墨西哥出口增速<strong>22.6%</strong>，美国从墨西哥进口三年增长<strong>100%</strong>，转口逻辑成立。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h4 class="font-bold text-red-700 mb-2">风险点</h4>
|
||
<p class="text-gray-600"><strong>巨星科技</strong>（工具出口龙头）路演显示，美国客户要求降价5%-10%以抵消关税，利润率承压。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-orange-500"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
|
||
<div class="bg-orange-50 p-4 rounded-lg flex items-start">
|
||
<div class="bg-orange-100 rounded-full p-2 mr-3 mt-1">
|
||
<i class="fas fa-microchip text-orange-600"></i>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-orange-700 mb-1">技术风险</h3>
|
||
<p class="text-gray-600">美国对华半导体设备出口管制（如ASML禁售DUV光刻机）可能延缓国产替代。</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-orange-50 p-4 rounded-lg flex items-start">
|
||
<div class="bg-orange-100 rounded-full p-2 mr-3 mt-1">
|
||
<i class="fas fa-handshake text-orange-600"></i>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-orange-700 mb-1">商业化风险</h3>
|
||
<p class="text-gray-600">东南亚转口贸易面临"原产地溯源"审查（如美国要求墨西哥证明汽车零部件非中国产）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-orange-50 p-4 rounded-lg flex items-start">
|
||
<div class="bg-orange-100 rounded-full p-2 mr-3 mt-1">
|
||
<i class="fas fa-balance-scale text-orange-600"></i>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-orange-700 mb-1">政策风险</h3>
|
||
<p class="text-gray-600">2025年美国大选后，若民主党上台可能重启对华关税。</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-orange-50 p-4 rounded-lg flex items-start">
|
||
<div class="bg-orange-100 rounded-full p-2 mr-3 mt-1">
|
||
<i class="fas fa-random text-orange-600"></i>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-orange-700 mb-1">信息矛盾</h3>
|
||
<p class="text-gray-600">研报称"关税取消91%"，但路演显示美国保留<strong>10%基准关税</strong>，实际影响或超预期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||
<h3 class="font-bold text-yellow-700 mb-2">被低估的韧性</h3>
|
||
<p class="text-gray-600">中国对美出口占比下降，但转口贸易数据未完全纳入统计，真实韧性可能被低估。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3 text-blue-500"></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-blue-50 p-4 rounded-lg">
|
||
<p class="text-gray-600">当前处于"政策缓和+预期修复"阶段，但长期博弈未结束，<strong>出口链为交易性机会，国产替代为趋势性机会</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<h4 class="font-bold text-green-600 mb-2">短期</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-ship text-green-500 mr-2"></i>
|
||
<span>航运（<strong>中远海控</strong>）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-globe text-green-500 mr-2"></i>
|
||
<span>跨境电商（<strong>跨境通</strong>）</span>
|
||
</li>
|
||
<li class="text-gray-600 text-sm">受益于关税缓和</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<h4 class="font-bold text-blue-600 mb-2">长期</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-microchip text-blue-500 mr-2"></i>
|
||
<span>半导体设备（<strong>华大智造</strong>）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-industry text-blue-500 mr-2"></i>
|
||
<span>东南亚产能布局企业（<strong>开润股份</strong>）</span>
|
||
</li>
|
||
<li class="text-gray-600 text-sm">受益于供应链重构</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow flex items-center">
|
||
<div class="bg-purple-100 rounded-full p-3 mr-3">
|
||
<i class="fas fa-calendar-day text-purple-600"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-gray-700">8月1日</h4>
|
||
<p class="text-gray-600 text-sm">美国是否重启"对等关税"</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow flex items-center">
|
||
<div class="bg-purple-100 rounded-full p-3 mr-3">
|
||
<i class="fas fa-chart-line text-purple-600"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-gray-700">中国对东盟出口增速</h4>
|
||
<p class="text-gray-600 text-sm">2024年12.2%，需持续验证转口逻辑</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow flex items-center">
|
||
<div class="bg-purple-100 rounded-full p-3 mr-3">
|
||
<i class="fas fa-cogs text-purple-600"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-gray-700">国产替代率</h4>
|
||
<p class="text-gray-600 text-sm">半导体设备国产化率是否突破30%（当前约20%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-table mr-3 text-emerald-500"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 关税减免出口链（250512） -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">关税减免出口链（250512）</h3>
|
||
<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 font-semibold text-gray-700">股票</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">行业</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">项目</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">分类</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">产业链</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">海外营收占比</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">对美营收敞口</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">30%关税净利润增速恢复</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">145%关税净利润增速恢复</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">小家电</td>
|
||
<td class="py-3 px-4 text-gray-600">家电</td>
|
||
<td class="py-3 px-4 text-gray-600">出口链</td>
|
||
<td class="py-3 px-4 text-gray-600">消费电子</td>
|
||
<td class="py-3 px-4 text-gray-600">终端消费品</td>
|
||
<td class="py-3 px-4 text-gray-600">48.05%</td>
|
||
<td class="py-3 px-4 text-gray-600">11.0%</td>
|
||
<td class="py-3 px-4 text-gray-600">7.11%</td>
|
||
<td class="py-3 px-4 text-gray-600">7.28%</td>
|
||
<td class="py-3 px-4 text-gray-600">关税减免后，对美出口占比高且海外营收占比较大的行业净利润增速恢复显著，小家电在30%及145%关税下净利润增速恢复均超7%，具备补涨潜力。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 外贸出口（20250120） -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">外贸出口（20250120）</h3>
|
||
<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 font-semibold text-gray-700">股票</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">行业</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">项目</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">产业链</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">爱慕股份</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">汇鸿集团</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">汇洁股份</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">龙头股份</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">健盛集团</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">开润股份</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">洪兴股份</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">华升股份</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">凤竹纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">比音勒芬</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">孚日股份</td>
|
||
<td class="py-3 px-4 text-gray-600">纺织</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于纺织行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">巨星科技</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">工具/OPE龙头</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">被列为工具/OPE领域龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">泉峰控股</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">工具/OPE龙头</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">被列为工具/OPE领域龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">大叶股份</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">工具/OPE龙头</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">被列为工具/OPE领域龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">格力博</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">工具/OPE龙头</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">被列为工具/OPE领域龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">涛涛车业</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">两轮车/全地形车龙头</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">被列为两轮车/全地形车领域龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">宗申动力</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">两轮车/全地形车龙头</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">被列为两轮车/全地形车领域龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">捷昌驱动</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">办公家具龙头</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">被列为办公家具领域龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">哈尔斯</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">华瓷股份</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">恒林股份</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">永艺股份</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">嘉益股份</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">致欧科技</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">匠心家居</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">乐歌股份</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">比依股份</td>
|
||
<td class="py-3 px-4 text-gray-600">轻工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">外贸/出口</td>
|
||
<td class="py-3 px-4 text-gray-600">属于轻工行业且被列为外贸出口相关企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 转口贸易出口转内销(250410) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">转口贸易出口转内销(250410)</h3>
|
||
<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 font-semibold text-gray-700">股票</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">分类</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">项目</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">产业链</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">行业</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">政策</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">石头科技</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂/仓储中心</td>
|
||
<td class="py-3 px-4 text-gray-600">供应链</td>
|
||
<td class="py-3 px-4 text-gray-600">制造业</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">在海外设有工厂或仓储中心，满足海外市场需求，提升供应链效率和响应速度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">领益智造</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">越南生产制造工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">生产制造</td>
|
||
<td class="py-3 px-4 text-gray-600">制造业</td>
|
||
<td class="py-3 px-4 text-gray-600">税收政策</td>
|
||
<td class="py-3 px-4 text-gray-600">在越南等地布局生产制造工厂，利用当地劳动力成本和税收政策优势</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">立讯精密</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（贴近苹果等客户）</td>
|
||
<td class="py-3 px-4 text-gray-600">客户关系</td>
|
||
<td class="py-3 px-4 text-gray-600">电子制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">在海外设厂贴近苹果等国际大客户，提升生产效率和成本控制</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">歌尔股份</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（光学/声学产品）</td>
|
||
<td class="py-3 px-4 text-gray-600">全球供应链</td>
|
||
<td class="py-3 px-4 text-gray-600">电子制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外设厂服务国际客户，满足光学/声学产品交付需求，适应全球供应链布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">赛腾股份</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（自动化生产设备）</td>
|
||
<td class="py-3 px-4 text-gray-600">自动化设备</td>
|
||
<td class="py-3 px-4 text-gray-600">高端制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外设厂为苹果等客户提供自动化生产设备，提升全球市场竞争力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">蓝黛科技</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂/生产基地</td>
|
||
<td class="py-3 px-4 text-gray-600">光学光电</td>
|
||
<td class="py-3 px-4 text-gray-600">科技制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外设厂获取先进技术和管理经验，提升光学光电领域市场份额</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">拓邦股份</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外生产制造工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">电子产业链</td>
|
||
<td class="py-3 px-4 text-gray-600">电子制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外布局生产制造工厂，满足全球客户对电池组等产品需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">沪电股份</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（印刷电路板）</td>
|
||
<td class="py-3 px-4 text-gray-600">电子元器件</td>
|
||
<td class="py-3 px-4 text-gray-600">电子制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外设厂服务国际客户，满足全球市场对印刷电路板需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">赛微电子</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（MEMS芯片）</td>
|
||
<td class="py-3 px-4 text-gray-600">半导体</td>
|
||
<td class="py-3 px-4 text-gray-600">半导体制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂从事半导体业务，满足国际高端半导体产品需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">横店东磁</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外生产工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">新能源材料</td>
|
||
<td class="py-3 px-4 text-gray-600">新能源</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外布局生产工厂，满足国际新能源磁性材料需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">海康威视</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（安防产品）</td>
|
||
<td class="py-3 px-4 text-gray-600">安防产业链</td>
|
||
<td class="py-3 px-4 text-gray-600">安防科技</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外设厂服务国际客户，提升全球安防市场竞争力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">深南电路</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（印刷电路板）</td>
|
||
<td class="py-3 px-4 text-gray-600">电子制造</td>
|
||
<td class="py-3 px-4 text-gray-600">电子制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外布局工厂提供印刷电路板服务，增强全球电子产业链地位</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">阿石创</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外销售布局</td>
|
||
<td class="py-3 px-4 text-gray-600">靶材产业链</td>
|
||
<td class="py-3 px-4 text-gray-600">材料制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外设工厂/销售布局，满足国际靶材市场需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">捷荣技术</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（精密模具）</td>
|
||
<td class="py-3 px-4 text-gray-600">精密制造</td>
|
||
<td class="py-3 px-4 text-gray-600">精密制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂提供精密模具服务，贴近国际客户提升竞争力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">英科医疗</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂</td>
|
||
<td class="py-3 px-4 text-gray-600">海外工厂（医疗防护用品）</td>
|
||
<td class="py-3 px-4 text-gray-600">医疗用品</td>
|
||
<td class="py-3 px-4 text-gray-600">医疗制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">海外设厂生产医疗防护用品，满足国际市场需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">锦江航运</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">航运网络</td>
|
||
<td class="py-3 px-4 text-gray-600">物流运输</td>
|
||
<td class="py-3 px-4 text-gray-600">航运物流</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">航线覆盖多国港口，为转口贸易提供运输支持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">东方创业</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">进出口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">贸易流通</td>
|
||
<td class="py-3 px-4 text-gray-600">贸易服务</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">从事进出口贸易，利用转口贸易实现商品流通增值</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">国航远洋</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">航运服务</td>
|
||
<td class="py-3 px-4 text-gray-600">航运物流</td>
|
||
<td class="py-3 px-4 text-gray-600">航运物流</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">以外贸业务为主，船舶运输服务可参与转口贸易</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中远海控</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">集装箱航运</td>
|
||
<td class="py-3 px-4 text-gray-600">全球物流</td>
|
||
<td class="py-3 px-4 text-gray-600">航运物流</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">全球知名集装箱航运企业，转口贸易中大量货物依赖其运输</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中远海能</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">能源运输</td>
|
||
<td class="py-3 px-4 text-gray-600">能源物流</td>
|
||
<td class="py-3 px-4 text-gray-600">能源运输</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">从事成品油、液化天然气运输，转口贸易涉及能源类商品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">招商轮船</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">远洋运输</td>
|
||
<td class="py-3 px-4 text-gray-600">航运物流</td>
|
||
<td class="py-3 px-4 text-gray-600">航运物流</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">拥有众多远洋运输船舶，为转口贸易提供运力支持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中集集团</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">物流装备</td>
|
||
<td class="py-3 px-4 text-gray-600">物流设备</td>
|
||
<td class="py-3 px-4 text-gray-600">装备制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">生产集装箱等物流装备，广泛应用于转口贸易货物运输</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中远海发</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">集装箱租赁</td>
|
||
<td class="py-3 px-4 text-gray-600">物流服务</td>
|
||
<td class="py-3 px-4 text-gray-600">金融服务</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">在集装箱租赁等领域布局，转口贸易发展增加集装箱需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中远海特</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">特种货物运输</td>
|
||
<td class="py-3 px-4 text-gray-600">专业物流</td>
|
||
<td class="py-3 px-4 text-gray-600">航运物流</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">专业特种货物运输企业，转口贸易中特殊品类货物运输需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">宁波海运</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">内贸运输</td>
|
||
<td class="py-3 px-4 text-gray-600">港口物流</td>
|
||
<td class="py-3 px-4 text-gray-600">航运物流</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">主营国内沿海及长江下游散货运输，与转口贸易形成联动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中远海科</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">信息技术服务</td>
|
||
<td class="py-3 px-4 text-gray-600">智慧物流</td>
|
||
<td class="py-3 px-4 text-gray-600">科技服务</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">为航运领域提供信息技术服务，间接支持转口贸易发展</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">开创国际</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">远洋捕捞</td>
|
||
<td class="py-3 px-4 text-gray-600">食品贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">渔业</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">远洋捕捞业务产品可能通过转口贸易进入国际市场</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">上海石化</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">石化产品</td>
|
||
<td class="py-3 px-4 text-gray-600">能源化工</td>
|
||
<td class="py-3 px-4 text-gray-600">石油化工</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">部分产品可能通过转口贸易方式进行销售</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">山煤国际</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">煤炭贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">能源贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">煤炭</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">煤炭产品可能通过转口贸易销往其他国家和地区</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中联重科</td>
|
||
<td class="py-3 px-4 text-gray-600">转口贸易</td>
|
||
<td class="py-3 px-4 text-gray-600">工程机械</td>
|
||
<td class="py-3 px-4 text-gray-600">装备制造</td>
|
||
<td class="py-3 px-4 text-gray-600">机械制造</td>
|
||
<td class="py-3 px-4 text-gray-600">-</td>
|
||
<td class="py-3 px-4 text-gray-600">工程机械产品在国际市场有一定份额，可能涉及转口贸易</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("tsparticles", {
|
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particles: {
|
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}
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},
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color: {
|
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value: "#3b82f6"
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|
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|
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},
|
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value: 0.5,
|
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|
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|
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|
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value: 3,
|
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random: true
|
||
},
|
||
move: {
|
||
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|
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|
||
direction: "none",
|
||
random: true,
|
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straight: false,
|
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out_mode: "out",
|
||
bounce: false
|
||
},
|
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line_linked: {
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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},
|
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resize: true
|
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},
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|
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grab: {
|
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line_linked: {
|
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|
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}
|
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},
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push: {
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particles_nb: 4
|
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}
|
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}
|
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retina_detect: true
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});
|
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</script>
|
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</body>
|
||
</html>
|
||
``` |