1086 lines
66 KiB
HTML
1086 lines
66 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>医药政策资金支持 - 行业洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:300,400,500,700&display=swap" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<style>
|
||
@keyframes float {
|
||
0% { transform: translateY(0px); }
|
||
50% { transform: translateY(-20px); }
|
||
100% { transform: translateY(0px); }
|
||
}
|
||
.float-animation {
|
||
animation: float 6s ease-in-out infinite;
|
||
}
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #e0f2fe 0%, #f0f9ff 50%, #ecfeff 100%);
|
||
}
|
||
.card-shadow {
|
||
box-shadow: 0 10px 25px rgba(0, 0, 0, 0.05);
|
||
}
|
||
.text-gradient {
|
||
background: linear-gradient(90deg, #0284c7, #0ea5e9, #06b6d4);
|
||
-webkit-background-clip: text;
|
||
background-clip: text;
|
||
color: transparent;
|
||
}
|
||
.table-hover tbody tr:hover {
|
||
background-color: rgba(14, 165, 233, 0.05);
|
||
}
|
||
.badge-pill {
|
||
border-radius: 9999px;
|
||
padding: 0.25rem 0.75rem;
|
||
font-size: 0.75rem;
|
||
font-weight: 600;
|
||
}
|
||
.timeline-dot {
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background-color: #0ea5e9;
|
||
position: relative;
|
||
}
|
||
.timeline-dot::after {
|
||
content: '';
|
||
position: absolute;
|
||
width: 2px;
|
||
height: 100%;
|
||
background-color: #e5e7eb;
|
||
top: 16px;
|
||
left: 7px;
|
||
}
|
||
.timeline-dot:last-child::after {
|
||
display: none;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="gradient-bg font-sans">
|
||
<div id="particles-js" class="fixed inset-0 z-0"></div>
|
||
|
||
<div class="relative z-10 container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题区域 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">医药政策资金支持</h1>
|
||
<p class="text-lg text-gray-600 max-w-3xl mx-auto">从"医保控费"到"创新激励"的政策转变，打造医药产业全链条协同发展新格局</p>
|
||
</div>
|
||
|
||
<!-- 概念事件卡片 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-sky-500 to-cyan-500 p-4">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-calendar-alt mr-3"></i>概念事件
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-2">背景与催化事件</h3>
|
||
<p class="text-gray-600">2024年7月5日，<span class="font-semibold text-sky-700">国务院常务会议审议通过《全链条支持创新药发展实施方案》</span>，首次从国家层面提出"统筹价格管理、医保支付、商业保险、药品配备使用、投融资等政策"，标志着医药政策从"单点突破"转向"全链条协同"。随后，北京、上海、广州、珠海等地密集出台配套政策，形成"中央-地方"联动支持体系。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">时间轴</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<div class="font-semibold text-sky-700">2024年2月</div>
|
||
<p class="text-gray-600">国家医保局发布《新上市化学药品首发价格形成机制》，创新药可享3-5年价格稳定期。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<div class="font-semibold text-sky-700">2024年7月</div>
|
||
<p class="text-gray-600">国务院全链条方案落地，医保预付金制度（11月明确1个月预付规模）缓解医院现金流压力。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<div class="font-semibold text-sky-700">2024年8月</div>
|
||
<p class="text-gray-600">上海发布《生物医药全链条创新意见》，对III期临床创新药补贴<span class="font-semibold text-sky-700">3000万元</span>，北京将临床试验启动压缩至<span class="font-semibold text-sky-700">25周</span>。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<div class="font-semibold text-sky-700">2025年1月</div>
|
||
<p class="text-gray-600">中央财政预下达<span class="font-semibold text-sky-700">810亿元</span>消费品以旧换新资金，医疗设备更新纳入重点支持领域。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要卡片 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-cyan-500 to-teal-500 p-4">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="bg-gradient-to-r from-cyan-50 to-teal-50 rounded-lg p-6 mb-4">
|
||
<p class="text-lg text-gray-800 leading-relaxed">
|
||
医药政策资金支持已从"医保控费"转向"创新激励"，<span class="font-bold text-cyan-700">2024-2025年为核心政策兑现期</span>。全链条政策通过<span class="font-semibold text-cyan-700">医保预付金（缓解现金流）+研发补贴（降低风险）+支付倾斜（加速放量）</span>三重杠杆，推动创新药械进入"研发-支付-盈利"正循环。<span class="font-bold text-cyan-700">当前处于政策红利兑现初期，估值与持仓双低，具备中期配置价值</span>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析卡片 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-teal-500 to-emerald-500 p-4">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>核心逻辑与市场认知分析
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">核心驱动力</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-emerald-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<span class="font-semibold text-gray-800">政策杠杆效应</span>
|
||
<p class="text-gray-600 text-sm">医保预付金制度（2024年11月落地）直接改善医院现金流，<span class="font-semibold text-emerald-700">缩短药企回款周期30-50天</span>（上海医药2023年应收账款周转率3.7→政策后预期5.0+）。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-emerald-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<span class="font-semibold text-gray-800">支付端改革</span>
|
||
<p class="text-gray-600 text-sm">DRG/DIP除外支付机制（北京试点）使创新药不受医保总额限制，<span class="font-semibold text-emerald-700">恒瑞医药PD-1单抗2024年医保谈判降价幅度收窄至40%</span>（vs 2023年60%）。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-emerald-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<span class="font-semibold text-gray-800">地方资金弹药</span>
|
||
<p class="text-gray-600 text-sm">上海/北京/广州三地2024年新设生物医药基金规模超<span class="font-semibold text-emerald-700">555亿元</span>（上海215亿+北京200亿+珠海60亿），覆盖研发-产业化全周期。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">市场热度与情绪</h3>
|
||
<div class="bg-gradient-to-r from-emerald-50 to-teal-50 rounded-lg p-4 mb-4">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="text-gray-700 font-medium">研报密集度</span>
|
||
<span class="badge-pill bg-emerald-100 text-emerald-800">2024年7-11月：47篇</span>
|
||
</div>
|
||
<div class="flex justify-between items-center">
|
||
<span class="text-gray-700 font-medium">机构调研频次</span>
|
||
<span class="badge-pill bg-emerald-100 text-emerald-800">同比+200%</span>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">预期差分析</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-amber-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<span class="font-semibold text-gray-800">被忽略的关键点</span>
|
||
<p class="text-gray-600 text-sm">政策对<span class="font-semibold text-amber-700">中药创新药</span>的倾斜（2024年基药目录中药占比目标35%），<span class="font-semibold text-amber-700">康缘药业</span>苓桂术甘胶囊等品种或享独占期溢价。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-amber-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<span class="font-semibold text-gray-800">数据矛盾</span>
|
||
<p class="text-gray-600 text-sm">研报预测创新药峰值销售50亿美元（百济神州泽布替尼），但路演显示海外临床成本超<span class="font-semibold text-amber-700">2亿美元/适应症</span>，盈利模型需重新校准。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径卡片 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-emerald-500 to-green-500 p-4">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-gradient-to-r from-green-50 to-emerald-50 rounded-lg p-4 border-l-4 border-green-500">
|
||
<div class="font-semibold text-green-700 mb-1">2024年12月</div>
|
||
<p class="text-gray-600 text-sm">国家医保谈判结果公布，<span class="font-semibold text-green-700">康方生物PD-1/VEGF双抗</span>若纳入医保，峰值销售预期从20亿上调至<span class="font-semibold text-green-700">50亿元</span>。</p>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-green-50 to-emerald-50 rounded-lg p-4 border-l-4 border-green-500">
|
||
<div class="font-semibold text-green-700 mb-1">2025年Q1</div>
|
||
<p class="text-gray-600 text-sm">上海/北京III期临床补贴首批发放，<span class="font-semibold text-green-700">恒瑞医药ADC管线</span>或获<span class="font-semibold text-green-700">3000万元</span>现金支持。</p>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-green-50 to-emerald-50 rounded-lg p-4 border-l-4 border-green-500">
|
||
<div class="font-semibold text-green-700 mb-1">2025年3月</div>
|
||
<p class="text-gray-600 text-sm">医疗设备更新专项债首批落地（广东已申报<span class="font-semibold text-green-700">5000万元</span>CT采购项目）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">长期路径（2025-2027）</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">阶段1（2025）</div>
|
||
<p class="text-gray-600 text-sm">政策补贴驱动研发，<span class="font-semibold text-green-700">CXO龙头</span>（泰格医药）订单增速维持<span class="font-semibold text-green-700">30%+</span>。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">阶段2（2026）</div>
|
||
<p class="text-gray-600 text-sm">医保支付改革全国推广，<span class="font-semibold text-green-700">创新药渗透率</span>从当前<span class="font-semibold text-green-700">15%</span>提升至<span class="font-semibold text-green-700">35%</span>。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">阶段3（2027）</div>
|
||
<p class="text-gray-600 text-sm">国际化突破，<span class="font-semibold text-green-700">百济神州</span>泽布替尼海外销售占比超<span class="font-semibold text-green-700">60%</span>（2024年为30%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析卡片 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-green-500 to-lime-500 p-4">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="flex flex-wrap justify-center items-center gap-4">
|
||
<div class="bg-gradient-to-r from-green-100 to-lime-100 rounded-lg p-4 text-center min-w-[150px]">
|
||
<div class="font-semibold text-green-700 mb-1">上游</div>
|
||
<div class="text-sm text-gray-600">CRO/CDMO</div>
|
||
<div class="text-xs text-gray-500 mt-1">药明康德、泰格医药</div>
|
||
</div>
|
||
<div class="text-green-500 text-2xl">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-green-100 to-lime-100 rounded-lg p-4 text-center min-w-[150px]">
|
||
<div class="font-semibold text-green-700 mb-1">中游</div>
|
||
<div class="text-sm text-gray-600">创新药企</div>
|
||
<div class="text-xs text-gray-500 mt-1">恒瑞、百济</div>
|
||
</div>
|
||
<div class="text-green-500 text-2xl">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-green-100 to-lime-100 rounded-lg p-4 text-center min-w-[150px]">
|
||
<div class="font-semibold text-green-700 mb-1">下游</div>
|
||
<div class="text-sm text-gray-600">医院/药店</div>
|
||
<div class="text-xs text-gray-500 mt-1">国药股份、益丰药房</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 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 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gradient-to-r from-green-50 to-lime-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">公司</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险点</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">政策受益度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">恒瑞医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">ADC/双抗管线丰富，BD交易16亿元/年</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">集采降价压力（2024年续约品种）</td>
|
||
<td class="py-3 px-4 text-sm border-b">
|
||
<div class="flex">
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-gray-300"></i>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">康方生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">PD-1/VEGF双抗头对头击败K药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">海外临床成本超预算</td>
|
||
<td class="py-3 px-4 text-sm border-b">
|
||
<div class="flex">
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">泰格医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">临床CRO市占率25%，订单回暖</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">生物安全法案影响海外客户</td>
|
||
<td class="py-3 px-4 text-sm border-b">
|
||
<div class="flex">
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-gray-300"></i>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">国药股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">流通龙头，医保预付金直接受益</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">应收账款周转率仅2.6（行业偏低）</td>
|
||
<td class="py-3 px-4 text-sm border-b">
|
||
<div class="flex">
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-green-500"></i>
|
||
<i class="fas fa-star text-gray-300"></i>
|
||
<i class="fas fa-star text-gray-300"></i>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">验证与证伪</h3>
|
||
<div class="bg-gradient-to-r from-amber-50 to-yellow-50 rounded-lg p-4 border-l-4 border-amber-500">
|
||
<p class="text-gray-700"><span class="font-semibold text-amber-700">证伪点</span>：研报称<span class="font-semibold text-amber-700">智翔金泰</span>IL-4单抗2025年获批，但路演显示III期临床入组延迟6个月，<span class="font-semibold text-amber-700">预期差-20%</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战卡片 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-amber-500 to-orange-500 p-4">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gradient-to-r from-amber-50 to-orange-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-amber-50">
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">技术风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">ADC药物毒性管理（恒瑞SHR-A1811）</td>
|
||
<td class="py-3 px-4 text-sm border-b">
|
||
<span class="badge-pill bg-amber-100 text-amber-800">中等</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-amber-50">
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">商业化风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">创新药定价低于预期（医保谈判）</td>
|
||
<td class="py-3 px-4 text-sm border-b">
|
||
<span class="badge-pill bg-orange-100 text-orange-800">高</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-amber-50">
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">政策风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">DRG除外支付试点不及预期（仅北京）</td>
|
||
<td class="py-3 px-4 text-sm border-b">
|
||
<span class="badge-pill bg-orange-100 text-orange-800">高</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-amber-50">
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">数据矛盾</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">上海补贴3000万 vs 珠海1000万/III期</td>
|
||
<td class="py-3 px-4 text-sm border-b">
|
||
<span class="badge-pill bg-blue-100 text-blue-800">需核实</span>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示卡片 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-orange-500 to-red-500 p-4">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="bg-gradient-to-r from-orange-50 to-red-50 rounded-lg p-6 mb-6">
|
||
<p class="text-lg text-gray-800 leading-relaxed">
|
||
<span class="font-bold text-orange-700">结论</span>：医药政策资金支持已从"主题催化"进入<span class="font-bold text-orange-700">基本面驱动阶段</span>，<span class="font-bold text-orange-700">2025年Q1前为最佳配置窗口</span>。
|
||
</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">细分方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-orange-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">临床CRO（泰格医药）</div>
|
||
<p class="text-gray-600 text-sm">政策缩短试验周期，订单弹性最大。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-orange-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">ADC/双抗（恒瑞、康方）</div>
|
||
<p class="text-gray-600 text-sm">医保支付倾斜+出海授权，峰值销售确定性高。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-orange-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">中药创新（康缘药业）</div>
|
||
<p class="text-gray-600 text-sm">基药目录调整+基药占比提升，估值修复空间大。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-r from-orange-100 to-red-100 rounded-lg p-4">
|
||
<div class="font-semibold text-orange-700 mb-1">医保预付金覆盖率</div>
|
||
<div class="text-sm text-gray-600">2025年目标50%医院</div>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-orange-100 to-red-100 rounded-lg p-4">
|
||
<div class="font-semibold text-orange-700 mb-1">创新药医保谈判降价幅度</div>
|
||
<div class="text-sm text-gray-600">2024年标杆：≤40%</div>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-orange-100 to-red-100 rounded-lg p-4">
|
||
<div class="font-semibold text-orange-700 mb-1">CXO订单增速</div>
|
||
<div class="text-sm text-gray-600">泰格医药2024Q3指引≥25%</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-blue-500 to-indigo-500 p-4">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<!-- 医药化债（241112）表格 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">医药化债（241112）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg table-hover">
|
||
<thead>
|
||
<tr class="bg-gradient-to-r from-blue-50 to-indigo-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">行业</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">产业链</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">市值/亿元</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">营业总收入/亿元</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">归母净利润/亿元</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">应收账款/亿元</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">应收账款周转率</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">上海医药 (601607.SH)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药流通</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">化学药/中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">研发-生产-销售</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">753.5</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">2603.0</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">37.7</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">729.3</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">3.7</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">中国最大的医药流通企业之一，覆盖化学药、中药全产业链，应收账款规模行业领先。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">重药控股 (000950.SZ)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药流通</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">药品配送</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">分销与物流</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">90.2</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">801.2</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">6.5</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">329.0</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">2.6</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">西南地区医药流通龙头，以药品配送为核心业务，应收账款周转效率较低反映行业账期压力。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">智飞生物 (300122.SZ)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">生物制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">疫苗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">研发-生产-销售</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">755.2</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">529.2</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">80.7</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">270.6</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">2.2</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">HPV疫苗核心供应商，高利润疫苗业务驱动业绩，高应收账款反映终端医疗机构回款周期长。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">九州通 (600998.SH)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药流通</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医疗器械/中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">分销与零售</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">272.3</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">1501.4</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">21.7</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">247.2</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">5.7</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">民营医药流通巨头，医疗器械和中药业务占比高，周转率较高反映灵活运营能力。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">药明康德 (603259.SH)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药研发服务</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">CRO/CDMO</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">研发外包</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">1498.2</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">403.4</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">96.1</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">79.0</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">5.8</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">全球领先CRO企业，高利润研发服务业务驱动业绩，低应收账款反映预收款模式优势。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">迈瑞医疗 (300760.SZ)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医疗器械</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">体外诊断/监护设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">研发-生产-销售</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">3448.7</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">349.3</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">115.8</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">33.0</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">11.7</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">国产医疗器械龙头，高周转率体现行业议价能力，产品覆盖体外诊断和监护设备全链条。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">恒瑞医药 (600276.SH)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">化学制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">创新药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">研发-生产-销售</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">3202.3</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">228.2</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">43.0</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">51.9</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">4.1</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">国内创新药标杆企业，高研发投入驱动产品迭代，应收账款控制能力较强。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 医药（240318）表格 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">医药（240318）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg table-hover">
|
||
<thead>
|
||
<tr class="bg-gradient-to-r from-blue-50 to-indigo-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">行业</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">宏景科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">智慧医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">朗玛信息</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">智慧医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">艾隆科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">智慧医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">乐心医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">智慧医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">阳普医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">智慧医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">延华智能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">智慧医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">润达医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">智慧医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">泓博医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">AI制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">成都先导</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">AI制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">睿智医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">AI制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">川宁生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">AI制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">华东医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">AI制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">安科生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">AI制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">美迪西</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">AI制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">大理药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">精华制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">康缘药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">方盛制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">新天药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">龙津药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">华森制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">中药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">济南高新</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">体外诊断</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">硕世生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">体外诊断</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">安必平</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">体外诊断</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">热景生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">体外诊断</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">爱威科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">体外诊断</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">康为世纪</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">体外诊断</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">东方生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">体外诊断</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">塞力医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">SPD管理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">合富中国</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">SPD管理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">华人健康</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">SPD管理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">国科恒泰</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">SPD管理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">开开实业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">SPD管理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">药易购</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">SPD管理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">英特集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">SPD管理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">理邦仪器</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医疗器械</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">正川股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医疗器械</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">祥生医疗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医疗器械</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">福瑞股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医疗器械</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">微电生理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医疗器械</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">热景生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医疗器械</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">贝瑞基因</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">基因检测</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">仟源医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">基因检测</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">诺禾致源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">基因检测</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">兰卫医学</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">基因检测</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">迪安诊断</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">基因检测</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">圣湘生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">基因检测</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">康惠制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">减肥药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">阳光诺和</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">减肥药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">博济医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">减肥药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">众生药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">减肥药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">博瑞医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">减肥药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">百花医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">减肥药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">常山药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">减肥药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">翰宇药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">减肥药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">灵康药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">化学制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">一品红</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">化学制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">美诺华</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">化学制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">悦康药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">化学制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">北陆药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">化学制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-semibold text-gray-800 border-b">京新药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">化学制药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">医药</td>
|
||
<td class="py-3 px-4 text-sm text-gray-600 border-b">英伟达GTC大会医疗保健/生命科学相关活动居首</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#0ea5e9"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false,
|
||
anim: {
|
||
enable: false
|
||
}
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true,
|
||
anim: {
|
||
enable: false
|
||
}
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#0ea5e9",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false,
|
||
attract: {
|
||
enable: false
|
||
}
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |