656 lines
32 KiB
HTML
656 lines
32 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 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="../../static/assets/css/nucleo-icons.css" rel="stylesheet" />
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<link href="../../static/assets/css/nucleo-svg.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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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #f8f9fa;
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}
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.timeline-item {
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position: relative;
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padding-left: 30px;
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.timeline-item:before {
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border-radius: 50%;
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background-color: #3b82f6;
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.timeline-item:after {
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content: '';
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left: 5px;
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top: 17px;
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height: calc(100% + 10px);
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background-color: #e5e7eb;
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}
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.timeline-item:last-child:after {
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display: none;
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 20px rgba(0,0,0,0.1);
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}
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#particles-js {
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position: absolute;
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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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}
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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-7xl">
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<!-- 标题区域 -->
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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">京东概念股分析</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">深度解析京东生态扩张与即时零售战略升级带来的投资机会</p>
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</div>
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<!-- 概念事件区域 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-calendar-alt text-blue-500 mr-3"></i>概念事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-3">背景与催化事件</h3>
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<p class="text-gray-600 mb-4">京东概念股的核心逻辑围绕<strong>京东生态扩张</strong>与<strong>即时零售战略升级</strong>展开，2024-2025年密集催化事件包括：</p>
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<ul class="list-disc pl-5 text-gray-600 space-y-2">
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<li><strong>2024年9月</strong>：阿里与京东互相开放（淘宝接入京东物流，京东接入支付宝），标志行业壁垒松动，生态协同加速。</li>
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<li><strong>2025年2月</strong>：京东外卖正式上线，<strong>5月1日前入驻商家全年0佣金</strong>，剑指美团/饿了么，首日订单破百万，3月覆盖126城。</li>
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<li><strong>2025年3月</strong>：京东买菜升级为"京东七鲜"，即时零售布局全面提速，天津仓店扩张。</li>
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<li><strong>2025年6月</strong>：京东注册"京东旅行""京东医美"商标，酒旅业务启动，3倍薪资挖角携程/飞猪团队。</li>
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<li><strong>2025年6月</strong>：京东物流招募全职骑手并缴纳五险一金，外卖履约能力升级。</li>
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</ul>
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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">时间轴</h3>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="font-semibold text-gray-800">2024年9月</div>
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<div class="text-gray-600">阿里京东生态互通</div>
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<div class="text-sm text-blue-500">物流/支付场景扩容</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-gray-800">2025年2月</div>
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<div class="text-gray-600">京东外卖上线+0佣金政策</div>
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<div class="text-sm text-blue-500">即时零售竞争激化</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-gray-800">2025年3月</div>
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<div class="text-gray-600">京东七鲜（原买菜）品牌升级</div>
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<div class="text-sm text-blue-500">生鲜即时零售渗透</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-gray-800">2025年6月</div>
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<div class="text-gray-600">酒旅/医美商标布局+骑手社保</div>
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<div class="text-sm text-blue-500">生态边界扩张+成本压力</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要区域 -->
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<div class="card bg-gradient-to-r from-blue-500 to-purple-600 shadow-lg rounded-xl mb-8 text-white">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
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<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
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<p>京东概念股处于<strong>"生态扩张驱动"</strong>的早期阶段，外卖、酒旅等新业务从0到1突破，但盈利模型尚未验证。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
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<h3 class="text-xl font-semibold mb-3">核心驱动力</h3>
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<p>即时零售（外卖+七鲜）与生态开放（物流外单、支付互通）带来的<strong>GMV增量</strong>与<strong>供应链效率提升</strong>。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
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<h3 class="text-xl font-semibold mb-3">未来潜力</h3>
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<p>若外卖日单量从当前<strong>2000万单</strong>（2025Q1）向美团<strong>6000万单</strong>靠拢，将重塑估值逻辑（从电商PE向平台PE切换）。</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区域 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-chart-line text-green-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="border-l-4 border-blue-500 pl-4 py-2">
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<h4 class="font-semibold text-gray-800 mb-2">即时零售战略</h4>
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<p class="text-gray-600">外卖作为高频入口，反哺京东主站低频电商（如3C家电），形成"高频打低频"闭环。</p>
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<p class="text-sm text-blue-500 mt-2"><strong>数据验证</strong>：外卖用户跨品类购买商超/生活服务占比已超30%（2025Q1业绩会）。</p>
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</div>
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<div class="border-l-4 border-green-500 pl-4 py-2">
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<h4 class="font-semibold text-gray-800 mb-2">供应链外溢</h4>
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<p class="text-gray-600">京东物流外部收入占比<strong>70%</strong>（2024Q3），接入淘天后单量增长20.5%，验证第三方变现能力。</p>
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</div>
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<div class="border-l-4 border-purple-500 pl-4 py-2">
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<h4 class="font-semibold text-gray-800 mb-2">政策红利</h4>
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<p class="text-gray-600">家电以旧换新（2025年3000亿补贴）中，京东凭自营供应链承接<strong>43%家电份额</strong>（星图数据）。</p>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">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-blue-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">新闻热度</h4>
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<p class="text-gray-600">2025年3-6月"京东外卖"关键词搜索指数环比<strong>+450%</strong>（36氪数据）。</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">研报分歧</h4>
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<p class="text-gray-600 mb-2"><strong>乐观方</strong>（浙商交运）：外卖业务中期可贡献<strong>500亿GMV</strong>，对应估值提升20%。</p>
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<p class="text-gray-600"><strong>谨慎方</strong>（中信社服）：骑手社保成本或侵蚀利润，<strong>规模差距（美团6千万 vs 京东1百万）短期难弥合</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-4">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-yellow-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">市场忽略点</h4>
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<p class="text-gray-600">外卖业务本质是<strong>"防御性进攻"</strong>——通过补贴守住即时零售份额，而非颠覆美团。</p>
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</div>
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<div class="bg-red-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">数据矛盾</h4>
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<p class="text-gray-600">京东宣称外卖骑手<strong>1万人</strong>（2025Q1），但达达财报显示众包为主，<strong>全职骑手占比<5%</strong>，社保成本实际可控。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径区域 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-orange-500 mr-3"></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-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-orange-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">618大促</h4>
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<p class="text-gray-600">外卖业务首次参战，补贴力度或超预期（对标2023年百亿补贴65亿预算）。</p>
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</div>
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">酒旅业务落地</h4>
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<p class="text-gray-600">对标携程"无捆绑"机票策略，<strong>6月上线首批补贴航线</strong>（北京-上海/广州）。</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h4 class="font-semibold text-gray-800 mb-2">物流外单验证</h4>
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<p class="text-gray-600">淘天订单占比若超<strong>30%</strong>（当前未披露），将强化第三方变现逻辑。</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-4">长期路径</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
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<div>
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<h4 class="font-semibold text-gray-800">阶段1（2025-2026）</h4>
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<p class="text-gray-600">外卖GMV破<strong>100亿</strong>，七鲜仓店达<strong>1000家</strong>，即时零售亏损收窄。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
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<div>
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<h4 class="font-semibold text-gray-800">阶段2（2027-2028）</h4>
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<p class="text-gray-600">3P商家GMV占比超<strong>60%</strong>（当前约40%），广告收入增速>GMV增速。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
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<div>
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<h4 class="font-semibold text-gray-800">阶段3（2029+）</h4>
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<p class="text-gray-600">生态协同成熟，外卖/酒旅业务盈利，估值切换至<strong>平台型PE（15-20x）</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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</div>
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</div>
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<!-- 产业链与核心公司深度剖析区域 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap text-indigo-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
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<div class="bg-gray-50 rounded-lg p-6">
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<div class="flex flex-col md:flex-row justify-between items-center space-y-4 md:space-y-0">
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<div class="text-center">
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<div class="bg-indigo-100 text-indigo-800 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-warehouse text-2xl"></i>
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</div>
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<h4 class="font-semibold text-gray-800">上游</h4>
|
||
<p class="text-sm text-gray-600">仓储自动化（科大智能）→ 物流干线（德邦股份/跨越速运）→ 末端配送（达达集团）</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-store text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">中游</h4>
|
||
<p class="text-sm text-gray-600">京东主站（1P/3P）→ 即时零售（京东七鲜/外卖）→ 酒旅（京东旅行）</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-green-100 text-green-800 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-users text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">下游</h4>
|
||
<p class="text-sm text-gray-600">品牌商（南极电商授权工厂）→ 消费者（PLUS会员/下沉市场）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 border-b text-left text-gray-700 font-semibold">公司</th>
|
||
<th class="py-3 px-4 border-b text-left text-gray-700 font-semibold">关联逻辑</th>
|
||
<th class="py-3 px-4 border-b text-left text-gray-700 font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 border-b text-left text-gray-700 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold text-gray-800">德邦股份</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">京东控股76.17%，快运网络协同</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">大件物流+航空干线稀缺性</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">整合不及预期，毛利率承压</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-gray-800">达达集团</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">外卖配送唯一合作方，百万骑手</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">即时配送市占率第二（仅次于美团）</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">京东私有化后独立性削弱</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold text-gray-800">科大智能</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">京东参股4.45%，仓储自动化供应商</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">亚洲一号智能仓技术输出</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">订单依赖京东，外部客户拓展缓慢</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-gray-800">南极电商</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">出口转内销品牌授权，入驻京东</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">低价白牌供应链整合能力</td>
|
||
<td class="py-3 px-4 border-b text-gray-600">品牌授权模式可持续性存疑</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">德邦</h4>
|
||
<p class="text-gray-600">2024Q2京东物流外单收入+8%，但德邦自身净利润增速仅<strong>+13%</strong>（低于预期）。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">达达</h4>
|
||
<p class="text-gray-600">骑手社保成本测算：若全职骑手增至<strong>5万人</strong>，年成本约<strong>3亿</strong>（占达达净利润<strong>15%</strong>），需跟踪实际转化。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战区域 -->
|
||
<div class="card bg-gradient-to-r from-red-500 to-orange-500 shadow-lg rounded-xl mb-8 text-white">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="text-xl font-semibold mb-3">技术风险</h3>
|
||
<p>外卖履约系统曾短暂故障（2025年5月），暴露高并发下的稳定性短板。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="text-xl font-semibold mb-3">商业化风险</h3>
|
||
<p>酒旅业务需与携程/美团价格战，<strong>机票"无捆绑"策略可能压缩佣金率</strong>（当前行业平均3-5%）。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="text-xl font-semibold mb-3">政策风险</h3>
|
||
<p>骑手社保若强制全覆盖，京东外卖<strong>UE模型</strong>可能转负（当前客单价25元，履约成本6-8元）。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="text-xl font-semibold mb-3">信息矛盾</h3>
|
||
<p>京东宣称外卖覆盖126城，但第三方监测显示<strong>实际活跃城市约80个</strong>，存在数据口径差异。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示区域 -->
|
||
<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered text-green-500 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">阶段判断</h3>
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<p class="text-gray-600">当前处于<strong>"主题炒作→基本面验证"</strong>过渡期，外卖GMV增速（<strong>Q1环比+200%</strong>）是核心跟踪指标。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">高价值细分</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="border-l-4 border-green-500 pl-4 py-2">
|
||
<h4 class="font-semibold text-gray-800 mb-2">物流外单</h4>
|
||
<p class="text-gray-600">京东物流第三方收入占比每提升<strong>10%</strong>，估值弹性<strong>+1x PE</strong>（浙商交运模型）。</p>
|
||
</div>
|
||
<div class="border-l-4 border-purple-500 pl-4 py-2">
|
||
<h4 class="font-semibold text-gray-800 mb-2">酒旅供应链</h4>
|
||
<p class="text-gray-600">华贸物流跨境合作若延伸至酒旅，或成预期差标的。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">关键验证指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 mt-1">1</div>
|
||
<p class="text-gray-600"><strong>外卖日单量</strong>：2025Q3能否突破<strong>3000万单</strong>（美团当前1/2）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 mt-1">2</div>
|
||
<p class="text-gray-600"><strong>3P商家增速</strong>：季度新增商家是否维持<strong>>20%</strong>（2025Q2为三位数增长）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 mt-1">3</div>
|
||
<p class="text-gray-600"><strong>物流外单毛利率</strong>：是否持续高于<strong>内单5pct</strong>（2024Q3为4.9% vs 内单未披露）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-red-50 rounded-lg p-4">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-2">风险提示</h3>
|
||
<p class="text-gray-600">若外卖补贴超<strong>100亿</strong>（2023年百亿补贴水平）且单量未达预期，可能触发盈利下修。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card bg-white shadow-lg rounded-xl card-hover">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-500 mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<table class="table align-items-center mb-0">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">股票名称</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">分类</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">关联信息</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">关联逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-weight-bold">德邦股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">京东参股</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">A股第一，京东卓风持股76.17%</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">京东通过卓风持有德邦股份76.17%股权，为A股第一大参股公司</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-weight-bold">科大智能</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">京东参股</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">A股第二，宿迁京东新盛持股4.45%</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">宿迁京东新盛持有科大智能4.45%股权，为A股第二大参股公司</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-weight-bold">永辉超市</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">京东参股</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">持股比例2.94%，2025年3月15日拟清仓式减持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">京东世贸持有永辉超市2.94%股份，计划在2025年3月15日清仓减持</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-weight-bold">华贸物流</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">出口转内销</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">跨境物流战略合作，业务领域：跨境物流、仓储、电商</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">2018年6月与京东邦达达成战略合作，在跨境物流、仓储、电商等领域合作</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-weight-bold">南极电商</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">出口转内销</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">品牌授权模式，产业链角色：整合中小外贸企业入驻京东</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">通过品牌授权模式整合中小外贸企业入驻京东平台</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-weight-bold">达达集团</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">京东外卖</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">京东外卖物流支持，配送能力：超百万骑手</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">为京东外卖提供物流配送支持，拥有超百万骑手运力</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-weight-bold">天元股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">京东外卖</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">产品供应：包装印刷，合作客户：京东</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">包装印刷业务合作客户包括京东，2024年与美团开发可降解封套</p>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
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"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |