1088 lines
60 KiB
HTML
1088 lines
60 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>医药创新与防控 - 行业洞察报告</title>
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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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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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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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<!-- Custom 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&display=swap');
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4edf5 100%);
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min-height: 100vh;
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.hero-gradient {
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background: linear-gradient(135deg, #0ea5e9 0%, #0284c7 50%, #0369a1 100%);
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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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.table-responsive {
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overflow-x: auto;
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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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</style>
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</head>
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<body>
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<div id="particles-js" class="fixed inset-0 z-0"></div>
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<div class="relative z-10 container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="hero-gradient rounded-2xl p-8 mb-10 text-white card-shadow">
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<div class="flex flex-col md:flex-row items-center justify-between">
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<div class="mb-6 md:mb-0">
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<h1 class="text-3xl md:text-4xl font-bold mb-4">医药创新与防控</h1>
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<p class="text-lg md:text-xl opacity-90">从政策驱动到商业化验证的关键阶段</p>
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</div>
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<div class="bg-white bg-opacity-20 rounded-xl p-4 backdrop-blur-sm">
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<div class="text-center">
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<div class="text-3xl font-bold">4倍</div>
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<div class="text-sm opacity-80">估值修复空间</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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<!-- 概念事件时间轴 -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-timeline mr-3 text-sky-500"></i>
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概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<div class="bg-sky-50 rounded-lg p-4 border-l-4 border-sky-500">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-gray-800">2024-03-12</h3>
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<span class="bg-sky-100 text-sky-800 text-xs px-2 py-1 rounded-full mt-1 md:mt-0">低浓度阿托品滴眼液获批</span>
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</div>
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<p class="text-gray-600">兴齐眼药0.01%硫酸阿托品滴眼液获NMPA批准，成为国内首款近视防控药物，填补院内制剂空白。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-sky-50 rounded-lg p-4 border-l-4 border-sky-500">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-gray-800">2024-05-14</h3>
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<span class="bg-sky-100 text-sky-800 text-xs px-2 py-1 rounded-full mt-1 md:mt-0">政策鼓励创新支付</span>
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</div>
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<p class="text-gray-600">七部门发文鼓励社保基金投资股权基金，支持医药创新，明确商保与医保协同发展。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-sky-50 rounded-lg p-4 border-l-4 border-sky-500">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-gray-800">2024-07-29</h3>
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<span class="bg-sky-100 text-sky-800 text-xs px-2 py-1 rounded-full mt-1 md:mt-0">广东基孔肯雅热疫情</span>
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</div>
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<p class="text-gray-600">省委书记黄坤明部署疫情防控，强调"防输入、防扩散、控增量"，中农立华等专业灭蚊产品介入。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-sky-50 rounded-lg p-4 border-l-4 border-sky-500">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-gray-800">2024-09-15</h3>
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<span class="bg-sky-100 text-sky-800 text-xs px-2 py-1 rounded-full mt-1 md:mt-0">京津冀疾控合作</span>
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</div>
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<p class="text-gray-600">三地签订重大呼吸道传染病防控协议，强化监测预警与联防联控机制。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-sky-50 rounded-lg p-4 border-l-4 border-sky-500">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-gray-800">2025-03-06</h3>
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<span class="bg-sky-100 text-sky-800 text-xs px-2 py-1 rounded-full mt-1 md:mt-0">政府工作报告</span>
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</div>
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<p class="text-gray-600">首次明确"支持创新药发展"，提出探索丙类药品目录、商保支付扩容等政策。</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="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>
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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-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-5 border border-blue-100">
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<div class="text-blue-600 mb-3">
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<i class="fas fa-chart-line text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2 text-gray-800">阶段判断</h3>
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<p class="text-gray-600">医药创新与防控已从<span class="highlight-text font-medium">"政策驱动"</span>进入<span class="highlight-text font-medium">"商业化验证"</span>阶段，创新药支付改革与传染病精准防控成为双主线。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl p-5 border border-green-100">
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<div class="text-green-600 mb-3">
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<i class="fas fa-rocket text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2 text-gray-800">核心驱动力</h3>
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<p class="text-gray-600">政策端（医保腾笼换鸟+商保扩容）与需求端（老龄化+疫情常态化）共振，<span class="highlight-text font-medium">低浓度阿托品、猴痘疫苗、ADC药物</span>等细分领域进入兑现期。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-violet-50 rounded-xl p-5 border border-purple-100">
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<div class="text-purple-600 mb-3">
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<i class="fas fa-gem text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2 text-gray-800">未来潜力</h3>
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<p class="text-gray-600">2025-2027年将是创新药密集获批与防控技术升级的关键窗口，<span class="highlight-text font-medium">估值修复空间达4倍</span>（当前PE 26倍 vs 历史中枢35倍）。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-brain mr-3 text-indigo-500"></i>
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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-bold mb-4 text-gray-800">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-blue-50 rounded-xl p-5">
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<h4 class="font-bold text-lg mb-3 text-blue-800 flex items-center">
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<i class="fas fa-landmark mr-2"></i>
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政策端
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</h4>
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<ul class="space-y-3 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-2"></i>
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<span><span class="font-medium">医保"腾笼换鸟"</span>：第十批集采平均降价70%，节省资金明确用于支持创新药（如恒瑞PD-1降价34%后医保放量）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-2"></i>
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<span><span class="font-medium">商保扩容</span>：2023年商保保费9035亿元但赔付仅3848亿，医保局明确以"惠民保"为抓手推动商保与创新药协同发展（如康方生物PD-1/VEGF双抗）。</span>
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</li>
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</ul>
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</div>
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<div class="bg-green-50 rounded-xl p-5">
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<h4 class="font-bold text-lg mb-3 text-green-800 flex items-center">
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<i class="fas fa-microscope mr-2"></i>
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技术端
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</h4>
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<ul class="space-y-3 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><span class="font-medium">低浓度阿托品</span>：唯一循证验证的近视防控药物，<span class="highlight-text">渗透率每提升1%对应10亿元市场</span>（当前近视儿童基数7000万）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><span class="font-medium">猴痘疫苗</span>：WHO推荐MVA-BN疫苗（有效率85%），国内尚无上市产品，<span class="highlight-text">智飞生物、康希诺</span>等处于临床阶段。</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-gray-800">市场热度与情绪</h3>
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<div class="bg-amber-50 rounded-xl p-5">
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<ul class="space-y-3 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-chart-bar text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-medium">研报密集度</span>：2024年Q3以来，<span class="highlight-text">浙商、华福、东方证券</span>等12家机构发布看多报告，关键词从"底部布局"转向"创新兑现"。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chart-line text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-medium">资金动向</span>：医药ETF连续3周净申购，<span class="highlight-text">恒瑞医药、百济神州</span>获外资增持（北向资金持仓占比分别提升2.1%、1.8%）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-medium">分歧点</span>：市场对<span class="highlight-text">集采降价幅度</span>与<span class="highlight-text">创新药放量速度</span>存在预期差，部分机构担忧"以价换量"不及预期。</span>
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</li>
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</ul>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold mb-4 text-gray-800">预期差分析</h3>
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<div class="bg-purple-50 rounded-xl p-5">
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<h4 class="font-bold text-lg mb-3 text-purple-800">被忽略的关键点</h4>
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<ul class="space-y-3 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-shield-virus text-purple-500 mt-1 mr-2"></i>
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<span><span class="font-medium">防控技术升级</span>：广东基孔肯雅热疫情中，<span class="highlight-text">中农立华</span>专业灭蚊产品（与安蔚优合作）首次被官方点名，显示<span class="highlight-text">公共卫生防控从"人海战术"转向"技术方案"</span>。</span>
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</li>
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||
<li class="flex items-start">
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||
<i class="fas fa-credit-card text-purple-500 mt-1 mr-2"></i>
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<span><span class="font-medium">支付端改革</span>：医保局明确"商保数据赋能"，<span class="highlight-text">医疗信息化公司（如卫宁健康、创业慧康）</span>可能成为创新药放量的"隐形基础设施"。</span>
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</li>
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||
</ul>
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||
</div>
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||
</div>
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||
</div>
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||
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||
<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-fire mr-3 text-red-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-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">近期催化剂（3-6个月）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
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<thead>
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<tr class="bg-gray-100">
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||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">事件</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">影响标的</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">2025Q2基药目录更新</td>
|
||
<td class="py-3 px-4 text-gray-700">昆药集团、马应龙</td>
|
||
<td class="py-3 px-4 text-gray-700">中药创新药有望纳入，推动院内放量。</td>
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</tr>
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<tr class="border-b border-gray-200 bg-gray-50">
|
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<td class="py-3 px-4 text-gray-700">猴痘疫苗临床数据披露</td>
|
||
<td class="py-3 px-4 text-gray-700">康希诺、智飞生物</td>
|
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<td class="py-3 px-4 text-gray-700">国内首个猴痘疫苗若获批，将填补空白市场。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">低浓度阿托品集采谈判</td>
|
||
<td class="py-3 px-4 text-gray-700">兴齐眼药、兆科眼科</td>
|
||
<td class="py-3 px-4 text-gray-700">若纳入集采，渗透率有望从2%提升至10%。</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>
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||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">长期路径（2025-2027）</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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||
<div class="bg-gradient-to-br from-blue-50 to-cyan-50 rounded-xl p-5 border border-blue-100">
|
||
<h4 class="font-bold text-lg mb-3 text-blue-800 flex items-center">
|
||
<i class="fas fa-pills mr-2"></i>
|
||
创新药
|
||
</h4>
|
||
<p class="text-gray-700">从"me-too"到"me-better"，<span class="highlight-text font-medium">ADC、双抗、基因编辑</span>等技术迭代（如荣昌生物RC48海外授权金额达26亿美元）。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl p-5 border border-green-100">
|
||
<h4 class="font-bold text-lg mb-3 text-green-800 flex items-center">
|
||
<i class="fas fa-shield-alt mr-2"></i>
|
||
防控体系
|
||
</h4>
|
||
<p class="text-gray-700">从"被动应对"到"主动预防"，<span class="highlight-text font-medium">AI预警+精准消杀</span>成为标配（如中控技术机器人用于沙特阿美园区巡检）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司剖析 -->
|
||
<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-teal-500"></i>
|
||
产业链与核心公司剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">产业链图谱</h3>
|
||
<div class="bg-gray-50 rounded-xl p-6 flex justify-center">
|
||
<div class="text-center">
|
||
<div class="inline-block bg-blue-500 text-white px-4 py-2 rounded-lg mb-4">政策端</div>
|
||
<div class="flex justify-center space-x-8 mb-4">
|
||
<div class="text-center">
|
||
<div class="inline-block bg-green-500 text-white px-4 py-2 rounded-lg mb-2">支付改革: 医保+商保</div>
|
||
<div class="text-sm text-gray-600">创新药: 恒瑞/百济/康方</div>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="inline-block bg-purple-500 text-white px-4 py-2 rounded-lg mb-2">防控升级: 技术替代人工</div>
|
||
<div class="text-sm text-gray-600">防控设备: 中农立华/中控技术</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex justify-center space-x-8">
|
||
<div class="text-sm text-gray-600">CXO: 药明康德/泰格医药</div>
|
||
<div class="text-sm text-gray-600">医疗信息化: 卫宁健康</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">领域</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700 font-medium">恒瑞医药</td>
|
||
<td class="py-3 px-4 text-gray-700">创新药</td>
|
||
<td class="py-3 px-4 text-gray-700"><span class="highlight-text">17款1类新药获批</span>，PD-1医保放量</td>
|
||
<td class="py-3 px-4 text-gray-700">集采降价压力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700 font-medium">兴齐眼药</td>
|
||
<td class="py-3 px-4 text-gray-700">近视防控</td>
|
||
<td class="py-3 px-4 text-gray-700"><span class="highlight-text">国内唯一获批低浓度阿托品</span>，先发优势</td>
|
||
<td class="py-3 px-4 text-gray-700">竞品2026年上市</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700 font-medium">中农立华</td>
|
||
<td class="py-3 px-4 text-gray-700">公共卫生</td>
|
||
<td class="py-3 px-4 text-gray-700"><span class="highlight-text">与安蔚优合作专业灭蚊产品</span>，疫情催化</td>
|
||
<td class="py-3 px-4 text-gray-700">业务占比低（<5%）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700 font-medium">中控技术</td>
|
||
<td class="py-3 px-4 text-gray-700">机器人防控</td>
|
||
<td class="py-3 px-4 text-gray-700"><span class="highlight-text">沙特阿美订单验证场景复制能力</span></td>
|
||
<td class="py-3 px-4 text-gray-700">人形机器人技术未成熟</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 rounded-xl p-5 border border-green-100">
|
||
<h4 class="font-bold text-lg mb-3 text-green-800 flex items-center">
|
||
<i class="fas fa-check-circle mr-2"></i>
|
||
数据印证
|
||
</h4>
|
||
<ul class="space-y-3 text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-angle-right text-green-500 mt-1 mr-2"></i>
|
||
<span>兴齐眼药阿托品2024年获批后，<span class="highlight-text">院内制剂销售额从3亿增至10亿</span>（微观推导法验证）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-angle-right text-green-500 mt-1 mr-2"></i>
|
||
<span>中控技术机器人业务2024年订单<span class="highlight-text">超1亿元</span>，2025年目标10亿（石总路演数据）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-xl p-5 border border-red-100">
|
||
<h4 class="font-bold text-lg mb-3 text-red-800 flex items-center">
|
||
<i class="fas fa-exclamation-circle mr-2"></i>
|
||
矛盾点
|
||
</h4>
|
||
<ul class="space-y-3 text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-angle-right text-red-500 mt-1 mr-2"></i>
|
||
<span>研报预测阿托品市场空间<span class="highlight-text">100-200亿</span>，但竞品兆科眼科预计2026年上市，可能压缩独占期。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-amber-500"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 rounded-xl p-5 border border-red-100">
|
||
<h4 class="font-bold text-lg mb-3 text-red-800 flex items-center">
|
||
<i class="fas fa-microscope mr-2"></i>
|
||
技术风险
|
||
</h4>
|
||
<ul class="space-y-3 text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
|
||
<span>猴痘疫苗国内研发进度落后国际（MVA-BN已海外上市）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
|
||
<span>ADC药物存在<span class="highlight-text">靶点毒性</span>风险（如荣昌生物RC48的间质性肺炎）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-amber-50 rounded-xl p-5 border border-amber-100">
|
||
<h4 class="font-bold text-lg mb-3 text-amber-800 flex items-center">
|
||
<i class="fas fa-coins mr-2"></i>
|
||
商业化风险
|
||
</h4>
|
||
<ul class="space-y-3 text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-amber-500 mt-1 mr-2"></i>
|
||
<span>低浓度阿托品<span class="highlight-text">年费用3600元</span>，高于OK镜（2000元/年），可能限制渗透率。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-xl p-5 border border-purple-100">
|
||
<h4 class="font-bold text-lg mb-3 text-purple-800 flex items-center">
|
||
<i class="fas fa-balance-scale mr-2"></i>
|
||
政策风险
|
||
</h4>
|
||
<ul class="space-y-3 text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-purple-500 mt-1 mr-2"></i>
|
||
<span>创新药医保谈判降价幅度超预期（如PD-1平均降价60%）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-blue-50 rounded-xl p-5 border border-blue-100">
|
||
<h4 class="font-bold text-lg mb-3 text-blue-800 flex items-center">
|
||
<i class="fas fa-info-circle mr-2"></i>
|
||
信息矛盾
|
||
</h4>
|
||
<ul class="space-y-3 text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-blue-500 mt-1 mr-2"></i>
|
||
<span>浙商证券预测阿托品<span class="highlight-text">无保护期</span>，但德邦证券认为<span class="highlight-text">2-3年类独占期</span>存在分歧。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-2xl p-6 mb-8 text-white card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3">阶段判断</h3>
|
||
<p class="text-blue-100">医药创新与防控处于<span class="text-yellow-300 font-medium">"政策红利+技术突破"双轮驱动</span>的早期商业化阶段，<span class="text-yellow-300 font-medium">非主题炒作</span>。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white bg-opacity-10 rounded-xl p-4 backdrop-blur-sm">
|
||
<h4 class="font-bold mb-2 text-yellow-300">创新药支付改革</h4>
|
||
<p class="text-blue-100">关注<span class="text-yellow-300 font-medium">恒瑞医药（PD-1放量）、康方生物（双抗出海）</span>。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 rounded-xl p-4 backdrop-blur-sm">
|
||
<h4 class="font-bold mb-2 text-yellow-300">防控技术升级</h4>
|
||
<p class="text-blue-100">关注<span class="text-yellow-300 font-medium">中农立华（灭蚊产品）、中控技术（机器人场景复制）</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2 text-blue-100">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line text-yellow-300 mt-1 mr-2"></i>
|
||
<span><span class="text-yellow-300 font-medium">低浓度阿托品渗透率</span>（当前<2%，目标10%）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-syringe text-yellow-300 mt-1 mr-2"></i>
|
||
<span><span class="text-yellow-300 font-medium">猴痘疫苗临床III期数据</span>（康希诺、智飞生物）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-credit-card text-yellow-300 mt-1 mr-2"></i>
|
||
<span><span class="text-yellow-300 font-medium">商保创新药支付占比</span>（2023年3848亿赔付中创新药占比<5%）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="bg-white rounded-2xl p-6 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-500"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">创新药(240313)</h3>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">类别</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">细分</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">泓博医药</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">泓博医药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将泓博医药归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">成都先导</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">成都先导</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将成都先导归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">药石科技</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">药石科技</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将药石科技归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">百诚医药</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">百诚医药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将百诚医药归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">美迪西</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">美迪西</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将美迪西归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">药明康德</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">药明康德</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将药明康德归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">诺思格</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">诺思格</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将诺思格归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">阳光诺和</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">阳光诺和</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将阳光诺和归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">康龙化成</td>
|
||
<td class="py-3 px-4 text-gray-700">新药研发</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">康龙化成</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将康龙化成归类于新药研发下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">药康生物</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">药康生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将药康生物归类于基础研究下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">南模生物</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">南模生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将南模生物归类于基础研究下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">昭衍新药</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">昭衍新药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将昭衍新药归类于基础研究下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">科前生物</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">科前生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将科前生物归类于基础研究下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">康龙化成</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">康龙化成</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将康龙化成归类于基础研究下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">和元生物</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">和元生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将和元生物归类于基础研究下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">华大基因</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">基因编辑</td>
|
||
<td class="py-3 px-4 text-gray-700">华大基因</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将华大基因归类于基础研究下的基因编辑细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">泓博医药</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">AI制药</td>
|
||
<td class="py-3 px-4 text-gray-700">泓博医药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将泓博医药归类于基础研究下的AI制药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">睿智医药</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">AI制药</td>
|
||
<td class="py-3 px-4 text-gray-700">睿智医药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将睿智医药归类于基础研究下的AI制药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">川宁生物</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">AI制药</td>
|
||
<td class="py-3 px-4 text-gray-700">川宁生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将川宁生物归类于基础研究下的AI制药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">华东医药</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">AI制药</td>
|
||
<td class="py-3 px-4 text-gray-700">华东医药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将华东医药归类于基础研究下的AI制药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">成都先导</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">AI制药</td>
|
||
<td class="py-3 px-4 text-gray-700">成都先导</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将成都先导归类于基础研究下的AI制药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">美迪西</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">AI制药</td>
|
||
<td class="py-3 px-4 text-gray-700">美迪西</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将美迪西归类于基础研究下的AI制药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">安科生物</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">AI制药</td>
|
||
<td class="py-3 px-4 text-gray-700">安科生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将安科生物归类于基础研究下的AI制药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">恒瑞医药</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">靶点挖掘</td>
|
||
<td class="py-3 px-4 text-gray-700">恒瑞医药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将恒瑞医药归类于基础研究下的靶点挖掘细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">恩华药业</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">靶点挖掘</td>
|
||
<td class="py-3 px-4 text-gray-700">恩华药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将恩华药业归类于基础研究下的靶点挖掘细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">福元药业</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">药物筛选</td>
|
||
<td class="py-3 px-4 text-gray-700">福元药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将福元药业归类于基础研究下的药物筛选细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">白云山</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">药物筛选</td>
|
||
<td class="py-3 px-4 text-gray-700">白云山</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将白云山归类于基础研究下的药物筛选细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">双鹭药业</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">药物筛选</td>
|
||
<td class="py-3 px-4 text-gray-700">双鹭药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将双鹭药业归类于基础研究下的药物筛选细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">宣泰医药</td>
|
||
<td class="py-3 px-4 text-gray-700">基础研究</td>
|
||
<td class="py-3 px-4 text-gray-700">药物筛选</td>
|
||
<td class="py-3 px-4 text-gray-700">宣泰医药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将宣泰医药归类于基础研究下的药物筛选细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">东诚药业</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">放射性药物</td>
|
||
<td class="py-3 px-4 text-gray-700">东诚药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将东诚药业归类于核心技术下的放射性药物细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">中广核技</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">放射性药物</td>
|
||
<td class="py-3 px-4 text-gray-700">中广核技</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将中广核技归类于核心技术下的放射性药物细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">康龙化成</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">放射性药物</td>
|
||
<td class="py-3 px-4 text-gray-700">康龙化成</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将康龙化成归类于核心技术下的放射性药物细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">欧林生物</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">疫苗</td>
|
||
<td class="py-3 px-4 text-gray-700">欧林生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将欧林生物归类于核心技术下的疫苗细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">成大生物</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">疫苗</td>
|
||
<td class="py-3 px-4 text-gray-700">成大生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将成大生物归类于核心技术下的疫苗细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">华兰生物</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">疫苗</td>
|
||
<td class="py-3 px-4 text-gray-700">华兰生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将华兰生物归类于核心技术下的疫苗细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">沃森生物</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">疫苗</td>
|
||
<td class="py-3 px-4 text-gray-700">沃森生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将沃森生物归类于核心技术下的疫苗细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">康希诺</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">疫苗</td>
|
||
<td class="py-3 px-4 text-gray-700">康希诺</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将康希诺归类于核心技术下的疫苗细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">华兰疫苗</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">疫苗</td>
|
||
<td class="py-3 px-4 text-gray-700">华兰疫苗</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将华兰疫苗归类于核心技术下的疫苗细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">山河药辅</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">药用辅料</td>
|
||
<td class="py-3 px-4 text-gray-700">山河药辅</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将山河药辅归类于核心技术下的药用辅料细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">威尔药业</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">药用辅料</td>
|
||
<td class="py-3 px-4 text-gray-700">威尔药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将威尔药业归类于核心技术下的药用辅料细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">九典制药</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">药用辅料</td>
|
||
<td class="py-3 px-4 text-gray-700">九典制药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将九典制药归类于核心技术下的药用辅料细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">东宝生物</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">药用辅料</td>
|
||
<td class="py-3 px-4 text-gray-700">东宝生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将东宝生物归类于核心技术下的药用辅料细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">尔康制药</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">药用辅料</td>
|
||
<td class="py-3 px-4 text-gray-700">尔康制药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将尔康制药归类于核心技术下的药用辅料细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">南华生物</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">干细胞</td>
|
||
<td class="py-3 px-4 text-gray-700">南华生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将南华生物归类于核心技术下的干细胞细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">甘李药业</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">干细胞</td>
|
||
<td class="py-3 px-4 text-gray-700">甘李药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将甘李药业归类于核心技术下的干细胞细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">华邦健康</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">干细胞</td>
|
||
<td class="py-3 px-4 text-gray-700">华邦健康</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将华邦健康归类于核心技术下的干细胞细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">九芝堂</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">干细胞</td>
|
||
<td class="py-3 px-4 text-gray-700">九芝堂</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将九芝堂归类于核心技术下的干细胞细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">中源协和</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">干细胞</td>
|
||
<td class="py-3 px-4 text-gray-700">中源协和</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将中源协和归类于核心技术下的干细胞细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">龙津药业</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">中药</td>
|
||
<td class="py-3 px-4 text-gray-700">龙津药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将龙津药业归类于核心技术下的中药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">华森制药</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">中药</td>
|
||
<td class="py-3 px-4 text-gray-700">华森制药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将华森制药归类于核心技术下的中药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">新天药业</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">中药</td>
|
||
<td class="py-3 px-4 text-gray-700">新天药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将新天药业归类于核心技术下的中药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">众生药业</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">中药</td>
|
||
<td class="py-3 px-4 text-gray-700">众生药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将众生药业归类于核心技术下的中药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">亚宝药业</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">中药</td>
|
||
<td class="py-3 px-4 text-gray-700">亚宝药业</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将亚宝药业归类于核心技术下的中药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">贵州百灵</td>
|
||
<td class="py-3 px-4 text-gray-700">核心技术</td>
|
||
<td class="py-3 px-4 text-gray-700">中药</td>
|
||
<td class="py-3 px-4 text-gray-700">贵州百灵</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将贵州百灵归类于核心技术下的中药细分领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">百济神州</td>
|
||
<td class="py-3 px-4 text-gray-700">创新药出海</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">百济神州</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将百济神州归类于创新药出海领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">君实生物</td>
|
||
<td class="py-3 px-4 text-gray-700">创新药出海</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">君实生物</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将君实生物归类于创新药出海领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">百奥泰</td>
|
||
<td class="py-3 px-4 text-gray-700">创新药出海</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">百奥泰</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将百奥泰归类于创新药出海领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 text-gray-700">亿帆医药</td>
|
||
<td class="py-3 px-4 text-gray-700">创新药出海</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">亿帆医药</td>
|
||
<td class="py-3 px-4 text-gray-700">表格中明确将亿帆医药归类于创新药出海领域</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800">医药-流感新冠(240812)</h3>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">行业</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">项目</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">分类</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">产业链</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 text-gray-700">众生药业</td>
|
||
<td class="py-3 px-4 text-gray-700">医药</td>
|
||
<td class="py-3 px-4 text-gray-700">新冠特效药</td>
|
||
<td class="py-3 px-4 text-gray-700">特效药</td>
|
||
<td class="py-3 px-4 text-gray-700">药品研发生产</td>
|
||
<td class="py-3 px-4 text-gray-700">表中列于特效药类别，属新冠治疗药物研发企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
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<!-- Scripts -->
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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// Initialize particles
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tsParticles.load("particles-js", {
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``` |