872 lines
46 KiB
HTML
872 lines
46 KiB
HTML
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<!DOCTYPE html>
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<title>后关税战受益 - 行业洞察报告</title>
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</style>
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</head>
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<body>
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<div id="particles-js" class="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">后关税战受益</h1>
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<p class="text-lg text-gray-600">从"避险"转向"成长"的投资机会</p>
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<div class="mt-4 flex justify-center">
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<span class="px-4 py-1 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">2025年7月28日</span>
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</div>
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</div>
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<!-- 概念事件部分 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-4 text-gray-800">概念事件</h2>
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<h3 class="text-xl font-semibold mb-3 text-gray-700">时间轴梳理</h3>
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<div class="relative pl-8 mb-6">
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<div class="timeline-line"></div>
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<div class="mb-6 timeline-dot">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-semibold text-blue-700">2025-02-10</div>
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<p class="text-gray-700">特朗普政府宣布对全球钢铁铝征收25%关税，中国外交部回应"关税战没有赢家"。</p>
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</div>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-semibold text-blue-700">2025-04-02</div>
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<p class="text-gray-700">美国对华商品加征34%关税，累计税率达54%，引发美国物价"崩塌式"上涨（电子产品涨价200美元、特斯拉成本增1.5万美元）。</p>
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</div>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-semibold text-blue-700">2025-04-11</div>
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<p class="text-gray-700">美国豁免手机、电脑等电子产品关税（税率从145%降至20%），释放阶段性缓和信号。</p>
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</div>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-semibold text-blue-700">2025-05-07</div>
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<p class="text-gray-700">中美关税谈判破冰，央行释放1万亿流动性，市场迎来"史诗级变局"。</p>
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</div>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-semibold text-blue-700">2025-07-28</div>
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<p class="text-gray-700">美国拟对巴西加征关税，中国重申"关税战没有赢家"，并推动与拉美合作。</p>
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</div>
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</div>
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</div>
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<div class="bg-gradient-to-r from-blue-500 to-purple-600 p-4 rounded-lg text-white">
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<h3 class="text-xl font-semibold mb-2">核心催化</h3>
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<p>关税战从"极限施压"转向"阶段性让步"，美国因<strong>通胀失控（食品价格同比+6.7%）</strong>和<strong>财政危机（国债利息支出4380亿美元超国防预算）</strong>被迫调整策略，中国通过<strong>国产替代+供应链多元化</strong>实现反制，形成"后关税战受益"逻辑。</p>
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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="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-4 text-gray-800">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="text-blue-700 font-semibold mb-2">阶段判断</div>
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<p class="text-gray-700">关税战进入"边打边谈"的第二阶段，<strong>美国因内部经济压力被迫让步</strong>，中国通过内需刺激+技术突围实现"以守为攻"。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<div class="text-green-700 font-semibold mb-2">核心驱动力</div>
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<p class="text-gray-700"><strong>国产替代加速（如半导体、种业、大飞机）</strong> + <strong>非美出口市场爆发（东南亚、RCEP）</strong> + <strong>政策红利（财政基建、消费刺激）</strong>。</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<div class="text-purple-700 font-semibold mb-2">未来潜力</div>
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<p class="text-gray-700">从"防御性避险"转向"成长性突围"，<strong>2025H2-2026年</strong>或迎来业绩与估值双击。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-4 text-gray-800">核心逻辑与市场认知分析</h2>
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<h3 class="text-xl font-semibold mb-3 text-gray-700">核心驱动力</h3>
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<div class="space-y-4 mb-6">
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-sm mr-3">1</div>
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<div>
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<h4 class="font-semibold text-gray-800">政策反制红利</h4>
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<p class="text-gray-700">中国对美国农产品（大豆、玉米）加征125%关税，直接刺激<strong>种业自主可控</strong>（隆平高科、大北农）和<strong>养殖周期反转</strong>（巨星农牧）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-sm mr-3">2</div>
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<div>
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<h4 class="font-semibold text-gray-800">供应链重构</h4>
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<p class="text-gray-700">美国豁免电子产品关税暴露其<strong>对中国供应链的依赖</strong>，推动<strong>东南亚产能转移</strong>（越南纺织、墨西哥汽车零部件）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-sm mr-3">3</div>
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<div>
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<h4 class="font-semibold text-gray-800">内需对冲</h4>
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<p class="text-gray-700">财政加码基建（<strong>2025年专项债额度1.7万亿</strong>）和消费品以旧换新（家电、汽车），对冲出口下滑。</p>
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</div>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-700">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-amber-50 p-4 rounded-lg">
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<div class="text-amber-700 font-semibold mb-2">新闻热度</div>
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<p class="text-gray-700">4月"美国物价暴涨"话题霸榜，5月"关税破冰"引发市场狂欢。</p>
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</div>
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<div class="bg-amber-50 p-4 rounded-lg">
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<div class="text-amber-700 font-semibold mb-2">研报密集度</div>
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<p class="text-gray-700">4-6月<strong>农业、军工、机械</strong>行业路演频次激增（如方正农业、太平洋军工）。</p>
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</div>
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<div class="bg-amber-50 p-4 rounded-lg">
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<div class="text-amber-700 font-semibold mb-2">情绪分化</div>
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<p class="text-gray-700">机构从"全面悲观"转向<strong>"结构性乐观"</strong>，聚焦内需与国产替代。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-700">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-semibold text-green-700 mb-2">被低估的领域</h4>
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<ul class="list-disc pl-5 space-y-2 text-gray-700">
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<li><strong>种业</strong>：市场仅关注涨价，忽略<strong>转基因商业化落地</strong>（2025年目标5000万亩）。</li>
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<li><strong>大飞机</strong>：C919出海被忽视（已交付老挝航空），<strong>国产化率60%→80%</strong>空间巨大。</li>
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</ul>
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</div>
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<div class="bg-red-50 p-4 rounded-lg">
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<h4 class="font-semibold text-red-700 mb-2">被高估的风险</h4>
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<ul class="list-disc pl-5 space-y-2 text-gray-700">
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<li><strong>出口链</strong>：部分企业已提前布局东南亚（如申洲国际越南产能占比50%），实际冲击低于预期。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-4 text-gray-800">关键催化剂与未来发展路径</h2>
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<h3 class="text-xl font-semibold mb-3 text-gray-700">近期催化剂（3-6个月）</h3>
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<div class="space-y-4 mb-6">
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-purple-500 flex items-center justify-center text-white text-sm mr-3">1</div>
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<div>
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<h4 class="font-semibold text-gray-800">政策落地</h4>
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<p class="text-gray-700">7月欧盟-中国峰会（电动车最低售价协议）、9月"一带一路"峰会（东南亚基建订单）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-purple-500 flex items-center justify-center text-white text-sm mr-3">2</div>
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<div>
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<h4 class="font-semibold text-gray-800">业绩验证</h4>
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<p class="text-gray-700">Q2农业板块<strong>猪周期反转</strong>（能繁母猪存栏去化10%）、军工<strong>订单释放</strong>（中航沈飞预收款同比+50%）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-purple-500 flex items-center justify-center text-white text-sm mr-3">3</div>
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<div>
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<h4 class="font-semibold text-gray-800">技术突破</h4>
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<p class="text-gray-700">C919获<strong>FAA适航认证</strong>（预计2025Q4），打开欧美市场。</p>
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</div>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-700">长期路径</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-blue-100 to-purple-100 p-4 rounded-lg">
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<div class="font-semibold text-gray-800 mb-1">2025H2</div>
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<p class="text-gray-700">关税缓和窗口期，<strong>出口链估值修复</strong>（工程机械、纺织服装）。</p>
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</div>
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<div class="bg-gradient-to-r from-blue-100 to-purple-100 p-4 rounded-lg">
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<div class="font-semibold text-gray-800 mb-1">2026-2027</div>
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<p class="text-gray-700">国产替代兑现，<strong>半导体设备、种业、大飞机</strong>进入业绩爆发期。</p>
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</div>
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<div class="bg-gradient-to-r from-blue-100 to-purple-100 p-4 rounded-lg">
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<div class="font-semibold text-gray-800 mb-1">2028+</div>
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<p class="text-gray-700">全球供应链"去中国化"失败，中国凭借<strong>成本+技术</strong>优势成为新中心。</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-4 text-gray-800">产业链与核心公司深度剖析</h2>
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<h3 class="text-xl font-semibold mb-3 text-gray-700">产业链图谱</h3>
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<div class="bg-gray-50 p-4 rounded-lg mb-6">
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<div class="flex flex-col md:flex-row justify-between items-center">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-500 text-white px-4 py-2 rounded-lg font-semibold">上游</div>
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<p class="mt-2 text-gray-700">资源/技术<br>（稀土、种业、EDA软件）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 mx-2 hidden md:inline-block"></i>
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<div class="bg-green-500 text-white px-4 py-2 rounded-lg font-semibold">中游</div>
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<p class="mt-2 text-gray-700">制造<br>（半导体设备、大飞机、工程机械）</p>
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<i class="fas fa-arrow-right text-gray-400 mx-2 hidden md:inline-block"></i>
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</div>
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<div class="text-center">
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<div class="bg-purple-500 text-white px-4 py-2 rounded-lg font-semibold">下游</div>
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<p class="mt-2 text-gray-700">应用<br>（新能源车、军工、消费电子）</p>
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</div>
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</div>
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</div>
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|
||
<h3 class="text-xl font-semibold mb-3 text-gray-700">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据验证</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">隆平高科</td>
|
||
<td class="px-6 py-4 text-gray-700">转基因玉米龙头，政策强制推广</td>
|
||
<td class="px-6 py-4 text-gray-700">2025年转基因种子收入占比30%</td>
|
||
<td class="px-6 py-4 text-gray-700">推广不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">中航沈飞</td>
|
||
<td class="px-6 py-4 text-gray-700">军贸出口+国产大飞机配套</td>
|
||
<td class="px-6 py-4 text-gray-700">2025年军贸订单同比+200%</td>
|
||
<td class="px-6 py-4 text-gray-700">航空链复苏延迟</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">三一重工</td>
|
||
<td class="px-6 py-4 text-gray-700">东南亚市占率提升（非美出口+50%）</td>
|
||
<td class="px-6 py-4 text-gray-700">2025Q1海外收入占比45%</td>
|
||
<td class="px-6 py-4 text-gray-700">国内基建不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">呈和科技</td>
|
||
<td class="px-6 py-4 text-gray-700">成核剂国产替代，关税价差30%</td>
|
||
<td class="px-6 py-4 text-gray-700">2024年南沙工厂产能翻倍</td>
|
||
<td class="px-6 py-4 text-gray-700">客户验证周期长</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 mt-6 text-gray-700">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-700 mb-2">验证</h4>
|
||
<p class="text-gray-700">美国豁免电子产品关税后，<strong>立讯精密</strong>股价反弹30%，印证"供应链不可替代"。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-red-700 mb-2">证伪</h4>
|
||
<p class="text-gray-700">部分研报高估"东南亚完全替代中国"，实际越南纺织成本已接近中国（劳动力短缺）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-gray-800">潜在风险与挑战</h2>
|
||
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-red-500 flex items-center justify-center text-white text-sm mr-3">
|
||
<i class="fas fa-exclamation-triangle"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">技术风险</h4>
|
||
<p class="text-gray-700">半导体设备<strong>光刻机</strong>仍依赖ASML，国产替代进度可能低于预期。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-red-500 flex items-center justify-center text-white text-sm mr-3">
|
||
<i class="fas fa-exclamation-triangle"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">商业化风险</h4>
|
||
<p class="text-gray-700">C919获欧美适航证需<strong>2-3年</strong>，短期出口仍以东南亚为主。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-red-500 flex items-center justify-center text-white text-sm mr-3">
|
||
<i class="fas fa-exclamation-triangle"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">政策风险</h4>
|
||
<p class="text-gray-700">美国2026年大选若特朗普连任，可能重启<strong>对华全面关税</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-red-500 flex items-center justify-center text-white text-sm mr-3">
|
||
<i class="fas fa-exclamation-triangle"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">信息矛盾</h4>
|
||
<p class="text-gray-700">路演称"美国通胀缓和"，但新闻显示<strong>5月CPI仍高达6.7%</strong>，需警惕二次冲击。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-blue-500 to-purple-600 shadow-lg rounded-xl mb-8 card-hover">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-white">综合结论与投资启示</h2>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm p-4 rounded-lg mb-6">
|
||
<p class="text-white font-medium">从"主题炒作"进入<strong>"基本面验证"</strong>初期，<strong>农业、军工、机械</strong>已有订单落地。</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-white">最具价值方向</h3>
|
||
<div class="space-y-4 mb-6">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-white flex items-center justify-center text-blue-600 text-sm font-bold mr-3">1</div>
|
||
<div>
|
||
<h4 class="font-semibold text-white">种业</h4>
|
||
<p class="text-blue-100">转基因商业化+粮价上涨，<strong>隆平高科/大北农</strong>估值仅20倍PE（历史低位）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-white flex items-center justify-center text-blue-600 text-sm font-bold mr-3">2</div>
|
||
<div>
|
||
<h4 class="font-semibold text-white">军工</h4>
|
||
<p class="text-blue-100">军贸出口+国产大飞机，<strong>中航沈飞/中航西飞</strong>订单饱满。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-white flex items-center justify-center text-blue-600 text-sm font-bold mr-3">3</div>
|
||
<div>
|
||
<h4 class="font-semibold text-white">工程机械</h4>
|
||
<p class="text-blue-100">东南亚需求爆发，<strong>三一重工/徐工机械</strong>海外毛利率超30%。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-white">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm p-4 rounded-lg">
|
||
<div class="font-semibold text-white mb-1">C919月交付量</div>
|
||
<p class="text-blue-100">当前2架/月→目标10架/月</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm p-4 rounded-lg">
|
||
<div class="font-semibold text-white mb-1">美国豁免清单更新频率</div>
|
||
<p class="text-blue-100">反映谈判进展</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm p-4 rounded-lg">
|
||
<div class="font-semibold text-white mb-1">能繁母猪存栏环比变化</div>
|
||
<p class="text-blue-100">猪周期先行指标</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg">
|
||
<p class="text-white font-bold text-lg">结论</p>
|
||
<p class="text-blue-100">后关税战受益已从"避险"转向"成长"，<strong>2025Q3是布局窗口期</strong>，优先选择<strong>订单可见度高+政策催化强</strong>的细分龙头。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card bg-white shadow-lg rounded-xl mb-8 card-hover">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-gray-800">关联股票数据</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">尚荣医疗</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-blue">补量</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">医疗保健</td>
|
||
<td class="px-6 py-4 text-gray-700">外销</td>
|
||
<td class="px-6 py-4 text-gray-700">外销占比64.33%，主要客户为美国医疗保健用品制造商和分销商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">安德利</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-blue">补量</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">食品饮料</td>
|
||
<td class="px-6 py-4 text-gray-700">果汁加工出口</td>
|
||
<td class="px-6 py-4 text-gray-700">25Q1外销占比78.03%，浓缩果汁加工生产及销售，主要销往中国、美国等国家</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">嘉欣丝绸</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-blue">补量</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">纺织服装</td>
|
||
<td class="px-6 py-4 text-gray-700">丝绸出口</td>
|
||
<td class="px-6 py-4 text-gray-700">外销占比52.25%，外贸客户主要为欧美发达国家品牌时尚女装客户</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">新华锦</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-blue">补量</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">纺织服装</td>
|
||
<td class="px-6 py-4 text-gray-700">发制品和服装出口</td>
|
||
<td class="px-6 py-4 text-gray-700">外销占比82.18%，主营发制品和纺织服装生产加工及出口贸易</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">三房巷</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-blue">补量</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">化工材料</td>
|
||
<td class="px-6 py-4 text-gray-700">聚酯切片生产与出口</td>
|
||
<td class="px-6 py-4 text-gray-700">瓶级聚酯切片产能全球前列，2024年产量300.86万吨，出口150.72万吨，海外营收占比40%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">盛泰集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-blue">补量</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">纺织服装</td>
|
||
<td class="px-6 py-4 text-gray-700">纺织服装制造</td>
|
||
<td class="px-6 py-4 text-gray-700">2024外销占比56.77%，服务于国内外知名纺织服装行业跨国公司</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">金河生物</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-blue">补量</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">兽药</td>
|
||
<td class="px-6 py-4 text-gray-700">兽药出口</td>
|
||
<td class="px-6 py-4 text-gray-700">美国市场终端售价提高，中美关税下降，兽用化药出口业务直接受益</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">瑞丰新材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-green">涨价</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">化工材料</td>
|
||
<td class="px-6 py-4 text-gray-700">润滑油添加剂</td>
|
||
<td class="px-6 py-4 text-gray-700">壳牌、埃克森美孚等外资润滑油企业涨价，国产替代龙头</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">统一股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-green">涨价</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">化工材料</td>
|
||
<td class="px-6 py-4 text-gray-700">润滑油生产</td>
|
||
<td class="px-6 py-4 text-gray-700">润滑油产能30万吨</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">康普顿</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-green">涨价</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">化工材料</td>
|
||
<td class="px-6 py-4 text-gray-700">润滑油生产</td>
|
||
<td class="px-6 py-4 text-gray-700">润滑油产能10万吨</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">集泰股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">化工材料</td>
|
||
<td class="px-6 py-4 text-gray-700">集装箱密封胶</td>
|
||
<td class="px-6 py-4 text-gray-700">全球集装箱密封胶领导者，2024年集装箱业务收入同比增长189%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">宁波远洋</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">航运</td>
|
||
<td class="px-6 py-4 text-gray-700">航运服务</td>
|
||
<td class="px-6 py-4 text-gray-700">经营航线33条，周均航班132班次，覆盖国内外39个主要港口</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">宁波海运</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">航运</td>
|
||
<td class="px-6 py-4 text-gray-700">干散货运输</td>
|
||
<td class="px-6 py-4 text-gray-700">主营国际及国内沿海大宗干散货运输，形成巴拿马型散货船为主的船队</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">中远海发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">航运</td>
|
||
<td class="px-6 py-4 text-gray-700">船舶运输</td>
|
||
<td class="px-6 py-4 text-gray-700">拥有141艘船舶，2024年新增42艘散货船投资项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">锦江航运</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">航运</td>
|
||
<td class="px-6 py-4 text-gray-700">集装箱运输</td>
|
||
<td class="px-6 py-4 text-gray-700">综合性航运公司，主要从事国际、国内海上集装箱运输业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">中集环科</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">机械制造</td>
|
||
<td class="px-6 py-4 text-gray-700">集装箱制造</td>
|
||
<td class="px-6 py-4 text-gray-700">全球领先的罐式集装箱制造商，客户包括EXSIF、Eurotainer等国际知名租赁商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">海程邦达</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">物流</td>
|
||
<td class="px-6 py-4 text-gray-700">国际货运</td>
|
||
<td class="px-6 py-4 text-gray-700">运营"中国-东南亚-美国"航线，设立美中仓、洛衫矶仓等海外仓</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">飞力达</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">物流</td>
|
||
<td class="px-6 py-4 text-gray-700">国际货运</td>
|
||
<td class="px-6 py-4 text-gray-700">国际航线遍布五大洲，国内八大港口全覆盖，打通中国到国际主要口岸的航运体系</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">国航远洋</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">航运</td>
|
||
<td class="px-6 py-4 text-gray-700">远洋运输</td>
|
||
<td class="px-6 py-4 text-gray-700">2024年境外收入占比66.04%，从事国际远洋、国内沿海和长江中下游航线的干散货运输</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">长久物流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">物流</td>
|
||
<td class="px-6 py-4 text-gray-700">国际物流</td>
|
||
<td class="px-6 py-4 text-gray-700">国际业务以中欧班列、国际海运、公路及空运为载体，覆盖全球重要市场</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">中创物流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">物流</td>
|
||
<td class="px-6 py-4 text-gray-700">综合物流</td>
|
||
<td class="px-6 py-4 text-gray-700">主营综合现代物流业务，提供集装箱及干散货一站式跨境综合物流服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">华贸物流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">物流</td>
|
||
<td class="px-6 py-4 text-gray-700">国际物流</td>
|
||
<td class="px-6 py-4 text-gray-700">子公司连云港华贸国际物流，主营国际道路货物运输、保税仓库经营等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">凤凰航运</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">航运</td>
|
||
<td class="px-6 py-4 text-gray-700">干散货运输</td>
|
||
<td class="px-6 py-4 text-gray-700">干散货航运专业化公司，自有运力近40万吨</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">华光源海</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">物流</td>
|
||
<td class="px-6 py-4 text-gray-700">货运代理</td>
|
||
<td class="px-6 py-4 text-gray-700">转口贸易中公司国际货代、江海联运等业务为货物中转运输、代理报关等提供服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">长江投资</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-purple">航运物流</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">物流</td>
|
||
<td class="px-6 py-4 text-gray-700">货运代理</td>
|
||
<td class="px-6 py-4 text-gray-700">子公司长发国际货运以国际进出口海运货代代理业务为主，开展口岸的进出口货运代理业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">乐歌股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-amber">海外仓</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">跨境电商</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓储</td>
|
||
<td class="px-6 py-4 text-gray-700">全球累计拥有13个自营海外仓，总面积达36.24万平方米</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">小商品城</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-amber">海外仓</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">商业贸易</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓储</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓面积A股第一，已建设面积130万平米</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">嘉诚国际</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-amber">海外仓</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">物流</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓储</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓面积A股第二，已建设面积100万平米</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">致欧科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-amber">海外仓</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">跨境电商</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓储</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓已建设面积27万平米</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">焦点科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-amber">海外仓</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">电子商务</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓储</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓已建设面积2万平米</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">跨境通</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full badge-amber">海外仓</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-gray-700">跨境电商</td>
|
||
<td class="px-6 py-4 text-gray-700">海外仓储合作</td>
|
||
<td class="px-6 py-4 text-gray-700">与多家海外仓服务商长期合作，合作范围覆盖英国、欧盟、北美等主要销售区域</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
|
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tsParticles.load("particles-js", {
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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</body>
|
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</html>
|
||
``` |